E. Ohman J:or Asset Management 13F: Adds $28M to CRM Stake
Key Points
- E. Ohman J:or Asset Management increased its Salesforce, Inc. stake by 120,108 shares to hold 309,252 shares valued at about $71.0 million.
- Salesforce, Inc. shares recently traded around $245.11, down 2.1% from the close of $250.24 on the filing date.
- The software provider posted trailing twelve month revenue of $43.9 billion and a net margin of 22.0% ahead of its next earnings report.
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E. Ohman J:or Asset Management grew its stake in Salesforce, Inc. (NYSE:CRM) by buying an additional 120,108 shares during the period. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the firm ended the quarter with 309,252 shares. The reported value of the holding reached approximately $71.0 million.
CRM
Salesforce, Inc.
What Changed in E. Ohman J:or Asset Management's Salesforce Position
The fund expanded its previous position of 189,144 shares by 63.5%, adding 120,108 shares to bring its total ownership to 309,252 shares. That higher stake carried a total value of $70,994,982 at the time of the filing. Salesforce shares closed at $250.24 on October 22, 2026.
Other Institutional Activity in Salesforce
Other large institutional investors also adjusted their positions in the enterprise software maker around similar reporting periods. Harris Associates L.P. grew its holdings by 1,233,684 shares, ending with 16,151,269 shares worth about $4,041,693,643. Arrowstreet Capital, Limited Partnership lifted its stake by 619,052 shares, bringing its total to 13,278,612 shares valued at roughly $3,322,839,939.
Salesforce, Inc. Stock Up 1.1%
Salesforce shares recently traded around $245.11 as of October 22, 2026, putting the price 2.1% below its $250.24 close on the filing date. The stock sits 5.2% above its 50-day moving average of $232.90 and 23.3% above its 200-day moving average of $198.81. It trades 8.9% below its 52-week high of $269.11 and well above its 52-week low of $146.32.
Recent Earnings
The company generated trailing twelve month revenue of $43,938,008,960 alongside basic earnings of $10.93 per share. Profitability metrics show a net margin of 22.0% and a return on equity of 19.4%. The company's next quarterly earnings update is scheduled for December 2, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 23.2%. Revenue met estimates.
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Profit surprise
EBITDA missed by 35 percent. Operating income missed by 35 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
12 target cuts.
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Earnings quality
Operating margin up 2.0 points. Positive free cash flow.
Earnings Call Summary
Salesforce delivered strong second quarter fiscal 2026 results with $10.25 billion in revenue, up 10 percent year over year. The company highlighted exceptional momentum in Agent Force and Data Cloud, with Data Cloud and AI products generating $1.2 billion in ARR up 120 percent. Net new bookings from deals over $1 million grew 26 percent, and the company closed major deals with Dell, Marriott, and the US Army. Management emphasized that the agentic enterprise transformation is driving customer success, with 40 percent of Agent Force and Data Cloud bookings coming from existing customers expanding their investments.
Guidance Salesforce raised the low end of full-year revenue guidance to approximately $41.1 billion to $41.3 billion, representing about 8.5 to 9 percent growth. The company also raised non-GAAP operating margin guidance by 10 basis points to 34.1 percent and raised operating cash flow growth guidance to 12 to 13 percent. For next quarter, revenue is expected to be $10.24 billion to $10.29 billion, up 8 to 9 percent year over year.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
Salesforce pays an annual dividend rate of $1.76 per share, representing a dividend yield of 0.73%. The payout ratio stands at 15.7% of earnings.
Insider Buying and Selling at Salesforce, Inc.
Company insiders executed transactions in the months leading up to the filing. Director Craig Conway sold 4,500 shares on September 4, 2026, for a total value of $1,172,746. Later, on September 18, 2026, Director David Blair Kirk bought 4,176 shares at an average price of $239.33, totaling $999,451.
Analysts Set New Price Targets
Wall Street firms updated their views on Salesforce ahead of the filing. On September 18, 2026, Citizens reiterated its Market Outperform rating with a $315.00 price target, while Stephens & Co. reiterated an Equal-Weight rating with a $289.00 target. B of A Securities upgraded the stock to a Buy rating with a $285.00 target on October 12, 2026. DA Davidson maintained a Neutral rating with a $250.00 target on October 21, 2026, and Cantor Fitzgerald reiterated an Overweight rating with a $300.00 target on the same day. Overall, the stock holds a consensus buy rating with a mean price target of $286.14 from 54 analyst opinions.
About Salesforce
Salesforce, Inc. develops enterprise cloud software focused on customer relationship management. Its platform helps businesses manage sales, customer service, marketing automation, and analytics in the United States, Europe, and the Asia Pacific region. Headquartered in San Francisco, the company employs over 83,000 people.
Bottom Line
Institutional interest in Salesforce remains active as large investors adjust their exposure. Market participants will watch the company's upcoming earnings report on December 2, 2026, for further updates on revenue growth and profit margins.
Related Filing Alerts
Source: E. Ohman J:or Asset Management's 13F filing on $CRM (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts