Research / CRM
Salesforce Hold
Cumulative score 2.6 · the model has rated CRM Hold since Jul 17, 2026 · 14 active of 129 total events · Technology
Automated research experiment, not investment advice. An AI model scores public information; a formula flips ratings. It can be wrong, late, or stale. I may hold positions. Do your own research.
The model rates Salesforce Hold, with a modestly positive score that is being pressured by recent analyst and macro headwinds. KeyBanc and Bernstein issued simultaneous downgrades on the same day, and IBM's warning that enterprise clients are shifting budgets away from software toward servers and cybersecurity creates direct demand-side concern for the CRM segment. Offsetting this, Salesforce secured a major US Air Force contract signaling enterprise AI credibility, and Guggenheim upgraded to Buy with a specific thesis rebutting AI displacement fears. Evidence that enterprise software budgets are stabilizing, or a strong Agentforce adoption metric from Salesforce itself, would be the most likely catalyst to shift the model's view.
Written Jul 17, 2026, when the rating was Hold. Rewritten automatically each time the rating flips.
Score history
Daily cumulative score. The model enters Buy above +5.0, Strong Buy above +7.5, and Sell below -5.0; each tier exits at a looser threshold so ratings don't flap.
Rating changes
Triggered by: ADBE, CRM, NOW, MSFT: Software Stocks Fall After IBM Warns Clients Shifting Spending To Servers, Cybersecurity · Salesforce receives double blow over an AI product · Salesforce Just Scored a Major Air Force Win. How to Play CRM Stock Here.
Triggered by: Salesforce Just Scored a Major Air Force Win. How to Play CRM Stock Here. · Salesforce (CRM) Receives Mixed Ratings from Analysts · U.S. Air Force Leverages Missionforce to Modernize Sustainment and Operations for $13.5 Billion Vehicle Fleet
Event history
Every informational event the model has scored for CRM, newest first, with its reasoning and what each event still contributes to the score today.
Salesforce vs. Adobe: Which Enterprise Software Stock Has the Edge?
Unscored after 3 attempts.
Salesforce's Solid Agentforce Performance Yet to Drive Organic Growth Inflection, Morgan Stanley Says
Unscored after 3 attempts.
Salesforce Stock Plunges After Morgan Stanley Downgrade Slashes Price Target
Unscored after 3 attempts.
CRM vs. ADYEY: Which Stock Should Value Investors Buy Now?
Unscored after 3 attempts.
Morgan Stanley Underweights Adobe and Workday in Software Reset
Unscored after 3 attempts.
Fireflies launches AI Sales Suite, bringing enterprise sales intelligence to its 20 million users at a fraction of what legacy platforms charge
Unscored after 3 attempts.
Salesforce Cratered 33% in 2026. One Analyst Sees It Exploding Nearly 200%
Unscored after 3 attempts.
Which dow jones stocks are moving on Tuesday?
Unscored after 3 attempts.
Why Salesforce Was Falling Today, Even as the Nasdaq Rallied
Unscored after 3 attempts.
Stay informed with the top movers within the dow jones index on Tuesday.
Unscored after 3 attempts.
Salesforce (CRM) As Downgrades Test The Case For An Undervalued AI Pivot
Unscored after 3 attempts.
Beyond The Sticker Price: What You Are Really Paying For Microsoft Stock
Unscored after 3 attempts.
2 'big' misconceptions about AI's long-term impact on the software sector
Unscored after 3 attempts.
3 Not-So-Obvious AI Stocks to Buy in July
Unscored after 3 attempts.
Here’s Why This Fund Sold Salesforce (CRM) in Q2
Unscored after 3 attempts.
Netflix upgraded, Carvana downgraded: Wall Street's top analyst calls
Unscored after 3 attempts.
CRM Stock: A Cash Gusher At A Marked-Down Price
Unscored after 3 attempts.
Uncover the latest developments among dow jones stocks in today's session.
Unscored after 3 attempts.
Stay informed with the top movers within the dow jones index on Monday.
Unscored after 3 attempts.
Prediction: Salesforce Stock Will Reclaim $250 by 2028. Here's the Math.
Unscored after 3 attempts.
Salesforce vs. Dell Technologies: Which High-Growth Tech Stock Is a Better Buy in 2026?
