Last refreshed: July 21, 2026 (US ET)
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CRM

Growth

SALESFORCE, INC.

Information Technology·Application SoftwareYield: Low (<1%)

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

-12.58%

CRM · 3M

-12.58%

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Held by 3 AI ETFs

BUZZ0.560%

as of Jul 17

PQUS0.230%

as of Jul 21

AIEQ0.050%

as of Jul 20

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.

Buy signals12
Win rate58% (7/12)
Avg buy return+0.93%
BUZZnow 0.560% of fund20 signals

BUZZ · Weight increase · 2d

Salesforce’s current P/E of 16.94 and Price/Book of 3.34, alongside 10.98% revenue growth and 14.95% ROE, form the underlying fundamentals. BUZZ, which operates as an algorithmic sentiment tracker, bases its portfolio decisions on positive-sentiment intensity derived from NLP analysis of social media and news, not direct financial metrics. A pattern of increasing weight for Salesforce was registered, evident in its allocation moving from 0.5800% to 0.6300% between July 1st and July 13th, including multiple consecutive daily increases within this period. This rising allocation came as CRM traded at $167.56, significantly below its 52-week high of $273.65 and following a 30-day return of -20.1%. The ETF's rebalancing reflects a detected uptick in positive online sentiment towards Salesforce, even as the stock experienced considerable price declines, suggesting a crowd-driven signal for the information technology company.

weight 0.580% → 0.630% (+0.050 pp)·stock up 0.2% in the 30 days before

Jul 13·entry $171.22·now $173.79Fresh

+1.50%
since Jul 13

BUZZ · Weight decrease · 2d

The BUZZ ETF, which tracks positive sentiment intensity derived from NLP analysis of social media, blogs, and news, has recently initiated a consecutive weight decrease in Salesforce (CRM). This reduction indicates a clear decline in the relative positive sentiment detected for the stock across online discourse, aligning with the fund's methodology as an algorithmic sentiment tracker for the retail crowd. Salesforce's recent price trajectory likely fueled this sentiment shift, as the stock has experienced a 30-day return of -7.3%, translating into potentially more negative or less enthusiastic online discussions. While BUZZ's underlying index reconstitutes monthly, these daily weight changes reflect the continuous monitoring of sentiment, suggesting CRM's positive sentiment ranking among its ~75 US large/mid cap peers has eroded. The stock’s current price, at 60% of its 52-week high, further provides context for why online chatter might be less favorable, contributing to the fund’s algorithmic decision to reduce its exposure.

weight 0.620% → 0.580% (-0.040 pp)·stock down 11.0% in the 30 days before

Jul 9·entry $162.50·now $173.79

+6.95%
since Jul 9

BUZZ · Weight increase · 2d

VanEck's BUZZ ETF, which ranks stocks by positive-sentiment intensity using NLP over social media and news, registered a sustained increase in positive sentiment for Salesforce, Inc. This algorithmic sentiment tracker, which holds approximately 75 US large/mid caps and rebalances monthly, saw CRM's weight consistently rise, culminating in a 0.6000% allocation on 2026-07-02. This uplifted sentiment likely reflects market participants identifying a potential opportunity given the stock's current price of $165.65, which sits at 61% of its 52-week high. Despite recent negative returns, the company's revenue growth of 10.98% may be contributing to the perceived value among the retail crowd BUZZ aims to capture.

weight 0.560% → 0.600% (+0.040 pp)·stock down 17.3% in the 30 days before

Jul 2·entry $166.11·now $173.79Drifting

+4.62%
since Jul 2

BUZZ · Weight decrease · 2d

Salesforce's PER of 16.95, PBR of 3.34, 10.98% revenue growth, and 14.95% ROE provide a financial backdrop; however, the BUZZ ETF's selection method, relying on NLP to track social media sentiment, is not directly driven by these fundamental figures but rather by the public perception they generate. The consecutive weight decreases on June 29th and 30th, from 0.57% to 0.56%, coincide with CRM's significant price erosion, which saw a 9.0% decline in its 30-day return and placed the stock at $163.23, merely 60% of its 52-week high. As an algorithmic sentiment tracker closely tied to retail crowd signals, BUZZ’s decreased allocation to Salesforce strongly suggests that the widespread sentiment monitored across social media, blogs, and news turned less positive, influenced by the stock’s sustained underperformance rather than a direct evaluation of its core financials.

