Salesforce Inc. $CRM Stake Reduced by Bokf Na

Bokf Na reduced its stake in shares of Salesforce Inc. (NYSE:CRM) by 8.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,981 shares of the CRM provider’s stock after selling 4,672 shares during the quarter. Bokf Na’s holdings in Salesforce were worth $13,240,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in CRM. Brighton Jones LLC grew its stake in Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after buying an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares during the last quarter. Bison Wealth LLC grew its stake in Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after buying an additional 106 shares during the last quarter. Finally, United Bank boosted its position in Salesforce by 5.2% during the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after acquiring an additional 500 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Salesforce

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

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on CRM. UBS Group reduced their price target on Salesforce from $260.00 to $200.00 and set a “neutral” rating for the company in a research report on Tuesday, February 17th. Needham & Company LLC reiterated a “buy” rating and set a $400.00 price target on shares of Salesforce in a research report on Thursday, February 26th. Stifel Nicolaus reduced their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. The Goldman Sachs Group reiterated a “buy” rating and set a $281.00 price target on shares of Salesforce in a research report on Thursday, February 26th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a research report 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 an average rating of “Moderate Buy” and an average target price of $279.18.

Salesforce Trading Up 0.8%

Shares of Salesforce stock opened at $187.05 on Wednesday. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The firm has a market cap of $153.05 billion, a price-to-earnings ratio of 23.95, a price-to-earnings-growth ratio of 1.29 and a beta of 1.14. The business has a fifty day simple moving average of $186.70 and a 200-day simple moving average of $219.76. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $296.05.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.76. The business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company’s revenue was up 12.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.78 earnings per share. 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, equities analysts forecast that Salesforce Inc. will post 9.71 EPS for the current fiscal year.

Salesforce announced that its Board of Directors has approved a stock repurchase plan on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th were issued a $0.44 dividend. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date was Thursday, April 9th. Salesforce’s payout ratio is currently 22.54%.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launch of Agentforce Operations — Salesforce rolled out Agentforce Operations, a suite of specialized AI agents designed to automate complex, cross-system back?office workflows. Investors see this as a meaningful productization of AI that could expand higher?margin services and drive upsell across large enterprise accounts. Article Title
• Positive Sentiment: Deeper Google Cloud & ChatGPT integrations — New Google Cloud workflow integrations and enhanced ChatGPT-for-CRM capabilities let automated agents operate across multiple enterprise systems and LLMs, which can accelerate real?world adoption and make Salesforce’s AI story more defensible versus pure-play rivals. Article Title
• Positive Sentiment: Analyst sentiment remains constructive — The average brokerage recommendation sits at “Buy,” and coverage notes the strategic pivot and product launches as catalysts that could justify upside versus current multiples. That endorsement supports near?term demand for the stock. Article Title
• Neutral Sentiment: Valuation check & comparisons — Several pieces assess CRM’s valuation vs. peers (including a CRM vs. SPOT comparison) and highlight that while upside exists from AI-driven revenue, the stock’s forward multiples require execution to justify a higher valuation. Useful for re?rating scenarios, but not immediate catalysts. Article Title
• Neutral Sentiment: Industry context — Coverage noting large tech layoffs and where AI economics live is background risk/benefit context; it matters to margins and adoption timing but is not Salesforce?specific. Article Title
• Negative Sentiment: Intensifying competition — Reports emphasize escalating AI?agent rivalry with Microsoft and ongoing cloud competition with Oracle; larger rivals could pressure win rates, pricing, or margin expansion if deals tilt toward hyperscalers. Article Title
• Negative Sentiment: Recent price weakness — Commentary notes a sizable YTD share decline (reflecting earnings, macro and re?rating risk). That keeps investor sensitivity high: strong execution on Agentforce and integrations is required to sustain a re?rating. Article Title

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.