Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$206.2B
823M shares
52-week range
$146.32 – $269.11
86% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
P/S (TTM)
4.7
EV / FCF (TTM)
15.9
Salesforce provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.
www.salesforce.comNo one on the platform currently holds CRM.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-12-31 | 1,932,066 | $511.8M |
| The Baupost Groupas of 2024-12-31 | 1,565,193 | $523.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-17 | $0.4400 | 2026-10-08 |
| 2026-06-11 | $0.4400 | 2026-07-02 |
| 2026-04-09 | $0.4400 | 2026-04-23 |
| 2025-12-18 | $0.4160 | 2026-01-08 |
| 2025-09-17 | $0.4160 | 2025-10-09 |
| 2025-06-18 | $0.4160 | 2025-07-10 |
| 2025-04-10 | $0.4160 | 2025-04-24 |
| 2024-12-18 | $0.4000 | 2025-01-09 |
| 2024-09-18 | $0.4000 | 2024-10-08 |
| 2024-07-09 | $0.4000 | 2024-07-25 |
No one on the platform has traded CRM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 10.1% | 5.5% | 4.1% | — | — | — |
| Rev. Growth % | 9.6% | 14.3% | ||||
| Profit Margin % | 18.0% | 10.5% | 8.8% | |||
| Free Cash Flow Margin % | 34.7% | 27.0% | 23.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +4.2% on the P/E track.
At today's price, your expected annual return is +9.2% on the P/E track.
At today's price, your expected annual return is +14.1% on the P/E track.
| 500,895 |
| $118.7M |
| 2024-03-13 | $0.4000 | 2024-04-11 |
| Execution date | Ratio |
|---|---|
| 2013-04-18 | 4-for-1 |
Also held through funds
2 more books hold CRM indirectly · VTI 0.3% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $46.3B | +11.5% | $16.65 | $14.29–$17.35 | 15.1× | 31 |
| 2028 | $50.8B | +9.8% | $16.11 | $14.56–$18.05 | 15.6× | 32 |
| 2029 | $55.7B | +9.5% | $18.44 | $16.35–$21.41 | 13.7× | 18 |
| 2030 | $60.7B | +9.0% | $21.15 | $20.73–$21.90 | 11.9× | 8 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-26 | $3.27 | $5.90 | +80.4% |
| 2026-05-27 | $3.13 | $3.88 | +24.0% |
| 2026-02-25 | $3.05 | $3.81 | +24.9% |
| 2025-12-03 | $2.86 | $3.25 | +13.6% |
| 2025-09-03 | $2.78 | $2.91 | +4.7% |
| 2025-05-28 | $2.55 | $2.58 | +1.2% |
| 2025-02-26 | $2.61 | $2.78 | +6.5% |
| 2024-12-03 | $2.44 |
| $2.41 |
| -1.2% |
| $87.4B |
| — |
| LRCXLam Research Corporation | $268.98 | -0.70% | $336.4B | — |
| MUMicron Technology, Inc. | $925.97 | -0.18% | $1.05T | — |
Source: Financial Modeling Prep · peers by sector/industry
CRM Stock Edges Up: Long-Term Sales Outlook At Dreamforce Silences ‘SaaSpocalypse’ Critics $CRM $ANTHZZX.P $IGV https://stocktwits.com/news/equity/markets/crm-stock-edges-up-long-term-sales-outlook-at-dreamforce-silences-saa-spocalypse-critics/cZtrfQDRB5e
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$CRM Subscription revenue arrives for years. Those later years are worth less today and nothing at the company changed. Techdamentals IV Calculator 👇 https://techdamentals.com/v/CRM Educational, not advice.
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$SNAP SPECS event was packed. New today: SPECS Intelligence across SPECS, iPhone and Mac, Shopify 3D shopping, 60 language translation, $CRM + $AMZN + $NVDA enterprise integrations, and $VZ cellular connectivity. SPECS is still optionality in my thesis, but that optionality looks a lot more valuable after today.
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$CRM Salesforce says 'confident' on path to $63B in revenue in FY30 CFO Robin Washington stated at Salesforce annual conference: "The company I think most importantly, we see innovation flywheel as critical to our success, and it allows it to stay ahead of the innovation curve. The other tenet that I mentioned is capital return. And I think the biggest bet that we've made in FY 27 is on us. We've been buying shares for a long term, $60 billion cumulative. We launched earlier this year and will complete in October, the largest accelerated share repurchase ever. The return over 40%. The expected average price $182 a share. The expected share count reduction over 14%. That brings value to all of you, our shareholders. That is in addition to the $3 billion in dividends that we have paid out. To conclude, the framework that we talked about last year remains intact. We're very confident with the playbooks that we've talked about with the innovation, with the go-to-market strategy in our path to $63 billion. The confidence is there, and the TAM is there. To conclude, we believe we are winning at the Agentic enterprise opportunity. We are defining the Agentic enterprise. The execution is compounding our value."
View on StockTwits ↗
$CRM Subscription revenue arrives for years. Those later years are worth less today than they were yesterday, and nothing at the company changed. Techdamentals IV Calculator 👇 https://techdamentals.com/v/CRM Educational, not advice.
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$CRM Word on the street is Agentforce not selling well, so they are just bundling with their main products to make it look like they have game in AI world...
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$PLTR the number #1 company in the FUCKING WORLD 🌎 USES PALANTIR FOR THEIR SUPPLY CHAIN!!! $NVDA $SPY why not $MSFT or $CRM ??? It has to WORK!!!
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$CRM unveiled a new AI-powered Venue Agent with Live Nation, extending 24/7 fan support across U.S. venues. https://www.rapidticker.com/news/crm-live-nation-makes-show-day-cac99e
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Paired trade today, long $ILMN and short $CRM. 500 long and 1 short contract.
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$CRM is being judged on how AI fits into sales and service workflows. $CNET , the comparable question is whether GEO, digital advertising, and consulting create measurable visibility or conversion. Different maturity, same test: why would customers keep paying?
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#Salesforce Stock Falls Service Outage Hits During Crucial Conference $CRM Also Mentions: $NVDA https://talkmarkets.com/article/salesforce-stock-falls-service-outage-hits-during-crucial-conference
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$PATH $INTU $ADBE $ADSK $CRM are leading the software loss.
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$CRM what is happening here
View on StockTwits ↗$AXG Interesting reported ownership activity around $AXG the reported holders include several major financial firms this is another reason I keep researching the name $CRM is also on my watchlist
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.