Salesforce Inc. $CRM Shares Purchased by MASTERINVEST Kapitalanlage GmbH

MASTERINVEST Kapitalanlage GmbH grew its position in Salesforce Inc. (NYSE:CRM) by 18.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 35,850 shares of the CRM provider’s stock after purchasing an additional 5,619 shares during the period. Salesforce makes up approximately 0.8% of MASTERINVEST Kapitalanlage GmbH’s holdings, making the stock its 25th biggest position. MASTERINVEST Kapitalanlage GmbH’s holdings in Salesforce were worth $8,496,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC increased its position in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after acquiring an additional 3,102 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after purchasing an additional 205 shares in the last quarter. Bison Wealth LLC increased its holdings in shares of Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after purchasing an additional 184 shares during the period. Advisors Capital Management LLC raised its stake in shares of Salesforce by 155.5% during the first quarter. Advisors Capital Management LLC now owns 26,262 shares of the CRM provider’s stock valued at $7,048,000 after purchasing an additional 15,985 shares in the last quarter. Finally, Jacobi Capital Management LLC lifted its holdings in Salesforce by 2.6% in the first quarter. Jacobi Capital Management LLC now owns 6,241 shares of the CRM provider’s stock worth $1,675,000 after purchasing an additional 159 shares during the period. Institutional investors own 80.43% of the company’s stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MarketBeat highlighted five reasons to buy-and-hold CRM for 2026, arguing Salesforce has an attractive AI/cloud runway that could make it a top trade this year. MarketBeat: Five reasons to buy-and-hold CRM
• Positive Sentiment: The Motley Fool and 247WallStreet pieces both profile Salesforce as underappreciated on AI upside — suggesting the market hasn’t fully priced in its “agentic AI” roadmap or potential enterprise expansion. These narratives support a longer-term bullish case. Fool: Should you forget Palantir and buy these 2 tech stocks? 247WallSt: 2 Stocks That Don’t Have Enough AI Priced In
• Positive Sentiment: Analyst consensus remains constructive — AmericanBankingNews reports an average recommendation of “Moderate Buy.” That supports investor confidence despite recent weakness. Salesforce receives average recommendation of “Moderate Buy”
• Neutral Sentiment: Jim Cramer has Salesforce on his radar, drawing attention to the company amid sector turmoil; coverage like this can add visibility but is not a direct catalyst. Jim Cramer Discusses Salesforce (CRM)’s Business
• Neutral Sentiment: The Globe and Mail highlighted a Zacks feature that mentions Salesforce alongside Adobe as notable ideas — more media/analyst attention that reinforces the stock’s profile. Zacks Investment Ideas feature highlights: Adobe and Salesforce
• Negative Sentiment: Yahoo Finance flags that Salesforce’s AI revenue base is still small and that rising API costs could pressure margins — that raises the risk that the company’s margin story may be weaker than investors expect. Did Salesforce’s Small AI Revenue Base and Higher API Costs Just Recast Its Margin Story?
• Negative Sentiment: Zacks and other outlets emphasize CRM’s ~18–20% drop over the past year — headline pieces questioning whether the stock is still a hold add selling pressure and keep sentiment cautious. Salesforce Plunges 20% in a Year
• Negative Sentiment: Short news blurbs (MSN/headlines) noting that CRM is sinking while broader markets gain amplify the perception of underperformance versus peers. Salesforce.com (CRM) stock sinks as market gains

Analyst Ratings Changes

Several research firms have commented on CRM. Stifel Nicolaus lowered their target price on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, October 9th. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Truist Financial dropped their target price on Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a report on Thursday, December 4th. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Arete Research upgraded Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and an average price target of $327.74.

Insider Buying and Selling

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of the business’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $258.20, for a total transaction of $580,950.00. Following the sale, the chief executive officer owned 11,911,571 shares in the company, valued at approximately $3,075,567,632.20. The trade was a 0.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the completion of the transaction, the insider owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 155,034 shares of company stock valued at $36,726,584. 3.00% of the stock is owned by corporate insiders.

Salesforce Trading Down 0.2%

Salesforce stock opened at $260.03 on Friday. The firm has a market cap of $243.65 billion, a price-to-earnings ratio of 34.72, a price-to-earnings-growth ratio of 1.94 and a beta of 1.26. Salesforce Inc. has a 1 year low of $221.96 and a 1 year high of $367.09. The firm’s 50 day moving average price is $250.32 and its two-hundred day moving average price is $251.68. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. The company had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, research analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a $0.416 dividend. The ex-dividend date was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.6%. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Salesforce Profile

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.