Portfolio holding · Thesis memo

CRM

Chart

$185.95

+$4.76 (+2.6%) · ~90d

balanced0% speculationTechnology · Software - Application

Delayed market data · chart by TradingView

TechnologyMemo draft

While profitable, its valuation appears reasonable with a forward P/E of 12.05 and a P/S ratio of 3.99.

Narrative pending: the four narrative parts need curated research content, so they are not invented here. The engine-drafted memo below is the operational surface: must-be-trues, falsifiers, and non-falsifiers.

Thesis checkIs the thesis still intact?

Other

Thesis

Salesforce, Inc. (CRM). recent revenue $26.49B. gross margin about 73.5%. On 2026-05-27; revenue delivered $11.13B vs est $11.05B (+0.7%); EPS 3.88 vs est 3.13 (+24.0%).

What we ignore

Sympathy selloffs in the same sector with no company-specific fact change
Famous-investor (guru) positions for or against the name
A single analyst estimate cut without mechanism evidence
Price drops by themselves (drawdowns are not falsifiers)

Below we track the key markers for this stock. If any of them break, that is a mechanical hit to the thesis. A stock drop alone does not count.

What we watch

No clear-data checks are drafted for this name yet.