CRM Salesforce, Inc.

bullish track record → $187.18 +0.94 (+0.5%)
Mkt Cap $168B P/E 23.0 fwd 12.0 52wk $174.57 - $296.05 Earnings beating
bullish for 5d | 15 signals · latest 1d ago | updated 12h ago
Bullish n=69
Insider selling: $60,389,607 sold by 18 insiders (30d)
Factor divergence: DIVERGENCE: analyst_revisions bullish vs price_momentum, narrative_gap, filing_risk_change bearish
Est. revisions: +0.2% (33 up, 3 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)

AI overhype collides with real monetization signal

structured data adequate signal density n=69
Factors: +0.01 est. revisions -0.39 momentum +0.93 analyst divergence

Watch: Q1 FY27 earnings in late May—Agentforce attach rates and DOLA revenue will settle whether AI monetization is real or another case of AI washing, and justify price target mean of $274 against current depressed valuation.

Full analysis

Salesforce faces a narrative collision. Eric Jackson's analysis of 716 earnings transcripts found companies mentioning AI most had 5.4% worse forward returns—a direct indictment of AI washing across software. Simultaneously, CRM announced $25B debt financing paired with a $25B accelerated repurchase, director David Kirk bought $0.5M of stock on March 18, and Agentforce wins are locking in: Adecco Group signed unlimited-access multi-year agreement, DoL's DOLA agent is handling 2.8M annual cases. CRM sits 34% below September highs; insider activity shows 3 net buyers versus 1 seller with $27M in aggregate buys. Yet the stock trades down 8% this week and 32% in three months on broader SaaS deceleration concerns.

CRM's capital deployment and insider conviction argue the market is pricing Agentforce traction as hype while management sees concrete revenue capture—attach rates and DOLA contribution at Q1 FY27 earnings will determine if the stock is a contrarian value bet or a justifiable short. The 33 upward EPS revisions in 30 days contra Jackson's AI paradox thesis suggests at least institutional consensus has not fully priced AI execution risk.

Position history (6d) bull bear neutral
2026-03-05 2026-03-25
All 6 daily readings
2026-03-25 bullish · high 2sig
2026-03-22 bullish · high 4sig
2026-03-18 bullish · high 3sig
2026-03-17 bullish · high 2sig
2026-03-12 bullish · medium 3sig
2026-03-05 bearish · medium 1sig
What We Found Primary source analysis others skip
SEC Filing Changes
HIGH
Operational and Execution Risks

The current filing significantly expands and details the cybersecurity risks compared to prior filing, adding discussion around sophisticated AI-enhanced cyberattack techniques, the involvement of criminal and state-sponsored actors, specific vulnerabilities from acquisitions and AI deployments, and consequences of delayed incident detection. It also details insurance coverage uncertainties and the impact on reputation, operations and costs of cybersecurity incidents.

10-K · Filed 2026-03-02
MEDIUM
Operational and Execution Risks

The current filing adds details about reliance on third-party cloud computing platforms, datacenter hardware/software failures, increased exposure due to scale and complexity, and specific mentions of large language models in AI offerings. It mentions energy market volatility and power grid disruptions as operational risks impacting data center costs.

10-K · Filed 2026-03-02
MEDIUM
Operational and Execution Risks

The current filing includes a detailed list of acquisition-related risks including delays, security vulnerabilities in acquired tech, brand impact, regulation including antitrust, financial impacts, tax effects, and additional stock-based compensation. It specifically references Informatica Credit Agreements and the $6.0 billion borrowing in Nov 2025 to finance the acquisition, which was not present in prior filing.

10-K · Filed 2026-03-02
HIGH
Legal and Regulatory Risks

Added discussions about risks of patent/trademark invalidation, AI intellectual property litigation risks, ownership issues in acquisitions, and existing litigation against Slack. Also noted third-party claims related to customer misuse of products and potential reputational harm and liability.

10-K · Filed 2026-03-02
HIGH
Financial Risks

The current filing presents detailed note of senior notes, revolving loan credit agreement with $5B credit facility, no borrowings currently but possibility of use, and financing specifics around Informatica acquisition borrowing $6B. It addresses debt covenants, risks of default, impact on liquidity, credit ratings and limits on additional financing.

