Epoch Investment Partners Inc. Lowers Stock Holdings in Salesforce Inc. $CRM

Posted by Stanley Muller on Jul 26th, 2026

Epoch Investment Partners Inc. reduced its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 38.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 79,533 shares of the CRM provider’s stock after selling 49,250 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Salesforce were worth $14,846,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in CRM. Temasek Holdings Private Ltd grew its holdings in shares of Salesforce by 3.7% during the 4th quarter. Temasek Holdings Private Ltd now owns 683,790 shares of the CRM provider’s stock worth $181,143,000 after purchasing an additional 24,332 shares during the period. SFE Investment Counsel raised its holdings in Salesforce by 82.7% in the fourth quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock valued at $4,608,000 after buying an additional 7,871 shares during the period. Secured Retirement Advisors LLC acquired a new position in Salesforce during the first quarter valued at approximately $1,004,000. Hilton Head Capital Partners LLC acquired a new position in Salesforce during the fourth quarter valued at approximately $997,000. Finally, Independent Franchise Partners LLP purchased a new stake in Salesforce during the fourth quarter worth approximately $142,521,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on CRM shares. HSBC increased their price objective on shares of Salesforce from $350.00 to $356.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Daiwa Securities Group reduced their target price on shares of Salesforce from $295.00 to $280.00 and set a “buy” rating on the stock in a report on Tuesday, June 2nd. KeyCorp cut shares of Salesforce from an “overweight” rating to a “sector weight” rating in a research report on Wednesday, July 8th. Susquehanna assumed coverage on Salesforce in a report on Wednesday, July 1st. They issued a “neutral” rating for the company. Finally, Needham & Company LLC reissued a “buy” rating on shares of Salesforce in a research report on Tuesday, June 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, sixteen have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $249.51.

Get Our Latest Stock Report on CRM

Salesforce Trading Up 4.3%

NYSE CRM opened at $163.65 on Friday. The company’s fifty day simple moving average is $170.08 and its 200-day simple moving average is $187.79. Salesforce Inc. has a 52 week low of $146.32 and a 52 week high of $274.00. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The stock has a market cap of $134.03 billion, a P/E ratio of 18.94, a PEG ratio of 0.88 and a beta of 1.18.

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

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were given a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, June 11th. Salesforce’s dividend payout ratio is presently 20.37%.

Key Headlines Impacting 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.