Salesforce: Agentic AI Beneficiary With Rule Of 44 Outperformance - Upgrade To Buy [Seeking Alpha]
Salesforce, Inc. (CRM)
Last salesforce, inc. earnings: 2/25 04:06 pm
Check Earnings Report
US:NYSE Investor Relations:
investor.salesforce.com/about-us/investor/overview/default.aspx
Company Research
Source: Seeking Alpha
This is on top of the consistently richer profit margins and expanding Free Cash Flow generation, with it triggering the rich Rule of 44% outperformance (revenue growth/FCF margin). The SaaSpocalypse selloff has triggered CRM's discounted FWD P/E of 14.02x and the consequently expanded upside potential to my bull-case long-term price target of $364.30. This is on top of the potential tailwinds from the management's accelerated share buyback program and the raised dividend payouts, albeit with balance sheet risks. CRM is upgraded to Buy here, thanks to the improved margin of safety after the recent selloff and the materialization of a potential double bottom at the $178s. Just_Super/E+ via Getty Images I previously covered Salesforce, Inc. (NYSE: CRM ) (NEOE: CRM:CA ) in September 2025, discussing how its prior growth profile had underperformed its historical trends and many of its AI SaaS peers despite the ongoing AI The analysis is provided exclusively for informational
Show less
Read more
Impact Snapshot
Event Time:
CRM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
CRM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
CRM alerts
High impacting Salesforce, Inc. news events
Weekly update
A roundup of the hottest topics
CRM
News
- ClearBridge Large Cap Growth Strategy Exited Salesforce (CRM) Due to Slowing Growth [Yahoo! Finance]Yahoo! Finance
- Execs Are 'AI Washing' — But Is Unemployment Really Due To Artificial Intelligence? [Yahoo! Finance]Yahoo! Finance
- ??6,000???????OMS·WMS???????????? Salesforce Commerce Cloud(SFCC)??????Global EC??? Commerce Robo, an Integrated OMS/WMS Processing 60 Million Orders Annually, Now Supports Salesforce Commerce Cloud (SFCC) Integration to Power Global E-commerce [CNET NewsCNET News
- Dexian® Expands Services to Support Enterprise Deployment of Agentforce 360PR Web
- Jim Cramer Discusses Salesforce (CRM) & AI [Yahoo! Finance]Yahoo! Finance
CRM
Earnings
- 2/25/26 - Beat
CRM
Sec Filings
- 4/1/26 - Form S-8
- 3/27/26 - Form SCHEDULE
- 3/24/26 - Form 4
- CRM's page on the SEC website