Generic CRM vs. Dell comparison article; no new Salesforce-specific information or analyst action.
Salesforce vs. CrowdStrike: Which Technology Growth Stock Is a Better Buy in 2026?
Comparative buy/sell opinion piece between Salesforce and CrowdStrike; no new CRM-specific facts.
Salesforce (CRM) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Daily stock price movement recap with no new underlying information; pure price commentary.
Oracle: 7.8% On Bonds As CDS Goes Wild
Oracle bond yield and CDS analysis; no CRM-specific content.
IBM’s Warning Is a ‘Hammer’ Slamming Down on Tech’s AI Outsiders
IBM's sales shortfall highlights AI-winners-vs-losers divide in enterprise software, a minor negative signal for CRM's positioning battle.
The Real Engine Behind ServiceNow Stock Is Its Contract Backlog
ServiceNow contract backlog analysis; no new information about CRM.
IBM 'did not adapt' and just lost $70B — is Big Tech (and your portfolio) in trouble? Protect your nest egg now
IBM market cap loss story; no CRM-specific content.
The Real Risk Inside Oracle Stock
Risk analysis of Oracle's AI infrastructure bet; no CRM-specific information.
Adobe: Compelling Valuation Even Amid Intensifying Competition
Adobe valuation piece; no new information about CRM.
Price Prediction: Two Big Reasons Oracle Stock Could Surge 60% This Year
Price prediction article about Oracle; no CRM-specific content.
Oracle is Falling Fast. Here’s Why This Wall Street Firm Believes The Stock Will Triple in 12 Months
Bull case article about Oracle stock; no new information about CRM.
Dan Ives Is Ready to Talk
Profile piece about analyst Dan Ives changing jobs; no CRM-specific content.
ServiceNow Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
Preview article about ServiceNow earnings; no new information about CRM.
How to Find the Bargains in the Software Stock Wreckage
Generic sector think-piece about AI disrupting software recurring revenue; no CRM-specific information.
Did AI Just Cannibalize Microsoft’s Greatest Narrative?
Speculative commentary about Microsoft/Azure narrative; no new facts or data specific to CRM.
ADBE, CRM, NOW, MSFT: Software Stocks Fall After IBM Warns Clients Shifting Spending To Servers, Cybersecurity
IBM's Q2 warning that enterprise clients are shifting budgets from software to servers/cybersecurity directly pressures CRM's demand outlook alongside named peers.
'AI Videos Are Flooding TikTok Shop' - WSJ
TikTok Shop AI video article; no Salesforce relevance.
Salesforce: A Value Trap Hiding In Plain Sight
Bearish opinion piece specifically calling Agentforce a revenue disappointment; opinion, not a formal downgrade, so capped at -1.
'Big Short' Investor Steve Eisman Says AI Has 'No Moats,' Which Is 'Not A Recipe For Longevity'
General AI moat commentary by one investor; not new information specific to Salesforce.
ADBE Looks Cheap. The Data Says Be Careful
Adobe valuation analysis; no Salesforce content.
Don’t Miss the Surprising Signal to Buy ServiceNow Before July 22
ServiceNow options signal article; no Salesforce content.
RegattaDB Launches as the Database Built for AI Agents -- Unifying OLTP, OLAP, and Vectors
RegattaDB product launch by unrelated startup; no CRM relevance.
Bernstein’s mid-year CIO survey calls for strong IT budget growth in 2026
Bernstein CIO survey showing strong 2026 IT budget growth is a mild tailwind for Salesforce's enterprise software demand.
IBM Selloff Deepens After Q2 Warning
Follow-on IBM selloff coverage; same underlying fact as 97f2b0bdf456ad2f, second story scores 0.
Does Microsoft Stock Present an Opportunity via Teams Monetization?
Microsoft Teams pricing analysis; no Salesforce content.
Caltius Equity Partners Invests in SaaS Consulting Group to Accelerate Growth and Expand AI-Enabled Business Transformation
Private equity investment in an unrelated SaaS consulting firm; no direct CRM relevance.
IBM Just Crashed. If Wall Street Pros Are Right The Stock Could Soar From Here
IBM crash article; no Salesforce-specific information.
