CRM Salesforce Inc. WATCHLIST
23 inbound impacts
from 1 source company
in last 180 days
7
Bullish impacts
12
Bearish impacts
4
Neutral impacts
5
Max significance
21
High-magnitude
Historical Base Rates for CRM
From prior setups in our DB. Returns are simple price (entry next-day open → close at horizon). Alpha is excess vs benchmark.
| Horizon | N | Hit % | Avg ret | Median ret | α vs SPY | α vs QQQ | α vs SOXX |
|---|---|---|---|---|---|---|---|
| 5d | 52 | 53.8% | +0.27% | +1.64% | +0.26% | -0.28% | -1.15% |
| 20d | 52 | 34.6% | -1.24% | -2.16% | -2.71% | -3.45% | -9.15% |
| 60d | 39 | 0.0% | -10.82% | -9.61% | -15.74% | -16.39% | -27.39% |
Top Live Signals affecting CRM
| Score | Date | Source | Type | Cat | Dir | Conf | Mag | Horiz | Mechanism |
|---|---|---|---|---|---|---|---|---|---|
| 70 | 2026-03-02 | CRM | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has completed the acquisition of Informatica to serve as the unified data integration and governance foundation for its enterprise AI push. By acquiring a major data management platform, Sa…
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| 70 | 2026-03-02 | CRM | 10-K | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is entirely reorienting its product suite around 'autonomous AI agents' rather than just passive software workflows or AI copilots. They are betting the future of enterprise software is 'di…
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| 70 | 2026-03-02 | CRM | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has finalized the acquisition of data management giant Informatica, taking on $6 billion in debt to do so. This is a massive capital allocation betting that data integration and master data…
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| 70 | 2026-03-02 | CRM | 10-K | Strategic Shift | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is pivoting away from the per-seat SaaS subscription model it pioneered, moving toward usage-based consumption pricing for its next-generation AI and data products. They admit they lack exp…
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| 70 | 2026-03-02 | CRM | 10-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is entirely repositioning its multi-billion dollar core products from passive CRM databases to active, autonomous systems. Renaming legacy products (e.g., Sales Cloud to Agentforce Sales, S…
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| 70 | 2026-03-02 | CRM | 10-K | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is making a nearly $10 billion bet that high-quality, integrated data is the critical bottleneck for AI agent success. By acquiring Informatica and funding it with $6 billion in new debt, t…
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| 70 | 2026-03-02 | CRM | 10-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is entirely rebranding its core, legacy product lines (formerly Sales Cloud, Service Cloud, etc.) to 'Agentforce'. This is a massive signaling shift that the era of passive SaaS 'systems of…
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| 70 | 2026-03-02 | CRM | 10-K | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is making a nearly $10 billion bet that the bottleneck for enterprise AI isn't the models, but the underlying data. By acquiring Informatica, Salesforce is moving down the tech stack to own…
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| 34 | 2026-03-16 | CRM | 8-K | Strategic Shift | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is aggressively executing its massive $25 billion Accelerated Share Repurchase (ASR) program. By immediately prepaying and taking initial delivery of shares at this unprecedented scale, the…
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| 30 | 2026-03-13 | CRM | 8-K | Asymmetric Info | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Buried at the very end of the 8-K in the signature block is a staggering and unannounced leadership reorganization. Robin Washington, a veteran Salesforce board member and former Gilead CFO, has assum…
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All Inbound Impacts (23)
Every signal pointing at CRM from another company's filings.
| Date | From | Filing | Cat | Dir | Conf | Mag | Mechanism |
|---|---|---|---|---|---|---|---|
| 2026-03-16 | CRM | 8-K | Strategic Shift | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is aggressively executing its massive $25 billion Accelerated Share Repurchase (ASR) program. By immediately prepaying and taking initial delivery of shares at this unprecedented scale, the…
|
| 2026-03-13 | CRM | 8-K | Asymmetric Info | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Buried at the very end of the 8-K in the signature block is a staggering and unannounced leadership reorganization. Robin Washington, a veteran Salesforce board member and former Gilead CFO, has assum…
|
| 2026-03-12 | CRM | 8-K | Asymmetric Info | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Buried deep within the boilerplate forward-looking statements is confirmation of the acquisition of Informatica. While rumors of this deal had circulated (and reportedly died) in previous years, this …
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| 2026-03-12 | CRM | 8-K | Strategic Shift | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is executing a historic $25 billion leveraged recapitalization. The company is issuing massive tranches of debt—including 40-year bonds maturing in 2066—specifically to fund an immediate $2…
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| 2026-03-06 | CRM | 8-K | Asymmetric Info | ◆ | 4/5 | medium |
Filing company — direct subject of disclosure
Salesforce is executing an "internal finance reorganization," elevating Principal Accounting Officer responsibilities directly to the Chief Operating and Financial Officer while keeping the existing C…
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| 2026-03-02 | CRM | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has completed the acquisition of Informatica to serve as the unified data integration and governance foundation for its enterprise AI push. By acquiring a major data management platform, Sa…
|
| 2026-03-02 | CRM | 10-K | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is entirely reorienting its product suite around 'autonomous AI agents' rather than just passive software workflows or AI copilots. They are betting the future of enterprise software is 'di…
|
