CRM Salesforce, Inc.
XNYS
242.33
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
CRM
$242.33
—
Key stats
$242.33
After hours
$242.30
-0.06%
- 52-Week Range
- $146.32 – $269.11
- YTD
- -4.45%
- IV Rank (30D)
- 28.59
- Straddle Price
- $24.17
- P/C Vol Ratio
- 1.43
- Market Cap
- $198.1B
- Open
- $238.47
- Day Range
- $236.90 – $243.01
- Volume
- 7,040,686
- Prev Close
- $240.70
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.19% |
| Beta vs SPY | 1.25 |
| Cost of Equity (CAPM) | 12.04% (VRP-adj) |
| WACC | 10.80% |
| Volatility Risk Premium | +20.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 22.2% |
| Rev. Growth (YoY, DCF input) | +10.6% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $15.2B |
| Return on Equity (TTM) | 25.2% |
| Book / Price | 17.8% |
| Gross Margin (TTM) | 77.3% |
| FCF Margin (TTM) | 34.5% |
| Debt / Equity | 1.02 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +7.0% (reverse-DCF on current price) |
| SMA 50 | $230.12 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $233.23 |
| Bollinger Width / SMA20 | 4.2% (drives anchor stability) |
| Net Debt | $31.0B |
| Market Cap | $216B |
Peers used for multiples: AAPL, AMD, AVGO, GOOG, GOOGL, META, MSFT, NVDA
60-Day Conviction
90%
20-Day Fair Value
≈ by Nov 17, 2026
$242.85
α +0.2%
rank 32%
conviction
11%
40-Day Fair Value
≈ by Dec 16, 2026
$245.44
α +1.2%
rank 49%
conviction
40%
60-Day Fair Value
≈ by Jan 14, 2027
$251.68
α +3.8%
rank 48%
conviction
90%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $307.47 | 19% | |
| DDM (Gordon) | $25.88 | 0% | |
| Peer P/E | $346.99 | 9% | median 28.8× · 8 peers |
| Peer EV/EBITDA | $419.51 | 9% | median 25.5× · 8 peers |
| Peer P/B | $486.15 | 2% | median 11.4× · 8 peers |
| Peer P/S | $613.86 | 6% | median 11.4× · 8 peers |
| Market Anchor (SMA50) | $230.12 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $243.32 | 19% | 39 strikes · skew +0.24 |
As of 2026-10-19 · updated
Related
About
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNYS
- Market Cap
- $198.1B
- Employees
- 83,334
- List Date
- 2004-06-23
- CIK
- 0001108524
- Next Earnings
- 2026-12-02 (After-Close)
- EPS Forecast
- $2.41 (12 est.)
- Headquarters
- San Francisco, CA
- Homepage
- https://www.salesforce.com
Salesforce provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, s…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.38% | -8.94% | 24.63% | 9.75% | 3.34% | -16.30% | 2.48% |
| Feb | -5.24% | -9.30% | -4.78% | 8.82% | -12.20% | -7.60% | -5.05% |
| Mar | -2.61% | 1.64% | 19.38% | -4.95% | -8.43% | -3.25% | 0.30% |
| Apr | 5.30% | -17.11% | 0.96% | -11.02% | -0.55% | -5.21% | -4.60% |
| May | 6.41% | -9.76% | 12.94% | -12.75% | -1.47% | 3.96% | -0.11% |
| Jun | 3.42% | -6.26% | -0.77% | 8.66% | 4.23% | -25.26% | -2.66% |
| Jul | -1.24% | 9.41% | 6.31% | 1.01% | -4.99% | 12.43% | 3.82% |
| Aug | 10.13% | -14.68% | -1.25% | -0.06% | 2.20% | 38.50% | 5.81% |
| Sep | 1.08% | -6.31% | -8.46% | 10.34% | -6.27% | -11.06% | -3.45% |
| Oct | 8.88% | 9.93% | -1.41% | 7.57% | 10.49% | 2.43%* | 6.32% |
| Nov | -5.88% | 0.27% | 23.53% | 11.97% | -11.79% | -- | 3.62% |
| Dec | 1.05% | -9.80% | 1.21% | 1.00% | 13.78% | -- | 1.45% |
| Total | 24.65% | -48.82% | 89.88% | 29.76% | -14.36% | -21.82% | 9.88% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $233.53
SMA 50: $231.12
SMA 200: $198.94
Current: $242.45
EMA 12: $236.89
EMA 26: $234.63
MACD: 2.2622 | Signal: 0.8919
BULLISH
ADX (14): 18.50
RANGE
+DI: 29.60
−DI: 17.19
Momentum Oscillators
RSI (14): 57.01
NEUTRAL
Stoch %K: 77.62
Stoch %D: 76.90
Williams %R: -29.98
Volume & Volatility
BB Upper: $245.56
BB Lower: $221.50
NEUTRAL
OBV: -177,224,024
Vol SMA 20: 8,818,158
Vol ROC: 10.53%
ATR: $8.87
True Range: $6.11
HV 20: 31.9%
HV 30: 35.1%
HV 60: 56.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-21T00:00:00 – 2026-10-19T00:00:00