10-K · Filed 2026-03-02
Material Events (8-K)
8-K
Accelerated share repurchase agreement

Salesforce, Inc. announced the prepayment and initial share delivery under accelerated share repurchase agreements entered into on March 11, 2026. The company is repurchasing $25 billion of its common...

Filed 2026-03-16 · Robin Washington, President and Chief Operating and Financial Officer
8-K
Debt Offering

Salesforce, Inc. completed a registered public offering of multiple senior notes with varying maturities totaling $25.0 billion in aggregate principal amount on March 13, 2026. The notes have interest...

Filed 2026-03-13 · Salesforce, Inc.
8-K
Entry into Material Definitive Agreement for Share Repurchase

Salesforce, Inc. entered into accelerated share repurchase agreements totaling $25 billion with Banco Santander, Bank of America, Citibank, JPMorgan Chase, and Morgan Stanley. This is part of an autho...

Filed 2026-03-12 · Salesforce, Inc., Banco Santander, S.A.
8-K
Internal Finance Reorganization - Officer Role Change

Salesforce, Inc. announced an internal finance reorganization where Robin Washington, the Chief Operating and Financial Officer, will also take on the role of principal accounting officer effective Ma...

Filed 2026-03-06 · Robin Washington, Chief Operating and Financial Officer, Sundeep Reddy, Chief Accounting Officer

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Why We're Bullish

net 0.2
Estimate Revisions
+0.0
estimates +0.2% in 30d
Insider Activity
+0.0
net neutral
Price Momentum
-0.4
-5.0% 30d return
Analyst Revisions
+0.9
upgrades > downgrades
Narrative Gap
-0.5
news more bearish than data

⚠ DIVERGENCE: analyst_revisions bullish vs price_momentum, narrative_gap, filing_risk_change bearish