| 2026-03-02 | CRM | 10-K | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has finalized the acquisition of data management giant Informatica, taking on $6 billion in debt to do so. This is a massive capital allocation betting that data integration and master data…
|
| 2026-03-02 | CRM | 10-K | Strategic Shift | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is pivoting away from the per-seat SaaS subscription model it pioneered, moving toward usage-based consumption pricing for its next-generation AI and data products. They admit they lack exp…
|
| 2026-03-02 | CRM | 10-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is entirely repositioning its multi-billion dollar core products from passive CRM databases to active, autonomous systems. Renaming legacy products (e.g., Sales Cloud to Agentforce Sales, S…
|
| 2026-03-02 | CRM | 10-K | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is making a nearly $10 billion bet that high-quality, integrated data is the critical bottleneck for AI agent success. By acquiring Informatica and funding it with $6 billion in new debt, t…
|
| 2026-03-02 | CRM | 10-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is entirely rebranding its core, legacy product lines (formerly Sales Cloud, Service Cloud, etc.) to 'Agentforce'. This is a massive signaling shift that the era of passive SaaS 'systems of…
|
| 2026-03-02 | CRM | 10-K | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is making a nearly $10 billion bet that the bottleneck for enterprise AI isn't the models, but the underlying data. By acquiring Informatica, Salesforce is moving down the tech stack to own…
|
| 2025-12-04 | CRM | 10-Q | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has completely overhauled its core revenue reporting segments, appending 'Agentforce' to every major product line (Sales, Service, Marketing, Integration). This structural and semantic shif…
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| 2025-12-04 | CRM | 10-Q | Asymmetric Info | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Buried in the subsequent events and debt XBRL tags is evidence of a major November 2025 transaction involving Informatica Inc. (INFA) supported by an unsecured line of credit. This strongly implies Sa…
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| 2025-12-04 | CRM | 10-Q | Strategic Shift | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has fundamentally rebranded its entire core product suite (Sales, Service, Marketing, Commerce, etc.) to 'Agentforce'. This is an all-in strategic pivot, signaling that management views the…
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| 2025-12-04 | CRM | 10-Q | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is making a nearly $10 billion bet that the foundation of enterprise AI is data integration. By acquiring Informatica, Salesforce is acknowledging that its Agentforce vision requires seamle…
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| 2025-12-04 | CRM | 10-Q | Strategic Shift | ◆ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has entirely rebranded its core clouds (Sales, Service, etc.) to 'Agentforce'. This is a massive, structural identity shift for the company, abandoning the traditional 'CRM software' framin…
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| 2025-12-04 | CRM | 10-Q | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is committing nearly $10 billion (funded largely by $6 billion in new debt) to acquire a foundational enterprise data management platform. This bet signals management's belief that owning t…
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| 2025-12-04 | CRM | 10-Q | Future Bet | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce completed the acquisition of Informatica in November 2025. This reveals a massive, multi-billion dollar capital commitment to enterprise data integration and management. Salesforce is betti…
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| 2025-12-04 | CRM | 10-Q | Future Bet | ▲ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce is executing a massive, multi-billion dollar acquisition of data integration giant Informatica. This signals a deep conviction that unifying fragmented enterprise data is the critical bottl…
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| 2025-11-18 | CRM | 8-K | Strategic Shift | ▼ | 5/5 | high |
Filing company — direct subject of disclosure
Salesforce has executed a dramatic strategic reversal, abandoning the 'mature, cash-generating utility' narrative established by its recent $25 billion share repurchase program. By taking on $6 billio…
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| 2025-11-18 | CRM | 8-K | Future Bet | ▲ | 4/5 | medium |
Filing company — direct subject of disclosure
Salesforce draws full $6B to close Informatica acquisition. Deal is done. Integration risk now live, with $4B refinancing event in ~Nov 2026.
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Outbound Impacts — CRM's filings affect these tickers
| Date | Filing | Target | Cat | Dir for target | Mechanism |
|---|---|---|---|---|---|
| 2026-03-12 | 8-K | INFA | Asymmetric Info | ◆ | Legacy import: direction not extracted at source |
| 2026-03-12 | 8-K | SNOW | Asymmetric Info | ◆ | Legacy import: direction not extracted at source |
| 2026-03-02 | 10-K | SNOW | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-03-02 | 10-K | MDB | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2026-03-02 | 10-K | ESTC | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | TASK | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | NOW | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | HUBS | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | INFA | Asymmetric Info | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | IBM | Asymmetric Info | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | SNOW | Asymmetric Info | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | IBM | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | SNOW | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | INFA | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-12-04 | 10-Q | INFA | Future Bet | ◆ | Legacy import: direction not extracted at source |
| 2025-11-18 | 8-K | INFA | Strategic Shift | ◆ | Legacy import: direction not extracted at source |
Catalysts
| Date | Type | Confidence | Source | Description |
|---|---|---|---|---|
| 2026-05-27 | earnings | confirmed | yfinance | Next earnings (per yfinance) |
| 2026-05-28 | earnings | confirmed | yfinance | Next earnings (per yfinance) |