Massachusetts Financial Services Co. MA Has $918.43 Million Holdings in Salesforce Inc. $CRM

Massachusetts Financial Services Co. MA trimmed its position in Salesforce Inc. (NYSE:CRM) by 10.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,875,239 shares of the CRM provider’s stock after selling 441,390 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in Salesforce were worth $918,432,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in CRM. Avantax Advisory Services Inc. raised its holdings in shares of Salesforce by 4.0% during the second quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock worth $23,814,000 after acquiring an additional 3,387 shares in the last quarter. Grant Private Wealth Management Inc acquired a new position in Salesforce in the 3rd quarter worth about $1,458,000. Advyzon Investment Management LLC increased its position in Salesforce by 57.4% in the 2nd quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock worth $514,000 after purchasing an additional 687 shares during the last quarter. CX Institutional raised its stake in shares of Salesforce by 78.0% during the 3rd quarter. CX Institutional now owns 43,186 shares of the CRM provider’s stock worth $10,235,000 after purchasing an additional 18,927 shares in the last quarter. Finally, Atalanta Sosnoff Capital LLC lifted its holdings in shares of Salesforce by 8.5% during the 2nd quarter. Atalanta Sosnoff Capital LLC now owns 206,614 shares of the CRM provider’s stock valued at $56,342,000 after buying an additional 16,176 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Royal Bank Of Canada raised their price objective on shares of Salesforce from $250.00 to $290.00 and gave the company a “sector perform” rating in a research report on Monday, January 5th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Citizens Jmp reissued a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a research report on Tuesday, December 2nd. Barclays boosted their price target on Salesforce from $330.00 to $338.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, BTIG Research initiated coverage on Salesforce in a report on Tuesday, December 16th. They set a “buy” rating and a $335.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $324.51.

Salesforce Price Performance

Shares of NYSE:CRM opened at $227.10 on Friday. The company has a market cap of $212.79 billion, a price-to-earnings ratio of 30.32, a PEG ratio of 1.69 and a beta of 1.26. The business has a 50 day moving average price of $249.36 and a 200 day moving average price of $250.45. 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 $221.96 and a twelve month high of $367.09.

Salesforce (NYSE:CRM) last issued its quarterly earnings results 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 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 quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

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

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

Insider Activity at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Marc Benioff sold 2,250 shares of Salesforce stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $258.20, for a total value of $580,950.00. Following the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $3,075,567,632.20. This trade represents a 0.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 152,177 shares of company stock worth $36,015,774. Insiders own 3.00% of the company’s stock.

Salesforce 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.