MASTERINVEST Kapitalanlage GmbH Invests $8.24 Million in Salesforce Inc. $CRM

MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Salesforce Inc. (NYSE:CRM) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 30,231 shares of the CRM provider’s stock, valued at approximately $8,244,000. Salesforce makes up approximately 0.9% of MASTERINVEST Kapitalanlage GmbH’s holdings, making the stock its 27th biggest position.

A number of other institutional investors have also bought and sold shares of the business. Painted Porch Advisors LLC boosted its stake in shares of Salesforce by 260.0% in the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after acquiring an additional 65 shares during the period. CBIZ Investment Advisory Services LLC lifted its holdings in Salesforce by 314.8% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock worth $30,000 after purchasing an additional 85 shares in the last quarter. Christopher J. Hasenberg Inc boosted its stake in Salesforce by 383.3% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock worth $32,000 after purchasing an additional 92 shares during the period. Maseco LLP bought a new position in Salesforce in the 2nd quarter worth approximately $34,000. Finally, Spurstone Advisory Services LLC purchased a new stake in Salesforce during the 2nd quarter valued at approximately $34,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In other news, Director G Mason Morfit bought 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The shares were acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the purchase, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. The trade was a 3.31% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Parker Harris sold 134,662 shares of Salesforce 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 transaction, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. This represents a 49.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 175,284 shares of company stock worth $41,648,819 over the last quarter. Insiders own 3.00% of the company’s stock.

Salesforce Trading Down 0.0%

CRM opened at $262.34 on Monday. The stock has a 50-day moving average of $245.50 and a 200 day moving average of $251.92. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 12 month low of $221.96 and a 12 month high of $367.09. The firm has a market cap of $245.81 billion, a P/E ratio of 35.03, a P/E/G ratio of 1.95 and a beta of 1.25.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (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 analyst estimates of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same period last year, the company earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, research analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th will be paid a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Analysts Set New Price Targets

CRM has been the subject of a number of research reports. Stifel Nicolaus dropped their target price on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, October 9th. Mizuho set a $340.00 price objective on shares of Salesforce in a report on Wednesday. DA Davidson raised their price objective on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Piper Sandler reiterated an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Robert W. Baird cut their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and a consensus price target of $326.46.

Salesforce Profile

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.