GPS Wealth Strategies Group LLC Sells 3,093 Shares of Salesforce Inc. $CRM
GPS Wealth Strategies Group LLC reduced its stake in Salesforce Inc. (NYSE:CRM) by 66.6% in the fourth quarter, selling 3,093 shares and retaining 1,548 shares valued at $410,000. Salesforce recently reported strong quarterly results, beating EPS expectations, and is focusing on AI integration and shareholder returns through a significant stock buyback authorization and a dividend increase. Institutional investors collectively own over 80% of Salesforce's stock, though some analysts maintain a cautious outlook despite strong market positioning and AI developments.
Guinness Asset Management LTD Has $54.25 Million Position in Salesforce Inc. $CRM
Guinness Asset Management LTD significantly increased its stake in Salesforce Inc. during the fourth quarter, now holding 203,769 shares valued at $54.25 million. Salesforce recently reported better-than-expected earnings, with EPS of $3.81 against a $3.05 consensus, and announced a higher quarterly dividend alongside a $25 billion stock buyback plan. Despite mixed analyst ratings, the company maintains a "Moderate Buy" consensus and shows strong institutional interest.
Karras Company Inc. Invests $1.92 Million in Salesforce Inc. $CRM
Karras Company Inc. recently initiated a new position in Salesforce Inc. (CRM) during the fourth quarter, acquiring 7,256 shares valued at approximately $1.92 million. This investment represents 1.8% of Karras Company Inc.'s portfolio and makes Salesforce its 16th largest holding. The article also highlights increased institutional ownership, recent insider purchases, positive analyst sentiment with a "Moderate Buy" rating, and Salesforce's strong financial performance including beating EPS estimates, raising its dividend, and authorizing a $25 billion share buyback program.
Axxcess Wealth Management LLC Acquires 30,906 Shares of Salesforce Inc. $CRM
Axxcess Wealth Management LLC significantly increased its stake in Salesforce Inc. (NYSE:CRM) by 300% in the fourth quarter, acquiring an additional 30,906 shares to reach a total holding of 41,209 shares valued at $10.9 million. This move coincides with insider buying from directors Laura Alber and David Blair Kirk, who each purchased around 2,570 shares, indicating strong confidence in the company. Despite mixed analyst opinions and recent share price fluctuations, Salesforce continues to show strong fundamentals, beating quarterly earnings estimates and initiating a $25 billion share repurchase plan.
Salesforce Inc. $CRM Shares Acquired by Associated Banc Corp
Associated Banc Corp increased its stake in Salesforce Inc. ($CRM) by 18.2% in the fourth quarter, owning 212,311 shares valued at $56.2 million. Insider buying, including purchases by directors David Blair Kirk and Laura Alber, indicates confidence in the stock, with insiders owning 3.5% of the company. Salesforce recently beat earnings and revenue estimates, approved a $25 billion buyback, and raised its dividend, though analysts maintain a "Moderate Buy" rating with a varying price target.
Gitlab (GTLB) Gets a Hold from TD Cowen
TD Cowen analyst Andrew Sherman has reiterated a Hold rating on Gitlab (GTLB) with a price target of $29.00. This comes as corporate insider sentiment for Gitlab is negative, with an increase in insider selling, despite the company reporting quarterly revenue of $260.4 million. Another analyst from Wells Fargo also issued a Hold rating, while BTIG reiterated a Buy rating on GTLB.
IShares Expanded Tech-Software Sector ETF Options Spot-On: On May 22nd, 181.05K Contracts Were Traded, With 1.69 Million Open Interest
This article reports on the options trading activity for the iShares Expanded Tech-Software Sector ETF (IGV) on May 22nd. On this day, 181,050 contracts were traded, with a total open interest of 1.69 million contracts.
Netflix put under the microscope in BetterInvesting’s August issue
BetterInvesting Magazine has designated Netflix (NASDAQ: NFLX) as its "Stock to Study" for the August 2026 issue to determine if it is fairly valued or in a buy range, providing fundamental data for investor analysis. The same issue will also include a fundamental review of ExlService Holdings Inc. (NASDAQ: EXLS), which the committee believes is worthy of further study from an undervalued perspective. Both analyses are for educational purposes and not purchase recommendations, urging investors to conduct their own research.
