John G Ullman & Associates Inc. Has $1.55 Million Stake in Salesforce Inc. $CRM

Posted by Geri Gentry on Jul 18th, 2026

John G Ullman & Associates Inc. decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 30.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 8,283 shares of the CRM provider’s stock after selling 3,567 shares during the quarter. John G Ullman & Associates Inc.’s holdings in Salesforce were worth $1,546,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in CRM. Brighton Jones LLC increased its stake 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 worth $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Salesforce by 12.6% during the 4th 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 in the last quarter. Bison Wealth LLC lifted 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 purchasing an additional 184 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after purchasing an additional 106 shares in the last quarter. Finally, United Bank boosted its holdings in Salesforce by 5.2% in the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after purchasing an additional 500 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on CRM. Wolfe Research lowered Salesforce from an “outperform” rating to a “hold” rating in a report on Wednesday, July 1st. Weiss Ratings upgraded Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 7th. BTIG Research reissued a “buy” rating and set a $255.00 price objective on shares of Salesforce in a report on Tuesday, May 26th. Canaccord Genuity Group reissued a “buy” rating and issued a $225.00 price objective on shares of Salesforce in a research note on Tuesday, June 16th. Finally, Piper Sandler lowered Salesforce from an “overweight” rating to a “neutral” rating in a report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, fourteen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $254.42.

Check Out Our Latest Stock Report on CRM

Salesforce Trading Down 0.9%

Salesforce stock opened at $171.20 on Friday. 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 business’s 50-day simple moving average is $170.64 and its 200-day simple moving average is $191.20. The firm has a market capitalization of $140.21 billion, a PE ratio of 19.82, a PEG ratio of 0.93 and a beta of 1.18. Salesforce Inc. has a 52 week low of $146.32 and a 52 week high of $274.00.

Salesforce (NYSE:CRM – Get Free Report) last posted its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping the consensus estimate of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the previous year, the firm 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 research analysts forecast that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were issued a dividend of $0.44 per share. The ex-dividend date was Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. Salesforce’s payout ratio is 20.37%.

Salesforce Profile

(Free Report)

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.