Salesforce (NYSE:CRM) Stock Acquired Rep. David Taylor

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

Shares of CRM opened at $178.00 on Tuesday. The company has a 50-day simple moving average of $229.16 and a 200-day simple moving average of $239.57. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $166.79 billion, a PE ratio of 23.76, a P/E/G ratio of 1.26 and a beta of 1.27. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $313.70.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter in the previous year, the firm earned $2.41 earnings per share. The firm’s revenue was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid 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 0.9%. Salesforce’s dividend payout ratio is 22.16%.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on CRM shares. UBS Group dropped their price objective on Salesforce from $260.00 to $200.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. Robert W. Baird decreased their price objective on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Wedbush reissued an “outperform” rating and issued a $375.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Weiss Ratings restated a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. Finally, Morgan Stanley reduced their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and an average target price of $304.33.

Insider Activity at Salesforce

In related news, 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 sale, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were acquired at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the purchase, the director owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by company insiders.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce agreed to acquire Momentum, a conversational‑insights and revenue‑orchestration platform — the deal is expected to extend Agentforce 360 and Slackbot capabilities to ingest and analyze third‑party unstructured voice data, strengthening Salesforce’s AI/contact‑center stack and product monetization potential. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition
• Positive Sentiment: Analyst/industry coverage highlights a large “agentic AI” opportunity for Salesforce — pieces argue Agentforce and other AI initiatives could be a multi‑year revenue tailwind if execution and GTM scale succeed. This supports a longer‑term growth narrative even as near‑term metrics are watched closely. Salesforce: Capitalizing On The Massive Agentic AI Opportunity
• Neutral Sentiment: Options market activity shows elevated interest and provides a read on short‑term sentiment — Benzinga’s options deep dive notes concentrated positioning that can amplify moves into earnings, making volatility around the print more likely. Traders should watch skew and open interest for signals. Salesforce Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Pre‑earnings preview: Zacks notes AI/cloud demand could push Q4 revenue toward ~$11.2B and that prior cost cuts may boost EPS, but outcome hinges on product uptake and guidance for FY27 — results/guidance will likely drive the next leg of the move. Can AI and Cloud Strength Keep Salesforce’s Growth on Track in Q4?
• Negative Sentiment: Major broker price‑target cuts surfaced ahead of Q4 results, which has pressured sentiment — several firms trimmed targets, signaling lower near‑term expectations and increasing downside risk if guidance disappoints. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Coverage flags that Salesforce’s AI agent push plus related job cuts are reframing the investment story toward automation‑driven efficiency — investors may view workforce reductions and restructuring as a sign management is prioritizing margins, which can be read positively or negatively depending on growth outlook. Did Salesforce’s (CRM) AI Agent Push and Job Cuts Just Recast Its Automation-Driven Investment Narrative?
• Negative Sentiment: Insider selling was flagged in a broader report on executives exiting positions — while not definitive, increased insider sales can add to short‑term negative sentiment ahead of earnings. Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

Hedge Funds Weigh In On Salesforce

A number of institutional investors have recently modified their holdings of CRM. Commonwealth Retirement Investments LLC purchased a new stake in Salesforce during the 4th quarter worth $25,000. Marquette Asset Management LLC bought a new position in shares of Salesforce during the third quarter valued at approximately $26,000. Board of the Pension Protection Fund bought a new position in Salesforce during the 4th quarter worth $26,000. Key Capital Management INC acquired a new stake in shares of Salesforce in the 4th quarter worth about $26,000. Finally, Gilpin Wealth Management LLC bought a new stake in shares of Salesforce during the fourth quarter valued at approximately $26,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

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.