AI Analysis
SALESFORCE (CRM) - COMPREHENSIVE STOCK ANALYSIS REPORT
EXECUTIVE SUMMARY
Overall Assessment: NEUTRAL | Confidence Level: 6/10
Salesforce presents a conflicted technical picture with mixed directional signals. The stock trades below its 20-day moving average ($236.72) at $227.80, signaling near-term weakness, yet displays a bullish MACD histogram divergence (+2.00) suggesting potential momentum reversal. The primary investment thesis centers on a stock caught between range-bound consolidation (ADX 18.98 indicates low trend strength) and early signs of accumulation, with downside risk more clearly defined than upside catalysts.
Key Drivers:
- Negative sentiment on YTD performance (-15% noted in recent headlines)
- Technical divergence between price weakness and improving momentum indicators
- Exceptionally low volatility (Beta 0.43) and low IV rank (13.8%) creating limited near-term range expectations
Primary Risks:
- Below 20-day SMA suggests short-term momentum loss
- Negative OBV (-197.01M) indicates distribution/selling pressure
- Lack of near-term catalysts (no earnings data available)
- Low correlation to market (0.12) may indicate sector-specific headwinds
TECHNICAL ANALYSIS
Trend Direction
Short-term (1-4 weeks): BEARISH
- Price ($227.80) sits below SMA 20 ($236.72) by -3.75%, a clear short-term downtrend signal
- RSI at 46.82 (neutral zone) lacks bullish conviction despite MACD improvement
- Stochastic indicators heavily oversold (%K: 21.10, %D: 21.02), suggesting near-term bounce potential but from a weakened position
- Williams %R at -66.09 confirms oversold conditions
Medium-term (1-3 months): NEUTRAL-TO-RANGE-BOUND
- Price remains above SMA 50 ($224.06) by +1.67%, suggesting intermediate support holds
- ADX at 18.98 indicates a range-bound/choppy market without directional conviction
- Bollinger Bands width (16.62) is relatively neutral—neither compressed squeeze nor extreme expansion
- Stock confined within $217.04 (lower band) and $256.39 (upper band) range
Long-term (3-12 months): BULLISH STRUCTURE
- Price well above SMA 200 ($199.89) by +14.0%, indicating the stock remains in a longer-term uptrend despite recent weakness
- EMA 12 ($231.09) and EMA 26 ($231.65) nearly aligned with minimal separation, suggesting consolidation rather than reversal
- Long-term support floor at $199.89 (200-day SMA) provides 12.3% downside cushion
Support/Resistance Levels
| Level | Type | Distance | Significance | |-------|------|----------|--------------| | $256.39 | Resistance (Upper BB) | +12.6% | Recent ceiling; breakout would suggest momentum acceleration | | $236.72 | Resistance (SMA 20) | +4.0% | Critical short-term resistance; recapture needed for uptrend confirmation | | $231.37 | Resistance (EMA 12/26 zone) | +1.6% | Near-term technical level; narrow range suggests indecision | | $224.06 | Support (SMA 50) | -1.7% | Primary intermediate support; loss would confirm deeper weakness | | $217.04 | Support (Lower BB) | -4.7% | Secondary support; likely bounce point if technical breakdown occurs | | $199.89 | Major Support (SMA 200) | -12.2% | Long-term trend support; strong psychological floor |
Momentum Signals
RSI (14): 46.82 — NEUTRAL
- Mid-range positioning suggests no overbought or oversold extremes
- Lacks sufficient bearish strength for strong short-term downside commitment
- Room to fall to 30 threshold before true capitulation, indicating 16+ RSI points of downside before oversold extremes
- Recovery back above 50 would signal momentum shift toward bulls
MACD: -0.56 / Signal: -2.56 / Histogram: +2.00 — BULLISH DIVERGENCE (Early)
- Critical Signal: Positive histogram (+2.00) indicates MACD is moving above its signal line—classically bullish
- However, both MACD (-0.56) and signal (-2.56) remain below zero line, so this is a "bullish divergence from bearish territory"
