Integral Investment Advisors Inc. Invests $234,000 in Salesforce Inc. $CRM

Integral Investment Advisors Inc. purchased a new position in shares of Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 857 shares of the CRM provider’s stock, valued at approximately $234,000.

Other institutional investors also recently modified their holdings of the company. Diversified Trust Co increased its holdings in shares of Salesforce by 30.1% during the second quarter. Diversified Trust Co now owns 27,786 shares of the CRM provider’s stock worth $7,577,000 after buying an additional 6,430 shares in the last quarter. Neville Rodie & Shaw Inc. grew its stake in shares of Salesforce by 4.6% in the second quarter. Neville Rodie & Shaw Inc. now owns 59,970 shares of the CRM provider’s stock worth $16,353,000 after purchasing an additional 2,644 shares during the last quarter. AG2R LA Mondiale Gestion D Actifs bought a new stake in shares of Salesforce in the first quarter worth $9,367,000. Jones Financial Companies Lllp grew its stake in shares of Salesforce by 31.2% in the first quarter. Jones Financial Companies Lllp now owns 344,887 shares of the CRM provider’s stock worth $93,016,000 after purchasing an additional 81,916 shares during the last quarter. Finally, Wesbanco Bank Inc. grew its stake in shares of Salesforce by 6.8% in the second quarter. Wesbanco Bank Inc. now owns 110,968 shares of the CRM provider’s stock worth $30,260,000 after purchasing an additional 7,091 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce Stock Performance

Shares of CRM opened at $255.49 on Tuesday. The stock has a market capitalization of $243.23 billion, a P/E ratio of 37.14, a price-to-earnings-growth ratio of 2.14 and a beta of 1.19. The firm’s fifty day simple moving average is $246.75 and its two-hundred day simple moving average is $258.05. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 12 month low of $226.48 and a 12 month high of $369.00.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.78 by $0.13. The company had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $10.14 billion. Salesforce had a net margin of 16.87% and a return on equity of 13.27%. The business’s revenue was up 9.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.56 EPS. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. As a group, analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, October 9th. Stockholders of record on Wednesday, September 17th were given a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Wednesday, September 17th. Salesforce’s dividend payout ratio is 24.13%.

Insider Transactions at Salesforce

In related news, Director David Blair Kirk acquired 3,400 shares of the business’s stock in a transaction dated Tuesday, September 9th. The shares were bought at an average price of $254.66 per share, with a total value of $865,844.00. Following the transaction, the director directly owned 3,824 shares of the company’s stock, valued at $973,819.84. This trade represents a 801.89% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Marc Benioff sold 2,250 shares of the stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $247.67, for a total transaction of $557,257.50. Following the transaction, the chief executive officer directly owned 11,911,571 shares in the company, valued at $2,950,138,789.57. This trade represents a 0.02% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 78,750 shares of company stock worth $19,394,393 in the last three months. Insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on CRM. Oppenheimer reduced their price objective on shares of Salesforce from $370.00 to $315.00 and set an “outperform” rating on the stock in a research note on Tuesday, August 26th. Macquarie reissued a “neutral” rating and issued a $250.00 price objective on shares of Salesforce in a research note on Thursday, October 16th. KeyCorp reduced their price objective on shares of Salesforce from $440.00 to $400.00 and set an “overweight” rating on the stock in a research note on Thursday, September 4th. Wedbush reissued an “outperform” rating and issued a $375.00 price objective on shares of Salesforce in a research note on Thursday, October 16th. Finally, Northland Capmk cut shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 14th. Twenty-five research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $325.23.

About Salesforce

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.