Performance Wealth Partners LLC Purchases Shares of 2,928 Salesforce Inc. $CRM

Posted by on Aug 18th, 2026

Performance Wealth Partners LLC acquired a new position in Salesforce Inc. (NYSE:CRM – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,928 shares of the CRM provider’s stock, valued at approximately $459,000.

A number of other institutional investors and hedge funds have also modified their holdings of CRM. Temasek Holdings Private Ltd boosted its position 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 valued at $181,143,000 after acquiring an additional 24,332 shares in the last quarter. SFE Investment Counsel lifted its stake in Salesforce by 82.7% during the fourth quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock worth $4,608,000 after purchasing an additional 7,871 shares during the period. Fluent Financial LLC bought a new position in Salesforce during the second quarter worth about $2,265,000. Secured Retirement Advisors LLC acquired a new stake in Salesforce during the first quarter valued at approximately $1,004,000. Finally, Janus Henderson Group PLC grew its stake in shares of Salesforce by 2.5% in the 1st quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider’s stock valued at $23,846,000 after purchasing an additional 3,125 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Salesforce Stock Performance

Shares of NYSE:CRM opened at $191.20 on Tuesday. The business has a fifty day moving average of $171.58 and a 200-day moving average of $181.69. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a twelve month low of $146.32 and a twelve month high of $269.11. The firm has a market cap of $156.59 billion, a PE ratio of 22.13, a price-to-earnings-growth ratio of 1.06 and a beta of 1.16.

Salesforce (NYSE:CRM – Get Free Report) last issued its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter in the prior year, the company earned $2.58 EPS. The firm’s quarterly revenue was up 13.3% on a year-over-year basis. 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, equities research analysts predict that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Announces Dividend

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

Analyst Ratings Changes

Several equities analysts recently commented on the company. Roth Capital restated a “buy” rating and set a $325.00 target price on shares of Salesforce in a research report on Thursday, May 28th. Monness Crespi & Hardt upped their price target on Salesforce from $200.00 to $222.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. CLSA began coverage on Salesforce in a research note on Monday, July 20th. They set a “hold” rating and a $165.00 price objective for the company. Weiss Ratings raised Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, August 12th. Finally, Macquarie Infrastructure lowered their target price 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 research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, seventeen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $249.05.

Read Our Latest Research Report on CRM

About Salesforce

(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.

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Institutional Ownership by Quarter for Salesforce (NYSE:CRM)

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