Salesforce Inc. $CRM Stock Holdings Decreased by Forum Financial Management LP

Posted by Brian Himes on Jul 1st, 2026

Forum Financial Management LP lowered its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 70.1% during the first quarter, Holdings Channel reports. The fund owned 2,536 shares of the CRM provider’s stock after selling 5,951 shares during the quarter. Forum Financial Management LP’s holdings in Salesforce were worth $473,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in CRM. Vanguard Group Inc. grew its position in Salesforce by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock worth $23,800,353,000 after purchasing an additional 270,913 shares in the last quarter. State Street Corp lifted its holdings in shares of Salesforce by 1.3% in the fourth quarter. State Street Corp now owns 50,080,230 shares of the CRM provider’s stock valued at $13,286,909,000 after purchasing an additional 659,573 shares in the last quarter. J. Stern & Co. LLP boosted its position in shares of Salesforce by 24,056.7% in the fourth quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider’s stock worth $12,552,896,000 after buying an additional 47,189,352 shares during the period. Capital International Investors boosted its position in shares of Salesforce by 13.3% in the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after buying an additional 2,669,891 shares during the period. Finally, Geode Capital Management LLC grew its holdings in shares of Salesforce by 3.8% during the fourth quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider’s stock valued at $5,751,073,000 after buying an additional 791,345 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Erste Group raised its FY2028 EPS estimate for Salesforce, signaling slightly better long-term earnings expectations versus the current consensus. MarketBeat Salesforce earnings update
Positive Sentiment: Some coverage highlighted Salesforce as a potential pullback buy, noting analyst targets still imply meaningful upside from current levels. 5 Tech Stocks to Buy on the July Pullback
Positive Sentiment: Investors continue to focus on Agentforce and Salesforce’s AI-driven, usage-based software strategy, which supports the long-term growth story after the latest quarter beat expectations and raised revenue guidance. Salesforce (CRM) Is Up 5.5% After Beating Q1 Targets And Raising Revenue Outlook – What’s Changed

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Wolfe Research reissued an “outperform” rating on shares of Salesforce in a research report on Monday, June 15th. Weiss Ratings cut Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, June 17th. Sanford C. Bernstein dropped their target price on Salesforce from $194.00 to $173.00 and set an “underperform” rating on the stock in a report on Thursday, May 28th. B. Riley Financial increased their price target on shares of Salesforce from $205.00 to $240.00 and gave the stock a “buy” rating in a research report on Thursday, May 28th. Finally, Royal Bank Of Canada reaffirmed a “neutral” rating on shares of Salesforce in a research report on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, twelve have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $255.14.

Check Out Our Latest Stock Analysis on Salesforce

Salesforce Trading Down 0.6%

NYSE:CRM opened at $156.99 on Wednesday. The company has a market capitalization of $128.58 billion, a P/E ratio of 18.17, a P/E/G ratio of 0.98 and a beta of 1.16. The stock’s 50 day moving average price is $174.59 and its 200 day moving average price is $199.31. 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 52 week low of $146.32 and a 52 week high of $276.80.

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

Salesforce announced that its Board of Directors has authorized a share repurchase program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in shares. This repurchase authorization authorizes the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be issued a $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a yield of 1.1%. Salesforce’s dividend payout ratio is currently 20.37%.

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.