Rep. David Taylor Unloads Salesforce Inc. (NYSE:CRM) Stock

Representative David Taylor (Republican-Ohio) recently sold shares of Salesforce Inc. (NYSE:CRM). In a filing disclosed on March 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in Salesforce stock on February 26th. 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 Visa (NYSE:V) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Fifth Third Bancorp (NASDAQ:FITB) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Parker-Hannifin (NYSE:PH) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 2/26/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Marathon Petroleum (NYSE:MPC) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Lam Research (NASDAQ:LRCX) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Kroger (NYSE:KR) on 2/26/2026.
• Sold $15,001 – $50,000 in shares of International Business Machines (NYSE:IBM) on 2/26/2026.
• Sold $15,001 – $50,000 in shares of Salesforce (NYSE:CRM) on 2/26/2026.

Salesforce Stock Down 2.2%

NYSE:CRM traded down $4.34 during trading hours on Tuesday, reaching $194.45. The company had a trading volume of 3,499,194 shares, compared to its average volume of 12,318,711. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $296.05. 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 $179.47 billion, a price-to-earnings ratio of 24.80, a P/E/G ratio of 1.47 and a beta of 1.29. The business’s 50-day simple moving average is $215.86 and its two-hundred day simple moving average is $236.46.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same period last year, the business posted $2.78 EPS. The firm’s revenue for the quarter was up 12.1% compared to the same quarter last year. 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 expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The business also recently announced 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 is a boost from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s payout ratio is currently 21.25%.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched “Agentforce Contact Center” to unify AI, voice and CRM — a product push that can increase deal sizes and stickiness for service and sales workflows. This highlights Salesforce’s strategy to embed generative AI into core SaaS offerings, which could support top-line growth over time. Salesforce Launches Agentforce Contact Center to Unify AI, Voice and CRM
• Positive Sentiment: Expanded Agentforce with new partnerships (including a Formula 1 Fan Companion Agent) and pushed the platform into sports and telecom — demonstrating commercialisation and vertical expansion potential that could accelerate AI revenue adoption. Management also updated leadership (Robin Washington as Principal Accounting Officer). Salesforce Expands Agentforce With Formula 1 Partnership And Finance Shift
• Positive Sentiment: Analyst/analysis pieces argue the market has overreacted to “AI risks” and that CRM’s diversification, cash flow and double-digit growth make the pullback a buying opportunity — a sentiment that could attract value-focused investors if fundamentals remain intact. Salesforce: The SaaSpocalypse Created A Rare Buying Opportunity
• Neutral Sentiment: Industry Q&A pieces on CRM transitions and implementation impact provide user-level color but are unlikely to move the stock materially in the near term — useful for customers/partners monitoring migration risks. The Impact of a CRM Transition: Q&A with David Rosner
• Negative Sentiment: DA Davidson cut its price target to $200 from $235 while keeping a Neutral rating after Q4 results — an analyst signal that expectations for near-term upside have been tempered and could limit short-term buying interest. DA Davidson Lowers PT on Salesforce, Inc. (CRM) Stock
• Negative Sentiment: Coverage notes the stock has fallen sharply (reports cite ~25% drop) even as Agentforce revenue strength (reported around $800M) grows — indicating investor skepticism about guidance, margin implications, or valuation that could keep the shares under pressure until clearer proof points arrive. Salesforce (CRM) Stock Falls 25% Despite Agentforce AI Revenue Soaring to $800M
• Negative Sentiment: Market commentary highlights that cautious financial guidance and a “show-me-the-money” investor stance on AI drove the YTD decline — emphasizing that short-term sentiment and guidance credibility are key drivers to watch. CRM Stock: Path To $260

Wall Street Analyst Weigh In

CRM has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft raised their price objective on Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Truist Financial set a $280.00 target price on shares of Salesforce in a research report on Thursday, February 26th. Wall Street Zen raised Salesforce from a “hold” rating to a “buy” rating in a report on Friday, November 28th. Jefferies Financial Group dropped their target price on Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Finally, KeyCorp lowered their price target on Salesforce from $400.00 to $300.00 and set an “overweight” rating for the company in a research report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $283.14.

Insider Activity at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David Blair Kirk purchased 1,936 shares of the stock in a transaction on Wednesday, December 17th. The stock was acquired at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. The trade was a 22.15% 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 corporate insiders.

Institutional Trading of Salesforce

A number of large investors have recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares during the period. Revolve Wealth Partners LLC lifted its stake in Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after purchasing an additional 205 shares in the last quarter. Bison Wealth LLC grew its position in shares of Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after purchasing an additional 184 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Salesforce by 3.7% in the second 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 in the last quarter. Finally, United Bank grew its position in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after buying an additional 500 shares in the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

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.