{ "ticker": "CRM", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/CRM.json", "analysis_sha256": "763ea84630b4e183af526f8436a95a9ad6eb0a229067dffef1ef057fd9a0f6a3", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Salesforce : cRPO en accélération, rachat de 25 Md$ financé à crédit, titre revenu vers le haut de son gap. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T12:03:30.364579122Z", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T12:03:30.364579122Z", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T12:03:30.364579122Z", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 237.58, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 237.58, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": 1.8432784636488453, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "195,5 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "12,36 M", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "5,1×", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 67, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Salesforce a ouvert à +11,9 % le 27 août, au lendemain de ses résultats, et clôturé à +22,6 %, puis a rendu une partie du mouvement : le titre clôture à 237,58 $, 11,3 % sous le plus haut du 3 septembre. Le trimestre justifiait la réaction. Le cRPO, le carnet facturable des douze prochains mois, accélère à +14 %, l’ARR d’Agentforce dépasse 1,5 Md$ et la guidance annuelle est relevée. Deux chiffres tempèrent. Hors Informatica, la croissance du trimestre tombe à 6,4 %. Et le rachat accéléré de 25 Md$ a été payé avec 25 Md$ d’obligations : la dette financière passe de 14,4 à 39,3 Md$ en six mois. Autre correction : le bénéfice ajusté guidé contient 2,98 $ par action de gains sur investissements déjà réalisés. Sans eux, le titre vaut 17,3 fois le bénéfice ajusté et 32,3 fois le bénéfice GAAP, et il est endetté. Pas d’entrée au cours actuel. Le signal serait une clôture au-dessus de 242,44 $ ; une clôture sous 229,81 $ ferait abandonner le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Le cRPO atteint 33,5 Md$, en hausse de 14 % : le carnet facturable à douze mois progresse plus vite que le chiffre d’affaires, qui croît de 11 %.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "L’ARR combiné d’Agentforce et de Data 360 approche 3,9 Md$, en hausse de plus de 210 % : chez Salesforce, l’IA commence à peser dans les comptes.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Au close du 23 septembre, la valeur d’entreprise vaut 17,7 fois l’EBITDA GAAP, entre Adobe (9,9×) et Workday (29,5×) selon les statistiques relevées le 24 septembre, pour un carnet qui accélère.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Le rachat accéléré a réduit le nombre d’actions : 821 millions d’actions diluées au deuxième trimestre, contre 962 millions un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyBuy.4", "value": "Un administrateur, David Kirk, a acheté 4176 actions le 18 septembre à 239,33 $, environ 1,0 M$, en pleine baisse du titre.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyBuy.4" }, { "path": "verdict.whyAvoid.0", "value": "Informatica a apporté 456 M$ au trimestre : sans cette acquisition, la croissance des revenus tombe à 6,4 %.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "La dette financière est passée de 14,4 à 39,3 Md$ en six mois et la charge d’intérêts du semestre atteint 790 M$, contre 135 M$ un an plus tôt.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Les gains sur investissements gonflent les deux bénéfices : 2,613 Md$ dans les 4,552 Md$ de résultat avant impôt du trimestre, et 2,53 $ dans les 5,90 $ de bénéfice ajusté par action. Hors gains, l’ajusté du trimestre progresse d’environ 16 %, pas de 103 %.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "La guidance ne prévoit que 4 à 5 % de croissance du flux libre sur l’exercice : le rachat réduit le nombre d’actions, pas la dépendance à la croissance organique.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série certifiée au close du 23 septembre, sans séance manquante.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Aucune date publiée par Salesforce. Accenture, intégrateur de Salesforce, publie le 1er octobre avant l’ouverture selon deux calendriers de données, date non confirmée ici par Accenture.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Compter avec un gap possible le 1er octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

Salesforce vend des logiciels de relation client par abonnement : ventes, service client, marketing, commerce, Slack, et désormais Informatica pour la gestion des données. Au trimestre clos le 31 juillet 2026, les abonnements ont pesé 10,8 Md$ sur 11,3 Md$ de revenus.

