Rep. David Taylor Buys Salesforce Inc. (NYSE:CRM) Stock

Representative David Taylor (Republican-Ohio) recently bought shares of Salesforce Inc. (NYSE:CRM). In a filing disclosed on February 20th, the Representative disclosed that they had bought between $1,001 and $15,000 in Salesforce stock on February 9th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SCHWAB JOINT BROKERAGE #1 (HOME GROWN)” account.

Representative David Taylor also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Progressive (NYSE:PGR) on 2/10/2026.
• Sold $1,001 – $15,000 in shares of Parker-Hannifin (NYSE:PH) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/9/2026.
• Sold $1,001 – $15,000 in shares of Eli Lilly and Company (NYSE:LLY) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 1/29/2026.

Salesforce Stock Performance

Salesforce stock traded up $7.13 during mid-day trading on Tuesday, reaching $185.29. The company’s stock had a trading volume of 6,974,583 shares, compared to its average volume of 11,626,768. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $313.70. The firm has a market cap of $173.62 billion, a price-to-earnings ratio of 24.88, a PEG ratio of 1.26 and a beta of 1.27. The business has a 50 day moving average price of $229.16 and a 200-day moving average price of $239.57. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period last year, the company earned $2.41 earnings per share. The company’s quarterly 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 predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a $0.416 dividend. This represents a $1.66 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is currently 22.16%.

Insider Activity at Salesforce

In other news, Director David Blair Kirk bought 1,936 shares of the stock in a transaction dated Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the transaction, the director owned 10,677 shares of the company’s stock, valued at $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 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 transaction, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Rockland Trust Co. raised its holdings in Salesforce by 1,145.6% in the 3rd quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock worth $3,097,000 after acquiring an additional 12,017 shares during the last quarter. Alps Advisors Inc. grew its holdings in shares of Salesforce by 98.3% in the third quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock worth $5,085,000 after acquiring an additional 10,633 shares during the period. Midwest Trust Co increased its position in Salesforce by 2.3% during the third quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock valued at $44,336,000 after acquiring an additional 4,233 shares during the last quarter. Jones Financial Companies Lllp boosted its position in Salesforce by 15.1% in the third quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock worth $113,420,000 after purchasing an additional 61,270 shares during the last quarter. Finally, AGF Management Ltd. increased its holdings in Salesforce by 42.2% in the 3rd quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock worth $66,610,000 after acquiring an additional 83,403 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. TD Cowen reiterated a “buy” rating on shares of Salesforce in a research note on Friday. Sanford C. Bernstein reiterated an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. UBS Group cut their price objective on shares of Salesforce from $260.00 to $200.00 and set a “neutral” rating for the company in a research report on Tuesday, February 17th. Finally, Barclays increased their price objective on shares of Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $301.56.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Wedbush reaffirmed an “outperform” rating and set a $375 price target (about 110% above the current level), a large upside that supports a bullish narrative among some institutional investors. Benzinga
• Positive Sentiment: Salesforce is expanding AI capabilities (Momentum acquisition, deeper Slackbot/Agentforce integrations and partnerships) — these product moves strengthen revenue-orchestration and conversational AI positioning, which investors view as long-term growth drivers. Salesforce Expands AI Capabilities With Momentum Acquisition
• Positive Sentiment: TV/market commentator Jim Cramer signaled a bullish stance on Salesforce, saying he’s “on the wrong side of history” with the stock — a public endorsement that can attract retail/institutional attention. Jim Cramer: I’m on the Wrong Side of History With Salesforce
• Positive Sentiment: Broader AI adoption headlines (e.g., commentary on AI automation and labor substitution) reinforce the secular tailwind for Salesforce’s AI-enabled cloud offerings. AI Robots May Outnumber Workers in a Few Decades
• Neutral Sentiment: The market faces an earnings event tomorrow after the close — analysts and options traders expect a sizable move, increasing short-term volatility around CRM. Expected Post-Earnings Move
• Neutral Sentiment: Options and sentiment pieces show active positioning — traders are pricing in uncertainty, which could amplify moves independent of fundamentals. Salesforce Options Trading
• Neutral Sentiment: Analyst coverage remains mixed but busy — a recent roundup shows divergent price targets and models across 31 analysts, contributing to noisy near-term guidance interpretation. Analyst Outlook Roundup
• Negative Sentiment: Several major firms cut price targets ahead of the Q4 report, signaling skepticism on near-term growth and boosting downside risk if results or guidance disappoint. Price Target Cuts Ahead of Q4
• Negative Sentiment: Analysts and commentators flag persistent stock-based compensation and cooling revenue growth as margin/headwind risks — a focus for investors evaluating EPS sustainability. Why I’m Still Not Buying Salesforce
• Negative Sentiment: Insider activity and coverage about insiders exiting add to near-term investor caution; combined with valuation debate, this increases selling pressure ahead of earnings. Insiders Exiting

About Representative Taylor

David Taylor (Republican Party) is a member of the U.S. House, representing Ohio’s 2nd Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Taylor (Republican Party) ran for election to the U.S. House to represent Ohio’s 2nd Congressional District. He won in the general election on November 5, 2024.

David Taylor graduated from Amelia High School. Taylor earned degrees from Miami University (Ohio) and the University of Dayton School of Law. Taylor’s career experience includes working as an attorney and as a businessman at Sardinia Ready Mix, Inc.

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.