Universal Beteiligungs und Servicegesellschaft mbH Has $320.82 Million Stock Holdings in Salesforce Inc. $CRM

Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in Salesforce Inc. (NYSE:CRM) by 8.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,353,670 shares of the CRM provider’s stock after acquiring an additional 102,500 shares during the quarter. Salesforce makes up about 0.5% of Universal Beteiligungs und Servicegesellschaft mbH’s portfolio, making the stock its 21st largest holding. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Salesforce were worth $320,820,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of CRM. Marquette Asset Management LLC acquired a new position in Salesforce during the 3rd quarter worth about $26,000. Evolution Wealth Management Inc. bought a new position in shares of Salesforce during the second quarter worth about $27,000. Maseco LLP acquired a new position in shares of Salesforce in the second quarter worth approximately $34,000. Quaker Wealth Management LLC raised its holdings in Salesforce by 208.6% during the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after purchasing an additional 242 shares during the last quarter. Finally, Spurstone Advisory Services LLC bought a new position in Salesforce during the second quarter worth $34,000. Institutional investors own 80.43% of the company’s stock.

Insider Activity at Salesforce

In related news, CEO Marc Benioff sold 122 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total value of $31,598.00. Following the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. This represents a 0.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were purchased at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the purchase, the director directly owned 2,994,509 shares in the company, valued at $780,309,155.22. This trade represents a 3.31% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 147,677 shares of company stock worth $34,865,371 over the last 90 days. Corporate insiders own 3.00% of the company’s stock.

Salesforce Stock Down 3.3%

CRM stock opened at $219.70 on Wednesday. The firm has a market capitalization of $205.86 billion, a PE ratio of 29.33, a P/E/G ratio of 1.69 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 Inc. has a twelve month low of $219.35 and a twelve month high of $367.09. The stock’s 50 day moving average is $248.58 and its 200-day moving average is $249.64.

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

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a dividend of $0.416 per share. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a yield of 0.8%. Salesforce’s dividend payout ratio is presently 22.16%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Needham & Company LLC reiterated a “buy” rating and issued a $400.00 target price on shares of Salesforce in a report on Thursday, December 4th. BTIG Research initiated 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. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. The Goldman Sachs Group assumed coverage on Salesforce in a report on Monday, January 12th. They issued a “buy” rating and a $330.00 price target on the stock. Finally, Bank of America decreased their price objective on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a report on Monday, November 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $324.51.

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.