Salesforce (NYSE:CRM) Stock Acquired Sen. Markwayne Mullin

Senator Markwayne Mullin (R-Oklahoma) recently bought shares of Salesforce Inc. (NYSE:CRM). In a filing disclosed on January 16th, the Senator disclosed that they had bought between $15,001 and $50,000 in Salesforce stock on December 29th.

Senator Markwayne Mullin also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Deere & Company (NYSE:DE) on 12/29/2025.
• Purchased $15,001 – $50,000 in shares of Hilton Worldwide (NYSE:HLT) on 12/29/2025.
• Purchased $15,001 – $50,000 in shares of RTX (NYSE:RTX) on 12/29/2025.
• Purchased $15,001 – $50,000 in shares of CocaCola (NYSE:KO) on 12/29/2025.
• Purchased $15,001 – $50,000 in shares of Elevance Health (NYSE:ELV) on 12/29/2025.
• Purchased $1,001 – $15,000 in shares of American Express (NYSE:AXP) on 12/29/2025.
• Purchased $100,001 – $250,000 in shares of Amazon.com (NASDAQ:AMZN) on 12/29/2025.
• Purchased $50,001 – $100,000 in shares of JPMorgan Chase & Co. (NYSE:JPM) on 12/29/2025.
• Purchased $15,001 – $50,000 in shares of The Goldman Sachs Group (NYSE:GS) on 12/29/2025.
• Purchased $15,001 – $50,000 in shares of Boston Scientific (NYSE:BSX) on 12/29/2025.

Salesforce Price Performance

Salesforce stock traded down $6.43 during midday trading on Friday, reaching $227.10. 13,838,988 shares of the stock traded hands, compared to its average volume of 6,273,064. The stock has a market cap of $212.79 billion, a P/E ratio of 30.32, a PEG ratio of 1.69 and a beta of 1.26. The stock’s fifty day moving average is $249.36 and its 200-day moving average is $250.45. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 12 month low of $221.96 and a 12 month high of $367.09.

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

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is currently 22.16%.

Insider Buying and Selling at Salesforce

In related news, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction on Friday, December 5th. The shares were bought at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the purchase, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Blair Kirk bought 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the acquisition, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have sold 152,177 shares of company stock worth $36,015,774. 3.00% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

CRM has been the topic of a number of research reports. Wolfe Research restated an “outperform” rating on shares of Salesforce in a report on Thursday. DA Davidson boosted their price objective on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Macquarie raised their price objective on Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research note on Thursday, December 4th. Truist Financial cut their target price on Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a research report on Thursday, December 4th. Finally, Morgan Stanley lowered their price target on Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $324.51.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

Institutional Investors Weigh In On Salesforce

Several hedge funds have recently made changes to their positions in CRM. Aspire Capital Advisors LLC lifted its stake in Salesforce by 30.3% in the fourth quarter. Aspire Capital Advisors LLC now owns 1,281 shares of the CRM provider’s stock worth $339,000 after acquiring an additional 298 shares during the period. Udine Wealth Management Inc. purchased a new stake in shares of Salesforce in the 4th quarter worth approximately $2,660,000. Louisbourg Investments Inc. boosted its stake in shares of Salesforce by 6.5% during the fourth quarter. Louisbourg Investments Inc. now owns 39,198 shares of the CRM provider’s stock valued at $10,384,000 after purchasing an additional 2,396 shares in the last quarter. Oregon Pacific Wealth Management LLC increased its holdings in Salesforce by 10.5% during the fourth quarter. Oregon Pacific Wealth Management LLC now owns 1,543 shares of the CRM provider’s stock valued at $409,000 after buying an additional 147 shares during the period. Finally, Omnia Family Wealth LLC raised its stake in Salesforce by 22.0% in the fourth quarter. Omnia Family Wealth LLC now owns 1,138 shares of the CRM provider’s stock worth $302,000 after buying an additional 205 shares in the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

About Senator Mullin

Markwayne Mullin (Republican Party) is a member of the U.S. Senate from Oklahoma. He assumed office on January 11, 2023. His current term ends on January 3, 2027. Mullin (Republican Party) ran in a special election to the U.S. Senate to represent Oklahoma. He won in the special general election on November 8, 2022. Mullin is a member of the Cherokee Nation and one of four Native American members of the 116th Congress. At the age of 20, Mullin took over his father’s plumbing business. He is also a former professional mixed martial artist. Markwayne Mullin graduated from Stilwell High School. Mullin earned an associate degree in construction technology from Oklahoma State University Institute of Technology. His career experience includes owning and founding multiple businesses.

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.