Partner At Y Combinator Takes Leave of Absence to Join Anthropic
YC partner joining Anthropic; no Salesforce relevance.
Tech Stocks Slide. South Korea’s Market Nosedive Weighs.
Market summary mentioning Salesforce as a Dow leader intraday; no company-specific catalyst disclosed.
AI Moves From Pilots to Production at the World's Largest Developer Event
Salesforce listed as one of many sponsors at a developer conference; PR-level visibility, no product news.
Workers just sent AI companies an ultimatum
AI layoffs story names Oracle specifically; Salesforce not mentioned.
MSFT Stock Has Bounced From This Price Before. Now What?
Microsoft-specific analysis; no Salesforce content.
These S&P500 stocks are moving in today's session
Generic S&P 500 movers roundup with no Salesforce-specific content.
Discover which dow jones stocks are making waves on Monday.
Generic Dow Jones movers roundup with no Salesforce-specific content.
Forget Palantir as It Bounces Back and Get in Salesforce Before Wall Street Wakes Up to Real Value
Bullish comparison of Salesforce vs Palantir citing record cash flow and earnings beats; opinion piece, no new fundamental disclosure.
Why AppLovin Is One of the Worst S&P 500 Stocks Today
AppLovin-focused story; no Salesforce content.
The AI Trade Has Flip Flopped (At Least for Today)
Sector rotation commentary (software up, semis down); no Salesforce-specific information.
Ignore Wall Street and Buy Salesforce for its Agentic AI
Bullish retail analyst piece on Salesforce's agentic AI pipeline; opinion-driven, no hard data, but directionally positive framing.
Uncover the latest developments among dow jones stocks in today's session.
Generic Dow Jones movers roundup with no Salesforce-specific content.
Salesforce (CRM) Is Putting $1 Billion Into AI In Switzerland
A confirmed $1B multi-year AI investment in Switzerland is a real company commitment but too small relative to Salesforce's scale to be more than minor.
Here is Why Salesforce (CRM) is One of the Best Large Cap Stocks to Buy According to Analysts
US Air Force contract win for Missionforce National Security replacing legacy ERP is a real government win, but contract revenue size is not stated so capped at minor positive.
Salesforce receives double blow over an AI product
Simultaneous downgrades from KeyBanc and Bernstein to Hold on the same day is a rare dual analyst action; equivalent to a double-downgrade at moderate magnitude.
Can DocuSign’s (DOCU) Iris AI Push It From E-Signature Tool To Core Workflow Platform?
DocuSign product piece that names Salesforce as an integration target; no CRM-specific financial news.
Jim Cramer Says He Doesn’t Really Like Adobe
Cramer commentary on Adobe; no relevance to Salesforce.
Why Salesforce Plunged Over 40% in the First Half of 2026
Retrospective on CRM's H1 2026 decline; recaps known history, no new facts.
Is CRM Stock A Steal Or A Trap At 40% Off?
Valuation opinion framed around already-known 40% decline; no new information.
Stock Market Today: Dow Jones Index Rises Ahead Of SK Hynix Stock Debut (Live Coverage)
General market update; no CRM-specific news.
Can Salesforce’s (CRM) Latest $1 billion Investment Change The Stock’s Fortunes?
Announced July 7, three days prior; $1B Switzerland commitment is PR-heavy and likely already priced in by July 10.
Salesforce Just Scored a Major Air Force Win. How to Play CRM Stock Here.
Salesforce wins a major US Air Force contract; high-profile government win signals enterprise AI credibility, though contract dollar value unconfirmed.
Is It Time To Buy The Dip On Microsoft Stock?
Article is about Microsoft; no relevance to Salesforce.
CTSH Strengthens Enterprise AI Strategy With Frontier Workforce
Cognizant AI strategy piece; no relevance to Salesforce.
Salesforce: A Strong Business Model That Delivers - A Value Equation Forensic Deep Dive
Blog-level valuation deep dive; no new fundamental information, no formal rating change.
SoundHound Stock Outlook as Enterprise AI Adoption Accelerates in 2026
SoundHound enterprise AI outlook; no material connection to CRM.
How Adobe Stock's Cash Generation Changes The AI Debate
Article is about Adobe; no relevance to Salesforce.
Exploring the top movers within the dow jones index during today's session.
