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CRCRM

Salesforce, Inc.

$CRM·$134B·Software - Application·Technology
$172.68+3.4%YTD-34.8%1Y-33.1%
Mentions · last 7 days
2026-07-09: 1,100 posts2026-07-10: 3,261 posts2026-07-11: 1,907 posts2026-07-12: 570 posts2026-07-13: 773 posts2026-07-14: 711 posts2026-07-15: 688 posts9,063+1%
Price updated 9m ago·X counts updated 2d ago
CRCRM
$CRMSalesforce, Inc.
$172.68+3.40%9.1k posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-07-17

The move has stalled — likely just drifts unless something new shows up.

The de-rating has happened; the AI-native narrative and Agentforce credibility have to be re-earned.

Salesforce is the enterprise CRM incumbent trying to reposition its stack as the Agentforce-driven AI workflow layer. The stock is down 35% year-to-date on a de-rating tied to slower Agentforce adoption and the broader software-versus-semis rotation.

Why the setup is stalled:

  • Fundamentals are legitimately fine: 78% gross margin, 22% operating margin, and a 9.6% free cash flow yield on a 20x TTM P/E — this is a real cash-returning business trading cheaper than at any point in the last decade.
  • The narrative is what has broken: KeyBanc's downgrade to Sector Weight named 'AI delays and weak customer feedback' on Agentforce specifically — meaning the AI-native story that was supposed to defend the multiple hasn't converted yet.
  • The tape is genuinely stuck: sitting at 21% of the 52-week range and 17% below the 200-day, with today's 3.4% bounce not enough to change the direction.
  • The other side is present: Guggenheim upgraded on the same setup calling the 'AI kills software' narrative overdone, and Salesforce restructured its reporting to break out Agentforce apps as a segment — that's the setup for a re-rate if the next print delivers.

The stalled tape is honest — no clear catalyst until Sept 2 earnings, and the direction depends entirely on whether Agentforce shows customer traction. A number confirming adoption restarts the move; another quarter of soft feedback deepens the de-rating.

What to watch: The Sept 2 print — Agentforce customer count and revenue disclosure now that it's a reported segment, plus commentary on the customer-feedback loop KeyBanc flagged. A specific Agentforce ARR number ends the de-rating; more of the same continues it.

On the calendar: 2026-09-02 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠21 posts analyzed · as of 2026-07-15 · top-engagement diverged

Salesforce chatter is a real catalyst-driven split. KeyBanc downgraded CRM to Sector Weight from Overweight citing 'AI delays and weak customer feedback' - flagging Agentforce as not yet ready and customer data as unprepared. Contra: Guggenheim just upgraded CRM alongside NOW and Check Point, calling the 'AI kills software' narrative overdone. CRM changed reporting segments to aggregate 'Agent Force Apps' - bulls read as validation of Agentic push. Rotation-out-of-software into semis is under way: NOW -4% and CRM -4% as Meta AI-chip production news lifted MU and ALAB. Sentiment two-sided into the software rebound thesis.

Read the AI verdict + X sentiment for $CRM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates the dominant cloud CRM platform covering sales, service, marketing, and analytics for enterprises worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $CRM.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $CRM

Direct beneficiary — Operates the dominant cloud CRM platform covering sales, service, marketing, and analytics for enterprises worldwide; primary revenue lines track directly to the AI agent bifurcation — contract expansion vs. user substitution.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 27, 2026$3.88$3.13+24.0%
Q4 2025Feb 25, 2026$3.81$3.05+24.9%
Q3 2025Dec 3, 2025$3.25$2.86+13.6%
Q2 2025Sep 3, 2025$2.91$2.78+4.7%
Next earningsWed, Sep 2·consensus EPS $3.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$11.1B+13.3%76.9%21.8%$2.43$6.6B
Q4 FY26$11.2B+12.1%77.6%21.9%$2.08$5.3B
Q3 FY26$10.3B+8.6%78.0%21.3%$2.19$2.2B
Q2 FY26$10.2B+9.8%78.1%22.8%$1.97$605.0M

Forward consensus

5-year forecast · up to 39 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$41.5B$41.3B – $41.6B$11.78$11.77 – $11.8136
FY27$46.1B$46.0B – $46.2B$14.15$13.16 – $15.3237
FY28$50.5B$49.4B – $51.5B$15.63$14.46 – $16.9939
FY29$55.3B$55.3B – $55.3B$17.92$13.92 – $20.0423
FY30$59.4B$58.6B – $60.9B$18.17$17.85 – $18.7411

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 46 other (24 exempts · 16 inkinds · 6 awards) in window

See when $CRM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 223
AI summary

Guy Wanger filed a Form 3 (initial statement of beneficial ownership) as newly appointed EVP & Chief Accounting Officer of Salesforce, Inc., with a reporting date of June 15, 2026. As of the filing date, Wanger beneficially owns no securities of Salesforce directly or indirectly. Routine Section 16(a) baseline filing for a newly appointed senior finance executive at Salesforce.

8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change
AI summary

Salesforce appointed Guy Wanger (64) as Chief Accounting Officer effective June 15, 2026; he comes from WilliamsMarston LLC after 38+ years at Ernst & Young including as Audit Partner from 1996 to 2022. Routine accounting leadership hire from a Big Four background.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
AI summary

Salesforce held its 2026 Annual Meeting on May 28, 2026; directors including Marc Benioff (588.6M for, 20.9M against) and all other nominees were elected; say-on-pay and other proposals also passed. Routine annual meeting; Benioff's approximately 3.4% against vote is relatively low.

8-KPress release / Reg FDMar 168-K — Item 7.01: Press release / Reg FD
8-KMaterial agreementMar 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KMaterial agreementMar 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KOfficer or director changeMar 68-K — Item 5.02: Officer or director change
+ 13 other (4 proxys · 2 S-8s · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Salesforce stock has slumped amid SaaSpocalypse concerns: what next?invezz.com·1d agoHere's Why Salesforce (CRM) is a Strong Value Stockzacks.com·2d agoWhy Salesforce Stock Slumped on Tuesdayfool.com·3d agoEarnings season plays: Profit expectations are growing for these stocks while their valuations get cheapercnbc.com·3d agoSalesforce Stock Is Testing a Level That Could Define the Next Movebenzinga.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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Voices on X · top 6 · last 7 days

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