What’s Happing in the Markets This Week
This article outlines key economic releases and company earnings scheduled for the upcoming week. Investors should pay attention to April PCE inflation data, as well as earnings reports from major companies like Costco and Salesforce. This information will provide insights into economic health and corporate performance.
Salesforce grants stock units to 27 Cimulate employees after acquisition
Salesforce has granted 64,296 restricted stock units (RSUs) to 27 employees from Cimulate following its acquisition. These RSUs are part of Salesforce's 2014 Inducement Equity Incentive Plan and are intended to incentivize the new employees. The awards will vest over four years, with 25% vesting on the first anniversary and the remainder vesting quarterly thereafter, contingent on continued service.
Disrupted by AI, SAP grapples with exposing its ERP data
SAP is facing pressure to open up its vast ERP data to third-party AI applications while maintaining control and security. The company is investing in its partner ecosystem and developing solutions like Business Data Cloud and zero-copy sharing to facilitate data access. However, SAP must navigate challenges related to competitive threats, past missteps, and customer concerns about data governance and the branding of its "autonomous enterprise" strategy.
Atlassian, Dynatrace, and Nutanix Shares Skyrocket, What You Need To Know
Atlassian, Dynatrace, and Nutanix shares surged after Treasury yields cooled, driving a "risk-on" rotation into AI-linked growth stocks and helping the SaaS sector recover. This rebound was attributed to investors sifting for SaaS companies whose moats are extended by AI, rather than a universal commoditization as feared previously. The article highlights the sensitivity of SaaS valuations to interest rate changes and briefly mentions Dynatrace's performance following a strong earnings report from Cisco Systems.
Digital Turbine to Report Q4 Earnings: What's in Store for the Stock?
Digital Turbine (APPS) is set to release its Q4 fiscal 2026 results on May 26, with analysts expecting a 10% decline in earnings per share year-over-year. The company's performance is anticipated to be driven by international expansion in its On-Device Solutions and growth in the Application Growth Platform, alongside benefits from AI and platform integration. However, softness in U.S. device volumes and market competition could impact results.
Intuit Drops 63%: Are Software Stocks Deep Value or a Trap?
Intuit recently plunged 20% after reporting Q3 earnings, bringing its total decline from its 2025 high to 63%, despite beating estimates and raising guidance. This follows a sector-wide repricing in enterprise software, with the iShares Expanded Tech-Software Sector ETF (IGV) also seeing significant drops, driven by fears that autonomous AI agents will disrupt traditional SaaS platforms. However, some analysts and industry leaders argue that these fears are overblown, citing the embedded nature of enterprise software, resilient fundamentals, and historically cheap valuations, suggesting these stocks may offer significant opportunities for long-term investors.
What’s Happening in the Markets This Week
This article forecasts upcoming economic releases and company earnings for the week of May 25, 2026. Key economic data includes the May Consumer Confidence Survey, April Personal Income and Outlays report, and May New Home Sales. Major companies such as Zscaler, Salesforce, Snowflake, and Costco are scheduled to report their earnings.
HPQ to Report Q2 Earnings: What's in the Cards for the Stock?
HP Inc. (HPQ) is set to announce its second-quarter fiscal 2026 results on May 27, with revenue and earnings estimates showing a modest improvement from the prior year. The company's performance is anticipated to be driven by strength in its Personal Systems segment, particularly the AI PC category and gaming devices, though macroeconomic challenges and rising memory prices may temper profitability. While HPQ carries a Zacks Rank #3 and an Earnings ESP of 0.00%, making an earnings beat uncertain, other stocks like Dell Technologies, Salesforce, and Autodesk are noted as potential outperformers.
Synopsys to Report Q2 Earnings: What's in Store for the Stock?
Synopsys (SNPS) is set to report its fiscal second-quarter 2026 earnings on May 27, with analysts expecting a year-over-year decrease in EPS but a significant rise in revenue driven by AI infrastructure expansion and the acquisition of Ansys. While strong demand for its design tools and solutions, particularly in AI, IoT, 5G, and cloud technology, is expected to boost results, challenges in consumer, automotive, and industrial markets, along with an IP business transitional phase and macroeconomic headwinds, could impact performance. The Zacks model does not conclusively predict an earnings beat for SNPS at this time.
