Real Talk Capital LLC Raises Stock Holdings in Salesforce Inc. $CRM

12 Sep 2025, 11:00 by Doug Wharley · The Cerbat Gem

Real Talk Capital LLC lifted its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 5.7% in the 1st quarter, Holdings Channel reports. The firm owned 1,751 shares of the CRM provider’s stock after acquiring an additional 94 shares during the period. Real Talk Capital LLC’s holdings in Salesforce were worth $470,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of CRM. Coign Capital Advisors LLC lifted its position in Salesforce by 1.7% in the 1st quarter. Coign Capital Advisors LLC now owns 2,183 shares of the CRM provider’s stock worth $586,000 after buying an additional 37 shares during the last quarter. Staley Capital Advisers Inc. lifted its position in Salesforce by 1.1% in the 1st quarter. Staley Capital Advisers Inc. now owns 3,343 shares of the CRM provider’s stock worth $897,000 after buying an additional 38 shares during the last quarter. KDT Advisors LLC lifted its position in Salesforce by 4.1% in the 1st quarter. KDT Advisors LLC now owns 967 shares of the CRM provider’s stock worth $260,000 after buying an additional 38 shares during the last quarter. Liberty One Investment Management LLC lifted its position in Salesforce by 1.2% in the 1st quarter. Liberty One Investment Management LLC now owns 3,165 shares of the CRM provider’s stock worth $849,000 after buying an additional 39 shares during the last quarter. Finally, First Command Advisory Services Inc. lifted its position in Salesforce by 7.3% in the 1st quarter. First Command Advisory Services Inc. now owns 572 shares of the CRM provider’s stock worth $154,000 after buying an additional 39 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on CRM. Westpark Capital restated a “buy” rating and issued a $320.00 target price on shares of Salesforce in a research report on Wednesday, May 28th. Citigroup boosted their target price on Salesforce from $275.00 to $276.00 and gave the stock a “neutral” rating in a research report on Tuesday. Sanford C. Bernstein dropped their target price on Salesforce from $255.00 to $221.00 and set an “underperform” rating for the company in a research report on Thursday, September 4th. Oppenheimer dropped their target price on Salesforce from $370.00 to $315.00 and set an “outperform” rating for the company in a research report on Tuesday, August 26th. Finally, Piper Sandler lowered their price objective on Salesforce from $335.00 to $315.00 and set an “overweight” rating for the company in a research report on Thursday, September 4th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $332.58.

Check Out Our Latest Research Report on CRM

Insider Buying and Selling

In other news, Director David Blair Kirk purchased 3,400 shares of Salesforce stock in a transaction that occurred on Tuesday, September 9th. The shares were bought at an average cost of $254.66 per share, with a total value of $865,844.00. Following the completion of the purchase, the director directly owned 3,824 shares in the company, valued at approximately $973,819.84. This trade represents a 801.89% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Marc Benioff sold 2,250 shares of the company’s stock in a transaction on Wednesday, July 16th. The stock was sold at an average price of $257.02, for a total value of $578,295.00. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $3,061,511,978.42. The trade was a 0.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 70,577 shares of company stock valued at $18,005,778. 3.00% of the stock is owned by corporate insiders.

Salesforce Price Performance

Shares of Salesforce stock opened at $246.26 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.14. The company has a market cap of $234.44 billion, a PE ratio of 35.79, a P/E/G ratio of 2.21 and a beta of 1.22. The business has a 50 day moving average of $253.79 and a 200 day moving average of $265.23. Salesforce Inc. has a 52 week low of $226.48 and a 52 week high of $369.00.

Salesforce (NYSE:CRM – Get Free Report) last announced its earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 EPS for the quarter, beating analysts’ consensus estimates of $2.78 by $0.13. The company had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $10.14 billion. Salesforce had a return on equity of 13.27% and a net margin of 16.87%.The firm’s revenue for the quarter was up 9.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.56 earnings per share. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. As a group, equities research analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 9th. Investors of record on Wednesday, September 17th will be issued a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Wednesday, September 17th. Salesforce’s dividend payout ratio is currently 24.13%.

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