MassMutual Private Wealth & Trust FSB Has $8.79 Million Holdings in Salesforce Inc. $CRM

MassMutual Private Wealth & Trust FSB grew its holdings in Salesforce Inc. (NYSE:CRM) by 8.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,099 shares of the CRM provider’s stock after acquiring an additional 2,809 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in Salesforce were worth $8,792,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of CRM. Mccarter Private Wealth Services LLC increased its holdings in shares of Salesforce by 8.6% during the 3rd quarter. Mccarter Private Wealth Services LLC now owns 3,220 shares of the CRM provider’s stock worth $763,000 after purchasing an additional 255 shares during the period. CoreCap Advisors LLC grew its position in Salesforce by 12.1% during the third quarter. CoreCap Advisors LLC now owns 2,217 shares of the CRM provider’s stock worth $525,000 after buying an additional 240 shares in the last quarter. Cordatus Wealth Management LLC grew its position in Salesforce by 1.3% during the third quarter. Cordatus Wealth Management LLC now owns 20,951 shares of the CRM provider’s stock worth $4,965,000 after buying an additional 265 shares in the last quarter. Code Waechter LLC increased its stake in Salesforce by 5.3% during the third quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock valued at $209,000 after acquiring an additional 44 shares during the period. Finally, Yoder Wealth Management Inc. raised its holdings in Salesforce by 4.1% in the 3rd quarter. Yoder Wealth Management Inc. now owns 1,361 shares of the CRM provider’s stock valued at $323,000 after acquiring an additional 54 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Insiders Place Their Bets

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of the stock in a transaction dated Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the completion of the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,085,096,889. This represents a 0.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 157,284 shares of company stock valued at $37,274,684 in the last 90 days. Insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on CRM. Needham & Company LLC reissued a “buy” rating and set a $400.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Royal Bank Of Canada raised their target price on Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research report on Monday. Piper Sandler reissued an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Bank of America dropped their price objective on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research note on Monday, November 17th. Finally, BTIG Research started coverage on shares of Salesforce in a research report on Tuesday, December 16th. They set a “buy” rating and a $335.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $327.74.

Salesforce Stock Up 2.6%

Shares of NYSE:CRM opened at $262.86 on Wednesday. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. 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 company’s fifty day moving average is $249.96 and its 200-day moving average is $251.54. The company has a market capitalization of $246.30 billion, a PE ratio of 35.09, a P/E/G ratio of 1.91 and a beta of 1.26.

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

Salesforce Announces Dividend

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

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts are turning more upbeat and raising price targets, which supports buyer interest and can drive near-term upside. Analysts love Salesforce stock and are raising their price targets
• Positive Sentiment: MarketBeat / MSN pieces argue CRM is set for a comeback in 2026 — citing AI exposure, institutional accumulation, buybacks/dividend increases and attractive longer-term upside — giving investors a clear bull narrative. 5 Reasons Salesforce Could Be One of 2026’s Best Trades
• Positive Sentiment: Market commentary highlights strong institutional ownership and signs of accumulation, which can stabilize the stock and amplify rebounds when sentiment improves. 5 reasons Salesforce could be one of 2026’s best trades
• Neutral Sentiment: Valuation pieces are reassessing CRM after recent weakness — they note the stock pulled back on AI concerns but still see long-term value depending on growth assumptions, so risk/reward hinges on conviction in Salesforce’s AI monetization. Assessing Salesforce (CRM) Valuation After Recent AI Jitters And Share Price Weakness
• Neutral Sentiment: Industry write-ups portray Salesforce as a contender amid AI disruption fears — supportive for long-term holders but flagging execution and competitive risks that deserve monitoring. Salesforce, Inc.: A Strong Contender for Growth Amidst AI Disruption Fears
• Neutral Sentiment: Opinion/analysis pieces urge diligence on specific AI initiatives and partners (e.g., third‑party offerings like Agentforce), signaling that not all AI-related moves are immediate catalysts. Salesforce: Take A Good Look At Agentforce Before You Invest
• Negative Sentiment: Coverage noting an early‑2026 pullback and headlines about a multi‑percent decline underscore lingering investor concern about AI disruption and 2025 performance — such headlines can trigger short‑term selling and higher volatility. Salesforce and Adobe Start 2026 With a 5% Plunge—Should Investors Buy or Bail?
• Negative Sentiment: Articles flagging the recent pullback and warning that institutional holders might react could presage more selling if guidance or early‑year results disappoint. Salesforce, Inc.’s (NYSE:CRM) recent 3.6% pullback adds to one-year year losses, institutional owners may take drastic measures

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.