WINTON GROUP Ltd Has $4.17 Million Stock Holdings in Salesforce Inc. $CRM

WINTON GROUP Ltd increased its holdings in shares of Salesforce Inc. (NYSE:CRM) by 190.4% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 26,644 shares of the CRM provider’s stock after purchasing an additional 17,470 shares during the quarter. WINTON GROUP Ltd’s holdings in Salesforce were worth $4,174,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Brighton Jones LLC grew 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 valued at $8,582,000 after acquiring an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Salesforce by 12.6% during 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 last quarter. Bison Wealth LLC grew its stake in shares of Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC raised 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 valued at $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank lifted its stake in Salesforce by 5.2% in the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after acquiring an additional 500 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Stock Down 0.3%

Shares of CRM stock opened at $243.41 on Friday. The stock has a market cap of $200.33 billion, a P/E ratio of 22.19, a price-to-earnings-growth ratio of 1.13 and a beta of 1.20. Salesforce Inc. has a one year low of $146.32 and a one year high of $269.11. The stock has a fifty day moving average price of $198.91 and a 200 day moving average price of $186.75. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.27 by $2.63. Salesforce had a net margin of 21.99% and a return on equity of 24.90%. The firm had revenue of $11.35 billion for the quarter, compared to analyst estimates of $11.33 billion. During the same quarter in the previous year, the firm posted $2.91 EPS. The business’s revenue for the quarter was up 10.8% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. Analysts predict that Salesforce Inc. will post 12.65 earnings per share for the current year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Thursday, September 17th will be given a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, September 17th. Salesforce’s dividend payout ratio is 16.04%.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on CRM shares. UBS Group increased their price target on Salesforce from $210.00 to $240.00 and gave the company a “neutral” rating in a report on Thursday, August 27th. Royal Bank Of Canada upped their price target on Salesforce from $210.00 to $250.00 and gave the stock a “sector perform” rating in a report on Thursday, August 27th. HC Wainwright cut Salesforce to a “negative” rating in a research report on Thursday, June 18th. Argus raised their price objective on shares of Salesforce from $290.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, August 31st. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $275.00 target price (up from $250.00) on shares of Salesforce in a research report on Thursday, August 27th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, fifteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and a consensus target price of $266.50.

Insider Buying and Selling

In other Salesforce news, Director Craig Conway sold 4,500 shares of Salesforce stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $260.61, for a total transaction of $1,172,745.00. Following the sale, the director directly owned 5,437 shares of the company’s stock, valued at approximately $1,416,936.57. The trade was a 45.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 3.50% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce completed its acquisition of Fin, formerly Intercom, adding an AI customer-agent platform, more than 30,000 customers and an experienced technical team. The deal strengthens Salesforce’s Agentforce strategy and could support cross-selling across its CRM base. Salesforce Completes Acquisition of Fin
• Positive Sentiment: Salesforce is reportedly in discussions to acquire Listen Labs, an AI-powered customer research platform, for approximately $2 billion. The technology could provide customer insights and data to improve Salesforce’s enterprise AI products, although the talks are preliminary and unconfirmed. Salesforce has held talks to buy Listen Labs
• Positive Sentiment: Salesforce introduced an enterprise AI “harness” designed to coordinate multiple models and agents using shared business data, while its Claude partnership and Agentforce platform reinforce the company’s effort to monetize generative AI. Agentforce annual recurring revenue reportedly reached $1.5 billion, providing evidence of customer adoption. Salesforce’s new Enterprise AI Harness
• Neutral Sentiment: Salesforce’s recent blowout quarter and roughly 23% monthly rally have improved sentiment, but analysts note that the earnings beat may not yet indicate explosive revenue acceleration. Investors are likely to seek further evidence at Dreamforce and Investor Day next week.
• Negative Sentiment: The potential Listen Labs transaction raises concerns about paying a substantial premium and adding integration or execution risk, particularly as Salesforce already carries more debt despite improved profitability.
• Negative Sentiment: Microsoft is targeting Salesforce customers with an AI-powered Dynamics 365 migration tool, while startup Lightfield raised $47 million to develop an AI-native CRM competitor. These developments highlight growing pressure on Salesforce’s core CRM franchise. Microsoft targets Salesforce customers

Salesforce Profile

Salesforce, Inc is a cloud-based software company that provides customer relationship management (CRM) technology and related enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, data analytics and business operations through subscription-based software and cloud services.

The company’s product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud and the Salesforce Platform. Salesforce also offers Slack for workplace collaboration, Tableau for data visualization and analytics, MuleSoft for application integration, and artificial intelligence capabilities, including its Agentforce platform for building and deploying AI agents.

Founded in 1999, Salesforce is headquartered in San Francisco, California, and serves businesses and organizations across a broad range of industries and geographic markets worldwide.