| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Nasdaq Hits Fresh High |
Salesforce is named in the blue-wave election basket. [audio] | — | — | — |
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Salesforce named among enterprise software incumbents Meta would struggle to displace, and as the platform Veeva originally built its CRM on. [audio] | — | — | — |
| 2026-09-17 | BUY | HIGH | Rob Black Show Afternoon podcast 9-17-26 |
Rob said software's apocalypse appears past and that Salesforce now looks attractive after positive targets. [audio] | -1.9% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
Salesforce's Dreamforce conference and agentic-AI strategy were discussed. [audio] | -5.0% | — | — |
| 2026-08-27 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-27-26 |
Salesforce surged on earnings showing encouraging demand and expectations for accelerating organic revenue growth in the second half. [audio] | +4.9% | -7.0% | — |
| 2026-08-27 | HOLD | MEDIUM | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
Shares up 10% on a strong quarter and the Anthropic Cloudforce partnership, but Rob was lukewarm on Benioff as a CEO and analysts flagged lingering long-term growth questions for front-office applications. [audio] | +4.9% | -7.0% | — |
| 2026-08-25 | WATCH | MEDIUM | Rob Black Show Yields Fall |
Reports tomorrow night in what Rob calls an important test of whether the software comeback is real or AI is eating traditional software. [audio] | +25.5% | +16.0% | — |
| 2026-08-13 | BUY | MEDIUM | Rob Black Show More Encouraging Inflation Data |
JP Morgan restarted Salesforce at buy arguing the core business could accelerate; Rob said the stock looks cheap and could deliver earnings growth plus multiple expansion without becoming the next NVIDIA. [audio] | +2.0% | +23.0% | — |
| 2026-07-28 | MENTIONED | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Salesforce is up 5% and described as the bellwether of software plays. [audio] | +5.2% | +38.9% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Salesforce stock discussed as having dropped from 268 to 165; host does not own it except in S&P 500 funds. [audio] | +15.6% | +28.3% | — |
| 2026-07-21 | HOLD | HIGH | Rob Black Show Stocks Boosted By Chipmakers |
Morgan Stanley downgraded Salesforce to hold from buy due to concerns about agent force inflection. [audio] | +6.7% | +20.8% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Stocks Rise On Big Tech Gains |
Salesforce was down 2% following IBM's warning about software budgets. [audio] | -2.4% | +17.5% | — |
| 2026-07-09 | SELL | HIGH | Rob Black Show Afternoon podcast 7-9-26 |
Salesforce got a depressing downgrade; analyst says checks have not been strong and momentum is not building. [audio] | +6.3% | +18.6% | — |
| 2026-07-09 | SELL | HIGH | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Salesforce.com gets an untimely downgrade to sector weight from overweight; stock is down 37% this year. [audio] | +6.3% | +18.6% | — |
| 2026-07-02 | BUY | HIGH | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Salesforce was upgraded by Guggenheim, trading at 11.5 times forward earnings with a price target of $228. [audio] | -2.2% | +10.8% | +38.3% |
| 2026-07-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-1-26 |
Salesforce mentioned as a component of the iShares Expanded Tech Software ETF. [audio] | -2.2% | +10.8% | +38.3% |
| 2026-07-01 | WATCH | MEDIUM | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Duggenheim upgraded Salesforce, but host is not eager to get into that sector due to AI disruption fears. [audio] | +2.1% | +12.7% | +38.3% |
| 2026-06-30 | SELL | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Salesforce nearing 40% losses due to software-as-a-service-pocalypse. [audio] | +8.2% | +15.4% | +45.3% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Salesforce down 1.6 percent, noted among tech stocks declining. [audio] | +4.9% | +3.3% | +50.7% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-15-26 |
Salesforce's stock performance, AI fears, and acquisition of an AI company. [audio] | -8.8% | +1.5% | +50.5% |
| 2026-06-15 | BUY | HIGH | Rob Black Show Iran Peace Deal Lifting The Markets |
Salesforce stock is rising today after announcing a $3.6 billion deal for an AI company. [audio] | -8.8% | +1.5% | +50.5% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
Salesforce discussed for lack of growth and analyst skepticism. [audio] | -8.8% | -1.9% | +46.7% |
| 2026-06-01 | BUY | LOW | Rob Black Show Oil Jumps |
Mentioned as moving higher today, reaching levels not seen since February/March. [audio] | -12.9% | -21.9% | +22.5% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-28-26 |
Host mentions Salesforce is up 1% and says he will talk about it later. [audio] | +7.1% | -9.9% | +17.0% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Salesforce delivered strong earnings growth, largely due to a significant buyback program. [audio] | +7.1% | -9.9% | +17.0% |
| 2026-05-27 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-27-26 |
Host discusses Salesforce earnings, noting they beat on revenue but guidance was light, causing the stock to drop 2.8% in after-hours trading. [audio] | +7.4% | -10.6% | +16.2% |
| 2026-05-26 | WATCH | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Mentioned as reporting earnings this week alongside other tech stocks. [audio] | +12.1% | -15.9% | +17.0% |
| 2026-05-20 | HOLD | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
The host describes select software like Salesforce as lovely, though noting they only grow at 10% without strong web services. [audio] | -1.4% | -15.5% | +9.2% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Salesforce as one of the top 10 stocks today. [audio] | -0.2% | -15.2% | +6.7% |
| 2026-05-18 | SELL | HIGH | Rob Black Show Big Week With Nvidia Earnings |
Bank of America analyst reiterates sell rating on Salesforce due to concerns about customer additions and monetization. [audio] | +0.3% | -13.4% | +9.6% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Salesforce stock was up 2% today. [audio] | +5.2% | -0.8% | +15.7% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions Salesforce as a competitor to NVIDIA in the AI chip space. [audio] | +5.2% | -0.8% | +15.7% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Stocks Move After High Inflation Reading |
Host lists Salesforce as a company integrating AI-enabled glasses and wearables. [audio] | +4.7% | -2.6% | +15.6% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | +4.7% | -2.6% | +15.6% |
| 2026-05-11 | SELL | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Noted as down 3%, with the host commenting that software is still struggling. [audio] | +1.1% | -3.7% | +8.9% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Salesforce was up 12% to an all-time high. [audio] | -8.4% | +0.9% | -0.3% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host notes Salesforce was up 1.8% year-to-date. [audio] | -4.3% | +2.8% | -0.5% |
| 2026-05-01 | BUY | HIGH | Rob Black Show Kicking Off May With Record Levels |
Salesforce is recommended as an AI adopter with pricing power. [audio] | -1.1% | +4.0% | -1.4% |