Direction History

0/1 correct at 5 days
2026-03-12 bullish -2.1%

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Compare

Salesforce, Inc. Technology · Software - Application
Mkt Cap
$168B
P/E
23.0 fwd 12.0
Beta
1.31
Div Yield
98.00%
52w Range
$174.57 - $296.05
Short Interest
22.9M 2.55%
Days to Cover
1.6 +20%
Technicals downtrend
vs 20d MA
-3.1%
vs 50d MA
-5.4%
from 52w Hi
-31.7%
Vol (20d)
39%
1w return
+2.4%
1m return
-5.0%
3m return
-30.0%
Vol ratio
0.8x
Insiders
selling 2B / 8S
Analysts
mixed
Earnings
beating 4B / 0M
EPS Estimate
$3.13 +0.2% 30d 33up / 3dn
Est. Dispersion
8% 40 analysts
Analyst Target
$273 $190 - $475
Options P/C
1.00 2C / 3P unusual
Insider Cluster
strong buy 3B / 1S
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw, Soros, Two Sigma
Financials
Revenue
$11.2B +12% YoY
FCF
$5.3B
Gross Margin
78%
Op Margin
19%
Momentum: accelerating
Top Holders
Citadel $2.1B
Bridgewater $512M
D.E. Shaw $356M
Soros $138M
Two Sigma $20M
Recent Filings & Data
insider trade 113
net selling · $60,389,607 sold · $27,382,673 bought
18 insiders · 113 transactions (30d)
Recent transactions
ALBER LAURA · other
MILANO MIGUEL · other
KIRK DAVID BLAIR · other
CHANG AMY L · other
ROOS JOHN VICTOR · other
SACHIN J. MEHRA · other
ALBER LAURA · other
WEBB MAYNARD GEORGE JR · other
DONALD ARNOLD WAYNE · other
MUNOZ OSCAR X · other
CONWAY CRAIG · other
KROES NEELIE · other
REDDY SUNDEEP G · other
TALLAPRAGADA SRINIVAS D. · other
HARRIS G PARKER · other
KROES NEELIE · sell · $929,276
BENIOFF MARC RUSSELL · exercise · $215
NILES SABASTIAN · other
MILANO MIGUEL · other
REDDY SUNDEEP G · other
TALLAPRAGADA SRINIVAS D. · other
HARRIS G PARKER · other
KIRK DAVID BLAIR · buy · $500,722
MORFIT G MASON · buy · $25,015,680
HARRIS G PARKER · sell · $31,605,031
HARRIS G PARKER · exercise · $21,747,913
NILES SABASTIAN · other
MILANO MIGUEL · other
KIRK DAVID BLAIR · other
ROOS JOHN VICTOR · other
CHANG AMY L · other
SACHIN J. MEHRA · other
NILES SABASTIAN · other
WEBB MAYNARD GEORGE JR · other
DONALD ARNOLD WAYNE · other
MUNOZ OSCAR X · other
CONWAY CRAIG · other
KROES NEELIE · other
BENIOFF MARC RUSSELL · sell · $31,598
BENIOFF MARC RUSSELL · exercise · $19,703
BENIOFF MARC RUSSELL · sell · $580,940
BENIOFF MARC RUSSELL · exercise · $363,375
BENIOFF MARC RUSSELL · sell · $577,848
BENIOFF MARC RUSSELL · sell · $567,080
BENIOFF MARC RUSSELL · sell · $578,396
BENIOFF MARC RUSSELL · sell · $576,295
BENIOFF MARC RUSSELL · sell · $575,006
BENIOFF MARC RUSSELL · sell · $575,140
BENIOFF MARC RUSSELL · sell · $582,763
REDDY SUNDEEP G · other
TALLAPRAGADA SRINIVAS D. · other
HARRIS G PARKER · other
BENIOFF MARC RUSSELL · sell · $590,102
BENIOFF MARC RUSSELL · sell · $567,631
BENIOFF MARC RUSSELL · sell · $550,430
BENIOFF MARC RUSSELL · sell · $558,810
BENIOFF MARC RUSSELL · sell · $536,322
BENIOFF MARC RUSSELL · sell · $548,796
BENIOFF MARC RUSSELL · sell · $1,101,397
BENIOFF MARC RUSSELL · exercise · $726,750
BENIOFF MARC RUSSELL · sell · $547,344
BENIOFF MARC RUSSELL · sell · $539,533
BENIOFF MARC RUSSELL · sell · $540,486
BENIOFF MARC RUSSELL · sell · $542,974
BENIOFF MARC RUSSELL · sell · $541,719
BENIOFF MARC RUSSELL · sell · $534,687
BENIOFF MARC RUSSELL · sell · $531,860
BENIOFF MARC RUSSELL · sell · $535,884
BENIOFF MARC RUSSELL · sell · $550,183
BENIOFF MARC RUSSELL · sell · $546,547
BENIOFF MARC RUSSELL · sell · $543,472
BENIOFF MARC RUSSELL · sell · $553,163
BENIOFF MARC RUSSELL · sell · $555,001
BENIOFF MARC RUSSELL · sell · $558,438
NILES SABASTIAN · other
MILANO MIGUEL · other
REDDY SUNDEEP G · other
TALLAPRAGADA SRINIVAS D. · other
HARRIS G PARKER · other
BENIOFF MARC RUSSELL · sell · $552,798
BENIOFF MARC RUSSELL · sell · $1,094,482
KIRK DAVID BLAIR · other
BENIOFF MARC RUSSELL · sell · $539,284
BENIOFF MARC RUSSELL · sell · $545,384
BENIOFF MARC RUSSELL · sell · $548,796
BENIOFF MARC RUSSELL · sell · $553,144
BENIOFF MARC RUSSELL · sell · $554,976
KIRK DAVID BLAIR · other
BENIOFF MARC RUSSELL · sell · $568,798
KIRK DAVID BLAIR · buy · $865,827
BENIOFF MARC RUSSELL · sell · $565,010
BENIOFF MARC RUSSELL · sell · $560,651
BENIOFF MARC RUSSELL · sell · $543,378
BENIOFF MARC RUSSELL · sell · $572,842
BENIOFF MARC RUSSELL · sell · $566,224
BENIOFF MARC RUSSELL · sell · $574,423
BENIOFF MARC RUSSELL · sell · $571,202
BENIOFF MARC RUSSELL · sell · $559,253
BENIOFF MARC RUSSELL · sell · $550,512
BENIOFF MARC RUSSELL · sell · $557,034
BENIOFF MARC RUSSELL · sell · $557,264
HARRIS G PARKER · other
ALBER LAURA · buy · $500,266
KIRK DAVID BLAIR · buy · $500,178
TALLAPRAGADA SRINIVAS D. · award
BENIOFF MARC RUSSELL · award
NILES SABASTIAN · award
MILANO MIGUEL · award
HARRIS G PARKER · award
NILES SABASTIAN · other
MILANO MIGUEL · other
TALLAPRAGADA SRINIVAS D. · other
WASHINGTON ROBIN L · other
filing change 5
HIGH Operational and Execution Risks: Enhanced cybersecurity risk disclosures including AI-related security threats and detailed breach scenarios.
full analysis