Iran-linked hackers target key US, allied sectors with sophisticated spear-phishing messages
Iranian government-backed hackers, identified as Screening Serpens, are deploying sophisticated spear-phishing attacks and new remote access Trojans (RATs) to conduct espionage against critical sectors in the U.S. and the Middle East. These attacks leverage highly personalized lures, such as fake job requisitions and spoofed video conferencing invites, targeting aerospace, defense, and telecommunications industries. The activity has intensified since the U.S.-Israeli war began, with researchers observing campaigns involving two new malware families, MiniUpdate and MiniJunk V2, designed for long-term intelligence gathering.
Synopsys to Report Q2 Earnings: What's in Store for the Stock?
Synopsys (SNPS) is set to report its second-quarter fiscal 2026 earnings on May 27, with anticipated non-GAAP earnings per share between $3.11 and $3.17 and revenues between $2.225 billion and $2.275 billion. The company's growth is expected to be driven by increasing demand for AI infrastructure, Synopsys.ai adoption, and strong design investments, despite headwinds from weakness in consumer/automotive markets and challenges in its IP business and Chinese markets. Our model does not conclusively predict an earnings beat for SNPS, which carries a Zacks Rank #3.
Synopsys to Report Q2 Earnings: What's in Store for the Stock?
Synopsys (SNPS) is set to announce its second-quarter fiscal 2026 earnings on May 27, with anticipated non-GAAP earnings per share between $3.11 and $3.17 and revenues between $2.225 billion and $2.275 billion. The company's growth is expected to be driven by AI infrastructure expansion and increased adoption of Synopsys.ai, despite headwinds from weakness in consumer, automotive, and industrial markets and challenges in its Intellectual Property business. The Zacks model indicates SNPS is not conclusively predicted to beat earnings, while Dell Technologies and Salesforce are highlighted as potential outperformers.
Dow's Nearly 375-Point Rally Led By Gains For Merck, Salesforce Shares
The Dow Jones Industrial Average experienced a significant rally, gaining nearly 375 points. This increase was primarily driven by strong performances from Merck and Salesforce shares, indicating positive movement within the pharmaceutical and technology sectors.
Analysts Conflicted on These Technology Names: Salesforce (CRM), Nvidia (NVDA) and Applied Digital Corporation (APLD)
This article reports on analyst ratings for three technology companies: Salesforce (CRM), Nvidia (NVDA), and Applied Digital Corporation (APLD). Salesforce received a "Moderate Buy" consensus with one analyst maintaining a "Hold" rating, while Nvidia achieved a "Strong Buy" consensus with a "Buy" rating from Craig-Hallum. Applied Digital Corporation also received a "Strong Buy" consensus with a reiterated "Buy" rating from Craig-Hallum.
Salesforce Likely to Beat Q1 Earnings Estimates: Time to Buy the Stock?
Salesforce (CRM) is projected to surpass its Q1 fiscal 2027 earnings and revenue estimates, driven by its strategic focus on digital transformation, generative AI-enabled cloud solutions, and significant acquisitions. The company's strong earnings beat history, discounted valuation compared to its peers, and leadership in CRM, coupled with its aggressive AI expansion, make it a compelling investment. Analysts suggest buying CRM stock ahead of its Q1 results due to its potential for sustained growth despite macroeconomic uncertainties.
TJX Companies Raises Full-Year Guidance After a 29% EPS Jump in Q1 2027
TJX Companies reported strong Q1 FY2027 results, exceeding Street estimates with a 9% year-over-year revenue increase to $14.32 billion and a 29% jump in diluted EPS to $1.19. All divisions showed comparable sales growth, leading management to raise full-year guidance for revenue and EPS. The company's profitability improved due to merchandise margin gains and fuel hedge benefits, though future profitability will depend on sustaining these margins amidst anticipated higher fuel costs in the second half of the fiscal year.
Keudell Morrison Wealth Management Makes New Investment in Salesforce Inc. $CRM
Keudell Morrison Wealth Management recently initiated a new stake in Salesforce Inc. ($CRM) during the fourth quarter, acquiring 6,555 shares valued at approximately $1.736 million. This investment follows Salesforce's strong quarterly earnings of $3.81 EPS and $11.20 billion in revenue, alongside an approved $25 billion share buyback and increased quarterly dividend, signaling strong company confidence. Despite mixed analyst ratings, the company's financial performance and strategic moves, including an expanded relationship with Cint for AI-powered support, highlight positive sentiment.