- Interpretation: Early momentum reversal attempt, but no confirmation yet; watch for MACD line to cross above zero line
- This divergence conflicts with price weakness, suggesting potential setup for near-term bounce if it holds
Stochastic Oscillators: %K 21.10, %D 21.02 — DEEPLY OVERSOLD
- Extreme oversold conditions typically precede mean-reversion bounces
- %K and %D aligned near lows suggest sustained selling but little further downside until stabilization
- Classic technical setup for short-term relief rally toward $236.72 resistance
- Divergence between oversold stochastics and rising MACD histogram is bullish for near-term bounce
Williams %R: -66.09 — OVERSOLD
- Corroborates stochastic signals; price severely extended to the downside on this indicator
- Threshold of -80 represents extreme; current -66 shows pressure but not capitulation
Volume-Weighted Momentum Interpretation: The momentum divergence is notable: oscillators show oversold conditions (suggesting bounce potential) while price remains below 20-day MA (suggesting weakness). This creates a classic mean-reversion setup if volume and breadth improve.
Bollinger Bands Analysis
- Upper Band: $256.39 — Stock currently 11.2% below upper band; not overbought
- Middle Band (SMA 20): $236.72 — Price 3.75% below; acting as resistance
- Lower Band: $217.04 — Price 5.0% above lower band; not yet at extreme compression
- Band Width: 16.62 — Moderate width; neither extreme squeeze (compression) nor expansion
- Signal: NEUTRAL — Bollinger Bands neither indicate explosive volatility expansion nor extreme compression; stock has room to move in either direction
Interpretation: Price is in the lower-middle zone of the bands, appropriate for a stock in consolidation after a downmove. A close below $217.04 would indicate breaking through support; a move above $236.72 would suggest recovery toward $256.39.
Volume Analysis
Volume SMA 20: 10,813,660 shares
On-Balance Volume (OBV): -197,013,642
- CRITICAL BEARISH SIGNAL: Deeply negative OBV indicates cumulative selling pressure far exceeds buying
- This is one of the most significant red flags in the technical setup—even as price stabilizes, OBV suggests institutional/smart money distribution continues
- Potential interpretation: Insiders or informed traders exiting positions despite stabilized technicals
Volume Rate of Change: -44.40%
- SEVERE BEARISH SIGNAL: Trading volume has collapsed 44% below the 20-day average
- Low volume suggests weak conviction on either side; any breakout would be suspect without volume confirmation
- Reduced participation may indicate market is awaiting a catalyst or earnings announcement
- For technical moves to have conviction, volume should increase on breakouts/breakdowns—currently insufficient
Institutional Interest Assessment:
- Options open interest (2,013 puts vs 1,297 calls, 1.55 put/call OI ratio) shows hedging activity
- Volume flow (676 calls vs 781 puts, 1.16 ratio) slightly favors puts, suggesting defensive positioning
- Data Quality Note: Low absolute volume creates risk that any reported technical moves may lack institutional participation
NEWS & SENTIMENT ANALYSIS
Recent Headlines Summary (Last 10 Articles)
| Date | Headline | Sentiment | Relevance to Price Action | |------|----------|-----------|--------------------------| | 10-08 | CRM Advances While Market Declines | NEUTRAL | Contradicts -15% YTD narrative; limited detail | | 10-08 | Is AAM Transformers ETF Discussion | NEUTRAL | Generic fund analysis; no CRM-specific content | | 10-07 | CRM Stock Falls 15% YT
Generated
News
All CRM news →
Apple and Salesforce are doing well while the AI buildout sector reels. Consumer and healthcare names are coming to the fore. The post Apple, Salesforce Lead Five Stocks Near Buy Points As Market Struggles appeared first on Investor's Business Daily .
