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

Mn Services Vermogensbeheer B.V. boosted its position in shares of Salesforce Inc. (NYSE:CRM) by 1.5% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 364,600 shares of the CRM provider’s stock after acquiring an additional 5,300 shares during the quarter. Salesforce makes up about 0.6% of Mn Services Vermogensbeheer B.V.’s portfolio, making the stock its 27th biggest position. Mn Services Vermogensbeheer B.V.’s holdings in Salesforce were worth $86,410,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Scott & Selber Inc. lifted its stake in shares of Salesforce by 0.7% during the 2nd quarter. Scott & Selber Inc. now owns 5,850 shares of the CRM provider’s stock worth $1,595,000 after acquiring an additional 39 shares during the last quarter. Hanson & Doremus Investment Management increased its stake in Salesforce by 6.9% in the second quarter. Hanson & Doremus Investment Management now owns 607 shares of the CRM provider’s stock worth $166,000 after purchasing an additional 39 shares during the period. Beverly Hills Private Wealth LLC lifted its position in shares of Salesforce by 2.3% during the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock worth $468,000 after purchasing an additional 39 shares during the last quarter. Lifeworks Advisors LLC lifted its position in shares of Salesforce by 2.9% during the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after purchasing an additional 40 shares during the last quarter. Finally, BankPlus Wealth Management LLC boosted its stake in shares of Salesforce by 1.9% during the second quarter. BankPlus Wealth Management LLC now owns 2,264 shares of the CRM provider’s stock valued at $617,000 after purchasing an additional 42 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

More Salesforce News

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

Salesforce Price Performance

Shares of 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 company has a 50 day moving average price of $247.54 and a 200-day moving average price of $249.01. Salesforce Inc. has a fifty-two week low of $218.96 and a fifty-two week high of $367.09. The stock has a market capitalization of $213.65 billion, a PE ratio of 30.44, a PEG ratio of 1.70 and a beta of 1.26.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. The company 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%. Salesforce’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were paid a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is 22.16%.

Insider Activity at Salesforce

In other news, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was acquired at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the transaction, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. This represents a 3.31% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the sale, the director owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 145,427 shares of company stock valued at $34,290,361 over the last 90 days. Company insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on CRM. Piper Sandler reaffirmed an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. Barclays upped their target price on shares of Salesforce from $330.00 to $338.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. Royal Bank Of Canada raised their target price on shares of Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research report on Monday, January 5th. Evercore ISI lowered their price target on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Finally, Wedbush reissued an “outperform” rating and issued a $375.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $324.51.

Salesforce Company 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.