Osmosis Investment Management UK Ltd Takes $1.63 Million Position in Salesforce Inc. $CRM

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

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

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on CRM shares. Susquehanna initiated coverage on Salesforce in a report on Wednesday, July 1st. They issued a “neutral” rating on the stock. Evercore reaffirmed an “outperform” rating on shares of Salesforce in a report on Tuesday, July 14th. Wolfe Research downgraded Salesforce from an “outperform” rating to a “hold” rating in a research report on Wednesday, July 1st. Guggenheim reissued a “buy” rating and issued a $228.00 target price on shares of Salesforce in a report on Thursday, August 20th. Finally, HC Wainwright cut Salesforce to a “negative” rating in a research report on Thursday, June 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $249.87.

Salesforce Trading Up 0.0%

Shares of CRM opened at $209.19 on Tuesday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The stock has a market cap of $171.32 billion, a price-to-earnings ratio of 24.21, a price-to-earnings-growth ratio of 1.13 and a beta of 1.16. The firm has a 50 day simple moving average of $175.23 and a 200-day simple moving average of $181.44.

Salesforce (NYSE:CRM) last posted its earnings results 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. The firm had revenue of $11.13 billion for 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 revenue was up 13.3% on a year-over-year basis. During the same quarter in the prior year, the company 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. Equities analysts forecast that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were paid a $0.44 dividend. 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 presently 20.37%.

Key Stories Impacting 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 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.