North Dallas Bank & Trust Co. Makes New Investment in Salesforce Inc. $CRM

North Dallas Bank & Trust Co. purchased a new position in Salesforce Inc. (NYSE:CRM) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 3,520 shares of the CRM provider’s stock, valued at approximately $932,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. grew its stake in Salesforce by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock worth $23,800,353,000 after buying an additional 270,913 shares in the last quarter. State Street Corp grew its stake in Salesforce by 0.3% in the 3rd quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock worth $11,732,966,000 after buying an additional 159,739 shares in the last quarter. Capital International Investors grew its stake in Salesforce by 13.3% in the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after buying an additional 2,669,891 shares in the last quarter. Geode Capital Management LLC grew its stake in Salesforce by 3.8% in the 4th quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider’s stock worth $5,751,073,000 after buying an additional 791,345 shares in the last quarter. Finally, Capital World Investors grew its stake in Salesforce by 13.5% in the 4th quarter. Capital World Investors now owns 19,672,684 shares of the CRM provider’s stock worth $5,211,515,000 after buying an additional 2,347,478 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investors highlighted that Salesforce’s latest earnings were viewed as high quality, supporting the idea that the company’s recent results were fundamentally strong. Shareholders Can Be Confident That Salesforce’s (NYSE:CRM) Earnings Are High Quality
• Positive Sentiment: Salesforce said annualized revenue for Agentforce recently surpassed $1 billion, showing traction in its AI-driven product push despite execution challenges. Salesforce lays off employees in a new round of cuts
• Positive Sentiment: Comments from the Mizuho Technology Conference likely reinforced management’s growth narrative and ongoing investor interest in Salesforce’s strategy. Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
• Neutral Sentiment: Several industry posts focused on ecosystem developments around Agentforce, identity security, and DevOps tooling, suggesting Salesforce remains central to enterprise AI workflows but without clear direct financial impact yet. Flosum Outlines Agentic DevOps Approach as Enterprises Scale Salesforce Agentforce Token Announces Leading Biometric Assured Identity Protection for Salesforce Access
• Negative Sentiment: Salesforce laid off employees in another round of cuts, which can signal cost pressure or a reset in parts of the business. Salesforce lays off employees in a new round of cuts
• Negative Sentiment: Multiple reports said AI competition pressured Salesforce in Q1 and that the stock slid despite an earnings beat and the M3ter acquisition, suggesting investors remain worried about competitive intensity and whether growth can reaccelerate. AI Competition Pressured Salesforce (CRM) in Q1 Salesforce (CRM) Stock Slides Despite M3ter Acquisition and Earnings Beat

Insiders Place Their Bets

In other news, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was bought at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the acquisition, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. This represents a 23.11% 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 Laura Alber purchased 2,571 shares of the stock in a transaction that occurred on Thursday, March 19th. The shares were purchased at an average price 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 $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 3.50% of the company’s stock.

Salesforce Trading Down 4.0%

Shares of CRM opened at $175.30 on Wednesday. The firm has a market cap of $143.57 billion, a price-to-earnings ratio of 20.29, a PEG ratio of 1.14 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $276.80. The firm has a 50 day moving average price of $181.17 and a 200-day moving average price of $207.98.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The firm had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the previous year, the business posted $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, equities research analysts forecast that Salesforce Inc. will post 10.3 earnings per share for the current year.

Salesforce announced that its board has approved a share buyback plan on Monday, March 16th that permits the company to buyback $25.00 billion in shares. This buyback authorization permits the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s leadership believes its stock is undervalued.

Salesforce Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be issued a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Salesforce’s dividend payout ratio is currently 20.37%.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CRM. Roth Mkm reissued a “buy” rating and issued a $325.00 price target on shares of Salesforce in a research note on Thursday, May 28th. Northland Securities lowered their price objective on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating for the company in a report on Tuesday, March 10th. B. Riley Financial boosted their price objective on shares of Salesforce from $205.00 to $240.00 and gave the stock a “buy” rating in a report on Thursday, May 28th. Truist Financial set a $280.00 price objective on shares of Salesforce in a report on Thursday, February 26th. Finally, Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $261.40.

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.