Track record · closed signal

Salesforce.com Inc (CRM) — closed signal from April 17, 2026

Partial Published before the outcome was known, scored automatically when the window closed on July 16, 2026 — -7.6% at the close.

Predicted vs. what happened

CRM price · publication thesis → realized outcomesplit-adjusted

$182.06 – $188.03Entry zone — fair-value band

$186.89Published — price the day we called it

$216.23Target — the price the thesis aimed for

$210.80Peak — highest point inside the window, not a realized return

$172.68Window close — end-of-window price, context only

What happened

Partial

Reached 80% of the predicted growth at its peak, without hitting the target.

At window close

-7.6%

realized, from the publication price to the last close inside the window

Peak gain

+12.8%

peak, from the publication price — not a realized return

S&P 500, same window

+6%

SPY over the identical days, dividend-adjusted

Window close

$172.68

last close inside the window, ended July 16, 2026

Peak price

$210.80

peak on June 1, 2026 — not a realized return

Days to target

—

The thesis — published April 17, 2026

Predicted growth

+16%

over the measurement window

Target price

$216.23

the price the thesis aimed for

Entry zone

$182.06 – $188.03

the fair-value band we waited for

Price at publication

$186.89

published April 17, 2026

Confidence

81%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Salesforce is a large, steady software company that looks better positioned than many peers for the next few months. Management execution has been consistent, and efforts to make money from AI and workflow tools add to the growth story. Recent commentary implies market expectations are more reasonable, and the price needs only a small pullback, so continuation remains possible.

Primary drivers

Reliable execution keeps investor view steady
AI and workflow revenue add to the growth picture
Market sees valuation as more reasonable now
Price trend still intact despite prior gains

How it played out

CRM: the thesis only partially played out

Lyra published CRM at $186.89 on April 17, 2026, with 16% expected growth and a $216.23 target. The thesis pointed to reliable execution, revenue from artificial intelligence and workflow tools, a more reasonable valuation, and an intact price trend.

CRM rose to a $210.80 peak on June 1, a 12.8% gain, but it never reached the target. By July 16, it had fallen to $172.68, below the publication price and the entry zone. The thesis only partially played out because the shares moved toward the target, then reversed and ended the window lower.

What happened during the window

On May 27, 2026, Salesforce reported fiscal first-quarter revenue of $11.1 billion, up 13% year over year. On June 15, 2026, it signed an agreement to acquire Fin for about $3.6 billion.

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.

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