The S&P 500 and Nasdaq rose at a key level, led by consumer and software stocks like Disney and Salesforce. AI names came off lows. The post Dow Jones Futures Fall: Disney, Salesforce Lead 12 Buys After Wild Session; Tesla Roadster On Tap appeared first on Investor's Business…
Salesforce commands roughly 2.8x the quarterly revenue, but ServiceNow has grown its top line faster over the past two years.
Salesforce trades at 13.7x forward earnings with $14.4B in free cash flow, while Palantir commands a 130.8x multiple on 56% revenue growth.
AI assistants like Claude are becoming the front door to work software. That shift may hurt Salesforce less than investors fear.
Jim Cramer said bets against Salesforce were always wrong.
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.
Veeva stock is Monday's IBD Stock Of The Day. Shares tested a flat base after a solid fiscal second-quarter report. The post IBD Stock Of The Day Veeva Flirts With A Breakout. Can It Catch Up To Salesforce? appeared first on Investor's Business Daily .
Showing 1–10 of 44
Page 1 of 5
Earnings History
13 of 23 under expected move
Avg Expected Move
8.07%
Avg Actual Move
6.72%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-25 | After-Close | 5.65% | 6.31% | 1.12x | Exceeded |
| 2021-05-27 | After-Close | 4.20% | 5.43% | 1.29x | Exceeded |
| 2021-08-25 | After-Close | 5.56% | 2.66% | 0.48x | Within |
| 2021-11-30 | After-Close | 7.01% | 11.74% | 1.67x | Exceeded |
| 2022-03-01 | After-Close | 9.31% | 0.72% | 0.08x | Within |
| 2022-05-31 | After-Close | 9.10% | 9.88% | 1.09x | Exceeded |
| 2022-08-24 | After-Close | 7.64% | 3.39% | 0.44x | Within |
| 2022-11-30 | After-Close | 8.14% | 8.27% | 1.02x | Exceeded |
| 2023-03-01 | After-Close | 7.23% | 11.50% | 1.59x | Exceeded |
| 2023-05-31 | After-Close | 10.21% | 4.69% | 0.46x | Within |
| 2023-08-30 | After-Close | 5.90% | 2.99% | 0.51x | Within |
| 2023-11-29 | After-Close | 5.44% | 9.36% | 1.72x | Exceeded |
| 2024-02-28 | After-Close | 7.98% | 3.02% | 0.38x | Within |
| 2024-05-29 | After-Close | 17.43% | 19.74% | 1.13x | Exceeded |
| 2024-08-28 | After-Close | 9.07% | 0.73% | 0.08x | Within |
| 2024-12-03 | After-Close | 7.42% | 10.99% | 1.48x | Exceeded |
| 2025-02-26 | After-Close | 8.92% | 4.04% | 0.45x | Within |
| 2025-05-28 | After-Close | 8.53% | 3.30% | 0.39x | Within |
| 2025-09-03 | After-Close | 7.96% | 4.85% | 0.61x | Within |
| 2025-12-03 | After-Close | 8.64% | 3.66% | 0.42x | Within |
| 2026-02-25 | After-Close | 8.44% | 4.03% | 0.48x | Within |
| 2026-05-27 | After-Close | 8.68% | 0.75% | 0.09x | Within |
| 2026-08-26 | After-Close | 7.08% | 22.58% | 3.19x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
CRM Options Activity & IV Rank
CRM IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 42.3%
7-DTE IV: 44.9%
Expected Move: $24.17
7-DTE Move: $9.30
Days to Exp: 32 (2026-11-20)
Options Flow
Call Volume: 1,754
Put Volume: 2,505
P/C Volume: 1.428
BEARISH
Call OI: 43,846
Put OI: 38,010
P/C OI: 0.867
Total OI: 81,856
ATM Options Pricing
ATM Call: $12.47
ATM Put: $11.70
Call %: 5.1%
Put %: 4.8%
Chain Summary
Chain Volume: 31,695
Chain OI: 629,352
Last Updated: 10/19/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 72nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
72%
vs own history
GEX tilt
+0.27
OI-weighted, today
Vanna tilt
+0.45
δ-sensitivity to IV
Charm tilt
-0.57
δ-decay vs time
