Mn Services Vermogensbeheer B.V. Increases Stock Position in Salesforce Inc. $CRM

Mn Services Vermogensbeheer B.V. increased its stake in shares of Salesforce Inc. (NYSE:CRM) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 364,600 shares of the CRM provider’s stock after purchasing an additional 5,300 shares during the period. Salesforce makes up 0.6% of Mn Services Vermogensbeheer B.V.’s investment portfolio, making the stock its 27th largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Salesforce were worth $86,410,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Avantax Advisory Services Inc. boosted its stake in shares of Salesforce by 4.0% during the 2nd quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock worth $23,814,000 after acquiring an additional 3,387 shares during the last quarter. Grant Private Wealth Management Inc purchased a new position in Salesforce during the third quarter valued at $1,458,000. Advyzon Investment Management LLC grew its holdings in Salesforce by 57.4% during the second quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock valued at $514,000 after purchasing an additional 687 shares during the period. CX Institutional increased its position in Salesforce by 78.0% in the third quarter. CX Institutional now owns 43,186 shares of the CRM provider’s stock worth $10,235,000 after buying an additional 18,927 shares in the last quarter. Finally, Atalanta Sosnoff Capital LLC raised its stake in shares of Salesforce by 8.5% in the second quarter. Atalanta Sosnoff Capital LLC now owns 206,614 shares of the CRM provider’s stock worth $56,342,000 after buying an additional 16,176 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. Evercore ISI cut their price objective on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Canaccord Genuity Group reiterated a “buy” rating and issued a $300.00 price target on shares of Salesforce in a research report on Thursday, December 4th. BTIG Research began coverage on shares of Salesforce in a research report on Tuesday, December 16th. They set a “buy” rating and a $335.00 price objective on the stock. Finally, Barclays lifted their target price on shares of Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and an average target price of $324.51.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

Insiders Place Their Bets

In other news, Director David Blair Kirk acquired 1,936 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were acquired at an average cost of $258.64 per share, with a total value of $500,727.04. Following 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director owned 7,299 shares of the company’s stock, valued at $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. Over the last quarter, insiders have sold 145,427 shares of company stock worth $34,290,361. Insiders own 3.00% of the company’s stock.

Salesforce Stock Performance

CRM opened at $228.02 on Friday. 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 market capitalization of $213.65 billion, a price-to-earnings ratio of 30.44, a PEG ratio of 1.70 and a beta of 1.26. The company has a fifty day moving average of $247.54 and a 200 day moving average of $249.01. Salesforce Inc. has a fifty-two week low of $218.96 and a fifty-two week high of $367.09.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating the consensus estimate of $2.86 by $0.39. The business had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The business’s revenue was up 9.1% on a year-over-year basis. 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. As a group, sell-side analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) 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.