Focus Partners Advisor Solutions LLC Has $2.05 Million Position in Salesforce Inc. $CRM

Posted by Brenda Bartman on Jun 11th, 2026

Focus Partners Advisor Solutions LLC cut its position in Salesforce Inc. (NYSE:CRM – Free Report) by 43.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 7,751 shares of the CRM provider’s stock after selling 6,073 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Salesforce were worth $2,053,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in CRM. Brighton Jones LLC grew its stake in shares of Salesforce by 13.7% in the 4th 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 grew its stake in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC grew 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 buying an additional 184 shares during the period. Sivia Capital Partners LLC grew its stake 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 buying an additional 106 shares during the period. Finally, United Bank grew its stake in shares of Salesforce by 5.2% in the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after buying an additional 500 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Salesforce

In other news, Director Laura Alber bought 2,571 shares of the company’s stock in a transaction on Thursday, March 19th. The shares were purchased at an average price of $194.58 per share, with a total value of $500,265.18. Following the transaction, the director directly owned 9,530 shares in the company, valued at $1,854,347.40. This represents a 36.94% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director David Blair Kirk bought 2,570 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were purchased at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the transaction, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is owned by company insiders.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce is getting credit for expanding its AI monetization strategy by acquiring m3ter, a usage-based metering and billing platform. The deal should help integrate consumption pricing into Agentforce Revenue Management, which could support revenue growth from AI products and make Salesforce more flexible for customers shifting away from pure subscription billing. Salesforce m3ter Deal Highlights Shift Toward Usage Based AI Revenue
Positive Sentiment: Bloomberg-reported news that Salesforce’s stake in Anthropic has grown to about $5 billion reinforces the company’s AI exposure and may boost investor confidence that management has a meaningful position in one of the leading AI startups. Salesforce’s Anthropic Stake Reportedly Reaches $5 Billion as AI Startup Eyes IPO, Bloomberg Reports
Positive Sentiment: A Zacks note highlighted that Salesforce is trading near a 52-week low while Agentforce ARR is rising sharply and growth appears to be re-accelerating, suggesting the stock may look inexpensive relative to its long-term AI opportunity. Salesforce Trades Near 52-Week Low: Time to Hold the Stock or Exit?
Neutral Sentiment: Salesforce’s presentation at the Mizuho Technology Conference did not include a clear new catalyst in the provided summary, but it kept management visible to investors amid heightened scrutiny on execution. Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
Neutral Sentiment: Third-party coverage also pointed to improving earnings quality and positive market reaction to the latest results, which supports the view that the company still has fundamental strength despite the recent pullback. Shareholders Can Be Confident That Salesforce’s (NYSE:CRM) Earnings Are High Quality
Negative Sentiment: Multiple reports about layoffs and severance packages are likely weighing on sentiment, as they underscore cost-cutting pressure and suggest management is still adjusting the workforce around slower-than-hoped AI adoption. Salesforce lays off employees in a new round of cuts
Negative Sentiment: Articles noting AI competition pressure and a stock slide despite the earnings beat suggest investors remain concerned that rivals are limiting Salesforce’s growth outlook, even after strong quarterly results. AI Competition Pressured Salesforce (CRM) in Q1
Negative Sentiment: Coverage of layoffs amid AI concerns and a sharply lower stock price reflects continuing market skepticism about whether Salesforce’s AI investments will translate into faster near-term growth. Salesforce lays off 86 employees amid AI concerns, stock down 30%

Salesforce Price Performance

Shares of NYSE CRM opened at $171.22 on Thursday. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $276.80. The stock has a market cap of $140.23 billion, a price-to-earnings ratio of 19.82, a PEG ratio of 1.09 and a beta of 1.16. 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 firm’s 50-day simple moving average is $180.90 and its 200 day simple moving average is $207.60.

Salesforce (NYSE:CRM – Get Free Report) last announced its quarterly 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. 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 analysts’ expectations of $11.05 billion. During the same quarter last year, the firm earned $2.58 EPS. The firm’s revenue for the quarter was up 13.3% compared to the same quarter last year. 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, research analysts anticipate that Salesforce Inc. will post 10.3 earnings per share for the current fiscal year.

Salesforce declared that its board has approved a stock buyback program on Monday, March 16th that permits the company to buyback $25.00 billion in outstanding shares. This buyback authorization permits the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.

Analyst Ratings Changes

CRM has been the subject of several research reports. Oppenheimer reduced their target price on Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Barclays reduced their target price on Salesforce from $252.00 to $236.00 and set an “overweight” rating for the company in a research note on Thursday, May 28th. UBS Group restated a “market outperform” rating on shares of Salesforce in a research note on Thursday, May 28th. Northland Securities reduced their target price on Salesforce from $267.00 to $229.00 and set a “market perform” rating for the company in a research note on Tuesday, March 10th. Finally, Mizuho dropped their price target on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $259.26.

Check Out Our Latest Analysis 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.