Mmbg Investment Advisors CO. Acquires 6,045 Shares of Salesforce Inc. $CRM

Mmbg Investment Advisors CO. boosted its stake in shares of Salesforce Inc. (NYSE:CRM) by 8.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 79,627 shares of the CRM provider’s stock after buying an additional 6,045 shares during the quarter. Salesforce makes up approximately 1.7% of Mmbg Investment Advisors CO.’s portfolio, making the stock its 12th largest holding. Mmbg Investment Advisors CO.’s holdings in Salesforce were worth $18,905,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in CRM. Vanguard Group Inc. increased its stake in shares of Salesforce by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock worth $21,228,624,000 after purchasing an additional 748,772 shares during the last quarter. State Street Corp grew its holdings in Salesforce by 1.6% during the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after purchasing an additional 776,300 shares during the period. 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 valued at $5,669,224,000 after purchasing an additional 114,504 shares during the period. Norges Bank purchased a new stake in Salesforce in the second quarter worth $2,826,049,000. Finally, Amundi raised its stake in shares of 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 buying an additional 1,612,413 shares during the period. Institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the business’s 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 transaction, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director G Mason Morfit bought 96,000 shares of the company’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 completion of the acquisition, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This trade represents a 3.31% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.00% of the company’s stock.

Salesforce Price Performance

Shares of Salesforce stock opened at $189.58 on Monday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. Salesforce Inc. has a 52-week low of $180.24 and a 52-week high of $329.74. The company has a fifty day moving average of $238.22 and a 200-day moving average of $242.31. The stock has a market capitalization of $177.63 billion, a price-to-earnings ratio of 25.31, a price-to-earnings-growth ratio of 1.29 and a beta of 1.27.

Salesforce (NYSE:CRM) last issued its 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. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company had revenue of $10.26 billion for the quarter, compared to analysts’ expectations of $10.27 billion. During the same quarter last year, the company earned $2.41 EPS. The firm’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. Equities research analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

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. This represents a $1.66 annualized dividend and a yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Options market activity shows elevated bullish positioning into the company’s FQ4 earnings, suggesting traders expect an upside surprise or are hedging for volatility. What the Options Market Tells Us About Salesforce
• Positive Sentiment: Wall Street analysts are broadly constructive ahead of FQ4 2026, which supports short-term momentum and helps explain buying interest. Wall Street bullish on Salesforce (CRM) ahead of its FQ4 2026 earnings
• Positive Sentiment: Several retail/investor pieces argue the recent pullback is a buying opportunity—some investors and commentators (including a Seeking Alpha author) are actively buying the “Salesforce crash,” which can amplify demand on dips. SaaSpocalypse: Why I’m Buying The Salesforce Crash
• Positive Sentiment: Long-term bullish takes (e.g., 247WallStreet) list CRM as a top tech holding for a multi-year horizon, reinforcing buy-and-hold narratives for value/growth investors. What Is One of the Best Tech Stocks to Hold for the Next 10 Years?
• Positive Sentiment: Zacks highlights CRM as a top-ranked value stock on style scores, which can attract value-oriented flows after the pullback. Salesforce.com (CRM) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: New entrants are launching AI-native layers to run GTM workflows on top of any CRM—this is an emerging competitive/partner dynamic that could both pressure fees and spur integrations; impact is uncertain. Aurasell Launches World’s First AI-Native OS to Run Intelligent GTM Workflows on Any CRM
• Neutral Sentiment: Coverage pieces and analyst-roundup articles are dissecting whether Wall Street optimism is priced in; these pieces mostly reiterate mixed views and won’t move the stock unless they include rating changes. Analysts stay constructive on Salesforce (CRM) despite sector weakness
• Neutral Sentiment: Broad analysis on AI-driven ETF weakness asks whether the panic is overblown; this macro debate will influence sector multiples but is not specific to CRM’s near-term operations. AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?
• Negative Sentiment: Company-level cost and leadership changes tied to its AI push were reported alongside commentary that CRM returns are weak—workforce and leadership reshaping can signal execution risk and near-term disruption. Salesforce Reshapes Workforce And Leadership As AI Push Meets Weak CRM Returns
• Negative Sentiment: Coverage explaining why CRM has recently fallen notes sector-driven selling, multiple compression, and profit-taking—these are the same dynamics that can keep upside capped until catalysts arrive. Here’s Why Salesforce.com (CRM) Fell More Than Broader Market
• Negative Sentiment: Sector-level rout in software (ETF down sharply) driven by fears of AI replacing software workloads remains a headwind; broader sentiment could keep CRM under pressure even if fundamentals hold. 3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on CRM shares. Wedbush restated an “outperform” rating and issued a $375.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a report on Thursday, December 4th. Citigroup downgraded Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. TD Cowen restated a “buy” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Deutsche Bank Aktiengesellschaft raised their target price 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $323.57.

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.