CRM
Salesforce, Inc. · Technology · Software - Application
$243.98
+3.40% today · +7.10% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Up more than its software peers
- CRM +3.40% on the last session vs SPY −0.29%: +3.7 pts of stock-specific move.
- More than its group: its software peers +1.3% (+1.6 pts vs SPY).
- Aftermath, big gain (+3.4% today so far, past its big-gain line of +2.8%): After its 60 big gains in the past 5 years, CRM was higher a day later 36 times out of 60; half the outcomes fell between -1.1% and +1.6%. History, not a forecast.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: B of A Securities upgraded to Buy, raised target $160 → $285.
- 2 insider or congressional trades in the past 30 days, including 1 insider open-market buy.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.6× its 20-day average.
Assembled from Wallsti's own signals.
Insiders · 1 month
+$999.5K
unplanned net · 1 buy · 0 sells · 1 insider
Insiders · 3 months
−$173.3K
unplanned net · 1 buy · 1 sell · 2 insiders
sales: 1 unplanned, 0 under a 10b5-1 plan (100% unplanned)
Congress · 3 months
≈−$8K
0 buys · 1 sell · 1 member
Congress · 1 year
≈+$41K
6 buys · 7 sells · 6 members
Fund moves · 3 months
≈−$67.4M
0 buys · 1 sell · 1 investor
Held by funds · now
≈$469.1M
1 investor · largest: ValueAct
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 22, 2026 | Miguel Milano | COO | Tax | tax withholding | 1,001 | $233.28 | $233.5K | Sep 23 |
| Sep 22, 2026 | Sabastian Niles | President | Tax | tax withholding | 1,125 | $233.28 | $262.4K | Sep 23 |
| Sep 22, 2026 | Robin L Washington | President | Tax | tax withholding | 908 | $233.28 | $211.8K | Sep 23 |
| Sep 22, 2026 | Parker Harris | Director | Tax | tax withholding | 1,261 | $233.28 | $294.2K | Sep 23 |
| Sep 18, 2026 | David Blair Kirk | Director | Buy | open-market buy | 4,176 | $239.33 | $999.5K | Sep 21 |
| Sep 15, 2026 | Miguel Milano | COO | Tax | tax withholding | 6,535 | $255.65 | $1.7M | Sep 16 |
| Sep 15, 2026 | Sabastian Niles | President | Tax | tax withholding | 8,873 | $255.65 | $2.3M | Sep 16 |
| Sep 4, 2026 | Craig Conway | Director | Sell | unplanned | 4,500 | $260.61 | $1.2M | Sep 4 |
| Aug 22, 2026 | Neelie Kroes | Director | Tax | tax withholding | 67 | $209.17 | $14K | Aug 24 |
| Aug 22, 2026 | Sabastian Niles | President | Tax | tax withholding | 920 | $209.17 | $192.4K | Aug 24 |
| Aug 22, 2026 | Miguel Milano | COO | Tax | tax withholding | 678 | $209.17 | $141.8K | Aug 24 |
| Jul 22, 2026 | Parker Harris | CTO | Tax | tax withholding | 886 | $163.00 | $144.4K | Jul 23 |
| Jul 22, 2026 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 886 | $163.00 | $144.4K | Jul 23 |
| Jun 22, 2026 | Miguel Milano | President | Tax | tax withholding | 1,001 | $150.12 | $150.3K | Jun 23 |
| Jun 22, 2026 | Parker Harris | CTO | Tax | tax withholding | 1,261 | $150.12 | $189.3K | Jun 23 |
| Jun 22, 2026 | Robin L Washington | President | Tax | tax withholding | 908 | $150.12 | $136.3K | Jun 23 |
| Jun 22, 2026 | Sabastian Niles | President | Tax | tax withholding | 1,125 | $150.12 | $168.9K | Jun 23 |
| Jun 22, 2026 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 1,664 | $150.12 | $249.8K | Jun 23 |
| May 22, 2026 | Sabastian Niles | President | Tax | tax withholding | 920 | $180.07 | $165.7K | May 26 |
| May 22, 2026 | Neelie Kroes | Director | Tax | tax withholding | 67 | $180.07 | $12.1K | May 26 |
| May 22, 2026 | Miguel Milano | President | Tax | tax withholding | 680 | $180.07 | $122.4K | May 26 |
| Apr 22, 2026 | Marc Benioff | CEO | Tax | tax withholding | 22,560 | $189.80 | $4.3M | Apr 23 |
| Apr 22, 2026 | Parker Harris | CTO | Tax | tax withholding | 14,667 | $189.80 | $2.8M | Apr 23 |
| Apr 22, 2026 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 14,667 | $189.80 | $2.8M | Apr 23 |
| Mar 22, 2026 | Parker Harris | CTO | Tax | tax withholding | 3,195 | $195.38 | $624.2K | Mar 24 |
| Mar 22, 2026 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 4,429 | $195.38 | $865.3K | Mar 24 |
