ANALYST-UPGRADE ·Filed Oct 12, 2026
B of A Securities double upgrade: Underperform → Buy
Latest settled — T+1d
CRM ▲ +1.75% at T+1d
LONG call ✓ call won +1.75% · α vs SPY +1.76% · entry $233.92 → $238.01
T+1d
+1.75%
call +1.75% · α +1.76%
$238.01
settled 6d ago
T+5d
—
call — · α —
—
in 5h
T+20d
—
call — · α —
—
in 21d
T+60d
—
call — · α —
—
in 3mo
Price Chart
Loading chart...
Executive Summary
B of A Securities double upgrade: Underperform → Buy
Impact Score
Base Score
4/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
44 (75%)
Hold
13
Sell / Strong Sell
2
Total Analysts
54
Mean PT
$283.36
Median PT
$282.50
High PT
$475.00
Low PT
$160.00
Current Price
$229.13
Implied Upside
+23.7%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-12 | B of A Securities | upgrade | Buy | $285.00 |
| 2026-09-18 | Citizens | reiterate | Market Outperform | $315.00 |
| 2026-09-18 | Stephens & Co. | reiterate | Equal-Weight | $289.00 |
| 2026-09-18 | Wells Fargo | maintain | Equal-Weight | $250.00 |
| 2026-09-17 | Freedom Broker | maintain | Buy | $295.00 |
| 2026-09-17 | Stifel | maintain | Buy | $300.00 |
| 2026-09-17 | Citigroup | maintain | Neutral | $263.00 |
| 2026-09-17 | RBC Capital | reiterate | Sector Perform | $250.00 |
| 2026-09-17 | BMO Capital | maintain | Outperform | $285.00 |
| 2026-09-17 | Guggenheim | maintain | Buy | $300.00 |
Firm Track Record — B of A Securities
B of A Securities accuracy: 54% on 3279 calls | avg return: 5.1%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Raymond James | 100% | 2/2 | 22.4% | top tier |
| Deutsche Bank | 67% | 2/3 | -1.4% | top tier |
| Evercore ISI Group | 67% | 2/3 | 8% | top tier |
| Stifel | 63% | 5/8 | 4.1% | top tier |
| Guggenheim | 60% | 3/5 | -13.1% | above average |
| JP Morgan | 60% | 3/5 | 4.5% | above average |
| Baird | 50% | 3/6 | -0.5% | below average |
| TD Cowen | 50% | 2/4 | 3.4% | below average |
| DA Davidson | 50% | 6/12 | -1.8% | below average |
| Bernstein | 50% | 2/4 | 10.6% | below average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $3.45 | $3.39 — $3.85 | $11.5B | ↑3 ↓0 |
| +1q | $3.56 | $3.45 — $4.01 | $12.3B | ↑2 ↓0 |
| 0y | $16.75 | $16.67 — $17.60 | $46.3B | ↑3 ↓0 |
| +1y | $16.02 | $14.66 — $18.12 | $50.8B | ↑3 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
1 buys / 2 sells
Congressional
Tony Wied (republican) — buy $15,001 - $50,000
Congressional
Ro Khanna (democrat) — buy $1,001 - $15,000
Institutional
Integrated Wealth Concepts LLC — trim (-25.4%)
Institutional
Allianz Asset Management GmbH — add (36.2%)
Institutional
PeakShares LLC — trim (-74.7%)
Short Interest
Short: 1,262,095 | Exempt: 4,141 | TRF Vol: 2,274,417 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Investment Themes
Cloud & SaaS
Documents Analyzed
Report based on filing metadata.
18 reports for CRM
71% Hit rate best @ T+60▲ +45.94%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 12, 2026 6d ago | ANALYST-UPGRADE | $233.92 $238.01 | ▲ +1.75% | ▲ +1.76% | $240.70 (+2.90%) |
Aug 16, 2026 9w ago | Institutional Cluster | $190.97 $196.14 | ▲ +2.71% | ▲ +3.38% | $240.70 (+26.04%) |
Jul 21, 2026 12w ago | ANALYST-DOWNGRADE | $170.06 $163.00 | ▲ +4.15% | ▲ +4.04% | $240.70 (−41.54%) |
Jul 20, 2026 12w ago | ANALYST-UPGRADE | $173.79 $170.06 | ▲ +2.15% | ▲ +2.98% | $240.70 (−38.50%) |
Jul 1, 2026 15w ago | ANALYST-UPGRADE | $163.23 $166.11 | ▲ +1.76% | ▲ +1.90% | $240.70 (+47.46%) |
Jun 25, 2026 16w ago | Institutional Cluster | $150.19 $158.37 | ▼ −5.45% | ▼ −6.17% | $240.70 (−60.26%) |
Jun 1, 2026 19w ago | 8-K | $200.85 $190.68 | ▼ −5.06% | ▼ −4.34% | $240.70 (+19.84%) |
May 27, 2026 20w ago | 8-K | $176.17 $191.10 | ▲ +8.47% | ▲ +8.24% | $240.70 (+36.63%) |
Apr 16, 2026 26w ago | DEFA14A | $181.95 $186.22 | ▲ +2.35% | ▲ +2.54% | $240.70 (+32.29%) |
Apr 8, 2026 27w ago | Court Ruling | $176.26 $170.80 | ▼ −3.10% | ▼ −3.67% | $240.70 (+36.56%) |
Showing 10 of 18
US Market Status
Market Closed — Opens in 6h 33m
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access