RankAlpha logo
Back to Rankings

CRM

SalesforceA
NYSE / Software & Services
Last Price
Quote time unavailable
View Chart
Current thesis
Fiscal-Q2 cRPO grew 14% in constant currency, Agentforce and Data 360 ARR approached $3.9 billion, and management cited its strongest net-new annual order value growth in four years. Sustained conversion into organic revenue, alongside repurchases, could support a rerating.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +2.0.
What can break
A $6 billion senior unsecured term loan remained outstanding at July 31, 2026, adding capital-allocation discipline to the acquisition and repurchase thesis. [#REL-0d1a5183-754e-436d-8c8a-d68856bfdc6d] Salesforce 10-Q
Momentum
66
Value
60
Sentiment
68
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $255.00 · Bull $290.00 · Bear $205.00Analysis 2026-10-17; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-26 • Vendor: Data Vendor v1
Scores
As of 2026-10-28 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-17 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-28

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-28. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $285.73
Why
Momentum66 · Δ7d +15.2
Value60 · Δ7d +0.2
Sentiment68 · Δ7d +2.0
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +2.0.

Contradictions & invalidation

  • • A $6 billion senior unsecured term loan remained outstanding at July 31, 2026, adding capital-allocation discipline to the acquisition and repurchase thesis. [#REL-0d1a5183-754e-436d-8c8a-d68856bfdc6d] Salesforce 10-Q
  • • AI usage and ARR definitions may outpace revenue conversion; Agentforce ARR's fiscal-Q2 definition expanded to include Slackbot and Headless 360. [#SEC-8K-2026-08-26]
  • • Reported 11% revenue growth included $456 million from Informatica; fiscal-Q3 guidance embeds slightly more than four percentage points of Informatica contribution.

Catalyst clock

2026-10-31

Fiscal-Q3 organic-growth and bookings test

Lead driver: Sentiment · See AI snapshot
Momentum
66
8% active weight
Current posture
7d trendSoftening
Δ7d
+15.2
Δ21d
+0.2
Value
60
47% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
-0.2
Sentiment
68
45% active weight
Current posture
7d trendImproving
Δ7d
+2.0
Δ21d
-13.5
Why this grade

Composite grade A. Momentum 65.7 / Value 59.5 / Sentiment 67.6

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-17. Scenario method

B+
Bull case
30%
Probability
Target price
$290.00
Analysis reference price unavailable
Analysis 2026-10-17 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$255.00
Analysis reference price unavailable
Analysis 2026-10-17 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$205.00
Analysis reference price unavailable
Analysis 2026-10-17 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-26
Market Cap
$203.78B
Beta
1.27
Shares Out
823M
P/E (TTM)
34.2
P/S (TTM)
5.96
P/FCF (TTM)
21.22
Rev YoY
+13.3%
EPS YoY
+52.3%
Gross Margin
+75.1%
Op Margin
+21.9%
Net Debt
$8.15B
Current Ratio
0.71
As of 2026-10-28 • Updated nightlySource: Internal modelMethods & Data