North Dallas Bank & Trust Co. Purchases New Shares in Salesforce Inc. $CRM

North Dallas Bank & Trust Co. purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 3,520 shares of the CRM provider’s stock, valued at approximately $932,000.

Other large investors also recently made changes to their positions in the company. Commonwealth Retirement Investments LLC bought a new position in shares of Salesforce during the fourth quarter valued at about $25,000. Board of the Pension Protection Fund bought a new position in shares of Salesforce during the fourth quarter valued at about $26,000. Key Capital Management INC bought a new position in shares of Salesforce during the fourth quarter valued at about $26,000. Legacy Bridge LLC bought a new stake in Salesforce in the fourth quarter worth about $27,000. Finally, Texas Capital Bancshares Inc TX bought a new stake in Salesforce in the third quarter worth about $28,000. 80.43% of the stock is owned by institutional investors.

Key Headlines Impacting Salesforce

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

Analyst Ratings Changes

Several analysts have commented on CRM shares. UBS Group reaffirmed a “market outperform” rating on shares of Salesforce in a research report on Thursday, May 28th. BTIG Research reaffirmed a “buy” rating and issued a $255.00 price objective on shares of Salesforce in a research report on Tuesday, May 26th. Weiss Ratings raised shares of Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, June 3rd. Truist Financial set a $280.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Finally, HSBC lifted their price objective on shares of Salesforce from $350.00 to $356.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $261.40.

Insider Activity at Salesforce

In other news, Director Laura Alber acquired 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The stock was bought at an average price of $194.58 per share, with a total value of $500,265.18. Following the completion of the purchase, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Also, Director David Blair Kirk acquired 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The shares were purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director owned 13,689 shares of the company’s stock, valued at $2,664,153.18. This represents a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is currently owned by insiders.

Salesforce Stock Performance

NYSE CRM opened at $175.30 on Wednesday. The company’s 50 day moving average is $181.17 and its 200-day moving average is $207.98. Salesforce Inc. has a 12-month low of $163.52 and a 12-month high of $276.80. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The firm has a market cap of $143.57 billion, a P/E ratio of 20.29, a price-to-earnings-growth ratio of 1.14 and a beta of 1.16.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion for 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 company’s quarterly revenue was up 13.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.58 earnings per share. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Sell-side analysts predict that Salesforce Inc. will post 10.3 earnings per share for the current year.

Salesforce Dividend Announcement

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

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

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.