Flossbach Von Storch SE Acquires 82,982 Shares of Salesforce Inc. $CRM

Flossbach Von Storch SE boosted its holdings in Salesforce Inc. (NYSE:CRM) by 9.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 924,010 shares of the CRM provider’s stock after purchasing an additional 82,982 shares during the period. Flossbach Von Storch SE owned approximately 0.10% of Salesforce worth $218,990,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of CRM. Norges Bank bought a new stake in shares of Salesforce in the 2nd quarter valued at about $2,826,049,000. Laurel Wealth Advisors LLC lifted its position in Salesforce by 27,361.5% in the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after purchasing an additional 3,411,700 shares during the last quarter. Acadian Asset Management LLC boosted its stake in shares of Salesforce by 1,729.6% during the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after purchasing an additional 1,865,297 shares during the period. Amundi increased its stake in shares of Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after buying an additional 1,612,413 shares during the period. Finally, Schroder Investment Management Group increased its stake in shares of Salesforce by 45.8% in the second quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after buying an additional 1,234,969 shares during the period. 80.43% of the stock is owned by institutional investors.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce won a potential $5.6 billion, 10‑year IDIQ contract from the U.S. Army (via its national security unit) to provide AI, data analytics and modernization services — a multi‑year, defense‑focused revenue stream that boosts backlog visibility and expands Salesforce’s addressable market outside classic CRM. Salesforce wins $5.6B US Army contract for national security technology
• Positive Sentiment: Coverage highlights two long‑horizon deals (the Army contract plus a wildfire/AI engagement), signaling a strategic pivot into mission‑critical AI and government work that could drive higher‑margin services and longer contract durations. This supports the company’s AI positioning and potential new revenue streams. Salesforce Deepens Defense and Wildfire AI Roles With Long-Horizon Deals
• Neutral Sentiment: Wall Street/TV commentary keeps Salesforce on investors’ radars (Jim Cramer, Barclays coverage, Zacks comparisons to Adobe). Analysts highlight AI momentum and margin improvements but the story remains mixed between long‑term opportunity and near‑term execution/valuation questions. Jim Cramer Discusses Salesforce (CRM)
• Neutral Sentiment: Salesforce granted ~139,574 RSUs to new employees from recent acquisitions (Apromore, Spindle AI, Informatica) — standard acquisition retention, modest dilution and a sign of integration activity. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees
• Negative Sentiment: Technical/market sentiment remains a headwind — recent price weakness (large Y/Y drop and volatile monthly moves) and bearish chart/forecast articles are keeping short‑term pressure on the stock despite the headline deals. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026–2030 (February 2026)

Salesforce Stock Down 0.2%

Shares of NYSE:CRM opened at $228.03 on Thursday. The firm has a market capitalization of $213.66 billion, a P/E ratio of 30.44, a P/E/G ratio of 1.70 and a beta of 1.26. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. The stock has a 50 day moving average price of $247.30 and a 200-day moving average price of $248.09. Salesforce Inc. has a 52-week low of $218.96 and a 52-week high of $360.18.

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

Salesforce Announces Dividend

The firm also recently declared 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 yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Analysts Set New Price Targets

CRM has been the topic of a number of recent analyst reports. Mizuho set a $340.00 price target on shares of Salesforce in a report on Wednesday, December 10th. Piper Sandler restated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. TD Cowen reissued a “buy” rating on shares of Salesforce in a research note on Thursday, December 4th. Finally, UBS Group restated a “neutral” rating and set a $260.00 target price on shares of Salesforce in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Insider Buying and Selling at Salesforce

In other Salesforce news, CEO Marc Benioff sold 122 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total transaction of $31,598.00. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. This trade represents a 0.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 140,927 shares of company stock valued at $33,146,979 over the last three months. 3.00% of the stock is currently owned by corporate insiders.

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.