Sei Investments Co. Has $174.35 Million Stake in Salesforce Inc. $CRM

23 Jul 2026, 10:56 by Michael Walen · The Markets Daily

Sei Investments Co. raised its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 29.0% in the first quarter, Holdings Channel reports. The fund owned 933,983 shares of the CRM provider’s stock after buying an additional 210,088 shares during the quarter. Sei Investments Co.’s holdings in Salesforce were worth $174,346,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently made changes to their positions in CRM. Vanguard Group Inc. lifted its position in shares of 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 during the last quarter. State Street Corp grew its holdings in Salesforce by 1.3% in the 4th quarter. State Street Corp now owns 50,080,230 shares of the CRM provider’s stock valued at $13,286,909,000 after buying an additional 659,573 shares during the last quarter. J. Stern & Co. LLP increased its position in Salesforce by 24,056.7% in the 4th 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 increased its position in Salesforce by 13.3% in the 4th 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 lifted 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 worth $5,751,073,000 after buying an additional 791,345 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Stock Performance

CRM opened at $163.37 on Thursday. The stock has a market cap of $133.80 billion, a PE ratio of 18.91, a P/E/G ratio of 0.92 and a beta of 1.18. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $274.00. The stock’s 50 day simple moving average is $170.50 and its 200-day simple moving average is $188.64.

Salesforce (NYSE:CRM – Get Free Report) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, topping the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. During the same period last year, the business earned $2.58 earnings per share. Salesforce’s quarterly revenue 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. Sell-side analysts forecast that Salesforce Inc. will post 10.29 EPS for the current year.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were issued a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

Analyst Ratings Changes

CRM has been the topic of several research analyst reports. Cantor Fitzgerald restated an “overweight” rating and issued a $250.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. Daiwa Securities Group cut their target price on shares of Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research note on Tuesday, June 2nd. Evercore reissued an “outperform” rating on shares of Salesforce in a report on Tuesday, July 14th. Wedbush began coverage on shares of Salesforce in a research report on Wednesday, July 1st. They issued an “outperform” rating on the stock. Finally, The Goldman Sachs Group assumed coverage on shares of Salesforce in a report on Thursday, June 18th. They set a “neutral” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, seventeen have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, Salesforce presently has a consensus rating of “Moderate Buy” and an average target price of $249.51.

Read Our Latest Report on CRM

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Some analysts still see Salesforce as undervalued versus its growth prospects, citing its AI pivot, stronger earnings revisions, and relatively attractive valuation compared with peers. Salesforce vs. Adobe: Which Enterprise Software Stock Has the Edge?
Positive Sentiment: Salesforce is also getting attention for AI-related opportunities, including broader adoption of its Missionforce platform by the U.S. Air Force for fleet management, which supports the company’s enterprise and government cloud story. Salesforce (CRM) Lands Broad Air Force Role Managing A Global Military Vehicle Fleet
Neutral Sentiment: Momentum appears to be stabilizing across beaten-down software names, but investor sentiment remains cautious as AI fears continue to cloud the sector’s growth outlook. CRM, WDAY, TEAM Bounce Back: Can Momentum Continue?
Neutral Sentiment: Separate reports noted Salesforce remains widely watched by investors, with some articles arguing the stock still has upside from current levels, though conviction is mixed. Salesforce Cratered 33% in 2026. One Analyst Sees It Exploding Nearly 200%
Negative Sentiment: Reports that Morgan Stanley cut its rating and price target are the most direct reason for weakness, as the bank sees only balanced risk/reward without a meaningful growth catalyst. Morgan Stanley Slashes Salesforce Price Target By 35%
Negative Sentiment: More bearish commentary highlighted that AI-enabled rivals and low-cost CRM alternatives could pressure Salesforce’s pricing power and long-term growth. Curative CEO says company ditched a $600k-a-year Salesforce contract after vibecoding a CRM in 2 months
Negative Sentiment: Fresh competition headlines around AI sales tools, plus speculation about a new Slack rival from Jack Dorsey, add to concerns that Salesforce’s ecosystem could face more competitive pressure. Twitter Founder Jack Dorsey is Making a New Slack — Should Salesforce Investors Be Worried?

Salesforce 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.