Coverage / CRM / Trade Card

CRM

Salesforce Inc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 217.57 Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
72

Position levels

Currenttoday
USD 217.57
Buy <=wait / entry
USD 198.33
Trim >=take some off
USD 265.00
Thesis breakTwo consecutive quarters of negative net new logo growth combined with material ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case40%100 / 10040.0
Base case50%62 / 10031.0
Bear case10%10 / 1001.0
Weighted conviction72 / 100 - BUY

Top risks

  • VA $1.6 billion government contract for veteran services overhaul
  • Definitive agreement to acquire Fin
  • $50 billion share buyback authorization
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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