| Mar 22, 2026 | Sabastian Niles | President | Tax | tax withholding | 2,281 | $195.38 | $445.7K | Mar 24 |
| Mar 22, 2026 | Miguel Milano | President | Tax | tax withholding | 2,288 | $195.38 | $447K | Mar 24 |
| Mar 22, 2026 | Robin L Washington | President | Tax | tax withholding | 2,864 | $195.38 | $559.6K | Mar 24 |
| Mar 19, 2026 | Laura Alber | Director | Buy | open-market buy | 2,571 | $194.58 | $500.3K | Mar 19 |
| Mar 18, 2026 | David Blair Kirk | Director | Buy | open-market buy | 2,570 | $194.62 | $500.2K | Mar 18 |
| Feb 22, 2026 | Sabastian Niles | President | Tax | tax withholding | 691 | $185.16 | $127.9K | Feb 23 |
| Feb 22, 2026 | Miguel Milano | President | Tax | tax withholding | 443 | $185.16 | $82K | Feb 23 |
| Jan 22, 2026 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 657 | $228.09 | $149.9K | Jan 23 |
| Jan 22, 2026 | Sundeep G. Reddy | CAO | Tax | tax withholding | 243 | $228.09 | $55.4K | Jan 23 |
| Jan 22, 2026 | Parker Harris | CTO | Tax | tax withholding | 659 | $228.09 | $150.3K | Jan 23 |
| Jan 14, 2026 | Neelie Kroes | Director | Sell | unplanned | 3,893 | $238.70 | $929.3K | Jan 15 |
| Dec 22, 2025 | Parker Harris | CTO | Tax | tax withholding | 1,127 | $264.63 | $298.2K | Dec 23 |
| Dec 22, 2025 | Miguel Milano | President | Tax | tax withholding | 400 | $264.63 | $105.9K | Dec 23 |
| Dec 22, 2025 | Sabastian Niles | President | Tax | tax withholding | 562 | $264.63 | $148.7K | Dec 23 |
| Dec 22, 2025 | Sundeep G. Reddy | CAO | Tax | tax withholding | 256 | $264.63 | $67.7K | Dec 23 |
| Dec 22, 2025 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 1,253 | $264.63 | $331.6K | Dec 23 |
| Dec 17, 2025 | David Blair Kirk | Director | Buy | open-market buy | 1,936 | $258.64 | $500.7K | Dec 18 |
| Dec 5, 2025 | G Mason Morfit | Director | Buy | open-market buy | 96,000 | $260.58 | $25M | Dec 8 |
| Dec 2, 2025 | Parker Harris | CTO | Sell | 10b5-1 plan | 134,662 | $234.70 | $31.6M | Dec 3 |
| Nov 22, 2025 | Sabastian Niles | President | Tax | tax withholding | 920 | $227.11 | $208.9K | Nov 24 |
| Nov 22, 2025 | Miguel Milano | President | Tax | tax withholding | 686 | $227.11 | $155.8K | Nov 24 |
| Nov 22, 2025 | Neelie Kroes | Director | Tax | tax withholding | 42 | $227.11 | $9.5K | Nov 24 |
| Nov 3, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 122 | $259.00 | $31.6K | Nov 4 |
| Oct 31, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $258.20 | $580.9K | Nov 3 |
| Oct 30, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $256.82 | $577.8K | Oct 31 |
| Oct 29, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $252.04 | $567.1K | Oct 30 |
| Oct 28, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $257.06 | $578.4K | Oct 29 |
| Oct 27, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $256.13 | $576.3K | Oct 28 |
| Oct 24, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $255.56 | $575K | Oct 27 |
| Oct 23, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $255.62 | $575.1K | Oct 24 |
| Oct 22, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $259.01 | $582.8K | Oct 23 |
| Oct 22, 2025 | Sundeep G. Reddy | CAO | Tax | tax withholding | 406 | $256.64 | $104.2K | Oct 23 |
| Oct 22, 2025 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 886 | $256.64 | $227.4K | Oct 23 |
| Oct 22, 2025 | Parker Harris | CTO | Tax | tax withholding | 886 | $256.64 | $227.4K | Oct 23 |
| Oct 21, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $262.27 | $590.1K | Oct 22 |
| Oct 20, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $252.28 | $567.6K | Oct 21 |
| Oct 17, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $244.64 | $550.4K | Oct 20 |
| Oct 16, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $248.36 | $558.8K | Oct 17 |
| Oct 15, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $238.37 | $536.3K | Oct 16 |
| Oct 14, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $243.91 | $548.8K | Oct 15 |
| Oct 13, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 4,500 | $244.75 | $1.1M | Oct 14 |
