as of Oct 22
CRM
GrowthSALESFORCE, INC.
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.
Close · 3M
+51.06%
Held by 2 AI ETFs
as of Oct 26
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
LQAI · New entry · 1d
weight 0 → 0.150% (new)·stock down 12.0% in the 30 days before
Sep 29·entry $225.31·now $248.57Chased
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock down 8.3% in the 30 days before
Oct 1·entry $236.69·now $248.57Drifting
AIUP · Exit · 1d
weight 4.860% → 0 (exited)·stock up 3.6% in the 30 days before
Oct 21·entry $241.78·now $248.57
AIUP · Weight increase · 3d
weight 0 → 4.910% (new)·stock down 0.9% in the 30 days before
Oct 16·entry $240.70·now $248.57Drifting
AIUP · Weight increase · 2d
weight 0 → 4.790% (new)·stock down 1.5% in the 30 days before
Oct 15·entry $246.74·now $248.57Fresh
AIUP · New entry · 1d
weight 0 → 4.560% (new)·stock down 7.7% in the 30 days before
Oct 14·entry $235.95·now $248.57Drifting
AIUP · Exit · 1d
weight 4.560% → 0 (exited)·stock down 13.2% in the 30 days before
Oct 6·entry $224.99·now $248.57
AIUP · Weight increase · 3d
weight 4.510% → 4.680% (+0.170 pp)·stock down 8.7% in the 30 days before
Oct 2·entry $234.69·now $248.57Drifting
AIUP · Weight increase · 2d
weight 4.510% → 4.670% (+0.160 pp)·stock down 8.3% in the 30 days before
Oct 1·entry $236.69·now $248.57Drifting
AIUP · Weight decrease · 3d
weight 15.420% → 4.510% (-10.910 pp)·stock down 12.0% in the 30 days before
Sep 29·entry $225.31·now $248.57
AIUP · Weight decrease · 2d
weight 15.420% → 4.550% (-10.870 pp)·stock down 9.8% in the 30 days before
Sep 28·entry $227.27·now $248.57
AIUP · Weight increase · 4d
weight 3.990% → 15.420% (+11.430 pp)·stock up 15.8% in the 30 days before
Sep 24·entry $238.22·now $248.57Drifting
AIUP · Weight increase · 3d
stock up 13.6% in the 30 days before
Sep 23·entry $237.58·now $248.57Drifting
AIUP · Weight increase · 2d
stock up 11.5% in the 30 days before
Sep 22·entry $233.28·now $248.57Drifting
BUZZ · Exit · 1d
weight 0.590% → 0 (exited)·stock down 1.5% in the 30 days before
Oct 15·entry $246.74·now $248.57
BUZZ · Weight increase · 3d
weight 0.540% → 0.590% (+0.050 pp)·stock down 7.7% in the 30 days before
Oct 14·entry $235.95·now $248.57Drifting
BUZZ · Weight increase · 2d
weight 0.540% → 0.570% (+0.030 pp)·stock down 8.3% in the 30 days before
Oct 13·entry $238.01·now $248.57Drifting
BUZZ · Weight decrease · 3d
weight 0.560% → 0.520% (-0.040 pp)·stock down 13.2% in the 30 days before
Oct 6·entry $224.99·now $248.57
BUZZ · Weight decrease · 2d
weight 0.560% → 0.530% (-0.030 pp)·stock down 13.1% in the 30 days before
Oct 5·entry $229.79·now $248.57
BUZZ · Weight increase · 2d
weight 0.530% → 0.560% (+0.030 pp)·stock down 8.3% in the 30 days before
Oct 1·entry $236.69·now $248.57Drifting
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
AI ETFs show mixed activity with recent entries and increased weightings in Salesforce by some, suggesting a perceived investment or trading opportunity. This contrasts with the value-investing framework's 'Fail' verdict, which is driven by the strict requirement for comprehensive data on management, financial health, and margin of safety that was not available.
- Circle of CompetenceSalesforce's subscription-based software model and entrenched market position provide a stable and predictable revenue stream, allowing for reasonable projections of ten-year cash flows within the circle of competence.
- Economic MoatThe company benefits from high customer switching costs due to deep integration into client operations and a robust ecosystem of third-party developers, creating a durable economic moat.
- ManagementInformation provided is insufficient to fully assess management's candor, capital allocation discipline regarding M&A, or skin in the game, which are critical elements for a management pass.
- Financial HealthCrucial financial health criteria, including 10-year average ROE stability, operating margin trends, manageable debt levels, and owner earnings consistency, cannot be confirmed from the limited data provided, materially undermining a pass.
- Margin of SafetyThe provided financial metrics do not allow for a conservative estimate of intrinsic value to determine if a defensible margin of safety exists at the current price.
Salesforce operates within a predictable circle of competence with a strong economic moat, but the analysis is severely limited by a lack of essential data. Critical assessments of management's capital allocation, long-term financial health, and the presence of a margin of safety cannot be confirmed with the provided information, leading to an overall 'Fail' verdict within this stringent value-investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.