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

Bokf Na boosted its holdings in Salesforce Inc. (NYSE:CRM) by 32.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 54,653 shares of the CRM provider’s stock after purchasing an additional 13,259 shares during the period. Bokf Na’s holdings in Salesforce were worth $12,953,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of CRM. Aspire Growth Partners LLC grew its position in Salesforce by 1.2% during the third 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. Abacus Planning Group Inc. increased its holdings in Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after buying an additional 43 shares during the last quarter. 17 Capital Partners LLC raised its position in Salesforce by 1.9% in the second quarter. 17 Capital Partners LLC now owns 2,321 shares of the CRM provider’s stock worth $633,000 after acquiring an additional 44 shares during the period. Code Waechter LLC raised its position in Salesforce by 5.3% in the third quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock worth $209,000 after acquiring an additional 44 shares during the period. Finally, Capital A Wealth Management LLC boosted its stake in Salesforce by 40.9% in the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock valued at $41,000 after acquiring an additional 45 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Key Headlines Impacting Salesforce

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.)

Salesforce Stock Down 0.4%

CRM opened at $194.04 on Thursday. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $296.05. The company has a market cap of $179.10 billion, a PE ratio of 24.85, a price-to-earnings-growth ratio of 1.42 and a beta of 1.29. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The company has a 50 day moving average of $213.02 and a 200 day moving average of $235.79.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.05 by $0.76. The business 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 business’s revenue for the quarter was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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, sell-side 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. Investors of record on Thursday, April 9th will be paid a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio is presently 22.54%.

Analyst Ratings Changes

Several brokerages have recently issued reports on CRM. Needham & Company LLC restated a “buy” rating and set a $400.00 price target on shares of Salesforce in a research note on Thursday, February 26th. KeyCorp dropped their price objective on Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 24th. Guggenheim reissued a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. BTIG Research lowered their target price on Salesforce from $260.00 to $255.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a research report on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $282.06.

Insider Transactions at Salesforce

In related news, Director David Blair Kirk bought 1,936 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was acquired at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, the director directly owned 10,677 shares in the company, valued at $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 Securities & Exchange Commission, which is available through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of Salesforce 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 directly 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. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

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.