Stocks / Software
CRMSoftware
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$226.001d +7.6%5d -8.4%settled close · 2026-11-02
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Mkt cap $209B (11/2)β 0.3852w $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.
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Who’s talkingIdea Scout · free
Who’s talking about CRM
21 long2 neutral3 shortlatest 2026-10-21
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-21 | Tyler RadkeCo-head of software equity research, Citi | Neutral | Fox Business (uncut) | Salesforce's acquisition-heavy strategy introduces employee-departure and technology-integration risks, while… |
| 2026-10-20 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | The small-business software acquisition is a cash deal — not stock — so the ~8-point selloff was a market… |
| 2026-10-20 | John DefucciSenior Managing Director & Software Equity Research Analyst, Guggenheim Securities | Bullish | Fox Business (uncut) | Recurring revenue multiple compressed to near-crisis lows (~4x) when upgraded July 1; management is executing… |
| 2026-10-16 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Yahoo Finance | Salesforce is a core holding for CRM and is among the software companies becoming AI use-case beneficiaries… |
| 2026-10-14 | Jeff McleanCo-founder and CEO, Solidarity Wealth | Bullish | Fox Business (uncut) | Salesforce owns the customer data layer that all AI agents must integrate with, making it a structural winner… |
| 2026-09-30 | Jonathan BoyarPresident, Boyar Value Group | Bullish | The Acquirers Podcast | Salesforce was caught in the SaaS derating cycle and fell to a price that was finally cheap enough to own… |
| 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 LeeFounder, Michael Lee Strategy | 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… |
Show all 26 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 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… |
| 2025-08-22 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bearish | The Compound | AI is reducing the economic value of content creators and software developers on the margin, eroding demand… |
| 2025-06-25 | Chamath PalihapitiyaFounder, Social Capital | Bearish | All-In Podcast | AI-powered custom software rebuilding from scratch is dramatically cheaper and faster than buying vertical… |
| 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… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Salesforce is one of three software companies already capturing real AI enterprise revenue, ahead of the wave… |
| 2024-11-14 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Salesforce is a core AI platform holding because every enterprise must now transform into an AI company, the… |
| 2023-01-14 | Rob VinallFounder & managing director, RV Capital | Bullish | Dennis Hong | Salesforce's CRM software is a utility-like product nearly impossible to rip out, the company has zero… |
| 2023-01-14 | Andreas LechnerPartner, RV Capital (Business Owner Fund) | Bullish | Dennis Hong | Salesforce's underlying growth and competitive position are intact — revenue slowdown reflects macro and FX… |
| 2022-01-06 | Brenda | Bullish | CNBC Halftime Final Trades | Stock has corrected significantly this month creating a buying opportunity given its strong recurring revenue… |
| 2016-01-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Salesforce has proven that SaaS analytics can disrupt entrenched on-premise enterprise software incumbents… |
1 new mention of CRM this week is not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
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Earnings
Next report: 2 Dec 2026 after the close
Confirmed date · consensus EPS 3.47. 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 tape
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× — 9 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 member 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 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
CRM on the Wheel
CRM did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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