weight 0.580% → 0.560% (-0.020 pp)·stock down 18.0% in the 30 days before

Jun 30·entry $156.66·now $173.79

+10.93%
since Jun 30

BUZZ · Accumulation · 5d

The observed pattern for Salesforce in the BUZZ ETF is one of measured accumulation, with its weight gradually climbing from 0.33% to 0.57% across June 2026. This incremental acquisition makes sense for BUZZ, an algorithmic sentiment tracker, as its NLP system likely registered a rising tide of positive sentiment for CRM during a period when the stock had depreciated significantly, trading near its 52-week low of $150.12. As the stock price sustained a 1-year return of -40.4%, the underlying financial performance, including 10.98% revenue growth and a 14.95% ROE, likely positioned it as a topic of increasing optimism within the online discussions and message boards that drive BUZZ's passive index rebalancing.

weight 0.330% → 0.570% (+0.240 pp)·stock down 10.4% in the 30 days before

Jun 29·entry $157.93·now $173.79Chased

+10.04%
since Jun 29

BUZZ · Accumulation · 5d

Salesforce (CRM) currently trades at $157.93, near its 52-week low of $150.12 and significantly down from its $273.65 high, having fallen -40.2% over the past year. This sustained price decline often generates heightened discussion and sentiment shifts across social media and news platforms, which is precisely what the VanEck BUZZ ETF’s NLP-driven index tracks for positive intensity. The gradual accumulation of CRM in BUZZ, rising from 0.3400% to 0.5800% between June 16 and June 26, reflects the algorithmic detection of increasing positive sentiment. This suggests the sentiment model identified growing online optimism for CRM, potentially viewing its valuation—with a PER of 15.98, PBR of 3.34, and ROE of 14.95%—as more appealing following its sharp downturn and nearing its 52-week floor.

weight 0.340% → 0.580% (+0.240 pp)·stock down 10.8% in the 30 days before

Jun 26·entry $158.37·now $173.79Drifting

+9.74%
since Jun 26

BUZZ · Weight increase · 4d

Salesforce, Inc. (CRM) presents a PER of 15.98, a PBR of 3.34, revenue growth of 10.98%, and ROE of 14.95%. For BUZZ, an algorithmic sentiment tracker monitoring social media and news, these figures are not directly assessed for fundamental value but rather for the prevailing public sentiment they generate. The consecutive weight increase in CRM by BUZZ, starting around June 18th from 0.33% to 0.56% by June 24th, emerged as the stock approached its 52-week low of $150.12. This timing suggests a shift in collective online discourse, where the stock's current price of $150.19—currently 55% of its 52-week high after significant declines—likely spurred an uptick in positive sentiment discussions among the retail-crowd signals BUZZ tracks. The ETF, known for passively holding stocks based on positive-sentiment intensity, thus adjusted its allocation to CRM in response to this detected surge in favorable public opinion at a notably depressed price point.

weight 0.330% → 0.560% (+0.230 pp)·stock down 15.2% in the 30 days before

Jun 24·entry $152.76·now $173.79Chased

+13.77%
since Jun 24

BUZZ · Weight increase · 3d

CRM currently trades at $152.76, resting at 56% of its 52-week high of $273.65 after experiencing a -42.6% return over the past year and a -10.8% decline in the last 30 days. BUZZ, which tracks an index by ranking stocks based on positive sentiment intensity derived from NLP analysis of social media and news, appears to have registered a notable shift. Following a dip to 0.3300% on June 17, CRM's weight in the ETF increased to 0.5200% by June 18, then consecutively to 0.5300% and 0.5500% through June 23, signaling a detected surge in positive public sentiment. This rebalancing by the algorithmic sentiment tracker occurred as CRM maintains a PER of 15.98, a PBR of 3.34, 10.98% revenue growth, and a 14.95% ROE, suggesting the index identified growing crowd optimism despite recent share price depreciation.