La thèse de la société a changé en un an. Le logiciel ne se vend plus seulement au nombre d’utilisateurs humains : Agentforce facture des agents d’IA qui traitent des demandes clients ou des tâches commerciales. L’ARR d’Agentforce dépasse 1,5 Md$, et le cRPO accélère à +14 %, ce que la direction relie à ces nouvelles offres. Mais Informatica a apporté 456 M$ au trimestre : la croissance hors acquisition reste de l’ordre de six pour cent.

La mécanique financière a basculé en mars. Salesforce a emprunté 25 Md$ pour racheter 25 Md$ de ses propres actions d’un coup, par un rachat accéléré. Le nombre d’actions diluées est passé de 962 à 821 millions en un an, mais la dette financière a presque triplé et les capitaux propres ont fondu d’un tiers. Le bénéfice par action monte mécaniquement ; le bilan, lui, prend un risque qu’il n’avait pas.

", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "10,8 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "95 %", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.0.description", "value": "En hausse de 12 % sur un an, Informatica compris.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.revenue", "value": "525 M$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "5 %", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Salesforce 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000187/crm-q2fy27xexhibit991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-08-26", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Salesforce 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/crm-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 26 août et 10-Q ; prochaine date non confirmée.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "news.0.date", "value": "2026-08-26", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Deuxième trimestre : cRPO à +14 %, guidance relevée", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le carnet facturable accélère et la guidance annuelle monte de 200 M$ ; le lendemain, le titre ouvre à +11,9 % et clôture à +22,6 %.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000187/crm-q2fy27xexhibit991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-09-16", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Journée investisseurs : plus de 63 Md$ visés pour l’exercice 2030", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "L’objectif inclut les acquisitions déjà annoncées. Du 16 au 23 septembre, CRM perd 5,0 % quand IGV gagne 3,0 % : hypothèse, l’objectif était déjà dans le cours, avec la hausse des taux en toile de fond.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000210/investorday2026.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-03-12", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Rachat accéléré de 25 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Environ 103 millions d’actions livrées d’emblée à 198,34 $ en moyenne ; le solde doit être réglé d’ici octobre.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/d887348d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "news.3.date", "value": "2026-03-13", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.3.date" }, { "path": "news.3.title", "value": "Émission obligataire de 25 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.3.title" }, { "path": "news.3.detail", "value": "Huit tranches de 2028 à 2066 financent le rachat ; la charge d’intérêts du semestre est multipliée par près de six.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.3.detail" }, { "path": "news.3.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000119312526106356/d114728d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/news.3.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "11,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+11 % sur un an, communiqué du 26 août", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "33,5 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+14 % sur un an", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "Plus de 1,5 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Plus de +240 % sur un an, périmètre élargi au deuxième trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "46,1–46,4 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "+11 à 12 %, conditionnelle à Contentful et Fin", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "6,4 %", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "(revenus − 456 M$ d’Informatica) / revenus du trimestre de l’an passé", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "790 M$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Contre 135 M$ un an plus tôt, 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "3,171 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.7.value", "value": "1,763 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Exclue du bénéfice ajusté, 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "15,15 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Flux opérationnel − investissements, douze mois au 31 juillet 2026", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "43,94 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Douze mois glissants au 31 juillet 2026 (10-K + 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.value", "value": "12,66 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Résultat opérationnel + amortissements, douze mois au 31 juillet 2026", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.value", "value": "9,66 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Douze mois au 31 juillet 2026, gains sur investissements compris", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.metric", "value": "Dette