Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 12 entries · 10 publications

CRM

Salesforce

Entries
12
Bullish
2
Bearish
0
First
May 29, 2025
Latest
Oct 20, 2026

▲ 2 bullish ▼ 0 bearish · 10 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Sector research that mentions it

3

Timeline

Newest to oldest
  1. October 2026 1 entry
  2. September 2026 2 entries

    Substack · Summit Stock Research · Lucas | Summit Stock Research

    Salesforce ($CRM): The SaaSpocalypse Is Falling Apart

    Q2 2027 - AI adoption accelerating, core business strengthening, valuation still attractive

    CRM2,032 words

    Since publication −3.6% α −3.8 pp vs S&P 500 · USD

  3. August 2026 2 entries

    Substack · The Aimery Investment Letter

    Is The SaaS Apocalypse Finally Over?

    From Software Disruption to AI Orchestration — and Why ServiceNow Matters. A Special Update on Salesforce, ServiceNow and the Next Enterprise Software Cycle

    NOWCRM1,945 words

    Since publication CRM −3.3% α −2.8 pp vs S&P 500 · USD

  4. July 2026 1 entry

    Blogs · r/ValueInvesting · /u/Joehax00

    INTU deep dive: Finding value in the SaaSpocolypse (maybe?)

    IGV is down roughly 25% from its September 2025 peak. Salesforce is down about 40% this year, with Workday in a similar range. Around $2 trillion of software market value has disappeared, and software’s forward P/E has…

    BullishCRMWDAYshort802 words

    Since publication CRM +57.8% α +54.2 pp vs S&P 500 · USD

  5. June 2026 1 entry
  6. May 2026 1 entry

    Substack · InvestingWithWes Newsletter

    Salesforce-CRM

    US Large Cap Play

    CRM2,504 words

    Since publication +18.1% α +17.1 pp vs S&P 500 · USD

  7. February 2026 1 entry

    Institutional · eToro

    Nvidia Headlines Busy Week of Earnings

    The Daily Breakdown looks at the week ahead, including earnings for Nvidia, Salesforce, Snowflake and more. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To keep getting our…

    NVDACRMSNOWshort607 words

    Since publication CRM +39.0% α +26.7 pp vs S&P 500 · USD

  8. December 2025 1 entry

    Institutional · eToro

    Silver Soars. Salesforce Beats Earnings

    The Daily Breakdown takes a closer look at silver prices, which have doubled in 2025, then dives into Salesforce’s earnings beat. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…

    CRMshort614 words

    Since publication +0.1% α −11.9 pp vs S&P 500 · USD

  9. July 2025 1 entry

    Institutional · eToro

    Deep Dive: Salesforce Is On Sale

    The Daily Breakdown takes a closer look at Salesforce, which has its valuation trading near the lows, while business remains strong. The TLDR Salesforce still has growth The valuation is historically low Margins and…

    CRMshort680 words

    Since publication −5.6% α −27.5 pp vs S&P 500 · USD

  10. May 2025 1 entry

There are 6 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.