SURVYR
SC 13D/A · 5.2% STAKE Institutional Filing Alert

ValueAct Capital disclosed a 5.2% stake in CRM

Amended 13D stake to 5.2% backing Agentforce AI margin expansion and operating discipline.

Fund Profile › All Filing Alerts › SEC Filing ↗

CRM

Salesforce, Inc.
$240.89
−$6.72 (2.71%)Oct 27 close
Information TechnologyS&P 500 CompareTechnicals
1M3M6M1Y2Y
-42%-28%-14%+1%+15%Oct 2025Oct 2026Apr 202652w high $269.1152w low $146.32
CRMSPY
Wall St. Highest PT $475.00 (+97.2%) Wall St. Avg PT $286.14 (+18.8%)
$150$235$320$404$489POC $187Hi $475Avg $286
Underwater Drawdown %Max DD -43.3%Current -8.9%
0.0%-43.3%
Relative Strength vs SPY-18.4% vs SPYUnderperforming
+58%0%-58%
1W
−$1.54 (0.64%)
1M
+$6.87 (2.94%)
3M
+$59.71 (32.96%)
6M
+$60.35 (33.43%)
YTD
−$22.22 (8.44%)
1Y
−$12.43 (4.91%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
54 analysts · mean score 1.70
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$240.89
Average target$286.14
+$45.25 (+18.8%) upsideaverage target vs current price
CurrentAverageMedian
Low$165.00
Median$286.14
High$475.00
12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$199.0B
P/E (last 12 months)22.1
P/E (next 12 months, estimated)15.1
52-week range$146.32 – $269.11
Revenue growth (latest quarter vs a year ago)+10.8%
Dividend yield0.73%
Analyst consensusBuy (54)
Average analyst price target$286.14 (+19%)

What they do

Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale. It also provides marketing platforms; commerce services, which empower shopping experiences across various customer touchpoints.

Technology · Software - Application
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
29th percentile in sector
D+
12-1 return: -11.1%
Percentile within its GICS sector across the S&P 1500.
Growth
35th percentile in sector
C-
Revenue growth (YoY): +10.8%
Percentile within its GICS sector across the S&P 1500.
Value
59th percentile in sector
B-
Forward E/P: 6.7% · EBITDA/EV: 5.6%
Percentile within its GICS sector across the S&P 1500.
Profitability
72nd percentile in sector
B+
Profit margin: +22.0% · Return on equity: +19.4%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 260 of 499 · 12-month momentum 9.4%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

CRM earningsNext report in 35 days
Next report
Wed Dec 2, 2026Time not confirmed
EPS consensus$3.45
Revenue consensus–
Last 4 quarters · EPS vs estimate
Aug 26, 2026$5.90est $3.27+80.4%Above estimates
May 27, 2026$3.88est $3.13+24.1%Above estimates
Feb 25, 2026$3.81est $3.05+24.9%Above estimates
Dec 3, 2025$3.25est $2.86+13.6%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:14:34 ET
24-1225-0225-0525-0925-1226-0226-0526-080.005.90
EstimateActual (beat)Actual (miss)

News & catalysts

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PR Newswire · 23h ago
Insider trades
Kirk David Blair
Director · 2026-09-18
Buy
$999.5K
Conway Craig
Director · 2026-09-04
Sell
$803.4K
Conway Craig
Director · 2026-09-04
Sell
$369.4K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:14:34 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026