Vanna tilt +0.45: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.57: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 210 ATM contracts, 161k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
29%
+2.0
pts
EXTREME
ATM 44.9% / Wing 46.8%
30 DTE / 10d
19%
+1.7
pts
EXTREME
ATM 42.4% / Wing 44.1%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)26.7MediumOct 19
IV Rank (30 DTE)28.6MediumOct 19
Straddle Price (30 DTE)$24.17Oct 19
Beta Analysis
Risk Metrics
Beta: 0.4604
Alpha: 3.71%
Correlation: 0.1231
R-Squared: 1.5%
Stock Volatility: 47.6%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own CRM
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| ValueAct Capital Activist Jeff Ubben, Mason Morfit | $469.1M | #6 of 18 | 0.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $156.9M | #195 of 3716 | +413.0% | 13F | |
| Akre Capital Management Asset manager Chuck Akre | $112.5M | #14 of 19 | 0.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $74.9M | #514 of 6285 | -75.5% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $68.9M | #182 of 4729 | -53.4% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $33.3M | #488 of 3138 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CRM Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 896,000,000 (as of 2026-07-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
105 filers$8.21B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $1.87B | 22.77% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $1.44B | 17.58% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $1.11B | 13.50% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $498.65M | 6.08% | 2026-06-30 |
| 5 | Optiver Holding B.V. | $304.22M | 3.71% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $256.64M | 3.13% | 2025-09-30 |
| 7 | TUDOR INVESTMENT CORP ET AL | $219.07M | 2.67% | 2026-06-30 |
| 8 | Millennium Management LLC Custodian | $209.78M | 2.56% | 2026-06-30 |
| 9 | Walleye Trading LLC | $178.22M | 2.17% | 2026-06-30 |
| 10 | JPMorgan Chase & Co Custodian | $158.12M | 1.93% | 2026-06-30 |
| 11 | UBS Group AG Custodian | $152.78M | 1.86% | 2026-06-30 |
| 12 | Squarepoint Ops LLC | $138.28M | 1.68% | 2026-06-30 |
| 13 | PEAK6 LLC | $136.75M | 1.67% | 2026-06-30 |
| 14 | D. E. Shaw & Co., Inc. Custodian | $128.52M | 1.57% | 2026-06-30 |
| 15 | Simplex Trading, LLC Custodian | $103.22M | 1.26% | 2026-06-30 |
| 16 | GROUP ONE TRADING LLC Custodian | $95.75M | 1.17% | 2026-06-30 |
| 17 | Qube Research & Technologies Ltd | $90.47M | 1.10% | 2026-06-30 |
| 18 | CMT Capital Markets Trading GmbH | $84.99M | 1.04% | 2026-06-30 |
| 19 | SIG BROKERAGE, LP | $71.70M | 0.87% | 2026-06-30 |
| 20 | Point72 Asset Management, L.P. | $68.12M | 0.83% | 2026-06-30 |
| 21 | TORONTO DOMINION BANK | $65.80M | 0.80% | 2026-06-30 |
| 22 | Caption Management, LLC | $62.82M | 0.77% | 2026-06-30 |
| 23 | Nishkama Capital, LLC | $62.66M | 0.76% | 2026-06-30 |
| 24 | Oribel Capital Management, LP | $59.44M | 0.72% | 2026-06-30 |
| 25 | Citigroup Inc. Custodian | $47.39M | 0.58% | 2026-06-30 |
88 filers$7.19B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $1.62B | 22.57% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $1.21B | 16.88% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $798.59M | 11.11% | 2026-06-30 |
| 4 | JPMorgan Chase & Co Custodian | $778.52M | 10.83% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $377.35M | 5.25% | 2026-06-30 |