weight 0.330% → 0.550% (+0.220 pp)·stock down 13.0% in the 30 days before

Jun 23·entry $153.42·now $173.79Chased

+13.28%
since Jun 23

BUZZ · Weight increase · 2d

VanEck's BUZZ ETF, functioning as an algorithmic sentiment tracker by analyzing NLP signals from social media and news, increased its allocation to Salesforce following a detectable shift in positive crowd sentiment. This fund, which passively tracks sentiment intensity and rebalances monthly among its approximately 75 holdings, saw CRM's weight jump from 0.33% on June 17th to 0.52% on June 18th, then to 0.53% by June 22nd. Such a sustained uptick in weight within its index-tracking framework indicates a material shift in public perception, likely responding to the stock's significant -42.8% one-year return and its current trading price of $153.42, which is near its 52-week range low.

weight 0.330% → 0.530% (+0.200 pp)·stock down 16.6% in the 30 days before

Jun 22·entry $150.12·now $173.79Chased

+15.77%
since Jun 22

BUZZ · Weight decrease · 2d

Salesforce (CRM) currently trades at $170.92, near the lower end of its 52-week range, representing a -5.7% drop over the last 30 days and a -36.0% decline over the past year. This sustained price weakness, with CRM at 62% of its 52-week high, suggests a deterioration in the collective positive sentiment that VanEck’s BUZZ ETF specifically tracks via NLP across social media and news. Given BUZZ's design as an algorithmic sentiment tracker that passively holds stocks based on their positive-sentiment intensity, the detected consecutive decrease in CRM's weight from 0.4000% to 0.3700% reflects this cooling sentiment. Although CRM maintains a 10.98% revenue growth and a 14.95% return on equity, these financial figures are secondary to the real-time sentiment signals that drive BUZZ's monthly rebalancing decisions.

weight 0.390% → 0.370% (-0.020 pp)·stock down 3.6% in the 30 days before

Jun 9·entry $175.35·now $173.79

-0.89%
since Jun 9

BUZZ · Weight decrease · 3d

weight 0.400% → 0.370% (-0.030 pp)·stock up 0.9% in the 30 days before

Jun 4·entry $188.75·now $173.79

-7.93%
since Jun 4

BUZZ · Weight decrease · 2d

weight 0.400% → 0.380% (-0.020 pp)·stock up 2.8% in the 30 days before

Jun 3·entry $190.61·now $173.79

-8.82%
since Jun 3

BUZZ · Weight increase · 2d

BUZZ, which leverages NLP to analyze social media, blogs, and news, detected a surge in positive sentiment intensity surrounding Salesforce (CRM), prompting a gradual increase in its weight. The fund’s methodology ranks stocks by this positive sentiment to determine its portfolio of roughly 75 US large/mid caps. This consecutive weight increase for CRM, from 0.34% to 0.40% between May 28th and June 1st, signals a sustained shift in public perception reflected in the index's monthly reconstitution. Such a change in sentiment aligns with CRM's recent short-term performance, registering a 30-day return of +7.3%. The algorithmic sentiment tracker's response suggests a building consensus of favorable views towards the company, influencing its position within the passively held portfolio.