The current filing significantly expands and details the cybersecurity risks compared to prior filing, adding discussion around sophisticated AI-enhanced cyberattack techniques, the involvement of criminal and state-sponsored actors, specific vulnerabilities from acquisitions and AI deployments, and consequences of delayed incident detection. It also details insurance coverage uncertainties and the impact on reputation, operations and costs of cybersecurity incidents.

MEDIUM Operational and Execution Risks: Added specifics on service interruptions and infrastructure challenges including AI model dependencies and power grid ri...
full analysis

The current filing adds details about reliance on third-party cloud computing platforms, datacenter hardware/software failures, increased exposure due to scale and complexity, and specific mentions of large language models in AI offerings. It mentions energy market volatility and power grid disruptions as operational risks impacting data center costs.

MEDIUM Operational and Execution Risks: More detailed and specific acquisition risks including financing for Informatica acquisition.
full analysis

The current filing includes a detailed list of acquisition-related risks including delays, security vulnerabilities in acquired tech, brand impact, regulation including antitrust, financial impacts, tax effects, and additional stock-based compensation. It specifically references Informatica Credit Agreements and the $6.0 billion borrowing in Nov 2025 to finance the acquisition, which was not present in prior filing.

HIGH Legal and Regulatory Risks: Expanded intellectual property risks including AI IP uncertainties and ongoing litigation.
full analysis

Added discussions about risks of patent/trademark invalidation, AI intellectual property litigation risks, ownership issues in acquisitions, and existing litigation against Slack. Also noted third-party claims related to customer misuse of products and potential reputational harm and liability.

HIGH Financial Risks: Specific disclosures on debt obligations and loan agreements including $5B Credit Facility and $6B Informatica borrowing...
full analysis

The current filing presents detailed note of senior notes, revolving loan credit agreement with $5B credit facility, no borrowings currently but possibility of use, and financing specifics around Informatica acquisition borrowing $6B. It addresses debt covenants, risks of default, impact on liquidity, credit ratings and limits on additional financing.

earnings 4
EPS 2.58 (est 2.54652) · +0.0%
EPS 2.91 (est 2.77924) · +0.0%
EPS 3.25 (est 2.86171) · +0.1%
EPS 3.81 (est 3.05025) · +0.2%
material event 4
Salesforce, Inc. announced the prepayment and initial share delivery under accelerated share repurchase agreements enter... SEC↗
Salesforce, Inc. completed a registered public offering of multiple senior notes with varying maturities totaling $25.0 ... SEC↗
Salesforce, Inc. entered into accelerated share repurchase agreements totaling $25 billion with Banco Santander, Bank of... SEC↗
Salesforce, Inc. announced an internal finance reorganization where Robin Washington, the Chief Operating and Financial ... SEC↗

Evidence

1d ago BTIG reit CRM: Buy → Buy
2d ago Enterprise software outperformance reddit-stocks
5d ago CRM 10-K filing change: Enhanced cybersecurity risk disclosures including AI-rel
5d ago CRM 10-K filing change: More detailed and specific acquisition risks including f
5d ago CRM 10-K filing change: Expanded intellectual property risks including AI IP unc
7 older signals
5d ago CRM 10-K filing change: Specific disclosures on debt obligations and loan agreem
5d ago CRM 10-K filing change: Added specifics on service interruptions and infrastruct
7d ago Salesforce, Inc. announced an internal finance reorganization where Robin Washin
7d ago Salesforce, Inc. entered into accelerated share repurchase agreements totaling $
7d ago Salesforce, Inc. completed a registered public offering of multiple senior notes

Get alerted when CRM changes direction.