CRM
Salesforce, Inc.190.29post−$0.70 (−0.37%)at close +$5.04 (+2.71%)
as of 23:55:25 UTCnext report Sep 2 · 28d
Earnings Room‹ back to CRM
The report
fiscal Q2 2027 · from the company's noticeSep 2after close28days out
Expected movement
market-implied · at the Aug 4 close±11.1%is what the chain prices between now and the expiry below. Not a view we hold.
That span is 31days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.
expiry Sep 4 · first after the reportATM strike 190straddle 24.78ATM IV 56%× 0.85 straddle-to-rangespot 190.29
Blast radius
9 linked · N-PORT + EDGARIf CRM moves ±11.1% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are named by filings and their coefficient measured against two years of daily returns.
DIAfundSPDR Dow Jones Industrial Average ETF Trust0.2%XLKfundState Street Technology Select Sector SPDR ETF0.2%VTVfundVanguard Value Index Fund0.04%VOOfundVanguard 500 Index Fund0.03%SPYfundSPDR S&P 500 ETF Trust0.03%IVVfundiShares Core S&P 500 ETF0.03%VIAcustomerVia Transportation, Inc.9.0%QTWOcustomerQ2 Holdings, Inc.7.6%VEEVcustomerVeeva Systems Inc5.7%
Positioning
Butterfly LadderNo options positioning captured for this ticker yet. Open interest settles once daily — check back after the next capture, or open this room again tomorrow.
The record
expected in pale · actual in full color1/8reports moved further than the options market had pricedtypically ±4.0% realized vs ±6.8% priced
May 27 '26±7.4%→−0.8%×0.10
Feb 25 '26±7.1%→+4.0%×0.57
Dec 3 '25±6.5%→+3.7%×0.56
Sep 3 '25±6.8%→−4.8%×0.72
May 28 '25±6.2%→−3.3%×0.53
Feb 26 '25±7.4%→−4.0%×0.54
Dec 3 '24±6.3%→+11.0%×1.74
Aug 28 '24±6.9%→−0.7%×0.11
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY27 · reported 2.42 · rev $11.1B
record note
The note composes when the report lands. Nothing is written for a quarter that hasn't been read.