社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
赛富时(CRM)
180.25
+2.74
+1.54%
行情数据延迟15分钟
社区
社区
资讯
资讯
资料
资料
公告
公告
最新
推荐
大灰鼠的幸福生活
·
05-26 22:28
$赛富时 垂直价差 260529 PUT 170.0/PUT 167.5$
五月最后一周，开仓，垂直价差
$赛富时 垂直价差 260529 PUT 170.0/PUT 167.5$ 五月最后一周，开仓，垂直价差
回复
评论
点赞
1
编组 21备份 2
分享
举报
財報話你知
·
05-25
⏰本周小米，拼多多，理想，小鹏等中概业绩扎堆嚟袭，你最期待边家？
小虎们，本周老虎财报季继续，本周将有诸多明星中概股的业绩来袭！[Cool] 包括
$小米集团-W(01810)$
，
$拼多多(PDD)$
，蔚小理中的
$理想汽车(LI)$
，
$小鹏集团(XPEV)$
等！[666] 那么本周你最期待哪家的业绩公布？你认为哪家会有亮眼的表现呢？[YoYo] 本周一，美股盘后，
$欢聚(JOYY)$
将公布财报！ 本周二，美股盘前，
$小米集团-W(01810)$
，
$名创优品(MNSO)$
，
$小马智行(PONY)$
，
$世纪互联(VNET)$
将重磅公布财报！[Call] 本周二，美股盘后，
$Zscaler Inc.(ZS)$
，
$先科电子(SMTC)$
，
⏰本周小米，拼多多，理想，小鹏等中概业绩扎堆嚟袭，你最期待边家？
回复
评论
点赞
4
编组 21备份 2
分享
举报
财报信号站
·
09:30
赛富时财报前夜：AI没杀死CRM，但先杀了一轮估值
赛富时这次财报，不是一次普通的软件股业绩检查。
$赛富时(CRM)$
它更像是AI时代企业软件的一场压力测试。 过去半年，美股软件股被AI吓得不轻。市场一度相信：AI Agent来了，企业不需要那么多SaaS席位了；员工少了，账号少了，软件公司靠人头收费的黄金时代也就差不多到头了。 这套逻辑听起来很顺。 但资本市场最麻烦的地方就在这里：听起来很顺的故事，经常会先把股价砸穿，然后再等基本面慢慢验证。 赛富时就是典型案例。 今年以来，赛富时股价跌了大约三成。同期，软件ETF已经从低位反弹不少，纳斯达克100更是被芯片股一路推高。换句话说，市场不是不买科技股，也不是不买软件股，而是暂时不想买赛富时。 原因也很直接：大家怕CRM被AI重写。 以前赛富时的资本故事很清楚：企业客户粘性强，CRM系统嵌入销售、客服、营销和数据流程，续费率高，现金流好，是典型的企业软件龙头。 现在AI来了，问题变成：如果AI Agent能自动跟进客户、整理线索、生成报价、处理工单，那企业还需要买这么多CRM席位吗？ 这就是赛富时被杀估值的核心。 财报研究社Pro看来，赛富时眼下被市场交易的，不是当期业绩，而是未来商业模式的折价。 美国银行给赛富时“跑输大盘”评级，说白了就是一句话：这家公司可能正在从高成长平台，变成成熟现金流公司。 这句话很重。 高成长平台，市场愿意给高估值。成熟现金流公司，市场只看利润、回购和自由现金流。两者之间，差的不是一点估值倍数，而是一整套定价逻辑。 现在赛富时市盈率只有十几倍，远低于过去十年平均水平。对于一家仍有两位数收入增长预期的软件龙头来说，这个价格确实不贵。但便宜不是买入理由，便宜背后必须有逻辑修复。 赛富时这次财报，市场真正想看的，就是这个修复有没有开始。 第一个问题：AI到底是在摧毁CRM，还
