CRM
Salesforce, Inc.Evidence as of 2026-09-12The desk's Snapshot
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Overview · Salesforce, Inc.
Salesforce, Inc. provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and relationship intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalize…
Management team
- Mr. Juan R. Perez · Chief Information OfficerFind on LinkedIn
- Mr. Brian Millham · AdvisorFind on LinkedIn
- Mr. David Schmaier · President and Chief Product & Impact OfficerFind on LinkedIn
- Ms. Amy E. Weaver J.D. · President & CFOFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.7 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is characterized as Cautious ( -0.7 of a possible +2 ) with high confidence. Revenue moved from $ 11,133,000,000 in Q1 2027 (fiscal quarter ended 2026-05-21) to $ 11,345,000,000 in Q2 2027 (fiscal quarter ended 2026-08-20), a sequential rise of about $ 212,000,000 (roughly +1.9%). Gross profit increased by $ 133,000,000 (about +1.6%) to $ 8,696,000,000 in Q2 2027 while operating income edged down modestly by $ 16,000,000 (about -0.7%) to $ 2,331,000,000.
Net income showed a large sequential increase of $ 1,419,000,000 (about +67%), from $ 2,107,000,000 to $ 3,526,000,000, aided by diluted weighted-average shares falling from 871,000,000 to 821,000,000 and point-in-time shares outstanding moving from 923,000,000 (2026-02-25) to 823,000,000 (2026-08-20). Cash and cash equivalents declined by $ 625,000,000 between the balance-sheet dates, long-term debt was essentially unchanged at about $ 39,288,000,000, and repurchase cash outflow fell sharply from $ 27,248,000,000 in Q1 2027 to $ 84,000,000 in Q2 2027.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue increased from $11,133,000,000 in fiscal Q1 2027 (2026-02-01 to 2026-04-30, 3mo) to $11,362,500,000? — the evidence shows $11,345,000,000 in fiscal Q2 2027 (2026-05-01 to 2026-07-31, 3mo), a sequential rise of about $212 million (roughly +1.9%).
XBRL companyfacts · 0001108524-26-000127weakened in debateGross profit was $8,563,000,000 in fiscal Q1 2027 (2026-02-01 to 2026-04-30, 3mo) and $8,696,000,000 in fiscal Q2 2027 (2026-05-01 to 2026-07-31, 3mo), a sequential increase of $133 million (about +1.6%).
XBRL companyfacts · 0001108524-26-000127Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The 2026 Form 10-K (filed 2 March 2026) adds expanded cybersecurity and supply-chain attack risks, including explicit language about coordinated attacks (ransomware, destructive malware, DDoS, zero-day exploitation) and the possibility that breaches of third-party vendors or Internet infrastructure could lead to unauthorized access to customer data and reputational harm.
Item 1A risk-factor diff · 0001108524-26-000060 vs 0001108524-25-000006The 2026 Form 10-K (filed 2 March 2026) describes increased AI-related risk language: it calls out risks from integrating generative and agentic AI (including Agentforce and Agentforce 360) such as ethical, legal and operational considerations, potential for inaccurate or biased outputs, third-party model dependency, and heightened regulatory and compliance costs.
Item 1A risk-factor diff · 0001108524-26-000060 vs 0001108524-25-000006Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Trailing 3-month momentum is +48.8% (78th percentile on the 6-month momentum rank), while trailing 6-month momentum is +24.6% (ranked 78th percentile of 558) and the 12-1 momentum measure is -16.4% (ranked 17th percentile of 558).
Moneyta signal set · 2026-09-11weakened in debatePrice is above both short- and long-term moving averages: price vs 50-day SMA is +24.7% and price vs 200-day SMA is +23.4%; the computed golden_cross flag is false.
Moneyta signal set · 2026-09-11Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F-reported institutional holdings totaled $147.08B as of the quarter ended 2026-03-31, representing a reported value change of -28.9% quarter-over-quarter.
