Rep. David Taylor Purchases Shares of Salesforce Inc. (NYSE:CRM)

Representative David Taylor (R-Ohio) recently bought shares of Salesforce Inc. (NYSE:CRM). In a filing disclosed on February 02nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Salesforce stock on January 29th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) – DAVE” account.

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

• 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.
• Sold $1,001 – $15,000 in shares of Vertex Pharmaceuticals (NASDAQ:VRTX) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Medpace (NASDAQ:MEDP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Installed Building Products (NYSE:IBP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Prologis (NYSE:PLD) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of JPMorgan Chase & Co. (NYSE:JPM) on 1/29/2026.

Salesforce Stock Performance

Salesforce stock opened at $196.13 on Wednesday. The company has a 50 day moving average price of $245.71 and a 200-day moving average price of $246.57. 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 fifty-two week low of $193.11 and a fifty-two week high of $348.04. The company has a market capitalization of $183.77 billion, a PE ratio of 26.19, a P/E/G ratio of 1.44 and a beta of 1.27.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $10.27 billion. During the same period last year, the business posted $2.41 EPS. Salesforce’s quarterly revenue was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, equities analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were given a dividend of $0.416 per share. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.8%. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Analyst Ratings Changes

Several brokerages have issued reports on CRM. Bank of America dropped their target price on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a report on Monday, November 17th. BMO Capital Markets lowered their price target on shares of Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a report on Thursday, December 4th. Robert W. Baird lowered their target price on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Finally, TD Cowen reaffirmed a “buy” 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-nine have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and an average price target of $323.57.

Institutional Trading of Salesforce

Several hedge funds and other institutional investors have recently made changes to their positions in CRM. Beverly Hills Private Wealth LLC boosted its holdings in Salesforce by 2.3% in the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock valued at $468,000 after purchasing an additional 39 shares during the last quarter. Aspire Growth Partners LLC lifted its holdings in shares of Salesforce by 1.2% in the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after buying an additional 39 shares during the period. Lifeworks Advisors LLC boosted its stake in shares of Salesforce by 2.9% in the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after buying an additional 40 shares during the last quarter. Benchmark Financial Wealth Advisors LLC grew its holdings in Salesforce by 4.4% during the second quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock worth $270,000 after acquiring an additional 42 shares during the period. Finally, Abacus Planning Group Inc. raised its position in Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock valued at $337,000 after acquiring an additional 43 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling

In other news, Director David Blair Kirk purchased 1,936 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the acquisition, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This represents a 22.15% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the sale, the insider owned 139,767 shares in the company, valued at approximately $32,803,314.90. This represents a 49.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is owned by company insiders.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large government win improves backlog and credibility in high‑value cloud/AI contracts — a reported $5.6B U.S. Army cloud deal supports durable revenue streams and defense pipeline visibility. Salesforce (CRM) Wins $5.6 Billion Army Deal, Citizens Stays Positive
• Positive Sentiment: Analysts and thematic coverage point to accelerating AI adoption across Salesforce’s customer base; authors argue current revenue lag is an opportunity if monetization catches up. This narrative supports a medium‑to‑long term upside case. Salesforce: AI Adoption Is Surging – The Revenue Lag Is The Opportunity
• Positive Sentiment: Technical/quant arguments note CRM is in oversold territory after a sharp pullback and many analysts have been revising earnings estimates upward — conditions that often precede a rebound if sentiment stabilizes. After Plunging 17.7% in 4 Weeks, Here’s Why the Trend Might Reverse for Salesforce.com (CRM)
• Neutral Sentiment: High‑profile commentators (Jim Cramer) remain positive on Salesforce’s quality but acknowledge the market’s concern about near‑term growth — a balanced take that neither immediately soothes nor worsens selling pressure. Jim Cramer Says Salesforce is “Really Great” But He Accepts the Market’s Judgment
• Negative Sentiment: Investor concern centers on missed revenue growth and valuation pressure — commentary asks how much lower CRM can fall given a ~33% decline from recent highs and continued revenue execution questions. That narrative is keeping selling pressure intact. How Low Can Salesforce Stock Go?
• Negative Sentiment: Broker and retail writeups flag that despite profitability and AI tailwinds, missed top‑line targets and a large gap below the 50/200‑day moving averages (~$246) keep downside risk elevated near the stock’s 52‑week low. This Beaten‑Down AI Stock Could Stage a Comeback in 2026

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.