Heritage Investors Management Corp Acquires 4,346 Shares of Salesforce Inc. $CRM
Heritage Investors Management Corp increased its stake in Salesforce Inc. by 2.3% in the fourth quarter, acquiring an additional 4,346 shares and bringing its total holding to 191,430 shares valued at approximately $50.7 million. This increase follows strong quarterly results from Salesforce, including beating EPS estimates and exceeding revenue expectations, alongside an announced $25 billion share repurchase plan and an increased quarterly dividend to $0.44 per share, signaling positive company outlook. However, analyst sentiment remains mixed, with some firms lowering price targets due to concerns about slower deal activity and competitive pressure, particularly stemming from an "AI-driven structural reset."
Global Retirement Partners LLC Increases Stock Position in Salesforce Inc. $CRM
Global Retirement Partners LLC significantly increased its stake in Salesforce Inc. by 28.7% in the fourth quarter of an unspecified year, adding 5,616 shares to own a total of 25,208 shares valued at $6.68 million. Other institutional investors also adjusted their positions, and now institutional investors collectively own 80.43% of Salesforce's shares. Analyst sentiment towards Salesforce is mixed, with some maintaining positive outlooks while others express caution due to factors like slower deal activity and competitive pressures.
Diamond Hill Capital Management Inc. Sells 121,819 Shares of Salesforce Inc. $CRM
Diamond Hill Capital Management Inc. reduced its stake in Salesforce Inc. by 7.4% in the fourth quarter, selling 121,819 shares, though Salesforce remains its 10th largest holding. The sale comes as Salesforce reported strong quarterly earnings, beating expectations for EPS and revenue, and announced a new $25 billion share buyback program and a dividend increase. Wall Street analysts maintain a "Moderate Buy" consensus rating for Salesforce despite some mixed sentiment regarding competitive pressures and AI growth concerns.
$Defiance Daily Target 2X Long RKLB ETF (RKLX.US)$
The article highlights the $Defiance Daily Target 2X Long RKLB ETF (RKLX.US)$ as discussed by user "Melonz" in the moomoo community. It also features a section on "Star Tech Companies" which lists several prominent tech stocks like Qualcomm, Salesforce, Adobe, Netflix, and Microsoft, noting their recent 20-day percentage changes. The content is presented within the context of the moomoo investment platform, suggesting it's a community post or a market insight shared by a user.
Superior Plus Corp. Is Maintained at Buy by Stifel
Stifel has reaffirmed its "Buy" rating for Superior Plus Corp. This brief financial news note also includes a mention of Unity Software's fourth-quarter financial results, noting a revenue increase of 35% year-over-year to $609 million, which beat analyst estimates, despite reporting a quarterly loss of 66 cents per share.
New Anthropic-, Blackstone-backed AI services firm acquires Fractional AI
A new enterprise AI services firm, backed by Anthropic, Blackstone, and Hellman & Friedman, has acquired San Francisco-based Fractional AI Inc. This acquisition will make Fractional AI an operational core for the new venture, which aims to embed generative AI into mid-sized businesses' workflows. The services firm, which secured $1.5 billion in funding from its various backers, plans to send engineers directly into client operations to rebuild systems with frontier AI capabilities.
Five9 (FIVN) Securities Fraud Case Advances: What Do Insider Sales Reveal About Management Credibility?
A securities fraud lawsuit against Five9 and former executives has advanced, with a law firm also investigating alleged misstatements regarding revenue growth and macroeconomic impacts. The case includes allegations of over US$8,000,000 in insider stock sales during a period of reported underperformance, raising concerns about the company's governance and disclosure. These legal issues and insider selling allegations are now a significant factor in Five9's investment narrative, alongside its AI growth story.
A Look At FTAI Aviation (FTAI) Valuation As 2026 Free Cash Flow Outlook Pressures Sentiment
FTAI Aviation (FTAI) is experiencing volatile trading due to a weaker 2026 free cash flow outlook, despite strong long-term performance. The stock is currently trading at US$239.84, with Simply Wall St's narrative suggesting it is 6.6% overvalued at a fair value of $225.05. The article highlights both the intrinsic discount and analyst targets pulling in one direction, while cash flow concerns create opposing pressure, raising questions about whether the current market price reflects future growth or presents a true opportunity.
