CRM Salesforce, Inc.

NEUTRAL Impact: 3/10 ANALYST-UPGRADE
Processed 5d 7h ago SEC analyst-CRM-dadavids-20250815
16 firms acted on CRM: BTIG, DA Davidson, Cantor Fitzgerald, RBC Capital, Guggenheim, DA Davidson, Stephens & Co., TD Cowen, Guggenheim, Macquarie, Erste Group, Scotiabank, Northland Capital Markets, Piper Sandler, Erste Group, Phillip Securities
Final — all horizons settled through T+60d ⚠ clustered
CRM ▼ -0.29% at T+60d
NEUTRAL call ✗ call lost -0.29% · α vs SPY -6.16% · entry $242.33 → $241.62
Currently $185.66 · -23.38% from $242.33 entry
Entry anchored
Aug 14, 04:23 PM ET
via Databento tick
T+1d
+0.63%
call +0.63% · α +0.66%
$243.86
settled 10mo ago
T+5d
+2.34%
call +2.34% · α +2.07%
$248.01
settled 10mo ago
T+20d
+0.02%
call +0.02% · α -2.67%
$242.39
settled 9mo ago
T+60d
-0.29%
call -0.29% · α -6.16%
$241.62
settled 7mo ago

Price Chart

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Executive Summary

DA Davidson upgraded Salesforce (CRM) from Underperform to Neutral on August 15, 2025, while maintaining a $225 price target. The upgrade comes as part of a cluster of 16 firms acting on CRM, though DA Davidson's track record is below average with 50% accuracy on 12 calls and an average return of -1.8%. Consensus on CRM is heavily bullish with 44 Buy ratings (13 Strong Buy, 31 Buy) vs 13 Hold and 1 Strong Sell out of 58 analysts. The mean price target of $255.55 implies 33.7% upside from the current $191.10, with a wide range from $160 to $475. EPS revisions have been trending higher over the past 30 days for the current quarter (4 up, 1 down) and fiscal year (3 up, 2 down). Insider buying in March 2026 (two buys totaling ~$596K) and congressional buys in March–April 2026 (three buys totaling up to $115K) provide a bullish cross-signal that diverges from the cautious analyst consensus. The upgrade from Underperform to Neutral is a modest positive but not a strong catalyst given the unchanged PT and below-average firm accuracy.

Impact Score

Base Score
3/7
LLM Adjustment
+0
Final Score
3/10

Consensus & Targets

Buy / Strong Buy
44 (76%)
Hold
13
Sell / Strong Sell
1
Total Analysts
52
Mean PT
$255.55
Median PT
$250.00
High PT
$475.00
Low PT
$160.00
Current Price
$191.10
Implied Upside
+33.7%

Out of 58 analysts covering CRM, 44 rate it Buy (13 Strong Buy, 31 Buy), 13 Hold, 0 Sell, and 1 Strong Sell. The consensus is heavily bullish, with 75.9% Buy ratings, reflecting broad optimism on the stock.

The mean price target is $255.55, median $250, high $475, low $160. Current price $191.10 implies 33.7% upside to the mean. DA Davidson's $225 PT is 12% below the mean and 10% below the median, placing it in the lower third of the range.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-28 Citigroup maintain Neutral $187.00
2026-05-28 Canaccord Genuity maintain Buy $225.00
2026-05-28 Bernstein maintain Underperform
2026-05-28 TD Cowen maintain Buy $240.00
2026-05-28 Macquarie maintain Neutral $190.00
2026-05-28 Barclays maintain Overweight $236.00
2026-05-28 Wells Fargo maintain Equal-Weight $200.00
2026-05-28 Citizens reiterate Market Outperform $315.00
2026-05-28 Keybanc maintain Overweight $290.00
2026-05-28 DA Davidson maintain Neutral $175.00

Over the past 30 days, there have been 0 upgrades and 0 downgrades for CRM. EPS revisions are positive: current quarter estimates saw 4 upward revisions vs 1 downward in 30 days, and the current fiscal year saw 3 up vs 2 down. The EPS trend is modestly positive.