| 6 | Millennium Management LLC Custodian | $270.80M | 3.77% | 2026-06-30 |
| 7 | Optiver Holding B.V. | $200.37M | 2.79% | 2026-06-30 |
| 8 | PEAK6 LLC | $176.31M | 2.45% | 2026-06-30 |
| 9 | Walleye Trading LLC | $154.01M | 2.14% | 2026-06-30 |
| 10 | Goldman Sachs Group Inc Custodian | $151.10M | 2.10% | 2026-06-30 |
| 11 | D. E. Shaw & Co., Inc. Custodian | $140.63M | 1.96% | 2026-06-30 |
| 12 | Qube Research & Technologies Ltd | $118.95M | 1.65% | 2026-06-30 |
| 13 | Citigroup Inc. Custodian | $98.65M | 1.37% | 2026-06-30 |
| 14 | Wolverine Trading, LLC Custodian | $96.42M | 1.34% | 2025-09-30 |
| 15 | TUDOR INVESTMENT CORP ET AL | $83.84M | 1.17% | 2026-06-30 |
| 16 | Simplex Trading, LLC Custodian | $75.81M | 1.05% | 2026-06-30 |
| 17 | CREDIT AGRICOLE S A | $64.68M | 0.90% | 2026-06-30 |
| 18 | Point72 Asset Management, L.P. | $58.17M | 0.81% | 2026-06-30 |
| 19 | UBS Group AG Custodian | $51.98M | 0.72% | 2026-06-30 |
| 20 | Barclays PLC Custodian | $50.07M | 0.70% | 2026-06-30 |
| 21 | Allianz Asset Management GmbH | $49.69M | 0.69% | 2026-06-30 |
| 22 | Squarepoint Ops LLC | $42.13M | 0.59% | 2026-06-30 |
| 23 | ADAPT Investment Managers SA | $39.16M | 0.54% | 2026-06-30 |
| 24 | Eisler Capital Management Ltd. | $33.51M | 0.47% | 2025-09-30 |
| 25 | NOMURA HOLDINGS INC | $33.46M | 0.47% | 2026-06-30 |
CRM Insider Trading (Form 4)
Latest: 2026-09-23Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-23 | Robin L Washington | President and COFO | Mixed | +923 | $233.28 | -$211.8K | EDGAR |
| 2026-09-23 | Sabastian Niles | President and CLO | Mixed | +907 | $233.28 | -$262.4K | EDGAR |
| 2026-09-23 | Parker Harris | Co-Founder | Mixed | +1,280 | $233.28 | -$294.2K | EDGAR |
| 2026-09-23 | Miguel Milano | President and COO | Mixed | +1,540 | $233.28 | -$233.5K | EDGAR |
| 2026-09-21 | David Blair Kirk | Director | Buy (P) | +4,176 | $239.33 | $999.5K | EDGAR |
| 2026-09-16 | Sabastian Niles | President and CLO | Tax (F) | −8,873 | $255.65 | -$2.27M | EDGAR |
| 2026-09-16 | Miguel Milano | President and COO | Tax (F) | −6,535 | $255.65 | -$1.67M | EDGAR |
| 2026-09-04 | Craig Conway | Director | Sell (S) | −4,500 | $260.61 | -$1.17M | EDGAR |
| 2026-08-28 | Parker Harris | Co-Founder and CTO, Slack | Gift (G) | −16,000 | — | EDGAR | |
| 2026-08-24 | Amy Chang | Director | Exer (M) | +441 | — | EDGAR | |
| 2026-08-24 | Oscar Munoz | Director | Exer (M) | +441 | — | EDGAR | |
| 2026-08-24 | Laura Alber | Director | Exer (M) | +441 | — | EDGAR | |
| 2026-08-24 | John Victor Roos | Director | Exer (M) | +441 | — | EDGAR | |
| 2026-08-24 | Sabastian Niles | President and CLO | Mixed | +742 | $209.17 | -$192.4K | EDGAR |
| 2026-08-24 | Craig Conway | Director | Exer (M) | +441 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
CRM Insider Holdings
22 insiders · @ $242.45
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Marc Benioff | Chair and CEO | 12,041,486 | $2.92B | -$11.13B | 2273 | 2026-04-23 |
| 2 | VA Partners I, LLC | Director | 2,995,617 | $726.29M | $998.50M | 3 | 2025-12-08 |
| 3 | ValueAct Holdings GP, LLC | Director | 2,898,509 | $702.74M | -$2.80B | 1 | 2024-12-20 |
| 4 | Parker Harris | Co-Founder | 336,523 | $81.59M | -$472.26M | 1270 | 2026-09-23 |
| 5 | Srinivas Tallapragada | Chief Eng/Cust Success Officer | 71,953 | $17.45M | -$282.09M | 152 | 2026-07-23 |
| 6 | Robin L Washington | President and COFO | 50,658 | $12.28M | -$762.7K | 57 | 2026-09-23 |