financière et trésorerie au 31 juillet", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.metric" }, { "path": "fundamentals.rows.12.value", "value": "39,3 / 11,4 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Dette contre 14,4 Md$ au 31 janvier ; trésorerie = liquidités + titres de placement", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.13.value", "value": "2,2×", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Au 31 juillet 2026, sur EBITDA douze mois", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.14.value", "value": "5,1×", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Enterprise value au close du 2026-09-23 sur revenus GAAP douze mois au 2026-07-31", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.source", "value": "Clôture certifiée, 10-K et 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.source" }, { "path": "fundamentals.rows.14.comparison", "value": "Versus une croissance de 11 % publiée : un multiple de logiciel mature, dette comprise.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.rows.15.value", "value": "17,7×", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.value" }, { "path": "fundamentals.rows.15.signal", "value": "Enterprise value au close du 2026-09-23 sur EBITDA GAAP douze mois au 2026-07-31", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.signal" }, { "path": "fundamentals.rows.15.source", "value": "Clôture certifiée, 10-K et 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.source" }, { "path": "fundamentals.rows.15.comparison", "value": "Versus Adobe (9,9×), Microsoft (19,1×), Workday (29,5×) et ServiceNow (51,5×), statistiques courantes relevées le 24 septembre : Salesforce est dans le bas de la fourchette des grands éditeurs.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.comparison" }, { "path": "fundamentals.rows.16.value", "value": "17,3×", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.value" }, { "path": "fundamentals.rows.16.signal", "value": "Forward : close du 2026-09-23 sur 16,69 $ guidés pour l’exercice 2027, moins 2,98 $ de gains du semestre (note 3 du communiqué)", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.signal" }, { "path": "fundamentals.rows.16.source", "value": "Clôture certifiée et communiqué du 26 août", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.source" }, { "path": "fundamentals.rows.16.comparison", "value": "Versus 14,2× sur la guidance brute : les gains réalisés abaissent le multiple apparent.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.16.comparison" }, { "path": "fundamentals.rows.17.value", "value": "32,3×", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.17.value" }, { "path": "fundamentals.rows.17.signal", "value": "Forward : close du 2026-09-23 sur 10,23 $ guidés moins 2,87 $ de gains du semestre", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.17.signal" }, { "path": "fundamentals.rows.17.source", "value": "Clôture certifiée et communiqué du 26 août", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.17.source" }, { "path": "fundamentals.rows.18.metric", "value": "Scénario EV/EBITDA × 0,7 : valeur d’entreprise −30 % (hypothèse éditoriale)", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.18.metric" }, { "path": "fundamentals.rows.18.value", "value": "156,14 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.18.value" }, { "path": "fundamentals.rows.18.signal", "value": "Scénario : valeur d’entreprise réduite de 30 % par hypothèse, dette et trésorerie du 2026-07-31 inchangées, soit −34 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.18.signal" }, { "path": "fundamentals.rows.18.source", "value": "Clôture certifiée, 10-K et 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.rows.18.source" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Salesforce 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000187/crm-q2fy27xexhibit991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-26", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Salesforce 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/crm-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre de l’exercice 2027 : bénéfice GAAP de 4,29 $ par action et ajusté de 5,90 $, dont 2,53 $ de gains sur investissements selon la note 3 du communiqué ; marge opérationnelle GAAP de 20,5 %. La guidance du troisième trimestre vise 11,42 à 11,50 Md$ de revenus et un cRPO en hausse d’environ 14 %. Celle de l’exercice vise 46,1 à 46,4 Md$ de revenus, 10,21 à 10,25 $ de bénéfice GAAP et 16,67 à 16,71 $ ajusté, gains du semestre compris, sous réserve de la clôture de Contentful et Fin. Aucune date de prochaine publication n’est confirmée par l’émetteur à ce jour.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "Salesforce 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000187/crm-q2fy27xexhibit991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-26", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "Environ 823 millions d’actions au 20 août 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "Autorisation de rachat portée à 50 Md$ en février 2026, rachat accéléré de 25 Md$ compris (8-K du 12 mars).", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Le nombre d’actions baisse vite : 821 millions d’actions diluées au deuxième trimestre, contre 962 millions un an plus tôt. Le rachat accéléré de 25 Md$ a livré environ 103 millions d’actions en mars à 198,34 $ en moyenne, soit 80 % du total attendu ; le solde doit être livré au règlement final, prévu en octobre selon le communiqué du 26 août (au troisième trimestre de l’exercice selon le 10-Q). La rémunération en actions, 1,763 Md$ sur six mois, dilue en sens inverse. Le nombre exact d’actions après règlement n’est pas calculable depuis ces seuls dépôts.