IFP Advisors Inc Grows Stake in Salesforce Inc. $CRM

Posted by Francis Steltz on Sep 10th, 2026

IFP Advisors Inc increased its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 9.8% in the 2nd quarter, Holdings Channel reports. The firm owned 34,622 shares of the CRM provider’s stock after purchasing an additional 3,084 shares during the period. IFP Advisors Inc’s holdings in Salesforce were worth $5,424,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Salesforce by 12.6% in 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 in the last quarter. Bison Wealth LLC boosted its position in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Salesforce by 3.7% during 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 in the last quarter. Finally, United Bank raised its holdings in 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 acquiring an additional 500 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Craig Conway sold 4,500 shares of the business’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $260.61, for a total value of $1,172,745.00. Following the sale, the director directly owned 5,437 shares in the company, valued at approximately $1,416,936.57. The trade was a 45.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 3.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Barclays boosted their target price on Salesforce from $236.00 to $276.00 and gave the stock an “overweight” rating in a report on Thursday, August 27th. Citigroup increased their price target on Salesforce from $204.00 to $233.00 and gave the company a “neutral” rating in a report on Thursday, August 27th. Guggenheim reiterated a “buy” rating and set a $228.00 price objective on shares of Salesforce in a research report on Thursday, August 27th. Oppenheimer reissued an “outperform” rating and set a $275.00 price objective (up from $250.00) on shares of Salesforce in a research note on Thursday, August 27th. Finally, BTIG Research restated a “buy” rating and issued a $300.00 target price on shares of Salesforce in a report on Wednesday, September 2nd. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, fifteen have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $266.50.

Read Our Latest Stock Report on CRM

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Agentforce momentum is improving. Agentforce annual recurring revenue reportedly surpassed $1.5 billion, signaling increasing customer adoption of Salesforce’s AI agents. However, the business remains relatively small compared with Salesforce’s overall revenue base, suggesting a gradual rather than explosive effect on growth. Agentforce ARR Hits $1.5B: Can It Boost Salesforce’s Revenue Growth?
Positive Sentiment: Analysts continue to identify long-term growth potential. Coverage points to stabilizing growth, rising AI monetization and a valuation that remains below some major enterprise-software peers. Salesforce’s recent earnings beat, including quarterly revenue of $11.35 billion and earnings of $5.90 per share, also supports the bullish case. Why Salesforce Is a Top Growth Stock for the Long Term
Neutral Sentiment: Investors are awaiting next week’s Dreamforce and Investor Day events. Management could provide additional details on Agentforce adoption, AI monetization and future growth targets, potentially clarifying whether the recent rally can continue. Salesforce Is Nearly Fully Priced: Why Bulls Say This Is Just the Beginning
Negative Sentiment: Salesforce is reportedly in preliminary talks to acquire Listen Labs for approximately $2 billion. The AI customer-research platform was last valued at about $500 million, raising concerns about the purchase price, integration risk and whether the acquisition will generate sufficient returns. The uncertainty appears to be weighing on CRM. Salesforce Has Held Talks to Buy Listen Labs
Negative Sentiment: Valuation and profit-taking remain risks. After a sharp recent rally, some commentary describes the stock as close to fully priced, leaving less room for disappointment if AI revenue growth does not accelerate rapidly. Salesforce Stock Gains 34% in a Month

Salesforce Stock Down 2.0%

CRM stock opened at $244.19 on Thursday. Salesforce Inc. has a one year low of $146.32 and a one year high of $269.11. The firm has a market cap of $200.97 billion, a PE ratio of 22.26, a PEG ratio of 1.15 and a beta of 1.20. The firm’s 50 day moving average price is $197.36 and its 200-day moving average price is $186.34. The company has a debt-to-equity ratio of 1.02, a quick ratio of 0.84 and a current ratio of 0.84.

Salesforce (NYSE:CRM – Get Free Report) last issued its quarterly earnings data on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, topping the consensus estimate of $3.27 by $2.63. The company had revenue of $11.35 billion during the quarter, compared to analyst estimates of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The firm’s revenue for the quarter was up 10.8% compared to the same quarter last year. During the same period in the prior year, the business posted $2.91 earnings per share. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. On average, equities research analysts anticipate that Salesforce Inc. will post 12.65 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Thursday, September 17th will be issued a dividend of $0.44 per share. The ex-dividend date is Thursday, September 17th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.7%. Salesforce’s dividend payout ratio is currently 16.04%.

Salesforce Company Profile

(Free Report)

Salesforce, Inc is a cloud-based software company that provides customer relationship management (CRM) technology and related enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, data analytics and business operations through subscription-based software and cloud services.

The company’s product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud and the Salesforce Platform. Salesforce also offers Slack for workplace collaboration, Tableau for data visualization and analytics, MuleSoft for application integration, and artificial intelligence capabilities, including its Agentforce platform for building and deploying AI agents.

Founded in 1999, Salesforce is headquartered in San Francisco, California, and serves businesses and organizations across a broad range of industries and geographic markets worldwide.