13F holdings · 2664 filers · as of 2026-03-31Top institutional holders show notable quarter-over-quarter shifts: BlackRock, Inc. reported $14.88B (value_qoq_pct -30.4) and STATE STREET CORP reported $9.14B (value_qoq_pct -31.2), while VANGUARD CAPITAL MANAGEMENT LLC appears as a new holder with $11.08B and MORGAN STANLEY reported $5.91B (value_qoq_pct 17.4).
13F holdings · 2664 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Coverage on September 11, 2026 highlights AI and investor expectations by comparing Adobe’s AI-driven quarter with what investors now demand from AI software, placing Salesforce in that broader AI/market discussion.
News · finance.yahoo.com · 2026-09-11On September 11, 2026, multiple outlets reported a positive market reaction tied to a Slack feature rollout, noting a 2.4% stock move and coverage that Slackforce Surfaces creates interactive reports and microsites inside chats.
News · finance.yahoo.com · 2026-09-11Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Director Conway Craig reported two open-market sales on 2026-09-04 for $369k (1,418 shares) and $803k (3,082 shares), both in filing insider:CRM:the 4 filed 4 September 2026.
Form 4 · Conway Craig (Director) · $369k sold · 2026-09-04President and CLO Niles Sabastian reported an August 22, 2026 sale of $192k (920 shares) in filing insider:CRM:the 4 filed 24 August 2026.
Form 4 · Niles Sabastian (President and CLO) · $0 code M · 2026-08-22Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model reports an implied free cash flow (FCF) growth rate that today's price would justify of 8.37% (0.0837).
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month (TTM) free cash flow is $10,436,000,000 and FCF per share is $12.7113, producing a price-to-FCF multiple of 19.49 at the stated price of $247.72.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific fundamentals point to an improving operating and shareholder-return profile: sequential revenue and gross profit increases (fundamentals-0, fundamentals-1), a large quarter-over-quarter net income gain (fundamentals-3), and a meaningful reduction in diluted shares outstanding (fundamentals-4) which mechanically supports per-share metrics. Market signals show positive momentum and price strength versus moving averages (market-0, market-1) and recent media coverage highlights product-driven cash-generation narratives and a favorable Slack feature rollout (news-1, news-2), which together bolster an interpretation that recent execution and product news have correlated with market appreciation. Valuation-context claims (valuation-0 through valuation-5) indicate the current multiples are consistent with an implied FCF-growth assumption in the mid-to-high single digits, meaning market pricing is internally coherent with reported cash flows. Financial advisors often note that material risks disclosed in filings or short-term volatility do not erase firm-level improvements; several of the negative claims (filings-0 through filings-4, market-2, market-3, ownership-0) are either broad regulatory/operational risk disclosures or cross-sectional market dynamics rather than new company-specific contradictions to the positive operating and cash-flow evidence, so the net evidence strength leans favorable on fundamentals and valuation alignment.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.34
40 surviving claims rest on 18 distinct sources; the heaviest analyst carries 20% of them, and 98% of what the desk raised survived the debate.
The read is moderately resilient: 40 surviving claims draw on 18 distinct sources so there is breadth, but a single analyst carrying 20% of the claims creates some concentration risk. The fact that 98% of raised items survived the debate indicates a high retention rate from the desk review, which raises confidence in internal consistency while also suggesting limited adversarial challenge — treat the bundle as informative but sensitive to correlated source errors or analyst bias.
Peer context · computed, not argued
12-1 momentum ranks 14th of 22 in Software—Application (as of 2026-09-11).
6-month relative strength ranks 11th of 22 in Software—Application (as of 2026-09-11).
90-day volatility ranks 15th of 22 in Software—Application (as of 2026-09-11).
dividend yield ranks 2nd of 22 in Software—Application (as of 2026-09-11).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
7 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.2 to the score
13 documents· 1 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−1.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.3 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis−0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
16 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−0.6 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on CRM Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.