CRM
SalesforceNYSEInformation TechnologySoftware - ApplicationSnapshot 2026-05-08
As of May 8, 2026, CRM has a composite score of 37.8 and a signal label of "favorable." This score is influenced by a medium confidence level of 76.9 and elevated risk, with strengths in valuation (85.8) and quality (65.5). The top drivers affecting the score include macroeconomic factors such as rates, growth, inflation, and labor. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.08
- Bonus0.00
Why this rank
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Why this rank
Watch
— has something changed worth re-reading?Buyback / dividend activity on weakening fundamentals — historically a value-trap pattern (48% T+1y positive return vs 69% baseline in IT 2024-26).
Why this setup
EPS estimate $3.24 → $3.24 (-0.1% / 30d). 19 raised, 19 cut, 42 covering analysts.
0 upgrades, 0 downgrades / 30d, 2 maintained. 77% of analysts rate Buy.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
6 material events in the last 24 months — top 5 listed below.
- 2026-03-06CRM — officer changeimpact 0.48
- 2026-03-13CRM — share buyback announcedimpact 0.34
- 2026-03-12CRM — share buyback announcedimpact 0.34
- 2026-03-16CRM — share buyback announcedimpact 0.27
- 2026-03-13CRM — capital allocation — Creation of a Direct Financial Obligation or an Obligation under an Off-Balan…impact 0.27
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Accelerated share repurchase of $25 billioncapital allocationmixed40% progress
3/16: “Salesforce announced the prepayment and initial share delivery under the $25 billion ASR agreements.”
Why this status
Newly stated in 2026-Q1. Salesforce announced a $25 billion accelerated share repurchase program. This significant capital allocation move was disclosed in March 2026, indicating a strategic focus on returning capital to shareholders. The announcement marks a substantial commitment, but as it is newly stated, the trajectory of execution remains to be seen.
- 2.Initiate FY27 revenue guidance of $45.8B to $46.2Bgrowthmixed65% progress
2/25: “Initiates full year FY27 revenue guidance of $45.8 billion to $46.2 billion.”
Why this status
Newly stated in 2026-Q1. Salesforce initiated FY27 revenue guidance of $45.8 billion to $46.2 billion, representing a 10% - 11% year-over-year increase. This guidance reflects a strong growth trajectory, but as it is newly stated, the actual delivery against this target will need to be monitored in future quarters.
- 3.Initiate FY27 operating cash flow growth guidance of 9% - 10%growthmixed65% progress
2/25: “Initiates full year FY27 operating cash flow growth guidance of approximately 9% - 10% Y/Y.”
Why this status
Newly stated in 2026-Q1. Salesforce initiated FY27 operating cash flow growth guidance of 9% - 10% year-over-year. This guidance indicates a focus on enhancing cash flow, but as it is newly stated, the actual performance against this target will need to be evaluated in subsequent quarters.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 46%; 252d 35%.
Drawdown — Max 1y −43%. Bad day move −4%.
Beta to sector ETF (XLK) — -0.03 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 41/100, drawdown 14/100, beta 0/100, earnings vol —.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 157.4% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Accelerated share repurchase of $25 billion
Capital allocationSalesforce announced a $25 billion accelerated share repurchase program.
MixedNewly stated in 2026-Q1. Salesforce announced a $25 billion accelerated share repurchase program. This significant capital allocation move was disclosed in March 2026, indicating a strategic focus on returning capital to shareholders. The announcement marks a substantial commitment, but as it is newly stated, the trajectory of execution remains to be seen.
Salesforce announced a $25 billion accelerated share repurchase program40%CEO/CFO:“Salesforce announced the prepayment and initial share delivery under the $25 billion ASR agreements.”Press releaseSource dated 2026-03-16Stated 1 of last 8 quartersFirst seen 2026-03-16Show history (1)
- 2026-Q1Press release
“Salesforce announced the prepayment and initial share delivery under the $25 billion ASR agreements.”
