Commerzbank Aktiengesellschaft FI Grows Stock Holdings in Salesforce Inc. $CRM

Commerzbank Aktiengesellschaft FI lifted its holdings in Salesforce Inc. (NYSE:CRM) by 8.3% during the third quarter, Holdings Channel reports. The fund owned 62,887 shares of the CRM provider’s stock after buying an additional 4,808 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in Salesforce were worth $14,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Vanguard Group Inc. raised its stake in shares of Salesforce by 1.0% during the 2nd quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock valued at $24,221,275,000 after buying an additional 909,853 shares during the last quarter. State Street Corp boosted its stake in shares of Salesforce by 1.6% in the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after buying an additional 776,300 shares during the last quarter. Geode Capital Management LLC grew its holdings in Salesforce by 0.6% during the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock worth $5,669,224,000 after acquiring an additional 114,504 shares during the period. Norges Bank purchased a new position in Salesforce during the second quarter valued at approximately $2,826,049,000. Finally, Amundi lifted its holdings in Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after acquiring an additional 1,612,413 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CRM. Macquarie raised their price objective on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. Canaccord Genuity Group restated a “buy” rating and set a $300.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Stifel Nicolaus cut their price objective on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, October 9th. Sanford C. Bernstein reiterated an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Oppenheimer lowered their target price on shares of Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus target price of $324.51.

Salesforce Stock Performance

CRM opened at $228.02 on Friday. The firm’s fifty day simple moving average is $247.54 and its two-hundred day simple moving average is $248.84. Salesforce Inc. has a 52-week low of $218.96 and a 52-week high of $367.09. The company has a market cap 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 quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last released 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 firm 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 company’s revenue for the quarter 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. Equities analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were given a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Insider Transactions at Salesforce

In other Salesforce news, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction 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 sale, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at $3,085,096,889. The trade was a 0.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director David Blair Kirk bought 1,936 shares of the company’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. This represents a 22.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders sold 145,427 shares of company stock valued at $34,290,361. Insiders own 3.00% of the company’s stock.

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

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.