Mmbg Investment Advisors CO. Takes Position in Salesforce Inc. $CRM

Mmbg Investment Advisors CO. purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 39,720 shares of the CRM provider’s stock, valued at approximately $6,240,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Temasek Holdings Private Ltd lifted its stake in shares of Salesforce by 3.7% in the 4th quarter. Temasek Holdings Private Ltd now owns 683,790 shares of the CRM provider’s stock worth $181,143,000 after purchasing an additional 24,332 shares during the period. SFE Investment Counsel grew its position in Salesforce by 82.7% during the fourth quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock valued at $4,608,000 after buying an additional 7,871 shares during the period. Fluent Financial LLC bought a new stake in Salesforce during the second quarter valued at approximately $2,265,000. Secured Retirement Advisors LLC purchased a new stake in Salesforce during the first quarter valued at approximately $1,004,000. Finally, Janus Henderson Group PLC increased its holdings in Salesforce by 2.5% during the first quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider’s stock valued at $23,846,000 after buying an additional 3,125 shares during the last quarter. 80.43% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. CLSA began coverage on shares of Salesforce in a research report on Monday, July 20th. They set a “hold” rating and a $165.00 price objective for the company. HSBC raised their target price on Salesforce from $350.00 to $356.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Scotiabank lowered Salesforce from a “sector outperform” rating to a “sector perform” rating in a report on Thursday, June 18th. Barclays upgraded Salesforce from an “overweight” rating to an “overweight” rating in a research report on Thursday, June 18th. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $315.00 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 assigned a Buy rating, eighteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $249.49.

Salesforce Trading Up 5.0%

Shares of CRM stock opened at $205.92 on Thursday. 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 stock has a fifty day simple moving average of $172.69 and a two-hundred day simple moving average of $181.41. The firm has a market capitalization of $168.65 billion, a PE ratio of 23.83, a PEG ratio of 1.06 and a beta of 1.16. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $269.11.

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 10.27 EPS for the current fiscal year.

Salesforce Dividend Announcement

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 0.9%. Salesforce’s payout ratio is currently 20.37%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Agentforce adoption is accelerating. Salesforce’s Agentforce annual recurring revenue reportedly surged 205%, suggesting rising customer usage and deeper integration of AI agents into its CRM platform. This supports the company’s efforts to remain competitive in enterprise AI. Will Agentforce Help Salesforce Stay Ahead in the Enterprise AI Race?
• Positive Sentiment: Salesforce expanded Headless 360 across its portfolio, potentially giving customers more flexible ways to deploy Salesforce data and services across digital channels. Broader product integration could support retention, cross-selling and long-term platform value. Salesforce Expands Headless 360 Across Its Portfolio
• Positive Sentiment: Sector rotation and value interest are supporting CRM. Investors have been moving from semiconductor stocks into underperforming software names, while some analysts characterize Salesforce as attractively valued for long-term investors. Netflix, Salesforce, and Adobe Rally as Investors Rotate
• Neutral Sentiment: The upcoming August 26 earnings report is the next major catalyst. Salesforce recently exceeded quarterly EPS and revenue expectations, but investors will focus on forward guidance, Agentforce monetization and whether growth can reaccelerate. Salesforce Projected to Announce Earnings
• Positive Sentiment: Anthropic exposure offers a potential strategic benefit. Salesforce has participated in Anthropic funding rounds and integrates Claude, giving CRM indirect exposure to the enterprise AI company’s reported growth and possible future valuation gains. The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell
• Negative Sentiment: Near-term earnings expectations remain a risk. Zacks said Salesforce lacks the combination of factors that typically supports a likely earnings beat, raising the possibility of disappointment if guidance or AI-related results fall short. Salesforce Earnings Expected to Grow
• Negative Sentiment: Analyst upgrades have not consistently translated into sustained gains. This keeps the stock dependent on tangible earnings evidence, particularly as investors question whether generative AI could weaken traditional software business models. Analyst upgrades keep failing Salesforce

Salesforce Company 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.