Integrated Advisors Network LLC Has $1.43 Million Stock Holdings in Salesforce Inc. $CRM

Integrated Advisors Network LLC decreased its position in Salesforce Inc. (NYSE:CRM) by 33.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,645 shares of the CRM provider’s stock after selling 3,810 shares during the period. Integrated Advisors Network LLC’s holdings in Salesforce were worth $1,427,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce during the fourth quarter worth approximately $25,000. Board of the Pension Protection Fund bought a new position in Salesforce in the fourth quarter valued at approximately $26,000. Key Capital Management INC acquired a new stake in Salesforce during the 4th quarter worth $26,000. Gilpin Wealth Management LLC bought a new stake in shares of Salesforce during the 4th quarter valued at $26,000. Finally, Legacy Bridge LLC acquired a new position in shares of Salesforce in the 4th quarter valued at $27,000. 80.43% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Bank of America started coverage on Salesforce in a research note on Monday, May 18th. They set an “underperform” rating and a $160.00 price objective for the company. Scotiabank lowered Salesforce from a “sector outperform” rating to a “sector perform” rating in a research report on Thursday, June 18th. Monness Crespi & Hardt upgraded shares of Salesforce from a “neutral” rating to a “buy” rating and set a $200.00 price target on the stock in a research report on Thursday, June 18th. Barclays raised shares of Salesforce from an “overweight” rating to an “overweight” rating in a research note on Thursday, June 18th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and issued a $315.00 target price on shares of Salesforce in a research note on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $254.42.

Salesforce Trading Down 1.7%

NYSE:CRM opened at $166.60 on Thursday. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $275.56. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a market capitalization of $136.44 billion, a PE ratio of 19.28, a price-to-earnings-growth ratio of 1.06 and a beta of 1.18. The business’s 50-day simple moving average is $172.63 and its 200-day simple moving average is $195.42.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.Salesforce’s quarterly revenue was up 13.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Sell-side analysts expect that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were given 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 dividend yield of 1.1%. Salesforce’s dividend payout ratio is currently 20.37%.

Salesforce declared that its Board of Directors has authorized a share buyback program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in shares. This repurchase authorization authorizes the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its shares are undervalued.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce said the U.S. Air Force is using its Missionforce National Security platform to manage a $13.5 billion vehicle fleet, a high-profile government contract that highlights demand for its software in mission-critical operations. Article Title
• Positive Sentiment: Guggenheim upgraded Salesforce to Buy from Neutral and set a $228 price target, arguing the AI bear case looks overdone and suggesting meaningful upside if the market re-rates the shares. Article Title
• Positive Sentiment: Salesforce also announced a $1 billion investment in Switzerland over five years to accelerate adoption of agentic AI, reinforcing its push into AI-led growth and enterprise automation. Article Title
• Positive Sentiment: New commentary around Slackbot pulling CRM data, generating charts, and sending DocuSign agreements from chat messages points to deeper product integration across Salesforce’s ecosystem, which could improve stickiness and sales productivity. Article Title
• Neutral Sentiment: Several articles reiterated that Salesforce remains a favored “beaten-down” software name with analyst support and potential upside, but they did not add materially new financial details beyond reinforcing the existing bullish narrative. Article Title
• Negative Sentiment: Despite the positive news flow, investors are still focused on Salesforce’s heavy AI spending and margin pressure, which has kept the stock near recent lows and capped enthusiasm. Article Title

Salesforce Profile

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.