| 7 | Amy E Weaver | President and CFO | 46,750 | $11.33M | -$192.86M | 212 | 2025-03-18 |
| 8 | R David Schmaier | Chief Product & Impact Officer | 33,273 | $8.07M | -$10.03M | 17 | 2025-04-24 |
| 9 | Miguel Milano | President and COO | 33,234 | $8.06M | -$1.91M | 19 | 2026-09-23 |
| 10 | Sabastian Niles | President and CLO | 19,179 | $4.65M | -$4.00M | 23 | 2026-09-23 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
CRM Proposed Insider Sales (Form 144)
Latest: 2026-09-04
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $2.4M notice value
· 2 unique filers
· 50% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
SUNDEEP REDDY (1, $1.2M) · CRAIG CONWAY (1, $1.2M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-04 | CRAIG CONWAY | Officer | 4,500 | $1.17M | 2026-09-04 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-08-27 | SUNDEEP REDDY | Officer | 5,250 | $1.23M | 2026-08-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-14 | NEELIE KROES | Director | 3,893 | $929.3K | 2026-01-14 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-12-02 | Parker Harris | Officer, Director | 134,662 | $31.61M | 2025-12-02 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-10-01 | Marc Benioff | Officer, Director | 51,872 | $12.26M | 2025-10-01 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-07-01 | Benioff Marc | Officer, Director | 144,000 | $39.24M | 2025-07-01 | Merrill Lynch | 10b5-1 | EDGAR |
| 2025-05-27 | SABASTIAN NILES | Officer | 547 | $149.2K | 2025-05-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-05-14 | SRINIVAS TALLAPRAGADA | Officer | 6,697 | $1.98M | 2025-05-14 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-05-02 | SUNDEEP REDDY | Officer | 500 | $137.5K | 2025-05-02 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-04-15 | AMY WEAVER | Officer | 6,225 | $1.58M | 2025-04-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-02 | 0001108524-26-000138 | EDGAR |
| 2026-06-01 | 0001108524-26-000131 | EDGAR |
| 2026-05-27 | 0001108524-26-000125 | EDGAR |
| 2026-03-16 | 0001193125-26-107403 | EDGAR |
| 2026-03-13 | 0001193125-26-106356 | EDGAR |
| 2026-03-12 | 0001193125-26-104282 | EDGAR |
| 2026-03-06 | 0001108524-26-000062 | EDGAR |
| 2026-02-25 | 0001108524-26-000056 | EDGAR |
| 2025-12-03 | 0001108524-25-000234 | EDGAR |
| 2025-11-18 | 0001108524-25-000207 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-28 | 0001108524-26-000127 | EDGAR |
| 2025-12-04 | 0001108524-25-000238 | EDGAR |
| 2025-09-04 | 0001108524-25-000088 | EDGAR |
| 2025-05-29 | 0001108524-25-000030 | EDGAR |
| 2024-12-04 | 0001108524-24-000034 | EDGAR |
| 2024-08-29 | 0001108524-24-000022 | EDGAR |
| 2024-05-30 | 0001108524-24-000009 | EDGAR |
| 2023-11-30 | 0001108524-23-000048 | EDGAR |
| 2023-08-31 | 0001108524-23-000040 | EDGAR |
ETF Holders
452 ETFs hold CRM
25 shown · $27.68B total exposure · 0.51% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.24% | $5.7B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.29% | $4.9B | — | 2026-09-30 |
| 3 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.30% | $2.7B | $879.6B | 2026-10-15 |
| 4 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.30% | $2.5B | $823.1B | 2026-10-15 |
| 5 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.68% | $1.7B | — | 2026-09-30 |
| 6 | XLK State Street® Technology Select Sector SPDR® ETF | SPDR (State Street) | 1.18% | $1.5B | $124.8B | 2026-10-15 |
