Track record · closed signal

Salesforce, Inc. (CRM) — closed signal from December 5, 2025

Partial Published before the outcome was known, scored automatically when the window closed on March 5, 2026.

Predicted vs. what happened

CRM price · publication thesis → realized outcomesplit-adjusted
$254.18 Published $317.21 Target $201.39 Window close $269.11 Peak
$239.23 – $254.18Entry zone — fair-value band
$254.18Published — price the day we called it
$317.21Target — the price the thesis aimed for
$269.11Peak — highest point inside the window, not a realized return
$201.39Window close — end-of-window price, context only

What happened

Partial

Reached 24% 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
+5.9%
peak, from the publication price
Window close
$201.39
end-of-window price, context only
Days to target
Window
December 5, 2025 – March 5, 2026

The thesis — published December 5, 2025

Predicted growth
+25%
over the measurement window
Target price
$317.21
the price the thesis aimed for
Entry zone
$239.23 – $254.18
the fair-value band we waited for
Price at publication
$254.18
published December 5, 2025
Confidence
62%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Salesforce is a big software company pushing into AI, and recent news about Agentforce strengthens that story. Prices have run up a lot, so buying now means paying for that excitement. Because the stock looks stretched, it's likely smarter to wait for a modest pullback before buying to get a better entry price.

Primary drivers

  • Very strong momentum; recent price trend is dominant
  • Agentforce rebrand highlights an aggressive AI focus
  • Investors are excited but company fundamentals are more modest
  • High valuation and overbought readings increase risk of a pullback

How it played out

CRM: target was not reached

On Dec. 5, 2025, Lyra published a short-term CRM thesis at $254.18 with expected growth of 25% and a target of $317.21. The thesis pointed to strong momentum, the Agentforce rebrand, investor excitement around artificial intelligence, modest fundamentals, high valuation, and overbought readings that raised pullback risk.

Inside the window, CRM peaked at $269.11 on Dec. 29, 2025, for a 5.9% gain. It stayed below the target. By Mar. 5, 2026, it ended at $201.39. The thesis partly played out on the pullback risk, but the 25% upside target missed.

What happened during the window

On Dec. 5, 2025, Business Insider reported that Marc Benioff had discussed a possible Agentforce name change. On Feb. 26, 2026, MarketWatch reported Salesforce fiscal fourth-quarter revenue of $11.20 billion and Agentforce annual recurring revenue of $800 million.

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

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