Please see the attached current stock report for Salesforce, Inc. We hope you find it useful. As investment advisors and owners of CRM, we rely on timely research to make pragmatic investment decisions.
When reporting fourth quarter results last week, Salesforce announced its first dividend for CRM stockholders. Salesforce’s Q4 earnings and revenue topped estimates while revenue guidance for fiscal 2025 came in below expectations. Salesforce also increased its share buyback plan by $10 billion. With buybacks of $1.7 billion worth of shares in Q4, the total share repurchases have been approximately $12 billion since the program began in August 2022.
Blackhawk Wealth Advisors has offered strategic investment solutions and wealth planning advice to individuals and corporations for decades. The company’s founder, John Gardner, says “Our comprehensive and disciplined advisory firm is soundly rooted in its mission to provide strategic investment solutions to our clients that are consistent with their objectives and risk tolerance to enable them to achieve their financial goals.”
In delivering on the firm’s mission, Blackhawk Wealth Advisors (BWA) requires current, unbiased, institutional grade security research. Equity Research & Portfolio Evaluation (ERPE) is a division of BWA and conducts the type of valuable research BWA needs. Benefiting from a collaborative approach, ERPE is aligned with Wall Street’s best analysts.
Blackhawk Wealth Advisors is the parent corporation of Equity Research & Portfolio Evaluation and Blackhawk Asset Management. It’s Chief Investment Strategist is John J. Gardner. John is a Certified Financial Planner (CFP®) and Certified Portfolio Manager (CPM®). Also, as an Accredited Investment Fiduciary (AIF®), John adheres to the duty of care and loyalty when providing investment advise.
Blackhawk Wealth Advisors employs a collaborative, multi-generational model by using tax efficient and risk mitigation strategies to maintain your current lifestyle while meeting your long term needs and goals. BWA brings together all aspects of your financial life with the expertise of ERPE and BAM.
Blackhawk Asset Management
At BAM, we take the research we obtain from ERPE and utilize it to manage our clients’ assets. Our founder, John Gardner, CFP®, CPM®, offers high net worth investors experienced investment portfolio management based on a disciplined methodology. John is one of the nation's approximately 400 Certified Portfolio Managers and has managed billions of dollars in equity portfolios over his professional career since 1984. He has created four effective, proprietary portfolios: Thematic Growth, Strategic Income, Diversified Value, and Global Opportunity, which have helped clients prosper.
More Info
Equity Research & Portfolio Evaluation
Equity Research & Portfolio Evaluation (ERPE) utilizes its propietary approach in analyzing investments. Its proven success researching equities is based on a blend of fundamental and technical analysis. ERPE's time-tested Top 10 Tenets guide the investment process to achieve Portfolio Optimization: This is through minimizing risk without sacrificing return.
