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CRM — Ruslan Averin's Analysis · 2 entries

  1. Salesforce Beat Revenue by 0.25% and the Stock Rose 22.6%
    ·6 min read

    Salesforce Beat Revenue by 0.25% and the Stock Rose 22.6%

    Salesforce revenue of $11.345 billion beat estimates by 0.25%. Adjusted EPS of $5.90 beat by 80%. The stock closed up 22.6% — its best day in years.

  2. Salesforce (CRM) Is Down 32% This Year — And One Number Decides What Happens Next
    ·3 min read

    Salesforce (CRM) Is Down 32% This Year — And One Number Decides What Happens Next

    Salesforce trades down 31.9% YTD into earnings with Agentforce ARR at $800M growing 169%. The whole AI-software debate now runs through one line of CRM's report.