Generic Dow Jones mover roundup; no CRM-specific fact.
Palantir Leads Software Stocks Lower
Sector-wide pressure from Middle East tensions; no CRM-specific content.
Salesforce bets another $1 billion despite AI spending cratering its stock
Salesforce $1B Switzerland pledge is a PR-flavored investment commitment with no near-term revenue impact; confirms spending trajectory already known.
Samsung's Blowout Quarter Triggers a Chip Rout, Then Iran Reignites Overnight
Macro wrap covering Samsung chip results and Iran strikes; no specific new information about Salesforce.
U.S. Air Force Leverages Missionforce to Modernize Sustainment and Operations for $13.5 Billion Vehicle Fleet
Primary company press release: U.S. Air Force deploying Missionforce to manage 84,000-vehicle fleet; validates national security platform but contract software value undisclosed, keeping magnitude minor.
U.S. Air Force Selects Salesforce Platform to Oversee 84,000-Vehicle Fleet (CRM)
Third story on the same Air Force Missionforce deployment; second story rule applies.
Own ServiceNow For AI? Gen Digital's Numbers Speak Louder
Comparison of NOW and Gen Digital misfiled under CRM; no new information about Salesforce.
Oracle Stock's Price Is Falling, But Its Business Is Building. What Gives?
Oracle analysis piece misfiled under CRM; no new information about Salesforce.
Salesforce Upgraded Its Profit Engine. Quietly
Opinion piece about Salesforce's profitability transformation using already-known data; no new fact.
This analyst upgraded Salesforce & ServiceNow, but not because they'll be AI winners
Interview discussing the same Guggenheim upgrade from July 1; same underlying fact already captured, second story scores 0.
Early Q3 Trend Reversal
No summary or content available to assess; cannot identify any new material fact.
The Contractual Backlog The Oracle Stock Bears Keep Missing
Oracle RPO analysis piece misfiled under CRM; no new information about Salesforce.
Salesforce (CRM) Lands U.S. Air Force Fleet Deal As Margins Stay In Focus
Second story on the same Air Force Missionforce deployment already covered by the primary press release (a3edc745d49fe3eb).
Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies
Comparative CRM vs NOW analysis using previously reported results; no new company-specific information.
Salesforce (CRM) Upgraded as AI Bear Case Looks Overdone
Aggregator article rehashing Guggenheim's July 1 CRM upgrade; week-old event already priced in.
Salesforce Commits $1 Billion to Switzerland to Accelerate Agentic AI Push
$1B Switzerland investment pledge for agentic AI is notable but country pledges are largely PR; small premarket move confirms minor signal.
What Could Really Power Microsoft Stock Higher From Here?
Microsoft-focused article misfiled against CRM; no Salesforce content.
CRM Stock Has Bounced From This Price Before. Now What?
Technical support-level analysis; no new fundamental information.
Adobe Stock Is Down, But Its Strategy Is All-In On The Future
Adobe-focused article misfiled against CRM; no Salesforce content.
Wall Street Analysts Think Salesforce (CRM) Is a Good Investment: Is It?
Zacks ABR aggregator piece on existing consensus; no new rating or target.
Salesforce Down 6% in Three Months: Should Investors Retain the Stock?
Retain-or-sell opinion piece based on known YTD performance; no new information.
Salesforce Bets Big on Informatica: Can It Be CRM's Next Growth Leg?
Analyst commentary on already-known Informatica integration; no new deal or product fact.
What's going on in today's session: dow jones movers
Generic Dow Jones movers roundup; no Salesforce-specific content.
Rare Stock Picks In June 2026 - From 19 Discerning Analysts
Monthly stock picks roundup; no CRM-specific new rating or target.
Brad Gerstner on the launch of Trump Accounts
Brad Gerstner segment on Trump Accounts; no Salesforce content.
Amazon Turns 32 With AI in Focus
Amazon anniversary piece misfiled against CRM; no Salesforce content.
Hexaware and SmartRent Enter Strategic Partnership to Transform to AI-native Customer Operations and Revenue Processes
Hexaware/SmartRent partnership announcement; no Salesforce connection.
/C O R R E C T I O N -- Hexaware Technologies Ltd/
Correction notice for a Hexaware/SmartRent story; no CRM connection.
