Coverage / CRM / Trade Card

CRM

Salesforce Inc

BUY 2026-08-29 Data 14 days old USD 256.00 Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 256.00
Buy <=wait / entry
USD 223.33
Trim >=take some off
USD 290.00
Thesis breakTwo consecutive quarters of organic constant-currency revenue growth below 8% ac...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • VA awards Salesforce $1.6B three-year government contract for veteran services overhaul
  • $3.6B acquisition of Fin announced as strategic M&A activity
  • Q3 FY26 earnings beat with adjusted EPS $3.25 vs $2.86 expected and raised full-year revenue guidance to $41.45-41.55B
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.