CRM Salesforce, Inc.

bullish track record → $171.31 -1.51 (-0.9%)
Mkt Cap $155B P/E 21.1 fwd 11.1 52wk $163.52 - $296.05 Earnings beating 10h ago
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
Insider buying: $1,000,444 bought by 8 insiders (30d)
Factor divergence: DIVERGENCE: insider_activity, analyst_revisions bullish vs price_momentum, filing_risk_change bearis
Est. revisions: +0.2% (33 up, 3 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)

Factor Model

net +0.4 3.7 / 10
Est. Revisions
+0.0
Insider Activity
+0.5
Momentum
-0.7
Analyst Rev.
+0.9
Narrative Gap
+0.0
Filing Risk
+5.0

Salesforce AI Shift Sparks Mixed Reactions

Watch: Watch Q1 FY27 earnings for revenue validation of Slack's AI model amid mixed analyst sentiment and significant buyback program.

Full analysis

Salesforce shares rallied 5% on April 13, 2026, supported by a 169% YoY growth in Agentforce to $800M ARR and combined Agentforce and Data Cloud ARR surpassing $2.9B, up over 200% YoY. However, Mar Vista sold its full stake citing AI disruption risks to the seat-based revenue model, dragging the stock to a one-month loss of 11.52%. Evercore ISI reiterates Outperform with a $260 target, highlighting Slack's AI-powered interface transition. Management announced a $50B buyback, boosting confidence amid volatile valuation and a 32% drop year-over-year.

The AI-driven transition to a natural language Slack interface is critical for Salesforce to offset legacy revenue erosion and sustain growth in a downtrending stock with strong institutional backing.

Position history (5d) bull bear neutral
2026-03-17 2026-04-05
All 5 daily readings
2026-04-05 bullish · high 2sig
2026-03-25 bullish · high 2sig
2026-03-22 bullish · high 4sig
2026-03-18 bullish · high 3sig
2026-03-17 bullish · high 2sig

Compare

Related Stocks

Evidence

Fundamentals & Data ▾
Salesforce, Inc. Technology · Software - Application
Mkt Cap
$155B
P/E
21.1 fwd 11.1
Beta
1.29
Div Yield
107.00%
52w Range
$163.52 - $296.05
Short Interest
77.8M 8.69%
Days to Cover
5.9 +255%
Technicals downtrend
vs 20d MA
-6.7%
vs 50d MA
-9.5%
from 52w Hi
-37.2%
Vol (20d)
39%
1w return
-6.1%
1m return
-11.2%
3m return
-34.0%
Vol ratio
1.2x
Insiders
buying 2B / 1S
Analysts
mixed
Earnings
beating 4B / 0M
EPS Estimate
$3.13 +0.2% 30d 33up / 3dn
Est. Dispersion
8% 41 analysts
Analyst Target
$274 $190 - $475
Options P/C
0.68
Insider Cluster
strong buy 3B / 3S
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 12
net buying · $1,000,444 bought
8 insiders · 12 transactions (30d)
Recent transactions
ALBER LAURA · buy · $500,266
KIRK DAVID BLAIR · buy · $500,178
HARRIS G PARKER · other
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.

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↗
Track Record (0/1 correct) ▾

Direction History

0/1 correct at 5 days
2026-03-12 bullish -2.1%
Transcript analysis coming soon
bullish for 5d | 15 signals · latest 11h ago

Get alerted when CRM changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.