Goldstein Advisors 13F: New $266K Stake in Salesforce (CRM)
Goldstein Advisors opened a new position in Salesforce, Inc., acquiring 1,158 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Goldstein Advisors opened a new position of 1,158 shares in Salesforce, Inc. ($CRM), according to a 13F filing with the SEC dated October 15, 2026. It reported 1,158 shares worth $265,842 at the end of the quarter.
Since the filing, $CRM is down 2.5% to date (from the $246.74 close on Oct 15, 2026).
Find the original: Goldstein Advisors 13F filings on SEC EDGAR
CRM
Salesforce, Inc.
Key Points
- Goldstein Advisors opened a new position in Salesforce, Inc. (CRM) with 1,158 shares valued at $265,842 as of its latest 13F filing.
- Salesforce has a market cap of approximately $194.57 billion and a P/E ratio of 21.65, with shares trading between $146.32 and $269.11 over the past year.
- The company pays an annual dividend rate of $1.76, yielding 0.74%, and maintains a 'buy' consensus among analysts with a mean price target of $281.89.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Salesforce, Inc. alert may contain errors. Disclosures
Goldstein Advisors has taken a new position in Salesforce, Inc. (NYSE:CRM), according to its latest filing with the SEC on October 15, 2026. The firm acquired 1,158 shares of Salesforce, valued at $265,842. This move marks Goldstein's initial investment in the company, as it previously held no shares.
Goldstein Advisors vs. the S&P 500
Hypothetical returns from Goldstein Advisors's disclosed trades, not real profit or advice. How we model this.
What Changed in Goldstein Advisors' Salesforce Position
Goldstein Advisors opened a new position in Salesforce, Inc. with 1,158 shares. This investment is valued at approximately $265,842 at the time of the filing. The firm did not previously own any shares of Salesforce, making this a brand-new stake in the company.
Salesforce, Inc. Stock Up 2.0%
Shares of Salesforce, Inc. (NYSE:CRM) were not quoted at a specific price on Friday, but the company has a market cap of about $194.57 billion. Its P/E ratio stands at 21.65, although the forward P/E is negative, reflecting expectations of future earnings changes. The stock has traded between $146.32 and $269.11 over the past 52 weeks. Salesforce's 50-day moving average is $208.39, while its 200-day moving average is $201.58. The company has a beta of 1.202, indicating slightly higher volatility than the market.
Recent Earnings
Salesforce reported revenue of approximately $43.94 billion, showing a growth of 10.8%. The company achieved an EPS of $10.92, with a net margin of 21.99% and a return on equity of 19.38%. Salesforce's next earnings report 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 of $1.76 per share, providing a yield of 0.74%. The dividend payout ratio is a modest 15.68%, indicating that the company retains most of its earnings for reinvestment.
About Salesforce, Inc.
Salesforce, Inc. is a leading provider of customer relationship management technology services. Based in San Francisco, California, the company connects businesses and customers through various platforms, including AI-powered sales and service solutions, data management tools, and the popular communication platform Slack. Under the leadership of CEO Marc R. Benioff, Salesforce serves diverse industries such as financial services, healthcare, and manufacturing, employing over 83,000 people globally.
Bottom Line
Goldstein Advisors' new position in Salesforce adds another institutional investor to the company's roster. Salesforce remains a significant player in the technology sector, with a strong market presence and consistent revenue growth. This 13F filing provides a snapshot of Goldstein's investment strategy as of the reporting period, which may not reflect any changes made since then.
Related Filing Alerts
Source: Goldstein Advisors's 13F filing on $CRM (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Goldstein Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts