the tape · 2026-08-21COIN▲ +8.2%FCX▲ +7.6%MRVL▼ -5.6%TSLA▲ +5.1%GS▲ +3.7%PLTR▲ +3.4%MS▲ +3.3%ORCL▲ +3.1%NEM▲ +3.1%ARM▼ -3.0%MRK▲ +2.4%INTC▼ -2.2%SPCX▲ +2.2%ABT▲ +2.2%SMCI▲ +2.0%VST▼ -2.0%DLR▼ -1.9%CRM▲ +1.8%PM▼ -1.7%DELL▲ +1.7%

CRM

Salesforce · 46 big moves · 4 videos · since May 2026
211179209.17May 28Aug 21
From the desk · Aug 19, 2026

Salesforce's Agentforce platform just crossed 1 billion dollars in annualized recurring revenue, and CRM rewarded that with a 5.1 percent move today. That number matters. Agentforce is Salesforce's bet on autonomous AI agents — software that handles multi-step business tasks without a human in the loop. For enterprise software, getting to a billion dollars ARR in any product line is fast, because these deals go through procurement committees, legal sign-offs, and IT integration queues that take months. The complication: Salesforce's organic growth outside Agentforce remains sluggish, and the balance sheet carries heavy goodwill from years of acquisitions. The bulls need Agentforce to be the growth engine that covers for everything else. Watch whether that 1 billion dollars ARR accelerates next quarter or plateaus.

Every move of 1.5% or more
2026-08-21 · Yahoo Finance

+1.8% — Salesforce Rallies Into Earnings as Agentforce Tops $1 Billion

T+1 — pendingT+5 — pendingT+20 — pending
2026-08-19 · SeekingAlpha

+5.1% — Salesforce: The Market Is Not Understanding Its Agentic AI Strategy  ▶ we covered it

T+1 -0.3%T+5 — pendingT+20 — pending
2026-08-18 · Benzinga

+2.7% — Salesforce's and ServiceNow’s Business Models Are in Danger, Expert Cautions: What Does It Mean For CRM and NO

T+1 +5.1%T+5 — pendingT+20 — pending
2026-08-17 · no single source

-2.7% — Moved with the tape — no single reported reason that day.  ▶ we covered it

T+1 +2.7%T+5 — pendingT+20 — pending
2026-08-14 · Benzinga

-2.6% — Soros Fund Management Dissolves Share Stake In Salesforce Inc

T+1 -2.7%T+5 +6.6%T+20 — pending
2026-08-13 · Yahoo

+4.2% — JPMorgan Says the AI Threat to Salesforce Is Overblown  ▶ we covered it

T+1 -2.6%T+5 +2.0%T+20 — pending
2026-08-12 · no single source

-2.1% — Moved with the tape — no single reported reason that day.

T+1 +4.2%T+5 +6.6%T+20 — pending
2026-08-10 · Yahoo

+2.5% — Salesforce Declines 17% Over the Past Year: How to Play CRM Stock?

T+1 -0.0%T+5 -3.3%T+20 — pending
2026-08-07 · Yahoo

+3.2% — Circle Internet Group vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?

T+1 +2.5%T+5 +1.8%T+20 — pending
2026-08-06 · Yahoo

-3.2% — Marc Benioff Says Wall Street's Fears That AI Will Kill Salesforce Are "Dead Wrong" Even as CRM Stock Has Fall

T+1 +3.2%T+5 +7.8%T+20 — pending
2026-08-04 · Yahoo

+2.7% — Salesforce (CRM) Lands VA Deal as Its Undervalued Narrative Gets Fresh Support

T+1 +1.0%T+5 +3.4%T+20 — pending
2026-07-31 · Yahoo

+1.8% — What the Options Market Is Signaling About the Size of the Next Move in Salesforce Stock

T+1 +1.0%T+5 +4.7%T+20 — pending
2026-07-30 · Yahoo

-4.1% — Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a

T+1 +1.8%T+5 +3.4%T+20 — pending
2026-07-29 · Yahoo

+3.8% — Salesforce (CRM) Stock Fair Value Edges Lower As Analysts Split On AI Growth

T+1 -4.1%T+5 +2.4%T+20 — pending
2026-07-28 · Yahoo

+4.6% — Own Salesforce For AI? Oracle's Order Book Demands A Look

T+1 +3.8%T+5 +5.2%T+20 — pending
2026-07-27 · Yahoo

+6.1% — Salesforce Won a $1.6 Billion Federal AI Contract on Friday. Here's What It Says About Agentforce Demand.

