First National Bank of Omaha Invests $14.34 Million in Salesforce Inc. $CRM

First National Bank of Omaha bought a new position in Salesforce Inc. (NYSE:CRM) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 53,999 shares of the CRM provider’s stock, valued at approximately $14,341,000.

Several other large investors have also made changes to their positions in the company. Titan Investment Solutions Ltd bought a new stake in shares of Salesforce in the 4th quarter worth about $22,053,000. Cardano Risk Management B.V. increased its holdings in Salesforce by 924.7% during the 4th quarter. Cardano Risk Management B.V. now owns 3,883,610 shares of the CRM provider’s stock valued at $1,028,807,000 after purchasing an additional 3,504,605 shares in the last quarter. Milford Funds Ltd. acquired a new stake in Salesforce during the 4th quarter valued at $141,201,000. Polymer Capital Management HK LTD acquired a new stake in Salesforce during the 4th quarter valued at $545,000. Finally, L1 Capital International Pty Ltd acquired a new stake in Salesforce during the 4th quarter valued at $67,746,000. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Down 0.2%

CRM stock opened at $166.07 on Friday. The company has a market cap of $136.01 billion, a P/E ratio of 19.22, a PEG ratio of 1.04 and a beta of 1.16. Salesforce Inc. has a twelve month low of $161.40 and a twelve 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 business has a fifty day moving average of $180.10 and a 200-day moving average of $206.89.

Salesforce (NYSE:CRM) last released its earnings results 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 company had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s quarterly revenue was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the company 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. As a group, equities research analysts expect that Salesforce Inc. will post 10.29 EPS for the current year.

Salesforce announced that its Board of Directors has approved a share repurchase program 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 programs are usually an indication that the company’s leadership believes its shares are undervalued.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. The ex-dividend date is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.1%. Salesforce’s payout ratio is presently 20.37%.

Insiders Place Their Bets

In other news, Director Laura Alber bought 2,571 shares of the company’s stock in a transaction dated Thursday, March 19th. The stock was bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, 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 position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director David Blair Kirk bought 2,570 shares of the company’s stock in a transaction dated Wednesday, March 18th. The shares were purchased at an average price of $194.62 per share, with a total value of $500,173.40. Following the transaction, 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. Insiders own 3.50% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Stifel Nicolaus dropped their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a report on Thursday, February 26th. UBS Group reaffirmed a “market outperform” rating on shares of Salesforce in a report on Thursday, May 28th. Daiwa Securities Group dropped their price target on Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a report on Tuesday, June 2nd. Roth Mkm reaffirmed a “buy” rating and set a $325.00 price target on shares of Salesforce in a report on Thursday, May 28th. Finally, Royal Bank Of Canada reaffirmed a “neutral” rating on shares of Salesforce in a report on Thursday, June 4th. One research 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus target price of $259.26.

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.