- #2
Initiate FY27 revenue guidance of $45.8B to $46.2B
GrowthSalesforce set FY27 revenue guidance between $45.8 billion and $46.2 billion.
MixedNewly stated in 2026-Q1. Salesforce initiated FY27 revenue guidance of $45.8 billion to $46.2 billion, representing a 10% - 11% year-over-year increase. This guidance reflects a strong growth trajectory, but as it is newly stated, the actual delivery against this target will need to be monitored in future quarters.
65%CEO/CFO:“Initiates full year FY27 revenue guidance of $45.8 billion to $46.2 billion.”8-KSource dated 2026-02-25Stated 1 of last 8 quartersFirst seen 2026-02-25Show history (1)
- 2026-Q18-K
“Initiates full year FY27 revenue guidance of $45.8 billion to $46.2 billion.”
- #3
Initiate FY27 operating cash flow growth guidance of 9% - 10%
GrowthSalesforce set FY27 operating cash flow growth guidance between 9% and 10%.
MixedNewly stated in 2026-Q1. Salesforce initiated FY27 operating cash flow growth guidance of 9% - 10% year-over-year. This guidance indicates a focus on enhancing cash flow, but as it is newly stated, the actual performance against this target will need to be evaluated in subsequent quarters.
65%CEO/CFO:“Initiates full year FY27 operating cash flow growth guidance of approximately 9% - 10% Y/Y.”8-KSource dated 2026-02-25Stated 1 of last 8 quartersFirst seen 2026-02-25Show history (1)
- 2026-Q18-K
“Initiates full year FY27 operating cash flow growth guidance of approximately 9% - 10% Y/Y.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
CRM Salesforce | +38 | inexpensive | elevated |
NVDA NVIDIA Corporation | +20 | full | moderate |
AAPL Apple Inc | +19 | full | moderate |
MSFT Microsoft | +27 | fair | elevated |
AVGO Broadcom | +11 | expensive | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If information_technology sector trend rises from +0.08 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently INITIATED as of 2026-02-25)+4.0 pts
- If next-quarter guidance is cut (currently INITIATED as of 2026-02-25)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
- If information_technology sector trend falls from +0.08 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-03-131mo agoItem 1.01
Entry into a Material Definitive Agreement. On March 13, 2026, Salesforce, Inc. (the “Company”) completed its previously announced registered public offering (the “Offering”) of $3,500,000,000 aggregate principal amount of 4.500% Senior Notes due 2028 (the “2028 Notes”), $4,250,000,000 aggregate principal amount of 4.650% Senior Notes due 2029 (the “2029 Notes”), $3,750,000,000 aggregate principal amount of 4.900% Senior Notes due 2031 (the “2031 Notes”), $2,750,000,000 aggregate principal am…
capital allocationpositivescore 18 - 2026-03-121mo agoItem 1.01
Entry into a Material Definitive Agreement. ASR Agreements On March 11, 2026, Salesforce, Inc. (the “Company” or “Salesforce”) entered into accelerated share repurchase agreements (the “ASR Agreements”) with Banco Santander, S.A., Bank of America, N.A., Citibank, N.A., JPMorgan Chase Bank, National Association, and Morgan Stanley & Co. LLC (collectively, the “ASR Counterparties”). Under the terms of the ASR Agreements, the Company will repurchase an aggregate of $25 billion of the Company’s c…
capital allocationpositivescore 18 - 2026-03-161mo agoItem 7.01
Regulation FD Disclosure. On March 16, 2026, Salesforce, Inc. (the “Company”) issued a press release announcing the prepayment and initial share delivery under the previously announced accelerated share repurchase agreements that the Company entered into with certain financial institution counterparties on March 11, 2026, which provide for the repurchase by the Company of an aggregate of $25 billion of shares of the Company’s common stock. The press release is attached hereto as Exhibit 99.1…
capital allocationpositivescore 15 - 2026-03-131mo agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The description contained under
capital allocationnegativescore 14 - 2026-03-121mo agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The description of the Five-Year Credit Agreement included in
capital allocationnegativescore 14
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.