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TickerTalks›$CRM
CRCRM

Salesforce, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 13% YoY at strong marginsRecent insider buyingConsistent chatter on X (754/wk), no spike
$CRM·$198B·Software - Application·Technology
$240.70-2.4%YTD-6.9%1Y-2.2%
Price updated 8h ago·X counts updated 5d ago
CRCRM
$CRMSalesforce, Inc.
$240.70-2.45%754 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CRM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

754X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CRM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-10-02

Sentiment on Salesforce is quietly bullish — the chart is coming back into what traders call "the most important level," Trump's latest disclosure shows a $1-5M CRM buy, and CRM is being flagged alongside TEAM, DELL, MSFT and AMZN as last quarter's big earnings winners that worked. The thread is small and setup-driven rather than thesis-driven; no bear voice present.

Read what X is saying about $CRM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AI monetization is finally lifting the P&L — a stealth setup into a December print the Street still underestimates.

Salesforce is the CRM-plus-platform workhorse of enterprise software. The two-year story has been whether Agentforce and the broader AI bundle could become a real revenue line; the last two prints answered yes, hard.

  • The P&L is sprinting ahead of estimates: Q2 revenue was up 13% YoY to $11.1B at a 22% operating margin, and EPS beats of 80% and 24% on the last two prints say the AI-bundle monetization is landing faster than the Street models — this isn't a rerating waiting on a thesis, it's a thesis waiting to be recognized.
  • The Listen Labs acquisition and expanded AI bundles say management is still buying into the agentic stack rather than milking what's there — that's capital allocation consistent with a company confident in the ramp, not one defending a legacy base.

At 72% of its 52-week range with volume at 0.52x average, this is a quiet coil into Dec 2 earnings. A repeat 25%+ EPS surprise plus a reaffirmed AI-bundle ARR number is the trigger for the catch-up move; a mid-single-digit beat and soft commentary leaves the stock drifting.

Agrees with X sentimentThe 'important level' bullish-setup read is matched by the EPS surprise cadence. The lack of a bear voice in a small sample is a flag more than a confirmation — I'd lean on the fundamentals rather than the sentiment thickness.

What to watch: Dec 2 Q3 earnings — AI/Agentforce ARR trajectory, cRPO growth, and operating margin direction. A 20%+ EPS surprise plus a confirmed Agentforce ARR print is the breakout trigger.

On the calendar: 2026-12-02 — Q3 earnings

event ahead 30dai monetization

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $CRM

Partial — Operates the dominant cloud CRM platform covering sales, service, marketing, and analytics for enterprises worldwide.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Aug 26, 2026$5.90$3.27+80.4%
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%
Next earningsWed, Dec 2·consensus EPS $3.43

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

6-year forecast · up to 37 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$41.5B$41.3B – $41.6B$11.78$11.77 – $11.8136
FY27$46.3B$46.1B – $46.5B$16.75$16.71 – $17.0436
FY28$50.9B$50.1B – $51.9B$16.07$15.01 – $17.8837
FY29$55.7B$53.9B – $57.6B$18.54$16.25 – $21.2732
FY30$61.4B$60.6B – $62.2B$21.15$20.78 – $21.5216
FY31$71.5B$70.5B – $72.4B$25.37$24.92 – $25.8117

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.0.8×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.77%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.+4.6%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.+20.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 797.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

BuySep 18Kirk David BlairDirector4.2K sh$999KSellSep 4Craig ConwayDirector4.5K sh$1.2M
+ 61 other (36 exempts · 22 inkinds · 2 awards · 1 gift) 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

8-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD
AI summary

Salesforce (CRM) held its Investor Day on September 16, 2026, posting presentations covering revenue growth targets, AI-driven product strategy, and financial performance metrics. The filing makes investor presentation materials simultaneously available under Regulation FD. Investor Day materials typically include multi-year financial targets and strategic roadmaps. Investors would review the attached presentations for any AI monetization milestones or updated financial guidance.

8-KOfficer or director changeSep 48-K — Item 5.02: Officer or director change
AI summary

Salesforce (CRM) disclosed that its Compensation Committee approved a new Executive Deferred Compensation Plan on September 2, 2026, allowing executive officers and eligible employees to defer up to 75% of base salary and up to 90% of annual performance bonuses into notional investment accounts. There is no employer match; the company's obligations are general unsecured and unfunded. Participants choose from designated notional investment options and can elect distributions as lump-sum or installments upon separation or specified dates. Routine compensation administration — no financial impact on reported earnings.

8-KOfficer or director changeAug 58-K — Item 5.02: Officer or director change
AI summary

CRM announced a leadership Departure involving Certain Officers, who serves as Director. compensation with a third party. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect CRM's strategic direction and investor confidence.

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.

+ 10 other (3 S-8s · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Salesforce (CRM) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·10h agoEnterprise Software Stocks Fall as AI Financing Worries Spread: Palantir and ServiceNow Drop 5%, Salesforce Slides 4%247wallst.com·16h agoInvestors Heavily Search Salesforce, Inc. (CRM): Here is What You Need to Knowzacks.com·18h agoServiceNow Climbs 5% After Denying Decagon Acquisition Interest; Salesforce Rises 4%, Palantir Dips247wallst.com·2d agoDemandbase Named Flagship Data Partner for Hunter, Salesforce's New Outbound Sales Agentbusinesswire.com·2d 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 8 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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