Ticker: CRM 🚀 
Price (Sep 10, 2025, 4:10 PM ET): $242.57 📉 (-3.77%)
Insider Trigger: David Blair Kirk, Director, just scooped up 3,400 shares at $254.66 — a cool +$865,827 bet on the future of Salesforce. When insiders buy, investors notice.

🛒 Insider Confidence: When Directors Shop Like Whales

David Blair Kirk boosted his Salesforce holdings by 69% in one swoop. That’s not a “rounding error” buy — it’s a conviction signal. 👀

Think about it: insiders have the best view of a company’s gears turning behind the glossy marketing slides. When they open their wallets, it usually means they believe the stock is undervalued or poised for takeoff.

And Kirk isn’t alone. Wall Street institutions own 83%+ of Salesforce’s shares, with big guns like Vanguard (88.8M shares) and BlackRock (81.6M shares) at the table. When both insiders and institutions align? That’s like Batman and Superman agreeing on dinner. 🦸♂️🦸♀️

For Salesforce (CRM)'s Institutional Ownership breakdown, 🔍 see here

🎉👨💻 Salesforce Levels Up With a GPU Guru

Salesforce just hired a legend of computing — David B. Kirk, ex–NVIDIA chief scientist and parallel-processing wizard.

🔹 Superpowers unlocked:

• 🧠 AI brainpower (parallel computing + neural systems = Salesforce flexing hard)

• 🎮 Gaming cred (nearly 100 patents in graphics + parallel computing — basically the cheat codes for modern GPUs)

• 🚀 Innovation cred (National Academy of Engineering, SIGGRAPH award, Caltech star alumnus)

🔹 Why it matters for Salesforce investors:
This isn’t just a new board member — it’s like adding a graphics card upgrade to your CRM. Expect Salesforce to:

• ⚡ Accelerate AI and robotics vision

• 🌐 Push harder into parallel processing for enterprise scale

• 🤝 Attract top-tier AI talent and investors who follow Kirk’s reputation

In short: Salesforce just went from cloud ☁️ to supercloud ⚡☁️.

💰 Salesforce by the Numbers: Still Cloud Nine

Salesforce reported another record-breaking quarter:

• Revenue: $10.2B (+10% YoY) 🌩️

• Subscription & Support: $9.7B (+11% YoY)

• Operating Margin: 22.8% GAAP | 34.3% non-GAAP ⚖️

• Cash Returned to Shareholders: $2.6B (via buybacks + dividends) 💵

• Raised Buyback Program: now authorized for a jaw-dropping $50B 🔥

Marc Benioff (CEO & part-time cloud philosopher) bragged:

“Our customers — like Pfizer, Marriott, and even the U.S. Army — are becoming agentic enterprises, where humans and AI agents work side by side.”

Translation: Salesforce is strapping AI rockets onto its already massive CRM jet. ✈️🤖

🤖 Agentforce, Data Cloud & AI: Buzzwords That Actually Make Money

Buzzwords don’t pay bills… unless they do. Salesforce’s Data Cloud + AI ARR is now $1.2B, up 120% YoY. That’s no longer “cute pilot program” money.

Highlights:

• 12,500+ deals closed with Agentforce (6,000+ paid).

• 60+ million-dollar deals in Q2 included both Data Cloud + AI.

• Service + Platform were in every Top 10 deal.

• Agentforce handled 1.4M requests on Salesforce’s help site.

For context: That’s like ChatGPT’s distant corporate cousin handling your customer complaints while you sip piña coladas. 🍹

📊 Guidance: Still Growing, But Not a Rocketship

• Q3 FY26 Revenue Guidance: $10.24B–$10.29B (+8–9% YoY).

• FY26 Full-Year Revenue: $41.1B–$41.3B (+9% YoY).

• Operating Cash Flow Growth: +12–13%.

• Non-GAAP Operating Margin: 34.1%.

Not hypergrowth like Palantir, but still strong, steady, and highly profitable.

👉 Want the full picture? Dive into Salesforce (CRM)'s financials here.

💵 Valuation: From Sky-High to Reasonably Earthbound

Let’s break down CRM’s market stats:

• Market Cap: $230.9B

• Forward P/E: 21.37 ✅ (reasonable for quality SaaS stock)

• PEG (5yr expected): 1.28 ⚖️ (growth-adjusted, fair)

• Price/Sales: 5.94 (cheaper than a year ago, but not “garage sale” cheap)

• Shares still -30% below ATH of $369 (Dec 2024).

Think of it this way: Salesforce is like a 3-star Michelin meal now served at 2-star prices. Still pricey, but hey, relative bargain. 🍽️

🎯 Positives in Play

1. Steady Growth: Subscription & Support revenue is sticky like superglue.

2. AI Tailwinds: Data Cloud + Agentforce are moving the needle — not just hype.

3. Shareholder Returns: Dividends + massive $50B buyback. 🤑

4. Institutions + Insiders: Both betting on Salesforce’s next act.

⚠️ Risks You Can’t Ignore

1. Growth Deceleration: CRM isn’t sprinting like it did a decade ago. Can it reboot its top line?

2. Integration Headaches: Slack & Informatica acquisitions still need to prove synergy.

3. Competitive Cloud Jungle: Microsoft, Oracle, SAP, and younger AI-native startups are circling. 🦈

4. Valuation: Reasonable, yes. Dirt cheap? Nope.

💡💡💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.

📉 The Short-Term Mood vs Long-Term View

• Short-term momentum: still pointing downward. Bears are sniffing around, but how much lower can the stock go? Insider buy signals value. 

• Long-term setup: With insiders buying, institutions heavy in, AI products scaling, and buybacks raining down — this looks like a stock that will eventually recover altitude. And don’t forget: a major growth rerating is always on the table (just look at Oracle’s 9/10/2025 rocket ride)! 🚀

🏁 Bottom Line

CRM isn’t the rocketship it once was, but it’s still a cloud fortress with AI engines strapped on. If you’re patient, Salesforce might just storm back toward its $369 highs.

Question: Do you want to ride the storm with Benioff’s AI army, or wait it out on the sidelines?

🧾⚠️📢 Disclaimer: 🧾⚠️📢

We like clouds and storms (especially when they rain cash 💵), but investing in Salesforce may still get bumpy. 🎢

Always DYOR, hold the FOMO, and don’t invest what you can’t afford to lose.

We laugh, we analyze, we meme. We sell jokes and opinions — and yes, we’re billing your sense of humor. 🎪💸 
We’re not financial advisors. We’re FUNancial advisors. 

Invest at your own risk.

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