weight 0.340% → 0.400% (+0.060 pp)·stock up 18.7% in the 30 days before

Jun 1·entry $209.60·now $173.79Fresh

-17.08%
since Jun 1

BUZZ · Weight decrease · 3d

stock down 2.8% in the 30 days before

May 28·entry $176.17·now $173.79

-1.35%
since May 28

BUZZ · Weight decrease · 2d

stock down 1.5% in the 30 days before

May 27·entry $177.51·now $173.79

-2.10%
since May 27

BUZZ · Weight decrease · 2d

stock down 7.1% in the 30 days before

May 21·entry $176.31·now $173.79

-1.43%
since May 21

BUZZ · Weight increase · 2d

stock down 1.5% in the 30 days before

May 18·entry $179.48·now $173.79Fresh

-3.17%
since May 18

BUZZ · Weight decrease · 4d

stock down 3.2% in the 30 days before

May 13·entry $165.84·now $173.79

+4.79%
since May 13

BUZZ · Weight decrease · 3d

stock down 0.9% in the 30 days before

May 12·entry $171.31·now $173.79

+1.45%
since May 12

BUZZ · Weight decrease · 2d

stock up 7.6% in the 30 days before

May 11·entry $177.49·now $173.79

-2.08%
since May 11
PQUSnow 0.230% of fund4 signals

PQUS · Weight decrease · 2d

CRM’s financial summary, featuring a PER of 16.94, PBR of 3.34, and 10.98% revenue growth, establishes a fundamental profile for Pictet Asset Management’s AI ranking system within its US large-cap, measured turnover strategy for PQUS. PQUS’s portfolio managers, guided by the AI, enacted a consecutive weight decrease for Salesforce, moving from 0.26% on July 16, 2026, to 0.23% on July 17, following a brief increase the previous day. This specific re-ranking by the AI-driven fund occurred as Salesforce’s stock navigated a 30-day return of -9.4% and a 90-day return of -13.1%, trading at 63% of its 52-week high. The AI's algorithm, incorporating its sector-balance and concentration rules for the ~165 US large caps, appears to have recalibrated Salesforce's position due to the prolonged price weakness despite the company's 14.95% ROE, resulting in this measured adjustment.

weight 0.270% → 0.230% (-0.040 pp)·stock up 5.6% in the 30 days before

Jul 17·entry $170.77·now $173.79

+1.77%
since Jul 17

PQUS · Weight decrease · 2d

Salesforce's PER of 15.49 and PBR of 3.34, coupled with 10.98% revenue growth and a 14.95% ROE, are factors assessed by Pictet Asset Management's AI ranking system for its US large-cap fund, PQUS. The fund's methodology, favoring US large-caps with measured turnover, likely triggered a re-evaluation of CRM given these metrics within its universe. The consecutive weight decrease, observed from 0.28% on June 12, 2026, to 0.24% by June 19, 2026, coincided with a sharp decline in Salesforce's market value. CRM's current price of $151.78 reflects a significant 30-day return of -18.5% and positions it at 55% of its 52-week high, indicating a prolonged period of underperformance. This persistent downturn, marked by a 44.7% 1-year return, suggests that PQUS's AI system adjusted its allocation to Salesforce, reducing its ranking due to the deteriorating price trend, which likely outweighed the current valuation metrics for the fund's measured turnover approach.

weight 0.260% → 0.240% (-0.020 pp)·stock down 15.4% in the 30 days before

Jun 19·entry $150.12·now $173.79

+15.77%
since Jun 19

PQUS · Weight decrease · 2d

The consecutive daily weight reduction of Salesforce (CRM) from 0.29% to 0.28% within the PQUS portfolio signals a cautious, incremental adjustment rather than an abrupt rebalancing. This gradual scaling back aligns with Pictet Asset Management's "measured turnover" style, particularly as CRM's stock price has seen substantial declines, including a 36.0% drop over the past year and trading near its 52-week low of $164.96. The AI ranking system likely re-evaluated CRM's standing amidst its negative 30-day and 90-day returns of -5.7% and -18.9% respectively, even though the company maintains a 10.98% revenue growth and 14.95% return on equity. Consequently, PQUS is moderating its exposure to a US large-cap component experiencing price pressure, while potentially adhering to underlying sector-balance or concentration rules by not fully divesting at current valuations.

weight 0.300% → 0.280% (-0.020 pp)·stock down 2.8% in the 30 days before

Jun 11·entry $166.45·now $173.79

+4.41%
since Jun 11

PQUS · Weight increase · 2d

stock down 4.3% in the 30 days before

May 17·entry $179.48·now $173.79Fresh

-3.17%
since May 17
AIEQnow 0.050% of fund4 signals

AIEQ · Weight decrease · 2d

The consecutive weight decrease in CRM from 0.31% on June 29th, gradually to 0.30% on June 30th, followed by a dramatic drop to 0.05% on July 1st, signifies a distinct signal. As an AI-managed ETF relying on IBM Watson NLP to process vast amounts of qualitative and quantitative data, AIEQ's daily rebalancing mechanism promptly responds to detected changes. Given CRM's current price of $163.23, which is positioned at 60% of its 52-week high and near its annual low, coupled with a -37.1% one-year return, the fund's fundamentals + sentiment hybrid approach likely registered a significant deterioration in its outlook. The rapid and substantial divestment, despite a 10.98% revenue growth, suggests the system's risk overlay interpreted the confluence of negative market momentum and evolving sentiment as a strong indicator to reduce exposure to a stock facing sustained pressure.

