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CRM

Salesforce Inc

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 184.02 Technology - Software - ApplicationAWAIT ENTRY
64

Position levels

Currenttoday
USD 184.02
Buy <=wait / entry
USD 163.33
Trim >=take some off
USD 210.00
Thesis breakTwo consecutive quarters of declining net new ACV disclosed in regulatory filing...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q1 2027 EPS beat of 31.08% ($3.88 actual vs $2.96 est)
  • Consensus analyst price target of $256.97
  • New logo growth deceleration disclosed in SEC risk factors
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.