Universal Beteiligungs und Servicegesellschaft mbH Has $320.82 Million Holdings in Salesforce Inc. $CRM

Universal Beteiligungs und Servicegesellschaft mbH grew its stake in Salesforce Inc. (NYSE:CRM) by 8.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,353,670 shares of the CRM provider’s stock after buying an additional 102,500 shares during the quarter. Salesforce accounts for about 0.5% of Universal Beteiligungs und Servicegesellschaft mbH’s investment portfolio, making the stock its 21st biggest holding. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.14% of Salesforce worth $320,820,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after acquiring an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC lifted its position 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 boosted its holdings in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after purchasing an additional 184 shares during the last quarter. Sivia Capital Partners LLC grew its position in Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after purchasing an additional 106 shares in the last quarter. Finally, ABLE Financial Group LLC acquired a new stake in Salesforce in the 2nd quarter valued at $206,000. Institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling

In related news, Director G Mason Morfit acquired 96,000 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the purchase, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 147,677 shares of company stock worth $34,865,371 in the last quarter. Corporate insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

CRM has been the subject of several analyst reports. Needham & Company LLC restated a “buy” rating and issued a $400.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Oppenheimer lowered their price target on Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a research report on Monday, December 1st. BMO Capital Markets cut their price objective on Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. UBS Group restated a “neutral” rating and set a $260.00 target price on shares of Salesforce in a report on Thursday, December 4th. Finally, Macquarie increased their price target on shares of Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $324.51.

Salesforce Stock Down 3.3%

Shares of CRM opened at $219.70 on Wednesday. The firm’s 50 day moving average is $248.58 and its 200-day moving average is $249.64. Salesforce Inc. has a 12 month low of $219.35 and a 12 month high of $367.09. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market capitalization of $205.86 billion, a PE ratio of 29.33, a P/E/G ratio of 1.69 and a beta of 1.26.

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

Salesforce Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were given a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is currently 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.