---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000883698.md"
description: "$Salesforce(CRM.US)Salesforce: Turnaround, or the death of SaaS?Salesforce’s 22.6% jump looks less like a dead-cat bounce and more like the market finally giving AI-enabled SaaS credit. Q2 FY27 revenue rose 11% to US$11.35bn, while cRPO grew 14% to US$33.5bn. FY26 itself delivered US$41.5bn revenue, +10%, with strong cash generation. The ClaudeForce partnership is important: Salesforce is embedding Claude into workflows rather than fighting AI head-on. AI product ARR has reportedly reached nearly US$3.9bn. Stance: This looks more like a SaaS reset than its death. Fundamentals are improving, but after the surge, valuation has quickly rerated. Technically, the breakout is powerful, but $252 is now a major reference point; chasing here carries risk.For an option writer, I’d favour 30–45 DTE covered calls, around 10–15% OTM, targeting Delta ≤0.20. With CRM around $252, September $280–290 calls offer a better assignment buffer; premiums around $0.15–$0.50 are currently indicated, depending on strike/liquidity. Bottom line: own the turnaround, but sell calls patiently rather than chase the rally.Not financial advice.$Salesforce(CRM.US)"
datetime: "2026-09-03T00:15:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000883698.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000883698.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000883698.md)
author: "[FaithAnchor](https://longbridge.com/en/profiles/24833348.md)"
generator: "portal-rs"
---

# $Salesforce(CRM.US)Salesforce: Turnaround, or the …


### Related Stocks

- [CRM.US](https://longbridge.com/en/quote/CRM.US.md)

## Comments (1)

- **Eunice · 2026-09-03T06:12:43.000Z**: that level got tested faster than expected, it printed a 253.60 low in the session and closed under where it opened, so the breakout is already being retested rather than extending.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**