Stocks / Software
CRMSoftware
Salesforce, Inc.
$244.001d -2.8%5d +0.6%settled close · 2026-09-17
Mkt cap $173B (4/10)β 0.5152w $150–266Shares 923.0MInd. Services-Prepackaged SoftwareNYSE since 2004Emp. 83,334HQ San Francisco, CAsalesforce.com
The tape, with the calls on it
Who said what, and what CRM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about CRM
10 long1 neutral1 shortlatest 2026-08-29
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-29 | David SacksVC — Craft Ventures | Bullish | All-In Podcast | The SaaS apocalypse narrative was indiscriminate and wrong — core systems of record like CRM won't be ripped… |
| 2026-08-13 | Michael Lee | Bullish | Fox Making Money | Salesforce, ServiceNow, and the broader enterprise SaaS complex are oversold and cheap because cloud code… |
| 2026-07-30 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | GuruFocus | Salesforce is deeply embedded across multiple enterprise divisions with high switching costs and growing… |
| 2026-07-16 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Salesforce has been sold off on fears that AI will displace SaaS, compressing its multiple to levels where… |
| 2026-06-10 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chuck Akre | Salesforce at ~21x earnings offers better capital efficiency and comparable or faster growth than O'Reilly at… |
| 2026-06-03 | Bill AckmanCEO, Pershing Square | Bearish | All-In Podcast | Salesforce is at risk from AI disruption because it charges high monopolistic software pricing to customers… |
| 2026-05-15 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | High-end enterprise SaaS with sticky CXO relationships and negative churn is oversold; OpenAI's deployment… |
| 2026-04-23 | Marcelo LimaPM, Heller House Capital | Bullish | Yet Another Value Podcast | Salesforce is priced for perpetual decline yet is actively deepening its moat through Agent Force and… |
| 2026-03-23 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Drew Cohen | Salesforce now trades at a comparable multiple to high-quality banks despite being a capital-light… |
| 2026-01-05 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Salesforce is exhibiting measurable 30-day relative outperformance versus software peers (Okta, Palantir… |
Show all 12 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-12-24 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Salesforce has lagged the market enough to attract value investors, trades well below software acquisition… |
| 2025-05-28 | Brent ThreyTech analyst, Jefferies | Neutral | CNBC Closing Bell Overtime | Maintains buy rating but flags core Sales and Service Cloud growth deceleration, M&A overhang from… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
Sign up free →
Earnings
Next report: 1 Dec 2026 after the close
Confirmed date · consensus EPS 3.46. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 26 Aug 2026 | after the close | 5.90 vs 3.31 | +8.3% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CRM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-16 | ||||||
| 2026-08-27 | ||||||
| 2026-08-26 | ||||||
| 2026-08-19 | ||||||
| 2026-06-17 | ||||||
| 2026-06-01 | ||||||
| 2026-05-29 | ||||||
| 2026-05-28 | ||||||
| 2026-05-27 | ||||||
| 2026-04-24 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
CRM is in this morning’s Brief.
Get The Brief — $20/mo →