Compound Planning Inc. Cuts Position in Salesforce Inc. $CRM

Posted by George Bondi on Jul 25th, 2026

Compound Planning Inc. trimmed its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 22.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,855 shares of the CRM provider’s stock after selling 3,926 shares during the period. Compound Planning Inc.’s holdings in Salesforce were worth $2,586,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Temasek Holdings Private Ltd lifted its stake in shares of Salesforce by 3.7% in the fourth quarter. Temasek Holdings Private Ltd now owns 683,790 shares of the CRM provider’s stock worth $181,143,000 after acquiring an additional 24,332 shares in the last quarter. SFE Investment Counsel grew its stake in Salesforce by 82.7% during the 4th quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock valued at $4,608,000 after purchasing an additional 7,871 shares in the last quarter. Secured Retirement Advisors LLC purchased a new stake in Salesforce during the 1st quarter worth approximately $1,004,000. Hilton Head Capital Partners LLC acquired a new position in shares of Salesforce in the 4th quarter valued at approximately $997,000. Finally, Independent Franchise Partners LLP acquired a new position in shares of Salesforce in the 4th quarter valued at approximately $142,521,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Price Performance

CRM opened at $163.65 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The company’s 50-day moving average price is $170.08 and its 200 day moving average price is $187.79. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $274.00. The firm has a market cap of $134.03 billion, a price-to-earnings ratio of 18.94, a price-to-earnings-growth ratio of 0.85 and a beta of 1.18.

Salesforce (NYSE:CRM – Get Free Report) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The company had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.Salesforce’s quarterly revenue was up 13.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.58 earnings per share. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, sell-side analysts expect that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were given 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 yield of 1.1%. Salesforce’s payout ratio is currently 20.37%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on CRM. Piper Sandler downgraded shares of Salesforce from an “overweight” rating to a “neutral” rating in a research report on Thursday, May 28th. BMO Capital Markets cut their price target on shares of Salesforce from $225.00 to $215.00 and set an “outperform” rating on the stock in a report on Thursday, May 28th. Monness Crespi & Hardt upgraded shares of Salesforce from a “neutral” rating to a “buy” rating and set a $200.00 price objective on the stock in a research note on Thursday, June 18th. Barclays raised shares of Salesforce from an “overweight” rating to an “overweight” rating in a report on Thursday, June 18th. Finally, Citigroup upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Wednesday, July 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, seventeen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $249.51.

View Our Latest Report on Salesforce

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce said the U.S. Department of Veterans Affairs awarded it a $1.6 billion, three-year agreement to help modernize veteran care and services through its Missionforce platform, a major enterprise and government win that could support future revenue growth. Article Title
Positive Sentiment: Market commentary highlighted Salesforce as part of a broader rally in enterprise software tied to government AI deals, suggesting investors are rewarding the company’s AI-driven growth story and large-addressable-market opportunity. Article Title
Positive Sentiment: Salesforce also announced equity awards for new employees joining from the acquisitions of Qualified and MeshMesh, reinforcing that the company is still using M&A and talent integration to expand its product capabilities. Article Title
Neutral Sentiment: Several pieces discussed Salesforce’s longer-term outlook and AI platform strategy, including third-party takes on catalysts and new apps built on Salesforce, which support the stock’s narrative but are less immediate drivers than the VA deal. Article Title
Negative Sentiment: One article flagged a “critical security test” for Salesforce, which could raise investor concerns about execution and platform trust, though it is not as immediate as the contract news. Article Title
Negative Sentiment: Salesforce was also mentioned in a piece about the company falling more than the broader market the prior day, reflecting that the stock has still been under pressure despite the recent upbeat headlines. Article Title

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.