Starfighters Space (NYSE: FJET) widens Q1 2026 loss as cash burn rises
Starfighters Space (NYSE: FJET) reported a wider net loss of $4.27 million in Q1 2026, up from $2.65 million in Q1 2025, while remaining pre-revenue. Operating expenses more than doubled, leading to increased cash burn and a significant drop in cash and restricted cash to $2.14 million. Despite financial setbacks, the company completed successful wind tunnel testing for its STARLAUNCH 1 program and underwent leadership changes.
Top records management certifications to consider
This article identifies and describes top certifications for records and information governance professionals. It covers certifications like Certified Records Manager (CRM), Information Governance Professional (IGP), Certified Information Privacy Manager (CIPM), and Project Management Professional (PMP), highlighting their relevance to various specializations within the field. The author advises professionals to consider their career goals and current role when choosing the most suitable certification.
Intuit plans to lay off thousands of workers and get rid of some offices
Intuit is reportedly planning to lay off thousands of employees and close several offices as part of a restructuring effort. The company intends to consolidate its workforce into strategic hubs and reduce investments in certain areas, including Mailchimp. This move comes amidst news of record profits and sales for the company.
Nasdaq 100 Drops After Nvidia's Earnings, Oil Rebounds - Salesforce (NYSE:CRM), Cisco Systems (NASDAQ:CSC)
U.S. stocks saw broad but contained losses on Thursday, with the Nasdaq 100 dropping despite Nvidia's strong earnings, as Treasury yields rebounded and crude oil climbed above $100 a barrel due to fading optimism over a U.S.-Iran agreement. IBM surged after winning a major CHIPS Act award, cushioning the Dow, while Salesforce, Walmart, Intuit, and Deere experienced significant declines. Cisco Systems rose following an upgrade from HSBC and a price target hike.
Dow's 125-Point Drop Led By Losses In Shares Of Walmart, Salesforce
The Dow Jones Industrial Average dropped 125 points as shares of Walmart and Salesforce experienced losses. This indicates a challenging trading session for the index, influenced by the performance of these key component stocks.
Salesforce, Inc. Dividends – BVL:CRMUS
This article provides key dividend information for Salesforce, Inc. (CRMUS) on the Lima Stock Exchange. It highlights that dividends are paid quarterly, with the last dividend per share being 1.49 PEN, and the current trailing twelve months (TTM) dividend yield at 0.94%. The piece is primarily a data snapshot from TradingView.
Google Cloud AI to power ads on 1B+ phones via Digital Turbine
Digital Turbine (NASDAQ: APPS) announced a deepened partnership with Google Cloud to expand AI-powered optimization and recommendation capabilities across its global mobile platform. This collaboration will embed Gemini Enterprise Agent Platform into Digital Turbine's intelligence layer, working with Ignite Graph and DT iQ, to enhance targeting and real-time optimization for over one billion devices and 80,000+ apps. The move reinforces Digital Turbine's strategy of integrating advanced AI to improve advertiser and publisher solutions while operating on a secure, governed AI foundation.
Salesforce Inc Stock (CRM) Opened Down by 3.18% on May 21: What Signal Does It Send?
Salesforce Inc (CRM) stock opened down 3.18% on May 21, driven by recent analyst downgrades citing concerns over the company's growth trajectory and "underwhelming" AI monetization strategies. Bank of America and Citigroup both lowered their price targets due to expectations of moderated customer acquisition and impact on offerings like Tableau and Marketing Cloud. Investors are also anticipating the upcoming Q1 fiscal 2027 earnings report for further guidance amidst market pressure on the SaaS sector.
From first credit scores to AI fraud defense: FICO turns 70
FICO is celebrating its 70th anniversary with the "Hello, Future" campaign, highlighting its legacy as an AI trailblazer. The company, founded by Bill Fair and Earl Isaac, pioneered credit risk assessment, automated decisions, the FICO® Score, and AI-powered fraud detection. FICO continues to innovate with advanced scoring models and AI-driven platforms for financial services.
