Temasek Holdings Private Ltd Boosts Holdings in Salesforce Inc. $CRM

Temasek Holdings Private Ltd boosted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 18.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 809,900 shares of the CRM provider’s stock after buying an additional 126,110 shares during the quarter. Temasek Holdings Private Ltd’s holdings in Salesforce were worth $151,184,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. boosted its stake in shares of Salesforce by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock worth $23,800,353,000 after acquiring an additional 270,913 shares during the last quarter. State Street Corp grew its position in shares of Salesforce by 1.3% during the 4th quarter. State Street Corp now owns 50,080,230 shares of the CRM provider’s stock valued at $13,286,909,000 after acquiring an additional 659,573 shares during the period. J. Stern & Co. LLP increased its stake in shares of Salesforce by 24,056.7% in the 4th quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider’s stock worth $12,552,896,000 after purchasing an additional 47,189,352 shares in the last quarter. Capital International Investors increased its stake in shares of Salesforce by 13.3% in the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after purchasing an additional 2,669,891 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in Salesforce by 3.8% in the 4th quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider’s stock worth $5,751,073,000 after purchasing an additional 791,345 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently weighed in on CRM shares. Citizens Jmp reiterated a “market outperform” rating and set a $315.00 target price on shares of Salesforce in a research report on Thursday, May 28th. Piper Sandler downgraded Salesforce from an “overweight” rating to a “neutral” rating in a research note on Thursday, May 28th. Morgan Stanley reaffirmed an “equal weight” rating and set a $185.00 price objective (down from $287.00) on shares of Salesforce in a research report on Tuesday. Cantor Fitzgerald reiterated an “overweight” rating and set a $250.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. Finally, Roth Capital reiterated a “buy” rating and set a $325.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, seventeen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and an average price target of $249.51.

Salesforce Trading Down 2.0%

Shares of CRM stock opened at $170.37 on Wednesday. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $274.00. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The firm has a market capitalization of $139.53 billion, a PE ratio of 19.72, a PEG ratio of 0.94 and a beta of 1.18. The stock has a fifty day simple moving average of $170.55 and a two-hundred day simple moving average of $189.35.

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

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were issued a $0.44 dividend. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. Salesforce’s payout ratio is currently 20.37%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Some analysts still see Salesforce as attractively valued versus peers, citing faster AI growth and stronger earnings revisions, which supports the case for further upside. Salesforce vs. Adobe: Which Enterprise Software Stock Has the Edge?
• Positive Sentiment: Salesforce continues to draw investor attention, and some bullish commentary points to the stock being far below prior levels with meaningful upside if execution improves. Salesforce Cratered 33% in 2026. One Analyst Sees It Exploding Nearly 200%
• Positive Sentiment: Salesforce’s technology is still being adopted in mission-critical settings, including a broader U.S. Air Force rollout of Missionforce for fleet management. Salesforce (CRM) Lands Broad Air Force Role Managing A Global Military Vehicle Fleet
• Neutral Sentiment: Salesforce remains a widely watched stock, but this mainly reflects ongoing investor interest rather than a clear new fundamental catalyst. Salesforce, Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Coverage comparing Salesforce with Adyen and other stocks is mostly informational and does not appear to be a major driver on its own. CRM vs. ADYEY: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Morgan Stanley’s downgrade and sharply reduced price target are the clearest near-term negative catalysts, reinforcing concerns that upside may be more limited than previously expected. Salesforce slides on back of Morgan Stanley downgrade
• Negative Sentiment: A report about a company canceling a large Salesforce contract in favor of an AI-built CRM highlights competitive pressure from lower-cost, AI-native alternatives. Curative CEO says company ditched a $600k-a-year Salesforce contract after vibecoding a CRM in 2 months
• Negative Sentiment: Fireflies’ new AI Sales Suite adds another AI-driven competitor in sales intelligence and CRM-adjacent software, which could add to long-term competitive concerns for Salesforce. Fireflies launches AI Sales Suite, bringing enterprise sales intelligence to its 20 million users at a fraction of what legacy platforms charge

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.