| 7 | VGT Vanguard Information Technology ETF | Vanguard | 0.72% | $1.3B | — | 2026-09-30 |
| 8 | DIA State Street® SPDR® Dow Jones Industrial Average® ETF Trust | SPDR (State Street) | 2.81% | $1.3B | $45.1B | 2026-10-15 |
| 9 | DYNF iShares U.S. Equity Factor Rotation Active ETF | iShares (BlackRock) | 1.64% | $699.2M | $42.1B | 2026-10-15 |
| 10 | IGV iShares Expanded Tech-Software Sector ETF | iShares (BlackRock) | 4.23% | $645.7M | $14.5B | 2026-10-15 |
| 11 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.30% | $556.4M | $183.9B | 2026-10-15 |
| 12 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.52% | $438.4M | $83.7B | 2026-10-15 |
| 13 | CGDV Capital Group Dividend Value ETF | Capitalgroup | 1.11% | $435.1M | $39.2B | 2026-10-15 |
| 14 | RDVY First Trust Rising Dividend Achievers ETF | First Trust | 1.64% | $419.0M | $25.5B | 2026-10-16 |
| 15 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 0.62% | $381.1M | — | 2026-05-31 |
| 16 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.67% | $335.8M | $49.9B | 2026-10-15 |
| 17 | COWZ Pacer US Cash Cows 100 ETF | Nport | 1.76% | $320.3M | — | 2026-04-30 |
| 18 | USMV iShares MSCI USA Min Vol Factor ETF | iShares (BlackRock) | 1.15% | $275.4M | $23.8B | 2026-10-15 |
| 19 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.27% | $262.0M | $96.0B | 2026-10-15 |
| 20 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.67% | $254.9M | $37.8B | 2026-10-15 |
| 21 | IYW iShares U.S. Technology ETF | iShares (BlackRock) | 0.96% | $241.4M | $24.4B | 2026-10-15 |
| 22 | FDN First Trust Dow Jones Internet Index Fund | First Trust | 4.50% | $232.0M | $5.2B | 2026-10-16 |
| 23 | VFLO VictoryShares Free Cash Flow ETF | Nport | 2.90% | $224.6M | — | 2026-06-30 |
| 24 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.28% | $211.4M | — | 2026-09-30 |
| 25 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.20% | $194.5M | — | 2026-10-17 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
22.10
TTM Diluted EPS
$10.97
TTM Revenue
$43.94B
TTM Net Income
$9.66B
TTM Op. Cash Flow
$15.75B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '27 | 2026-07-31 | $11.35B | $3.53B | $4.29 | $1.27B |
| Q1 '27 | 2026-04-30 | $11.13B | $2.11B | $2.42 | $6.70B |
| Q4 '26 | 2026-01-31 | $11.20B | $1.94B | $2.07 | $5.46B |
| Q3 '26 | 2025-10-31 | $10.26B | $2.09B | $2.19 | $2.32B |
| Q2 '26 | 2025-07-31 | $10.24B | $1.89B | $1.96 | $740.00M |
| Q1 '26 | 2025-04-30 | $9.83B | $1.54B | $1.59 | $6.48B |
| Q4 '25 | 2025-01-31 | $9.99B | $1.71B | $1.76 | $3.97B |
| Q3 '25 | 2024-10-31 | $9.44B | $1.53B | $1.58 | $1.98B |
| Q2 '25 | 2024-07-31 | $9.32B | $1.43B | $1.47 | $892.00M |
| Q1 '25 | 2024-04-30 | $9.13B | $1.53B | $1.56 | $6.25B |
| Q4 '24 | 2024-01-31 | $9.29B | $1.45B | $1.47 | $3.40B |
| Q3 '24 | 2023-10-31 | $8.72B | $1.22B | $1.25 | $1.53B |
Q2 2027 • period ending 2026-07-31 • filed 2026-08-27
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
22.10
P/B
5.66
P/S
4.94
EV/EBITDA
17.14
EV/Sales
5.65
ROE
25.2%
ROA
8.8%
Div Yield
0.76%
FCF Yield
7.25%
Debt/Equity
1.02
Current Ratio
—
Market Cap
$217.24B
as of 2026-10-19
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
32.89M
SI % of Float
4.21%
Days to Cover
2.59
Short Vol Ratio
57.1%
Free Float
781.77M
Float %
95.0%
Short interest 2026-09-30 • Short volume 2026-10-16 • Float 2026-09-23