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Salesforce 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/crm-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Salesforce 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/d887348d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-03-12", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Salesforce 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000119312526106356/d114728d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-03-13", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.summary", "value": "Huit documents décisionnels ouverts et hachés. Ils montrent un carnet qui accélère, une croissance organique encore modeste et un bilan transformé : 25 Md$ d’obligations pour racheter 25 Md$ d’actions. Aucune dilution nouvelle ; le risque a changé de nature, il est devenu un risque de dette.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-26", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001108524-26-000187", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du deuxième trimestre de l’exercice 2027 : revenus de 11,3 Md$ (+11 %), dont 456 M$ apportés par Informatica, cRPO de 33,5 Md$ (+14 %), ARR d’Agentforce au-delà de 1,5 Md$. Guidance annuelle relevée à 46,1–46,4 Md$ de revenus et 16,67–16,71 $ de bénéfice ajusté, conditionnelle à la clôture de Contentful et Fin.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000187/crm-q2fy27xexhibit991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001108524-26-000190", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel : dette financière de 39,3 Md$ contre 14,4 Md$ au 31 janvier, capitaux propres ramenés de 59,1 à 38,4 Md$, charge d’intérêts semestrielle de 790 M$, 2,6 Md$ de gains sur investissements stratégiques au trimestre, 823 millions d’actions au 20 août.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/crm-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-09-17", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001108524-26-000210", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Présentation de la journée investisseurs du 16 septembre : objectif de revenus de plus de 63 Md$ pour l’exercice 2030, Informatica et acquisitions annoncées comprises. L’objectif est un cadre de croissance, pas une guidance ; le titre a reculé dans les séances suivantes.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000210/investorday2026.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-03-02", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001108524-26-000060", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Rapport annuel de l’exercice clos le 31 janvier 2026 : revenus de 41,5 Md$, résultat opérationnel GAAP de 8,3 Md$, flux opérationnel de 15,0 Md$ ; aucun client ne dépasse 10 % des revenus ou des créances.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-03-12", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001193125-26-104282", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Rachat accéléré de 25 Md$ signé le 11 mars avec cinq banques, dans une autorisation totale de rachats portée à 50 Md$ en février. Paiement le 16 mars contre une livraison initiale d’environ 80 % des actions ; le solde dépend du cours moyen jusqu’au règlement final.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/d887348d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.filings.5.date", "value": "2026-03-13", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.date" }, { "path": "filingsReview.filings.5.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.form" }, { "path": "filingsReview.filings.5.accession", "value": "0001193125-26-106356", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.accession" }, { "path": "filingsReview.filings.5.finding", "value": "Émission obligataire de 25 Md$ en huit tranches, de 2028 à 2066, à des coupons de 4,50 % à 6,70 % : le financement du rachat accéléré.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.finding" }, { "path": "filingsReview.filings.5.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000119312526106356/d114728d8k.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.url" }, { "path": "filingsReview.filings.6.date", "value": "2026-08-26", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.date" }, { "path": "filingsReview.filings.6.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.form" }, { "path": "filingsReview.filings.6.accession", "value": "0001108524-26-000187", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.accession" }, { "path": "filingsReview.filings.6.finding", "value": "Formulaire de couverture du communiqué trimestriel (item 2.02), qui rattache l’Exhibit 99.1 au dépôt du 26 août. Il n’ajoute aucun chiffre, mais date officiellement la publication des résultats et de la guidance relevée.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.finding" }, { "path": "filingsReview.filings.6.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000187/crm-20260826.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.url" }, { "path": "filingsReview.filings.7.date", "value": "2026-09-17", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.date" }, { "path": "filingsReview.filings.7.