Salesforce Inc. (CRM) 10-K Red Flags
Risk signals extracted deterministically from Salesforce Inc.’s SEC 10-K/10-Q XBRL filings — no LLM, every finding cites the underlying data.
Detected red flags (17)
- Going concern doubt: The term "going concern" appears in 10 recent filing(s) (vs 1 in the prior period). This risk language is ongoing.
- Material weakness in internal controls: The term "material weakness" appears in 19 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
- Restatement of financial statements: The term "restate" "financial statements" appears in 22 recent filing(s) (vs 8 in the prior period). This risk language is ongoing.
- Operating cash flow exceeds net income: OCF is 2.47x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- Gross margin expansion: Gross margin expanded +154.7%pp (from 1586.8% to 1741.4%), indicating improved pricing power, cost efficiency, or favorable product mix.
- Deferred revenue growing — future revenue visibility: Deferred revenue grew +29.9% to $5.54B, providing forward revenue visibility. This is a positive leading indicator for subscription or contract-based businesses.
- Endogenous analysis: Strong cash conversion (OCF > NI) combined with growing deferred revenue provides high forward visibility. The business model appears to generate sustainable, recurring cash flows — a positive structural indicator.
- 9 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 5 disclosure(s) dropped from prior year — reduced reporting granularity.
- 1 new risk-language term(s) detected in filing text: Impairment charge.
- Ongoing high-severity risk language: Going concern doubt, Material weakness in internal controls, Restatement of financial statements.
- Price $166.11 — downtrend (below 200-DMA); 1-month momentum negative.
- RSI(14) 49.60.
- Composite risk: High.
- Leverage debt/equity 1.15 (moderate).
- Going concern doubt: The term "going concern" appears in 10 recent filing(s) (vs 1 in the prior period). This risk language is ongoing.
- Material weakness in internal controls: The term "material weakness" appears in 19 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
Filings & ownership
- Latest annual report (10-K) filed Mar 2, 2026.
- Latest quarterly report (10-Q) filed May 28, 2026.
- 10 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Salesforce Inc.; broad institutional reporting.
- Recent filers include Rokos Capital Management LLP, Rokos Capital Management LLP, Oribel Capital Management, LP.
- 1 recent 13D activist/beneficial-ownership filings — potential catalyst.
- 7 recent 13G passive institutional ownership notices.
Full CRM analyst report
Valuation (DCF & Graham), technicals, macro exposure, risk scorecard and 13F/13D ownership.
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