Guerra Pan Advisors LLC Buys 400 Shares of Salesforce Inc. $CRM

Guerra Pan Advisors LLC grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 7.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,849 shares of the CRM provider’s stock after purchasing an additional 400 shares during the quarter. Salesforce comprises approximately 1.1% of Guerra Pan Advisors LLC’s portfolio, making the stock its 27th biggest holding. Guerra Pan Advisors LLC’s holdings in Salesforce were worth $1,595,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Painted Porch Advisors LLC increased its stake in Salesforce by 260.0% in the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after acquiring an additional 65 shares during the last quarter. CBIZ Investment Advisory Services LLC lifted its holdings in Salesforce by 314.8% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock worth $30,000 after buying an additional 85 shares during the period. Christopher J. Hasenberg Inc increased its position in shares of Salesforce by 383.3% during the second quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after buying an additional 92 shares during the period. Maseco LLP bought a new position in Salesforce in the second quarter worth $34,000. Finally, Quaker Wealth Management LLC boosted its position in shares of Salesforce by 208.6% in the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after purchasing an additional 242 shares in the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Canaccord Genuity Group reduced their price target on shares of Salesforce from $350.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, September 4th. Northland Capmk downgraded Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 14th. Bank of America dropped their target price on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a report on Monday, November 17th. Macquarie reissued a “neutral” rating and issued a $250.00 target price on shares of Salesforce in a report on Thursday, October 16th. Finally, BMO Capital Markets dropped their price target on Salesforce from $335.00 to $280.00 and set an “outperform” rating for the company in a research note on Thursday, September 4th. Twenty-five investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $323.51.

Salesforce Price Performance

NYSE CRM opened at $226.75 on Friday. The firm’s fifty day simple moving average is $244.80 and its two-hundred day simple moving average is $256.22. The firm has a market capitalization of $215.87 billion, a P/E ratio of 32.96, a P/E/G ratio of 2.11 and a beta of 1.19. 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 $221.96 and a 12-month high of $369.00.

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

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, October 9th. Investors of record on Wednesday, September 17th were paid a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Wednesday, September 17th. Salesforce’s payout ratio is currently 24.13%.

Insider Buying and Selling

In other news, CEO Marc Benioff sold 2,250 shares of the company’s stock in a transaction that occurred on Thursday, September 18th. The stock was sold at an average price of $245.09, for a total value of $551,452.50. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at $2,919,406,936.39. This represents a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director David Blair Kirk acquired 3,400 shares of the stock in a transaction that occurred on Tuesday, September 9th. The stock was acquired at an average price of $254.66 per share, with a total value of $865,844.00. Following the completion of 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 position. The SEC filing for this purchase provides additional information. Insiders have sold a total of 60,872 shares of company stock worth $15,058,156 in the last quarter. Insiders own 3.00% of the company’s stock.

Salesforce Profile

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.