T+1 +4.6%T+5 +7.1%T+20 — pending
2026-07-24 · Yahoo

+4.3% — Salesforce Grants Equity Awards to Qualified and MeshMesh Under Its Inducement Equity Incentive Plan

T+1 +6.1%T+5 +12.4%T+20 +27.8%
2026-07-23 · Yahoo

-3.7% — Key Catalysts Behind Salesforce’s (CRM) Compelling Outlook

T+1 +4.3%T+5 +15.2%T+20 +30.9%
2026-07-22 · Yahoo

-4.2% — CRM Paid Holders $63 Billion While The Stock Went Nowhere

T+1 -3.7%T+5 +15.6%T+20 +26.4%
2026-07-21 · Yahoo

-2.1% — Salesforce (CRM) As Downgrades Test The Case For An Undervalued AI Pivot

T+1 -4.2%T+5 +6.7%T+20 +15.3%
2026-07-20 · Yahoo

+1.8% — CRM Stock: A Cash Gusher At A Marked-Down Price

T+1 -2.1%T+5 -0.1%T+20 +9.9%
2026-07-16 · Yahoo

+3.4% — Air Force Selects Salesforce Inc (CRM) to Manage Fleet

T+1 -1.1%T+5 -9.1%T+20 +16.6%
2026-07-14 · Yahoo

-2.1% — Jim Cramer Urges to Stick With Salesforce Inc. (CRM) Despite Analyst Bearishness

T+1 -0.3%T+5 +1.5%T+20 +17.9%
2026-07-13 · Yahoo

+4.8% — How a Major U.S. Air Force Fleet Deal At Salesforce (CRM) Has Changed Its Investment Story  ▶ we covered it

T+1 -2.1%T+5 +1.5%T+20 +15.4%
2026-07-09 · Yahoo

-2.4% — Trending: Salesforce stock dips on Keybanc downgrade, AstraZeneca drug trial falls short

T+1 +0.5%T+5 +6.3%T+20 +14.9%
2026-07-08 · Yahoo

-1.7% — Salesforce bets another $1 billion despite AI spending cratering its stock

T+1 -2.4%T+5 +0.3%T+20 +15.8%
2026-07-07 · Yahoo

+2.3% — Salesforce Bets $1 Billion on Switzerland AI

T+1 -1.7%T+5 -1.2%T+20 +12.7%
2026-07-02 · Yahoo

+1.8% — Salesforce (CRM) Receives Mixed Ratings from Analysts

T+1 -0.3%T+5 -1.7%T+20 +10.8%
2026-07-01 · Yahoo

+4.2% — Salesforce (CRM) Down More Than 10% Over the Past Month, Here’s What You Need to Know

T+1 +1.8%T+5 -0.4%T+20 +10.7%
2026-06-26 · Yahoo

+5.4% — Salesforce (CRM) Down 14.8% Since Last Earnings Report: Can It Rebound?

T+1 -0.3%T+5 +4.6%T+20 +9.6%
2026-06-25 · Yahoo

-1.7% — Salesforce Grants Equity Awards to Momentum Under Its Inducement Equity Incentive Plan

T+1 +5.4%T+5 +10.6%T+20 +9.0%
2026-06-23 · no single source

+2.2% — Moved with the tape — no single reported reason that day.

T+1 -0.4%T+5 +2.1%T+20 +6.2%
2026-06-18 · no single source

-2.1% — Moved with the tape — no single reported reason that day.

T+1 -1.1%T+5 +4.3%T+20 +14.5%
2026-06-17 · no single source

-4.1% — Moved with the tape — no single reported reason that day.

T+1 -2.1%T+5 -3.1%T+20 +10.2%
2026-06-16 · no single source

-1.7% — Moved with the tape — no single reported reason that day.

T+1 -4.1%T+5 -5.5%T+20 +6.8%
2026-06-11 · no single source

-2.6% — Moved with the tape — no single reported reason that day.

T+1 -0.3%T+5 -8.8%T+20 +2.9%
2026-06-10 · no single source

-2.5% — Moved with the tape — no single reported reason that day.

T+1 -2.6%T+5 -9.3%T+20 -4.4%
2026-06-09 · no single source

-3.9% — Moved with the tape — no single reported reason that day.

T+1 -2.5%T+5 -7.8%T+20 -7.3%
2026-06-08 · no single source

-1.7% — Moved with the tape — no single reported reason that day.

T+1 -3.9%T+5 -9.9%T+20 -8.7%
2026-06-05 · no single source

-1.6% — Moved with the tape — no single reported reason that day.

T+1 -1.7%T+5 -10.6%T+20 -8.7%
2026-06-03 · no single source

-5.1% — Moved with the tape — no single reported reason that day.

T+1 -1.0%T+5 -10.3%T+20 -12.9%
2026-06-02 · no single source

-4.2% — Moved with the tape — no single reported reason that day.

T+1 -5.1%T+5 -12.7%T+20 -18.7%
2026-06-01 · no single source

+9.7% — Moved with the tape — no single reported reason that day.

T+1 -4.2%T+5 -12.9%T+20 -25.3%
2026-05-29 · no single source

+8.5% — Moved with the tape — no single reported reason that day.

T+1 +9.7%T+5 -2.8%T+20 -17.4%
2026-05-22 · no single source

+2.1% — Moved with the tape — no single reported reason that day.

T+1 -0.5%T+5 +16.4%T+20 -14.8%
2026-05-21 · no single source

-2.1% — Moved with the tape — no single reported reason that day.

T+1 +2.1%T+5 +8.4%T+20 -14.9%

The brief, in your inbox

One email every market morning. What moved, why, and what happened after.