| Oct 9, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $243.26 | $547.3K | Oct 10 |
| Oct 8, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $239.79 | $539.5K | Oct 9 |
| Oct 7, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $240.22 | $540.5K | Oct 8 |
| Oct 6, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $241.32 | $543K | Oct 7 |
| Oct 3, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $240.76 | $541.7K | Oct 6 |
| Oct 2, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $237.64 | $534.7K | Oct 3 |
| Oct 1, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $236.38 | $531.9K | Oct 2 |
| Sep 30, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $238.17 | $535.9K | Oct 1 |
| Sep 29, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $244.53 | $550.2K | Sep 30 |
| Sep 26, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $242.91 | $546.5K | Sep 29 |
| Sep 25, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $241.54 | $543.5K | Sep 26 |
| Sep 24, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $245.85 | $553.2K | Sep 25 |
| Sep 23, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $246.67 | $555K | Sep 24 |
| Sep 22, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $248.19 | $558.4K | Sep 23 |
| Sep 22, 2025 | Parker Harris | CTO | Tax | tax withholding | 1,128 | $249.69 | $281.7K | Sep 23 |
| Sep 22, 2025 | Miguel Milano | President | Tax | tax withholding | 400 | $249.69 | $99.9K | Sep 23 |
| Sep 22, 2025 | Sabastian Niles | President | Tax | tax withholding | 562 | $249.69 | $140.3K | Sep 23 |
| Sep 22, 2025 | Sundeep G. Reddy | CAO | Tax | tax withholding | 257 | $249.69 | $64.2K | Sep 23 |
| Sep 22, 2025 | Srinivas Tallapragada | Chief Eng/Cust Success O | Tax | tax withholding | 1,254 | $249.69 | $313.1K | Sep 23 |
| Sep 19, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $245.69 | $552.8K | Sep 22 |
| Sep 18, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 4,500 | $243.22 | $1.1M | Sep 19 |
| Sep 16, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $239.68 | $539.3K | Sep 17 |
| Sep 15, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $242.39 | $545.4K | Sep 16 |
| Sep 12, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $243.91 | $548.8K | Sep 15 |
| Sep 11, 2025 | Marc Benioff | CEO | Sell | 10b5-1 plan | 2,250 | $245.84 | $553.1K | Sep 12 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Jun 2, 2026 | Maria Elvira Salazar | House | Buy | $15K–$50K | Jul 7 |
| Apr 6, 2026 | Maria Elvira Salazar | House | Buy | $15K–$50K | May 8 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Feb 26, 2026 | David J. Taylor | House | Sell | $1K–$15K | Mar 6 |
| Feb 26, 2026 | David J. Taylor | House | Sell | $15K–$50K | Mar 6 |
| Feb 9, 2026 | David J. Taylor | House | Buy | $1K–$15K | Feb 20 |
| Feb 2, 2026 | Julia Letlow | House | Sell | $1K–$15K | Mar 12 |
| Jan 29, 2026 | David J. Taylor | House | Buy | $1K–$15K | Feb 2 |
| Dec 29, 2025 | Markwayne Mullin | Senate | Buy | $15K–$50K | Jan 16 |
| Dec 16, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Nov 13, 2025 | John Boozman | Senate | Sell | $1K–$15K | Dec 8 |
| Nov 13, 2025 | John Boozman | Senate | Sell | $1K–$15K | Aug 24 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| ValueAct (Mason Morfit) | 2,994,509 | $469.1M | 8.3% | — | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | Sold out | 13F, Q2 2026 | 361,291 | $67.4M | Aug 14 | |
| May 15, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q1 2026 | 157,955 | $29.5M | 1.2% | May 15 |
| May 15, 2026 | Starboard Value (Jeff Smith) | Sold out | 13F, Q1 2026 | 940,325 | $249.1M | May 15 | |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Sold out | 13F, Q1 2026 | 1,932,066 | $511.8M | May 15 | |
| Feb 17, 2026 | Starboard Value (Jeff Smith) | Trimmed | 13F, Q4 2025 | 301,825 | $80M | 4.7% | Feb 17 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q3 2025 | 367,426 | $87.1M | 1.9% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves