Bokf Na Purchases 13,259 Shares of Salesforce Inc. $CRM

Bokf Na increased its holdings in Salesforce Inc. (NYSE:CRM) by 32.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 54,653 shares of the CRM provider’s stock after acquiring an additional 13,259 shares during the quarter. Bokf Na’s holdings in Salesforce were worth $12,953,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in CRM. Evolution Wealth Management Inc. purchased a new stake in shares of Salesforce in the 2nd quarter valued at about $27,000. Marquette Asset Management LLC bought a new stake in shares of Salesforce during the 3rd quarter valued at about $26,000. Country Trust Bank grew its holdings in shares of Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares in the last quarter. Kilter Group LLC bought a new position in shares of Salesforce in the second quarter worth approximately $42,000. Finally, Capital A Wealth Management LLC increased its position in shares of Salesforce by 40.9% in the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock worth $41,000 after purchasing an additional 45 shares during the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Management continues to highlight strong fiscal performance and AI momentum (record fiscal 2026 results and strategy for 2027), supporting the company’s long‑term growth story. Salesforce (CRM) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know
• Positive Sentiment: New product initiatives aimed at embedding AI across the front office (Agentforce contact center) may expand stickiness and drive future revenue leverage. Salesforce Launches Agentforce Contact Center to Unify AI, Voice and CRM
• Neutral Sentiment: Salesforce priced an underwritten offering of $25 billion in senior notes (expected to close March 13); proceeds are earmarked to fund share repurchases — a strategic use of capital that boosts buyback flexibility but increases leverage. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Partner and ISV ecosystem activity (new integrations and Product Intelligence listings on the platform) supports platform adoption but is unlikely to move near‑term results materially. Credibly Streamlines Merchant Application Process, Expands Broker Integration with Cloudsquare
• Negative Sentiment: Market reports say demand for the bond sale was tepid, signaling investor skepticism about taking on big new debt to fund buybacks. Salesforce Sees Tepid Demand for Bond Sale to Fund Share Buyback
• Negative Sentiment: Credit agencies and some analysts flagged higher leverage and changed views after the buyback plan: reports note ratings pressure and commentary that Salesforce is shifting financial policy toward debt‑funded repurchases. Salesforce Weighs Debt Funded Buybacks And Partner Cloud Against Valuation
• Negative Sentiment: Analysts trimmed targets/ratings after Q4 and the capital actions (Northland lowered its target and DA Davidson cut its target/kept Neutral), which can pressure sentiment and reduce near‑term upside. Northland Lowers Price Target on Salesforce DA Davidson Lowers PT on Salesforce, Inc. (CRM) Stock
• Negative Sentiment: Short interest ticked up in February (about a 14.8% increase over mid‑February), a sign some traders are positioned for further near‑term weakness. (Short interest data from recent filings.)

Insider Transactions at Salesforce

In related news, Director David Blair Kirk purchased 1,936 shares of the firm’s stock in a transaction on 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 purchase, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction that occurred on 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 of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 3.00% of the company’s stock.

Salesforce Price Performance

Shares of Salesforce stock opened at $194.04 on Thursday. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $296.05. The stock has a market capitalization of $179.10 billion, a price-to-earnings ratio of 24.85, a price-to-earnings-growth ratio of 1.42 and a beta of 1.29. The company has a fifty day moving average of $213.02 and a 200-day moving average of $235.79. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The company had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The firm’s revenue was up 12.1% compared to the same quarter last year. During the same quarter last year, the company 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. Equities research analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a $0.44 dividend. This is an increase from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio (DPR) is presently 22.54%.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Barclays dropped their target price on shares of Salesforce from $265.00 to $252.00 and set an “overweight” rating for the company in a research report on Thursday, February 26th. The Goldman Sachs Group restated a “buy” rating and set a $281.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Arete Research raised Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, Guggenheim restated a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $282.06.

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.