Track record · closed signal

Salesforce, Inc. (CRM) — closed signal from November 15, 2025

Partial Published before the outcome was known, scored automatically when the window closed on February 13, 2026.

Predicted vs. what happened

CRM price · publication thesis → realized outcomesplit-adjusted

$237.23 – $243.21Entry zone — fair-value band

$243.27Published — price the day we called it

$281.74Target — the price the thesis aimed for

$269.11Peak — highest point inside the window, not a realized return

$189.72Window close — end-of-window price, context only

What happened

Partial

Reached 66% of the predicted growth at its peak, without hitting the target.

Peak price

$269.11

peak on December 29, 2025 — not a realized return

Peak gain

+10.6%

peak, from the publication price

Window close

$189.72

end-of-window price, context only

Days to target

—

Window

November 15, 2025 – February 13, 2026

The thesis — published November 15, 2025

Predicted growth

+16%

over the measurement window

Target price

$281.74

the price the thesis aimed for

Entry zone

$237.23 – $243.21

the fair-value band we waited for

Price at publication

$243.27

published November 15, 2025

Confidence

60%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Salesforce's price looks tired after recent drops, while many investors remain upbeat. A well-known fund, HOTCHKIS & WILEY, bought a large new stake last quarter, hinting at steady demand. Over the next 3 months, its AI tools and tighter cost control could help the stock recover. But the shares are not cheap and tech budgets may wobble, so look for a clear turn upward before adding.

Primary drivers

Price has fallen a lot, yet many investors still feel positive.
AI features and strong cost discipline could lift sales and profits.
Big new purchase by HOTCHKIS & WILEY signals confidence and support.
Consider adding only after the price clearly turns upward again.

How it played out

CRM: partial rebound fell short of the target

Lyra published CRM at 243.27 on 2025-11-15. The thesis looked for 16% growth to 281.74. It pointed to a tired price after recent drops, still positive investor sentiment, artificial intelligence tools, tighter cost control, and a large new HOTCHKIS & WILEY stake.

Inside the window, CRM rose to 269.11 on 2025-12-29, a 10.6% peak gain. That was a real move, but it stayed below 281.74. The stock then ended the window at 189.72. The thesis partly played out on the rebound, but it missed the target and faded by the end.

What happened during the window

On 2025-12-03, Salesforce reported third-quarter fiscal 2026 results and raised its full-year revenue outlook to 41.45 billion to 41.55 billion. On 2025-12-05, ITPro reported Salesforce's Agentforce World Tour London messaging, including simpler licensing and the recent Informatica acquisition.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All CRM signals