赛富时财报前夜：AI没杀死CRM，但先杀了一轮估值
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
AliceSam
·
05-23
2026学习笔记之90 - AI正在重整职场
这两年不需要特别搜索，只要是看主流新闻，就能发现，很多大厂都在陆陆续续的裁员，过去几年，硅谷的科技公司裁员，大家已经见怪不怪了。有些光明正大的裁，有些偷偷摸摸的减，各种各样的理由，但是很少有大厂公开承认是AI取代了员工。直到这次
$Meta Platforms, Inc.(META)$
一口气要裁员8000个，他们公开承认AI在取代员工，Meta的工程师被要求必须用AI工具，甚至连扎克伯格本人，都在搞一个“AI版的自己”来处理一些内部沟通工作。而就在这之前不久，他们公司刚刚把7000多个岗位调整到了AI相关的部门，内部也在大规模重组。 有眼睛的都已经看清楚了，AI正在光明正大的，明目张胆的重整职场，据说Meta这次裁员省了30亿美元，然后给AI烧钱超千亿。这么看来，AI不会杀死软件行业，但正在杀死一半的软件岗位，同时放大另一半的价值，这是典型的结构性重估，而不是行业消失。 Oracle、Cisco、Intuit等大厂，也都是在一边裁员，一边加码AI，这些公司不是没钱，而是主动在把人力转向GPU/模型，重配资本。甚至出现一个关键变化，很多公司利润健康，但依然裁员，典型如Oracle，这意味着这不是周期性裁员，是生产函数改变。 据说在Meta，一个人带着AI，就能完成过去一个团队的工作，Microsoft AI CEO也说过，18个月内大部分办公室工作可自动化。这是一场永久性的结构转变，CEO们已经从AI是工具，变成了AI是裁员理由。 另一半现实就是软件行业并没有死，就业总量没有崩，但结构断裂，软件开发岗位长期仍预计增长17%，AI更多是替代任务，而不是岗位，AI 把一个岗位拆成两半，低价值部分消失，高价值部分放大，开发效率出现断层式跃迁，41%代码已由AI参与生成，开发者效率提升 30%–7
2026学习笔记之90 - AI正在重整职场
回复
1
点赞
8
编组 21备份 2
分享
举报
TimothyX
·
05-18
桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿美元）、Workday $Workday(WDAY)$ （96.5万股）、ServiceNow $ServiceNow(NOW)$ （133.8万股）、GoDaddy $Godaddy Inc.(GDDY)$ 等企业软体股，Adobe $Adobe(ADBE)$ 也被减持。与此同时大举涌入半导体：新建仓台积电 $台积电(TSM)$ 107.7万股（市值3.64亿美英伟达Q1最大新仓），增持英伟达82.8万股、亚马逊 $亚马逊(AMZN)$ 244万股、博通 $博通(AVGO)$ 66.9万股、美光 $美光科技(MU)$ 58.6万股。桥水的逻辑极其清晰：生成式AI正在降低企业软体的开发门槛，AI Agent可能大幅削减企业对传统SaaS席位需求，因此彻底放弃软体赛道，转向AI底层硬体和算力基础设施。
桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿...
