Fluent Financial LLC Acquires New Shares in Salesforce Inc. $CRM

Posted by Stanley Muller on Aug 10th, 2026

Fluent Financial LLC bought a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm bought 14,458 shares of the CRM provider’s stock, valued at approximately $2,265,000. Salesforce comprises approximately 0.8% of Fluent Financial LLC’s holdings, making the stock its 27th largest position.

Several other large investors have also modified their holdings of CRM. Brighton Jones LLC increased its holdings in Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after buying an additional 3,102 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC boosted its position in Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after acquiring an additional 184 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after acquiring an additional 106 shares during the period. Finally, United Bank raised its position in shares of Salesforce by 5.2% in the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after acquiring an additional 500 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Salesforce Stock Performance

CRM opened at $192.48 on Monday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a 12-month low of $146.32 and a 12-month high of $269.11. The firm has a 50 day moving average of $171.23 and a two-hundred day moving average of $182.95. The firm has a market capitalization of $157.64 billion, a PE ratio of 22.28, a P/E/G ratio of 1.04 and a beta of 1.16.

Salesforce (NYSE:CRM – Get Free Report) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The firm had revenue of $11.13 billion for the quarter, compared to analyst estimates 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 quarter in the prior year, the business 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. On average, analysts anticipate that Salesforce Inc. will post 10.27 EPS for the current year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were paid a $0.44 dividend. The ex-dividend date was Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce’s dividend payout ratio is presently 20.37%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on CRM. KeyCorp downgraded Salesforce from an “overweight” rating to a “sector weight” rating in a research report on Wednesday, July 8th. Weiss Ratings cut shares of Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, July 24th. Wedbush initiated coverage on shares of Salesforce in a research report on Wednesday, July 1st. They issued an “outperform” rating on the stock. Canaccord Genuity Group reiterated a “buy” rating and set a $225.00 price objective on shares of Salesforce in a research note on Tuesday, June 16th. Finally, Macquarie Infrastructure cut their price target on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a report on Thursday, May 28th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, sixteen have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $249.51.

Check Out Our Latest Stock Report on Salesforce

Salesforce Company 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.