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.form" }, { "path": "filingsReview.filings.7.accession", "value": "0001108524-26-000210", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.accession" }, { "path": "filingsReview.filings.7.finding", "value": "Formulaire de couverture de la présentation investisseurs (item 7.01), qui rattache l’Exhibit 99.1 au dépôt du 17 septembre. Il n’ajoute aucun chiffre et précise que la présentation est fournie, pas déposée, au sens de la loi boursière.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.finding" }, { "path": "filingsReview.filings.7.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000210/crm-20260916.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.url" }, { "path": "filingsReview.contrarianRisks.1", "value": "La dette de 39,3 Md$ a été contractée pour racheter des actions, pas pour investir : si la croissance déçoit, le bilan n’a plus la marge de 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.2", "value": "Le bénéfice du trimestre, GAAP comme ajusté, dépend des gains sur investissements stratégiques, par nature non récurrents : 2,98 $ par action sur le semestre en données ajustées.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "filingsReview.contrarianRisks.4", "value": "La guidance dépend de la clôture de Contentful et Fin : un retard réglementaire retirerait environ 200 M$ de revenus annoncés.", "as_of": "2026-09-23", "source_artifact": 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"c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 267.8, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 237,58 $, autour de sa moyenne à vingt séances (−0,2 %), après avoir rendu une partie du gap du 27 août. Avant activation, aucune entrée ; une clôture sous 229,81 $, le bas du 22 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $242.44, le plus haut du 22 septembre. Après activation, stop sous $234.24, le bas du 23 septembre. Le stop est à moins d’un ATR (8,20 $ contre 9,43 $) : une séance ordinaire peut le toucher. Supports : 234,24 $, 229,81 $ et 205,26 $, la clôture d’avant le gap. 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David Kirk, administrateur, a acheté 4176 actions le 18 septembre pour environ 1,0 M$. Craig Conway, administrateur, a vendu 4500 actions le 4 septembre pour environ 1,2 M$. Les autres lignes sont des remises d’actions pour impôts. Couverture officielle partielle : aucun solde net publié.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.recentTransactions.0.date", "value": "2026-09-18", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.date" }, { "path": "insiders.recentTransactions.0.shares", "value": "4176", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.shares" }, { "path": 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"blastRadius.groups.5.symbols.0.correlation", "value": 0.7741, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/0/correlation" }, { "path": "blastRadius.groups.5.symbols.0.beta", "value": 1.1752, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/0/beta" }, { "path": "blastRadius.groups.5.symbols.0.r2", "value": 0.5993, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/0/r2" }, { "path": "blastRadius.groups.5.symbols.0.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/0/observations" }, { "path": "blastRadius.groups.5.symbols.0.return5d", "value": 2.99, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/0/return5d" }, { "path": "blastRadius.groups.5.symbols.0.return21d", "value": 5.51, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/0/return21d" }, { "path": 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"blastRadius.groups.5.symbols.1.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/1/observations" }, { "path": "blastRadius.groups.5.symbols.1.return5d", "value": 6.32, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return5d" }, { "path": "blastRadius.groups.5.symbols.1.return21d", "value": 8.62, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return21d" }, { "path": "blastRadius.groups.5.symbols.2.correlation", "value": -0.0653, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/2/correlation" }, { "path": "blastRadius.groups.5.symbols.2.beta", "value": -0.1581, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/2/beta" }, { "path": "blastRadius.groups.5.symbols.2.r2", "value": 0.0043, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/2/r2" }, { "path": "blastRadius.groups.5.symbols.2.observations", "value": 124, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/2/observations" }, { "path": "blastRadius.groups.5.symbols.2.return5d", "value": 5.29, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/2/return5d" }, { "path": "blastRadius.groups.5.symbols.2.return21d", "value": 5.05, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/blastRadius/groups/5/symbols/2/return21d" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus du plus haut du 22 septembre sur volume soutenu.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre oscille entre le bas du 22 septembre et les plus hauts de septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.1.confirmation", "value": "Aucune clôture hors de la zone entre le bas du 22 septembre et le plus haut du 16 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.confirmation" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous le bas du 22 septembre et un recul du panier logiciel.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.contradictions.0", "value": "Le carnet accélère à +14 % mais les revenus organiques progressent d’environ six pour cent : la hausse d’août paie un décalage qui doit encore se refermer.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.0" }, { "path": "blastRadius.