Munich Reinsurance Co Stock Corp in Munich Has $359,000 Stake in Salesforce Inc. $CRM

26 Apr 2026, 06:32 by Amy Steele · The Cerbat Gem

Munich Reinsurance Co Stock Corp in Munich trimmed its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 95.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,350 shares of the CRM provider’s stock after selling 28,155 shares during the period. Munich Reinsurance Co Stock Corp in Munich’s holdings in Salesforce were worth $359,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Board of the Pension Protection Fund acquired a new stake in Salesforce during the 4th quarter worth approximately $26,000. Key Capital Management INC bought a new position in Salesforce during the 4th quarter worth $26,000. Legacy Bridge LLC bought a new position in Salesforce during the 4th quarter worth $27,000. Marquette Asset Management LLC bought a new position in Salesforce during the 3rd quarter worth $26,000. Finally, Texas Capital Bancshares Inc TX bought a new position in Salesforce during the 3rd quarter worth $28,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Salesforce news, Director David Blair Kirk acquired 2,570 shares of the company’s stock in a transaction dated Wednesday, March 18th. The shares were bought at an average cost of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Laura Alber acquired 2,571 shares of the company’s stock in a transaction dated Thursday, March 19th. The stock was acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the purchase, the director directly owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CRM. Mizuho decreased their price target on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. Needham & Company LLC reiterated a “buy” rating and issued a $400.00 price target on shares of Salesforce in a research note on Thursday, February 26th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a research note on Thursday, February 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. Finally, Roth Mkm decreased their price target on Salesforce from $395.00 to $325.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and an average target price of $279.18.

Get Our Latest Research Report on Salesforce

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Bull case surfaced summarizing why investors should consider CRM — bullish Substack thesis highlighted valuation and AI upside. Is Salesforce, Inc. (CRM) A Good Stock To Buy Now?
Positive Sentiment: Zacks reports Agentforce has reached ~$800M ARR with 169% growth, signaling tangible AI-driven revenue momentum that could support future upside. Agentforce Adoption Rises: Can It Be Salesforce’s Next Growth Engine?
Positive Sentiment: Coverage on partnership and capital return chatter (Google collaboration, $25B buyback commentary) reinforces strategic catalysts and management’s optionality on capital allocation. Salesforce (CRM) Stock: Google Partnership, $25B Buyback, and What Analysts Are Saying
Neutral Sentiment: Comparisons with peers (ServiceNow) highlight valuation differences and competing AI execution — useful for relative‑value decisions but not company‑specific news. Cheap Salesforce Vs. Expensive ServiceNow: Which Stock Is A Better Buy Today?
Neutral Sentiment: Montaka’s internal assessment coverage provides investor insight into hedge‑fund views but adds nuance rather than immediate directional pressure. Here’s Montaka’s Internal Assessment on Salesforce (CRM)
Negative Sentiment: Articles warning AI could reduce demand for traditional CRM functions — a thematic risk that has driven some bearish calls and investor caution. Salesforce (CRM) Stock At Significant Risk Of Collapsing Due To AI
Negative Sentiment: Sector‑wide panic after ServiceNow’s weak guidance pressured enterprise software, triggering steep intraday declines in CRM recently. Salesforce Just Dropped 9% on Sector Panic. Is the Cloud Software King on Sale?
Negative Sentiment: Piper Sandler trimmed its price target citing rising AI competition in enterprise software — analyst downgrades/cuts can cap near‑term upside. Salesforce, Inc. (CRM) PT Reduced as Piper Sandler Flags Rising AI Competition in Enterprise Software

Salesforce Stock Up 2.9%

Shares of CRM opened at $178.31 on Friday. The company has a market capitalization of $145.89 billion, a PE ratio of 22.83, a PEG ratio of 1.26 and a beta of 1.29. Salesforce Inc. has a 12 month low of $163.52 and a 12 month high of $296.05. The stock’s 50-day moving average price is $187.22 and its two-hundred day moving average price is $222.04. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM – Get Free Report) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping the consensus estimate of $3.05 by $0.76. The firm had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The business’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, analysts anticipate that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce announced that its Board of Directors has approved a share repurchase plan on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th were issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, April 9th. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is presently 22.54%.

Salesforce Company Profile

(Free Report)

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.