Docusign upgrades AI-fueled contract management platform
Docusign is enhancing its Intelligent Agreement Management (IAM) platform with new AI-powered contract management tools for sales and HR teams, integrating with CRMs and legal AI systems. These new features automate contract review, monitor for risks, and streamline workflows by connecting to large language models. The upgrade aims to address inefficiencies in the agreement journey, focusing on post-signature processes and automating "drudge work" for its 1.8 million customers, rather than offering a full, complex contract lifecycle management (CLM) suite.
Docusign’s new Iris AI can review contracts, flag risks and automate approvals
Docusign (NASDAQ: DOCU) has introduced new AI-powered capabilities for its Intelligent Agreement Management (IAM) platform, including Iris, an AI engine and assistant. Iris and its configurable agents are designed to review contracts, flag risks, track obligations, and automate approvals using natural language. The platform also offers Agent Studio for custom agents, AI-assisted Web Forms, and specialized solutions for HR and Sales, integrating with major business tools and legal AI platforms.
Analysts Are Bullish on These Technology Stocks: Salesforce (CRM), Palo Alto Networks (PANW)
This article highlights bullish sentiments from financial analysts on several technology stocks. Salesforce (CRM) received a Buy rating from Piper Sandler with a $215.00 price target, and a Moderate Buy consensus with a target of $255.88. Palo Alto Networks (PANW) was rated Buy by Stifel Nicolaus with a $275.00 target, also holding a Strong Buy consensus, while Lyft (LYFT) received a Buy rating from RBC Capital with an $18.00 target, with a Moderate Buy consensus and a target of $18.84.
Analysts Are Bullish on These Technology Stocks: Salesforce (CRM), Palo Alto Networks (PANW)
Three analysts from Piper Sandler, Stifel Nicolaus, and RBC Capital have issued bullish ratings on Salesforce (CRM), Palo Alto Networks (PANW), and Lyft (LYFT) respectively. Salesforce received a Buy rating with a $215.00 price target from Billy Fitzsimmons, while Adam Borg maintained a Buy rating on Palo Alto Networks with a $275.00 target. Brad Erickson of RBC Capital also maintained a Buy rating on Lyft with an $18.00 price target.
Analysts Are Bullish on These Technology Stocks: Salesforce (CRM), Palo Alto Networks (PANW)
This article highlights bullish sentiments from financial analysts on several technology stocks: Salesforce (CRM), Palo Alto Networks (PANW), and Lyft (LYFT). Analysts from firms like Piper Sandler, Stifel Nicolaus, and RBC Capital have maintained or upgraded ratings to "Buy" for these companies, providing specific price targets and noting potential upsides. The report also includes details on the analysts' past performance and the general market consensus for each stock.
Company Diary: Salesforce, SSE
This article provides a company diary for the week of May 25-29, 2026, focusing on upcoming Q1 results for Salesforce (NYSE:CRM) and full-year results for SSE (LON:SSE). Analysts weigh in on Salesforce's need to demonstrate renewed growth beyond recent acquisitions and AI initiatives, while SSE is expected to show continued investment in infrastructure and inflation-linked revenue growth. The diary also lists reporting schedules for other companies in the FTSE 350.
Rathbones Group PLC Has $159.89 Million Stake in Salesforce Inc. $CRM
Rathbones Group PLC significantly reduced its stake in Salesforce Inc. by 24.7% in the fourth quarter, selling 198,121 shares, though its remaining holding is still valued at approximately $159.9 million. Salesforce recently exceeded quarterly earnings expectations with strong revenue growth and announced a boosted dividend and a $25 billion share repurchase program. Despite positive sentiment around its AI initiatives, analysts have mixed views due to concerns about AI-driven competition and slowing deal activity.
Ford joins General Motors in hunt for lucrative new military contracts
Ford Motor Co. is entering discussions with European and North American governments to supply commercial trucks like the F-Series and Ranger for military use, aiming to tap into a lucrative defense market. This move follows General Motors, which established its GM Defense subsidiary in 2017 and has already secured significant contracts, including for its Infantry Squad Vehicle. Both automakers see an opportunity to provide "off-the-shelf" solutions as the Pentagon seeks to integrate commercial companies into its defense supply chain.