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.0.date" }, { "path": "blastRadius.sourceRefs.1.name", "value": "Salesforce 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.name" }, { "path": "blastRadius.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1108524/000110852426000190/crm-20260731.htm", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.url" }, { "path": "blastRadius.sourceRefs.1.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "237,58 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "−5,01 %", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+13,84 %", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "Le 10 ans américain a clôturé à 5,11 % le 23 septembre, plus haut depuis juillet 2007. Les obligations de Salesforce sont à taux fixe : la charge d’intérêts ne bouge pas, mais une entreprise endettée voit son multiple comprimé plus vite quand les taux montent.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 5, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Salesforce a échangé un risque contre un autre : moins d’actions, beaucoup plus de dette. Le rachat de 25 Md$ financé à crédit rend l’action plus sensible à une déception : si l’accélération organique n’arrive pas au second semestre, la baisse du multiple s’appliquerait à une valeur d’entreprise dont une part plus grande revient aux créanciers.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Dette financière de 39,3 Md$ au 31 juillet.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.pedagogy", "value": "Le 27 août, le titre a ouvert à +11,9 % et clôturé à +22,6 %, puis a reculé : acheter pendant la baisse en séance, c’est parier sur un plancher que rien ne confirme. Sur 3,3 Md$ échangés par séance, le slippage reste de l’ordre du cent. Deux risques pèsent davantage. Le stop est à moins d’un ATR (8,20 $ contre 9,43 $) : une séance ordinaire peut le toucher. Et un gap, par exemple après Accenture le 1er octobre, peut faire sortir sous 234,24 $ : la perte dépasse alors le risque prévu. Taille calculée sur la distance au stop, sans l’augmenter : 12 actions pour 100 $. Ne pas poursuivre la hausse : attendre la clôture de déclenchement.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 229,81 $ abandonne le scénario. Activation : clôture au-dessus de 242,44 $, puis achat à l’ouverture suivante seulement sous 242,92 $. Après activation : stop sous 234,24 $.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 242.44, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 234.24, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 255.95, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 267.8, "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-3.4%", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+5.6%", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+10.5%", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.65 TP1 / 1:3.09 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 22 septembre, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 242,92 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Une clôture de déclenchement déjà au-dessus de 242,92 $, ou une ouverture au-delà, annule l’entrée. La marge est de 0,48 $, 0,05 ATR ; 37 % des séances ont ouvert plus haut que la veille d’au moins cet écart, et sur 75 clôtures au-dessus du plus haut de la veille, 3 seulement auraient permis l’achat. L’entrée est quasi inexécutable ; ce plan sert à ne pas acheter trop haut, pas à promettre un trade. Le stop est à moins d’un ATR : une séance ordinaire peut le toucher. Objectifs : TP1 au plus haut du 16 septembre, TP2 au plus haut du 3 septembre. Liquidité : environ 3,27 Md$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : 12 actions, soit 100 $ de perte possible à 8,20 $ par action, hors gap.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le trimestre d’août a montré un carnet qui accélère ; le titre a depuis rendu une partie de sa hausse sans casser le bas de son gap. Avant activation, le dossier reste en surveillance et une clôture sous 229,81 $ l’abandonne. Une clôture au-dessus de $242.44 montrerait que les acheteurs reprennent la main ; l’entrée n’a lieu qu’à l’ouverture suivante et sous 242,92 $. Après activation, le stop sous $234.24 limite le risque à la dernière séance. TP1 à 255,95 $ et TP2 à 267,80 $ visent les plus hauts de septembre. Taille calculée sur la distance au stop, sans l’augmenter : le stop est à moins d’un ATR et la dette rend la thèse moins tolérante à une déception.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 22 septembre, sur volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.2", "value": "Le règlement final du rachat accéléré, prévu en octobre selon le communiqué, et les résultats d’Accenture le 1er octobre avant l’ouverture, date des calendriers de données : lecture des budgets de mise en œuvre et risque de gap.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.2" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 229,81 $, bas du 22 septembre, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 234,24 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 242,92 $ après la clôture de déclenchement : pas d’achat, le R/R deviendrait insuffisant.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "cRPO en accélération à +14 %.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "Hors gains, 17,3 fois le bénéfice ajusté guidé.", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.2" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/CRM/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "c303dc3d3aa8e8cd95721612ef56c2abf0239ea5833eb6d1505289070a4ed7d7", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" } ] }