Salesforce, Inc. (CRM) Is a Trending Stock: Facts to Know Before Betting on It
Zacks trending-stock filler; no new information.
Soft Landing Myth: How This Week's Data Exposed The Hidden Recession
Macro recession debate article; no Salesforce-specific content.
Stock Market Today: Dow Eases, Nasdaq Rises; Memory Names Micron, Sandisk Bounce Higher (Live Coverage)
Daily market wrap; no Salesforce-specific content.
AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
Sector ETF opinion piece on software-vs-AI rotation; no CRM-specific content.
Jim Cramer on ServiceNow: “These Gains, They May Be Ephemeral”
Cramer commentary on ServiceNow with passing CRM mention; no Salesforce-specific new information.
Software Legend Kent Beck Says AI is Turning Coding Careers Into a ‘Cosmic Practical Joke’ as Soft Skills Become Critical
Kent Beck op-ed on AI and developer skills; no company-specific information.
Chamath Palihapitiya Announces $135 Million Funding, Rare CEO Title For 8090: ‘AI Can Be The Grand Equalizer’
Chamath/8090 funding announcement; no Salesforce connection.
VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
VGT ETF outlook piece on hyperscaler capex; no CRM-specific content.
The Contracted Revenue Backlog Microsoft Stock Bears Keep Missing
Microsoft capex/backlog analysis misfiled against CRM; no Salesforce content.
GWRE Stock Outlook Built on Cloud Growth, Margin Gains and AI Risks
Guidewire-focused article misfiled against CRM; no Salesforce content.
3 Value Stocks That Fall Short
Generic value stock screening article; no CRM-specific content.
$1000 Invested In Salesforce 20 Years Ago Would Be Worth This Much Today
Historical return calculation; no new information.
Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation
Analyst opinion on software sector valuation; no CRM-specific new fact.
Salesforce (CRM) Lands Formula 1 Partnership To Bring Agentforce 360 To Racing Bulls
Formula 1 partnership with Racing Bulls for Agentforce 360 is a real new deal but small in revenue terms and primarily a marketing/visibility play.
Inside the Analyst Report That Saved Software Stocks
Rehash of the same Guggenheim software upgrade already scored; no new information for CRM.
E-Commerce Update - Australia's Social Commerce Surge: Opportunities and Growth Insights
Australia social commerce market report; no CRM-relevant information.
Guggenheim Sees 45%+ Upside After Upgrading Salesforce, ServiceNow, Check Point
Same Guggenheim CRM upgrade already scored in 2d188c85a47e84c3; duplicate coverage.
The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow
General Dow performance and jobs report; no CRM-specific information.
ServiceNow Trades at Premium Valuation: How to Play the Stock
Article is about ServiceNow valuation; no CRM-specific information.
Can Salesforce's Data 360 Momentum Drive Stronger FY27 Growth?
Editorial analysis of Data 360 and Informatica synergies with no new disclosed facts; forward-looking speculation only.
Palantir Stock Is Surging Again. A Bullish Upgrade Adds to the Nvidia Momentum.
Article is about Palantir and DA Davidson upgrade; no CRM-relevant information.
Software's AI Death Knell Is a Hallucination, Guggenheim Says
Duplicate of the Guggenheim CRM upgrade already captured in 2d188c85a47e84c3; second story on the same fact.
Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF
Sector rotation story about dividend ETFs vs. software ETFs; no CRM-specific new information.
Salesforce (CRM) Receives Mixed Ratings from Analysts
Guggenheim upgrades CRM to Buy from Neutral with $228 target, providing a specific thesis rebutting AI displacement fears.
Cramer Says Palantir Is the Cheapest He’s Ever Seen It, and Names 2 More AI Winners
Jim Cramer commentary on Palantir; no CRM-relevant information.
Palantir Stock Gains After Upgrade Adds Momentum to Comeback
Article is about Palantir and DA Davidson upgrade; no CRM-relevant information.
Stock Market Today, July 2: UiPath Gains as Agentic Automation Strategy Faces Earnings Test
Article is about UiPath, not Salesforce; no CRM-specific information.
News data via Finnhub. Filings via SEC EDGAR. Scores are model states, not recommendations.