CRM Salesforce, Inc.

NEUTRAL Impact: 3/10 ANALYST-UPGRADE
Processed 20d 1h 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
CRM ▼ -0.29% at T+60d
NEUTRAL call ✗ call lost -0.29% · α vs SPY -6.16% · entry $242.33 → $241.62
Currently $176.48 · -27.17% 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 9mo ago
T+5d
+2.34%
call +2.34% · α +2.07%
$248.01
settled 9mo ago
T+20d
+0.02%
call +0.02% · α -2.67%
$242.39
settled 8mo ago
T+60d
-0.29%
call -0.29% · α -6.16%
$241.62
settled 6mo ago

Price Chart

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Executive Summary

DA Davidson upgraded Salesforce (CRM) from Underperform to Neutral on August 15, 2025, maintaining its price target at $225. The upgrade is part of a 16-firm cluster, but DA Davidson's 50% accuracy rate on 12 calls and -1.8% average return place it below average among covering analysts. The consensus is heavily bullish, with 76% Buy ratings and a mean price target of $269.37, implying 52.6% upside from the current $176.53. DA Davidson's $225 target is 16% below the mean, making it one of the more conservative views. 30-day EPS revisions are positive (33 up, 3 down for the current quarter), and insider buying in March 2026 adds a bullish cross-signal. However, institutional moves are mixed, with a large new position from Norges Bank but exits from Two Sigma and Renaissance. The bottom line: this upgrade removes a bearish outlier but lacks strong conviction from a high-accuracy firm, so the signal is neutral at best.

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
$269.37
Median PT
$254.00
High PT
$475.00
Low PT
$190.00
Current Price
$176.53
Implied Upside
+52.6%

Out of 58 analysts covering CRM, 44 rate it Buy (76%), 13 Hold (22%), and 1 Strong Sell (2%). The consensus is heavily bullish, with an average price target of $269.37, implying 52.6% upside from the current price of $176.53.

The mean price target is $269.37, median $254, high $475, and low $190. DA Davidson's $225 target is 16% below the mean and 11% below the median, placing it in the lower third of analyst expectations. The implied upside from current price is 27.4%.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-17 BTIG reiterate Buy $255.00
2026-04-14 Piper Sandler maintain Overweight $215.00
2026-04-01 BTIG reiterate Buy $255.00
2026-03-10 Northland Capital Markets maintain Market Perform $229.00
2026-03-02 Citigroup maintain Neutral $200.00
2026-02-27 DA Davidson maintain Neutral $200.00
2026-02-26 Macquarie maintain Neutral $200.00
2026-02-26 JP Morgan maintain Overweight $320.00
2026-02-26 TD Cowen maintain Buy $250.00
2026-02-26 Mizuho maintain Outperform $265.00

Over the past 30 days, there have been 0 upgrades and 0 downgrades, with most firms maintaining existing ratings. EPS revisions for the current quarter show 33 upward revisions and 3 downward in the last 30 days, indicating positive momentum. The 30-day EPS revision trend is broadly 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 a 50% accuracy rate on 12 ratings for CRM, with an average return of -1.8%, ranking below average among covering firms. Top performers include Raymond James (100% on 2 calls) and Deutsche Bank (67% on 3 calls), while bottom performers like Piper Sandler (46% on 13 calls) and Baird (50% on 6 calls) are similar.

Earnings Estimates

Next earnings: May 26, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $3.12 $2.98 — $3.32 $11.1B ↑0 ↓0
0y $13.20 $12.60 — $13.93 $46.2B ↑1 ↓0
+1y $14.93 $13.70 — $17.78 $50.7B ↑0 ↓0
+1q $3.24 $3.07 — $3.40 $11.4B ↑0 ↓0

Cross-Platform Signals

Insider Trades (90d)
2 buys / 0 sells
Congressional
Ro Khanna (democrat) — buy $15,001 - $50,000
Congressional
David Taylor (republican) — sell $15,001 - $50,000
Congressional
David Taylor (republican) — sell $1,001 - $15,000
Institutional
TWO SIGMA INVESTMENTS, LP — near_exit (-97.6%)
Institutional
RENAISSANCE TECHNOLOGIES LLC — exit (-100%)
Institutional
NORGES BANK — new
Short Interest
Short: 3,400,924 | Exempt: 7,178 | TRF Vol: 5,847,982 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)

Insider trading shows two purchases in March 2026: Director Laura Alber bought $95,519 and CEO Kirk Blair bought $500,178. Congressional activity includes a buy by Rep. Ro Khanna (D) and sells by Republicans Taylor and Wied. Institutional changes are mixed: Norges Bank initiated a $3.18B position, while Two Sigma and Renaissance reduced or exited. Short interest stands at 58.2% of off-exchange volume, suggesting elevated bearish positioning.

Actionable Insight

DA Davidson's upgrade to Neutral removes a bearish outlier but does not signal a strong bullish catalyst. Traders should view this as a modest positive but await stronger conviction from higher-accuracy firms or a price target increase above consensus.

Documents Analyzed

Report based on filing metadata.

7 reports for CRM
Performance horizon
Filters
Rows
Reports for CRM — sortable, filterable
Type Now
May 1, 2026
20d ago
ANALYST-UPGRADE
NEUTRAL ★ 3/10
$242.33 $242.39▲ +0.02%▼ −2.67%$176.48 (−27.17%)
Apr 16, 2026
4w ago
DEFA14A
NEUTRAL ★ 2/10
$181.95 $167.58▼ −7.90%▼ −13.27%$176.48 (−3.00%)
Apr 8, 2026
6w ago
Court Ruling
BULLISH ★ 5/10
$186.26 awaiting T+20awaiting T+20$176.48 (−5.25%)
Apr 2, 2026
7w ago
Court Ruling
NEUTRAL ★ 2/10
$186.90 $183.59▼ −1.77%▼ −11.65%$176.48 (−5.57%)
Mar 18, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$194.23 $181.11▼ −6.76%▼ −12.80%$176.48 (−9.14%)
Mar 18, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$194.23 $181.11▼ −6.76%▼ −12.80%$176.48 (−9.14%)
Feb 28, 2026
11w ago
Institutional Cluster
MIXED ★ 7/10
$192.79 $184.84▼ −4.12%▲ +3.81%$176.48 (−8.46%)
Showing 7 of 7

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