回复
评论
点赞
1
编组 21备份 2
分享
举报
美股投资网
·
05-20
英伟达财报超重磅前瞻！被忽视的五大变量，正在改写6万亿市值剧本
美股周二的走势，再次印证了我们上周六《警惕！美股回调的风险逐渐增大！》的预警。 周二三大指数全线收跌，纳指领跌约0.8%，标普500也迎来连续第三个交易日的下行。眼下10年期美债收益率直逼4.69%的关键高位，全市场都在屏息等待周三盘后英伟达的财报。在这种“暴风雨前的宁静”下，避险情绪升温，大量短线资金选择落袋为安。 为数不多能逆势上涨的SaaS软件股牛股
$ServiceNow(NOW)$
，被我们美股投资网的AI量化选出来，发布在VIP社群 ，今天依然表现强势，稳步上涨了近 7%。 但获利的空间太大，我们预料NOW会出现回调，于是，提示提到104.7 美元止盈，锁定了这笔25%的利润。
$赛富时(CRM)$
$Credo Technology Group Holding Ltd(CRDO)$
随后，NOW 跌破101美元，再次显示我们高抛低吸的神级操作 这些我们在华尔街工作时获得的专业操盘技巧，录制成视频，发布在官网 免费看，够仗义吧！ https://Stockwe.com/col/videos 英伟达财报重磅前瞻 明天周三盘后，英伟达财报将再次炸场。 市场盯着的是GPU出货量，但我们美股投资网盯的是另外五件事——因为从高盛、大摩、瑞银的最新交叉验证中，我们发现了四家投行都没明说、但正在重塑英伟达竞争壁垒与业绩弹性的真正变量。 文章的最后，我还会把我的财报思路完整亮出来。 作为美股投资网的深度干货，本期文章含金量极高，一定要看到最后，收获超乎想象！ 华尔街核心财务预期 对即将公布的2027财年第一季度业绩，英伟达
英伟达财报超重磅前瞻！被忽视的五大变量，正在改写6万亿市值剧本
精彩
曹阿大:
这波财报前 IV 61% 真有点贵 我也拿着英伟达 你会等盘后再动吗
回复
1
点赞
1
编组 21备份 2
分享
举报
最后的筹码
·
05-13
$赛富时(CRM)$
真.夕阳行业
[喷血]
[喷血]
$赛富时(CRM)$ 真.夕阳行业[喷血] [喷血]
回复
评论
点赞
2
编组 21备份 2
分享
举报
大灰鼠的幸福生活
·
05-12
$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$
五月第三周，垂直价差，开仓
$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$ 五月第三周，垂直价差，开仓
回复
评论
点赞
1
编组 21备份 2
分享
举报
Stark_3087
·
05-05
$赛富时(CRM)$
好多天高开低走，这是什么意思，吸筹？
$赛富时(CRM)$ 好多天高开低走，这是什么意思，吸筹？
回复
评论
点赞
1
编组 21备份 2
分享
举报
大灰鼠的幸福生活
·
04-27
$赛富时 垂直价差 260501 PUT 172.5/PUT 167.5$
四月第五周，5月1日到期，赛富时开仓
$赛富时 垂直价差 260501 PUT 172.5/PUT 167.5$ 四月第五周，5月1日到期，赛富时开仓
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
公司概况
公司名称
赛富时
所属市场
NYSE
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.salesforce.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
赛富时公司于1999年2月在特拉华州注册成立。公司是全球领先的客户关系管理（CRM）技术，将公司和客户联系在一起。公司成立于1999年，通过现有和新兴技术（包括云、移动、社交、区块链、语音和人工智能（“AI”）等），公司使各种规模和行业的公司能够以新的方式与客户联系，从而实现业务转型。
05-27 12:00
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-30
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-01
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
03-16
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-13
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-12
[补充]招股说明书
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
03-12
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-03
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
02-25
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-14
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2025-12-04
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
2025-12-03
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-12-02
关联方拟减持公告
Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元
Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元
2025-11-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
分时
5日
日
周
月
数据加载中...
