MASTERINVEST Kapitalanlage GmbH Increases Holdings in Salesforce Inc. $CRM

MASTERINVEST Kapitalanlage GmbH boosted its stake in Salesforce Inc. (NYSE:CRM) by 18.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,850 shares of the CRM provider’s stock after purchasing an additional 5,619 shares during the period. Salesforce makes up about 0.8% of MASTERINVEST Kapitalanlage GmbH’s investment portfolio, making the stock its 25th biggest holding. MASTERINVEST Kapitalanlage GmbH’s holdings in Salesforce were worth $8,496,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of CRM. Brighton Jones LLC boosted its holdings in Salesforce by 13.7% in 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 period. Revolve Wealth Partners LLC lifted its position in shares of Salesforce by 12.6% during 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 stake in shares of Salesforce by 9.0% in 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 grew its holdings in Salesforce by 155.5% during the 1st 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 increased its stake in Salesforce by 2.6% during the 1st quarter. Jacobi Capital Management LLC now owns 6,241 shares of the CRM provider’s stock worth $1,675,000 after buying an additional 159 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce News Summary

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

Analysts Set New Price Targets

A number of research firms have weighed in on CRM. Morgan Stanley decreased their price objective on shares of Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research report on Tuesday, December 9th. Piper Sandler reiterated an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. BTIG Research initiated coverage on Salesforce in a research note on Tuesday, December 16th. They set a “buy” rating and a $335.00 price objective for the company. DA Davidson lifted their price objective on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Finally, Northland Capmk lowered Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $327.74.

Salesforce Price Performance

Shares of CRM opened at $260.03 on Friday. Salesforce Inc. has a 52 week low of $221.96 and a 52 week 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 firm has a market cap of $243.65 billion, a price-to-earnings ratio of 34.72, a PEG ratio of 1.94 and a beta of 1.26. The stock has a 50 day moving average of $250.32 and a 200-day moving average of $251.68.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $10.27 billion. During the same period last year, the business posted $2.41 earnings per share. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

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

Insider Buying and Selling at Salesforce

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the acquisition, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total value of $31,605,171.40. Following the transaction, the insider directly owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 155,034 shares of company stock worth $36,726,584 in the last ninety days. Insiders own 3.00% of the company’s stock.

About Salesforce

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.