CRM · SALESFORCE, INC.

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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

+48.42%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

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 rate100% (12/12)

Avg buy return+55.13%

PQUSno longer held7 signals

PQUS · Exit · 1d

weight 0.030% → 0 (exited)·stock up 33.3% in the 30 days before

Aug 21·entry $209.17·now $264.43

+26.42%

since Aug 21

PQUS · Weight increase · 2d

weight 0.230% → 0.260% (+0.030 pp)·stock up 18.6% in the 30 days before

Aug 8·entry $197.51·now $264.43Chased

+33.88%

since Aug 8

PQUS · Weight increase · 2d

weight 0.230% → 0.270% (+0.040 pp)·stock up 12.7% in the 30 days before

Jul 31·entry $184.02·now $264.43Chased

+43.70%

since Jul 31

PQUS · Weight decrease · 2d

weight 0.240% → 0.220% (-0.020 pp)·stock up 7.1% in the 30 days before

Jul 24·entry $163.66·now $264.43

+61.57%

since Jul 24

PQUS · Weight decrease · 2d

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

Jul 17·entry $170.77·now $264.43

+54.85%

since Jul 17

PQUS · Weight decrease · 2d

stock down 15.4% in the 30 days before

Jun 19·entry $150.12·now $264.43

+76.15%

since Jun 19

PQUS · Weight decrease · 2d

stock down 2.8% in the 30 days before

Jun 11·entry $166.45·now $264.43

+58.86%

since Jun 11

BUZZno longer held18 signals

BUZZ · Exit · 1d

weight 0.620% → 0 (exited)·stock up 26.0% in the 30 days before

Aug 20·entry $205.43·now $264.43

+28.72%

since Aug 20

BUZZ · Weight increase · 2d

weight 0.570% → 0.620% (+0.050 pp)·stock up 21.2% in the 30 days before

Aug 19·entry $206.09·now $264.43Chased

+28.31%

since Aug 19

BUZZ · Weight decrease · 2d

weight 0.590% → 0.570% (-0.020 pp)·stock up 11.8% in the 30 days before

Aug 17·entry $190.97·now $264.43

+38.47%

since Aug 17

BUZZ · Weight increase · 3d

weight 0.500% → 0.660% (+0.160 pp)·stock up 19.3% in the 30 days before

Jul 29·entry $188.38·now $264.43Chased

+40.37%

since Jul 29

BUZZ · Weight increase · 2d

weight 0.500% → 0.610% (+0.110 pp)·stock up 14.6% in the 30 days before

Jul 28·entry $181.50·now $264.43Chased

+45.69%

since Jul 28

BUZZ · Weight decrease · 3d

weight 0.560% → 0.500% (-0.060 pp)·stock up 2.3% in the 30 days before

Jul 23·entry $156.93·now $264.43

+68.50%

since Jul 23

BUZZ · Weight decrease · 2d

weight 0.560% → 0.510% (-0.050 pp)·stock up 8.6% in the 30 days before

Jul 22·entry $163.00·now $264.43

+62.23%

since Jul 22

BUZZ · Weight increase · 2d

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

Jul 13·entry $171.22·now $264.43Chased

+54.44%

since Jul 13

BUZZ · Weight decrease · 2d

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

Jul 9·entry $162.50·now $264.43

+62.73%

since Jul 9

BUZZ · Weight increase · 2d

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

Jul 2·entry $166.11·now $264.43Chased

+59.19%

since Jul 2

BUZZ · Weight decrease · 2d

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

Jun 30·entry $156.66·now $264.43

+68.79%

since Jun 30

BUZZ · Accumulation · 5d

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

Jun 29·entry $157.93·now $264.43Chased

+67.43%

since Jun 29

BUZZ · Accumulation · 5d

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

Jun 26·entry $158.37·now $264.43Chased

+66.97%

since Jun 26

BUZZ · Weight increase · 4d

stock down 15.2% in the 30 days before

Jun 24·entry $152.76·now $264.43Chased

+73.10%

since Jun 24

BUZZ · Weight increase · 3d

stock down 13.0% in the 30 days before

Jun 23·entry $153.42·now $264.43Chased

+72.36%

since Jun 23

BUZZ · Weight increase · 2d

stock down 16.6% in the 30 days before

Jun 22·entry $150.12·now $264.43Chased

+76.15%

since Jun 22

BUZZ · Weight decrease · 2d

stock down 3.6% in the 30 days before

Jun 9·entry $175.35·now $264.43

+50.80%

since Jun 9

BUZZ · Weight decrease · 3d

stock up 0.9% in the 30 days before

Jun 4·entry $188.75·now $264.43

+40.10%

since Jun 4

AIEQno longer held4 signals

AIEQ · Exit · 1d

weight 0.060% → 0 (exited)·stock up 12.7% in the 30 days before

Aug 2·entry $185.95·now $264.43

+42.20%

since Aug 2

AIEQ · Weight decrease · 2d

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

Jul 1·entry $163.23·now $264.43

+62.00%

since Jul 1

AIEQ · Weight decrease · 2d

stock down 15.4% in the 30 days before

Jun 21·entry $150.12·now $264.43

+76.15%

since Jun 21

AIEQ · Weight decrease · 2d

stock down 3.7% in the 30 days before

Jun 10·entry $170.92·now $264.43

+54.71%

since Jun 10

LQAIno longer held1 signal

LQAI · Exit · 1d

stock down 3.6% in the 30 days before

Jun 9·entry $175.35·now $264.43

+50.80%

since Jun 9

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 Aug 9

Some AI ETFs, like PQUS and BUZZ, show recent trends of increasing their weight in Salesforce, indicating a positive view or accumulation. This contrasts with the framework's "Fail" verdict, which stems from the inability to confirm critical financial health metrics and a margin of safety, suggesting AI models may prioritize different investment signals like recent growth or market position over deep value fundamentals.

Circle of CompetenceSalesforce's subscription model and market dominance in CRM provide predictable unit economics over a ten-year horizon.
Economic MoatHigh switching costs, strong brand power, and an extensive ecosystem create a durable competitive advantage for Salesforce.
ManagementInsufficient data is provided to comprehensively assess management's candor, capital allocation discipline, or skin in the game.
Financial HealthThe provided single-year ROE is below the 15% average threshold, and crucial 10-year historical financial data and owner earnings information are absent, preventing a pass.
Margin of SafetyWithout a conservative intrinsic value estimate, a defensible margin of safety cannot be determined from the available data.

Salesforce meets the criteria for being within a predictable circle of competence and possessing a strong economic moat, attributes of a quality business. However, the framework cannot confirm the company's financial health due to insufficient historical data for key metrics such as a 10-year average ROE and owner earnings, nor can it determine a margin of safety for its price. Consequently, without a clear demonstration of financial rigor and value, the company receives a "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.