Firm Track Record — DA Davidson

DA Davidson accuracy: 53% on 1587 calls | avg return: 3.2%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Raymond James 100% 2/2 22.4% top tier
Deutsche Bank 67% 2/3 -1.4% top tier
Evercore ISI Group 67% 2/3 8% top tier
Stifel 63% 5/8 4.1% top tier
Guggenheim 60% 3/5 -13.1% above average
JP Morgan 60% 3/5 4.5% above average
Baird 50% 3/6 -0.5% below average
TD Cowen 50% 2/4 3.4% below average
DA Davidson 50% 6/12 -1.8% below average
Bernstein 50% 2/4 10.6% below average

DA Davidson has 50% accuracy on 12 calls with an average return of -1.8%, ranking below average among firms covering CRM. The best-performing firm is Raymond James (100% on 2 calls, avg return +22.4%), while the worst is Piper Sandler (46% on 13 calls, avg return +1.6%).

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $3.27 $3.23 — $3.44 $11.3B ↑2 ↓0
+1q $3.35 $3.00 — $3.98 $11.4B ↑0 ↓0
0y $14.16 $13.73 — $15.28 $46.1B ↑2 ↓0
+1y $15.48 $14.33 — $17.78 $50.6B ↑2 ↓0

Cross-Platform Signals

Insider Trades (90d)
2 buys / 0 sells
Congressional
Ro Khanna (democrat) — buy $1,001 - $15,000
Congressional
Maria Elvira Salazar (republican) — buy $15,001 - $50,000
Congressional
Ro Khanna (democrat) — buy $15,001 - $50,000
Institutional
TWO SIGMA INVESTMENTS, LP — near_exit (-97.6%)
Institutional
RENAISSANCE TECHNOLOGIES LLC — exit (-100%)
Institutional
NORGES BANK — new
Short Interest
Short: 5,586,193 | Exempt: 33,830 | TRF Vol: 9,967,738 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)

Insider trading shows two buys in March 2026 totaling ~$596K (by Laura Alber and David Blair Kirk), a bullish signal. Congressional trading shows three buys from March–April 2026 (Ro Khanna and Maria Elvira Salazar) totaling up to $115K. Institutional activity is mixed: Norges Bank and Sound Shore Management initiated new positions, but Two Sigma and Corvex Management nearly exited, and Renaissance Technologies fully exited. Short interest is high at 56.0% of trade volume, indicating bearish sentiment among short sellers. The insider and congressional buys diverge from the cautious analyst consensus, suggesting potential upside.

Actionable Insight

The upgrade to Neutral is a modest positive but not a strong catalyst given the unchanged PT and below-average firm accuracy. Traders should watch for further upgrades or PT increases from higher-accuracy firms to confirm a bullish turn.

Documents Analyzed

Report based on filing metadata.

11 reports for CRM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CRM — sortable, filterable
Type Now
Jun 1, 2026
4d ago
8-K
NEUTRAL ★ 3/10
awaiting T+20
May 31, 2026
5d ago
ANALYST-UPGRADE
NEUTRAL ★ 3/10
$242.33 $242.39▲ +0.02%▼ −2.67%$185.66 (−23.38%)
May 27, 2026
9d ago
8-K
BULLISH ★ 7/10
awaiting T+20
May 1, 2026
5w ago
ANALYST-UPGRADE
NEUTRAL ★ 3/10
$242.33 $242.39▲ +0.02%▼ −2.67%$185.66 (−23.38%)
Apr 16, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$181.95 $167.58▼ −7.90%▼ −13.27%$185.66 (+2.04%)
Apr 8, 2026
8w ago
Court Ruling
BULLISH ★ 5/10
$176.26 $181.07▲ +2.73%▼ −5.82%$185.66 (+5.33%)
Apr 2, 2026
9w ago
Court Ruling
NEUTRAL ★ 2/10
$186.90 $183.59▼ −1.77%▼ −11.65%$185.66 (−0.66%)
Mar 18, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$194.23 $181.11▼ −6.76%▼ −12.80%$185.66 (−4.41%)
Mar 18, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$194.23 $181.11▼ −6.76%▼ −12.80%$185.66 (−4.41%)
Feb 28, 2026
13w ago
Institutional Cluster
MIXED ★ 7/10
$192.79 $184.84▼ −4.12%▲ +3.81%$185.66 (−3.70%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (36h 26m)

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