weight 0.310% → 0.050% (-0.260 pp)·stock down 22.1% in the 30 days before

Jul 1·entry $163.23·now $173.79

+6.47%
since Jul 1

AIEQ · Weight decrease · 2d

CRM’s financial profile, featuring a PER of 15.49, PBR of 3.34, and a 10.98% revenue growth alongside a 14.95% ROE, informs AIEQ's broad market, fundamentals + sentiment hybrid style. AIEQ’s consecutive daily rebalances show a consistent reduction in CRM's weight from 0.3400% on June 11th to 0.2900% by June 21st. This pattern of divestment by the Amplify ETFs fund corresponds directly with CRM trading at $151.78, placing it at 55% of its 52-week high, following a 30-day return of -18.5%. During this period, the IBM Watson NLP engine, ingesting vast amounts of market and social data, likely identified a weakening sentiment or outlook for CRM, prompting EquBot's risk overlay to systematically reduce the position in a stock experiencing significant price depreciation.

weight 0.310% → 0.290% (-0.020 pp)·stock down 15.4% in the 30 days before

Jun 21·entry $150.12·now $173.79

+15.77%
since Jun 21

AIEQ · Weight decrease · 2d

AIEQ's investment methodology, leveraging IBM Watson NLP to process news, filings, and social posts, likely detected a sustained shift in sentiment or fundamental indicators for Salesforce, Inc. Given the fund's daily rebalancing across its 140-180 US stock portfolio, even small, consistent negative inputs from the AI's daily ranking can lead to a gradual reduction in allocation. The consecutive daily weight decreases from 0.36% to 0.34% align with CRM's notable price weakness, evidenced by its -36.0% one-year return, which would generate less favorable textual signals for Watson. This systematic trimming reflects the fund's sensitivity to current information and its capacity for rapid portfolio adjustments based on evolving data.

weight 0.360% → 0.340% (-0.020 pp)·stock down 3.7% in the 30 days before

Jun 10·entry $170.92·now $173.79

+1.68%
since Jun 10

AIEQ · New entry · 1d

stock up 5.5% in the 30 days before

May 30·entry $209.60·now $173.79Fresh

-17.08%
since May 30
LQAIno longer held2 signals

LQAI · Exit · 1d

The Qraft AI ranking engine, which guides LQAI's weekly rebalances across its ~100 US large-cap holdings, removed CRM on 2026-06-09. This action reflects the AI's data-driven selection method, continuously evaluating a US large-cap core universe for optimal positioning. Despite Salesforce's current PER of 19.72 and 10.98% revenue growth, the AI's algorithm evidently responded to the stock's significant price deterioration, evidenced by its 1-year return of -36.5%. Operating as a core large-cap fund without heavy factor tilt, LQAI's AI model dynamically adjusted its portfolio, concluding CRM no longer warranted a position given its recent performance trajectory.

weight 0.140% → 0 (exited)·stock down 3.6% in the 30 days before

Jun 9·entry $175.35·now $173.79

-0.89%
since Jun 9

LQAI · Weight increase · 2d

stock up 18.7% in the 30 days before

Jun 1·entry $209.60·now $173.79Fresh

-17.08%
since Jun 1

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

Fails the frameworkas of Jun 21

The AI ETFs show a consistent trend of decreasing their weight in or exiting Salesforce, indicating a negative or cautious sentiment. This aligns with the 'Fail' verdict, which is reached due to the inability to confirm critical aspects of the investment thesis with the available data, particularly regarding financial health and valuation.

  • Circle of CompetenceThe subscription-based software model and market leadership allow for reasonable projection of unit economics and cash flows over a ten-year horizon despite technological evolution.
  • Economic MoatSalesforce possesses a durable economic moat driven by high switching costs for enterprise customers, a strong brand, and a well-established ecosystem.
  • ManagementThe provided financial data and AI ETF activity do not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
  • Financial HealthInsufficient data is provided to fully assess the 10-year average ROE, stability of operating margins, specific debt profile, or consistent owner earnings, preventing a conclusive judgment on financial health.
  • Margin of SafetyWithout a detailed intrinsic value calculation and a clear discount rate, it is not possible to determine if the current price offers a sufficient margin of safety.

Salesforce operates within a predictable circle of competence and benefits from a strong economic moat due to high switching costs and brand power. However, the available data is insufficient to fully assess critical aspects of financial health, management's capital allocation, or a defensible margin of safety. This lack of comprehensive information to satisfy the framework's strict criteria leads to an overall 'Fail' verdict.

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.