Osmosis Investment Management UK Ltd Makes New $1.63 Million Investment in Salesforce Inc. $CRM

Osmosis Investment Management UK Ltd purchased a new stake in Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 10,398 shares of the CRM provider’s stock, valued at approximately $1,629,000.

A number of other large investors also recently made changes to their positions in CRM. Brighton Jones LLC lifted its holdings in shares of Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after acquiring an additional 3,102 shares during the period. Revolve Wealth Partners LLC grew its holdings in Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after purchasing an additional 205 shares during the period. Bison Wealth LLC grew its holdings in Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after purchasing an additional 184 shares during the period. Sivia Capital Partners LLC increased its position in Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after purchasing an additional 106 shares during the last quarter. Finally, United Bank raised its stake in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after purchasing an additional 500 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: BTIG Research reaffirmed its Buy rating and set a $255 price target, implying substantial upside from recent trading levels. The bullish view reflects confidence in Salesforce’s AI opportunity and earnings outlook. Benzinga article
• Positive Sentiment: One analyst argues Salesforce remains undervalued, citing its AI-enabled growth potential, modest valuation and significant share repurchases. The company’s reported $27.5 billion buyback has reduced shares outstanding and could provide support for earnings per share and the stock. Salesforce Forcing Itself Higher Through Massive Buybacks And AI-Led Growth
• Positive Sentiment: Analysts expect AI cloud demand, acquisitions and disciplined spending to support second-quarter results, with revenue growth forecast at approximately 10.6%. Salesforce is also being discussed as a potential beneficiary of broader enterprise AI adoption. Salesforce Set to Report Q2 Earnings
• Neutral Sentiment: Salesforce has rallied toward the $210 area and is testing a resistance zone near its June high. A strong earnings reaction could determine whether the recent advance continues or stalls. Salesforce Stock Hits a Crucial Resistance Ahead of Earnings
• Negative Sentiment: The main risk is that Salesforce’s earnings report fails to demonstrate a meaningful sales-growth reacceleration. Analysts and investors remain cautious about slower software growth, elevated AI expectations and the possibility that the broader AI trade could weaken. Salesforce Earnings Due: Will Sales Growth Reacceleration Hold Up?

Salesforce Stock Up 0.0%

NYSE CRM opened at $209.19 on Tuesday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11. The business has a 50 day moving average price of $175.23 and a two-hundred day moving average price of $181.44. The stock has a market cap of $171.32 billion, a PE ratio of 24.21, a P/E/G ratio of 1.13 and a beta of 1.16.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. During the same quarter last year, the firm posted $2.58 earnings per share. The business’s quarterly revenue was up 13.3% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, sell-side analysts predict that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were paid a dividend of $0.44 per share. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 0.8%. Salesforce’s payout ratio is 20.37%.

Analyst Ratings Changes

CRM has been the topic of a number of research analyst reports. B. Riley Financial lifted their price target on shares of Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a report on Thursday, May 28th. Canaccord Genuity Group restated a “buy” rating and set a $225.00 price objective on shares of Salesforce in a report on Tuesday, June 16th. DA Davidson cut their target price on Salesforce from $200.00 to $175.00 and set a “neutral” rating on the stock in a research report on Thursday, May 28th. Wedbush started coverage on Salesforce in a report on Wednesday, July 1st. They issued an “outperform” rating on the stock. Finally, JPMorgan Chase & Co. initiated coverage on Salesforce in a research report on Thursday, August 13th. They set an “overweight” rating and a $250.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $249.87.

About Salesforce

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.