最高
182.48
今开
178.50
量比
4.43
最低
171.69
昨收
177.51
换手率
0.95%
热议股票
{"pagemeta":{"title":"赛富时(CRM)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供赛富时(CRM)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"赛富时,CRM,赛富时股票,赛富时股票老虎,赛富时股票老虎国际,赛富时行情,赛富时股票行情,赛富时股价,赛富时股市,赛富时股票价格,赛富时股票交易,赛富时股票购买,赛富时股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"赛富时(CRM)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供赛富时(CRM)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}},"tab":"community","symbol":"CRM","data":{"stockData":{"symbol":"CRM","market":"US","secType":"STK","nameCN":"赛富时","latestPrice":180.245,"timestamp":1779977959141,"preClose":177.51,"halted":0,"volume":7532349,"delay":0,"changeRate":0.015407582671398872,"floatShares":793000000,"shares":818053744,"eps":7.8,"marketStatus":"交易中","change":2.735,"latestTime":"05-28 10:19:19 EDT","open":178.5,"high":182.48,"low":171.69,"amount":1339765207.7548199,"amplitude":0.060785,"askPrice":180.34,"askSize":200,"bidPrice":180.18,"bidSize":18,"shortable":3,"etf":0,"ttmEps":7.8,"tradingStatus":2,"nextMarketStatus":{"tag":"盘后交易","tradingStatus":3,"beginTime":1779998400000},"marketStatusCode":2,"adr":0,"adrRate":0,"listingDate":1087963200000,"exchange":"NYSE","adjPreClose":177.51,"dividendRate":0.009356,"preHourTrading":{"tag":"盘前","latestPrice":178.3,"preClose":177.51,"latestTime":"09:29 EDT","volume":348818,"amount":61319420.83236,"timestamp":1779974999114,"change":0.79,"changeRate":0.00445,"amplitude":0.042871},"postHourTrading":{"tag":"盘后","latestPrice":175.3297,"preClose":177.51,"latestTime":"19:59 EDT","volume":3045478,"amount":533945129.736001,"timestamp":1779926399949,"change":-2.1803,"changeRate":-0.012283,"amplitude":0.101966},"volumeRatio":4.430705,"optionData":{"bulkOrders":[{"symbol":"CRM","call":false,"expireDate":1780027200000,"strike":"155.0","timestamp":1779975089156,"price":0.05,"volume":1021,"amount":5105,"type":"+"}]},"impliedVol":0.4541,"impliedVolPercentile":0.6375},"tweetData":{"bottom":false,"list":[{"cardType":"TWEET","cardId":"TWEET.568461244581176","cardData":[{"tweetId":"568461244581176","author":{"authorId":"3575335192475379","idStr":"3575335192475379","name":"大灰鼠的幸福生活","avatar":"https://static.tigerbbs.com/94efcac7fc8399fc890dcc9855ac8a7d","userType":1,"introduction":"","crmLevel":5,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":88,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/CRM 20260529 167.5 PUT BUY 1 | CRM 20260529 170.0 PUT SELL 1\">$赛富时 垂直价差 260529 PUT 170.0/PUT 167.5$</a> 五月最后一周，开仓，垂直价差","plainDigest":"$赛富时 垂直价差 260529 PUT 170.0/PUT 167.5$ 五月最后一周，开仓，垂直价差","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779805705470,"gmtModify":1779806247220,"symbols":["CRM"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/7f114936b30574c2e32957c548f0df53","width":"1416","height":"1512"}],"repostCount":0,"viewCount":93,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/568461244581176","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":false,"length":65,"displayRows":4,"foldSize":0,"authorId":"3575335192475379"}]},{"cardType":"TWEET","cardId":"TWEET.567958986342688","cardData":[{"tweetId":"567958986342688","author":{"authorId":"4136423143289492","idStr":"4136423143289492","name":"財報話你知","avatar":"https://static.tigerbbs.com/96f437ff7e7f78c1e24bf0faa8c074dd","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"a97bce155cb14045be40c3fe246e8d20-1","name":"新晋创作者","description":"首次获得精华帖的创作者","smallImgUrl":"https://static.tigerbbs.com/f98cf16cf4b858114f7ab9a779f9e6f1","bigImgUrl":"https://static.tigerbbs.com/4ce9180a952c61a51c39f70d533b81a7","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":480,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"⏰本周小米，拼多多，理想，小鹏等中概业绩扎堆嚟袭，你最期待边家？","digest":"小虎们，本周老虎财报季继续，本周将有诸多明星中概股的业绩来袭！[Cool] 包括 <a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$</a> ， <a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a> ，蔚小理中的 <a href=\"https://ttm.financial/S/LI\">$理想汽车(LI)$</a> ， <a href=\"https://ttm.financial/S/XPEV\">$小鹏集团(XPEV)$</a> 等！[666] 那么本周你最期待哪家的业绩公布？你认为哪家会有亮眼的表现呢？[YoYo] 本周一，美股盘后， <a href=\"https://ttm.financial/S/JOYY\">$欢聚(JOYY)$</a> 将公布财报！ 本周二，美股盘前， <a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$</a> ， <a href=\"https://ttm.financial/S/MNSO\">$名创优品(MNSO)$</a> ， <a href=\"https://ttm.financial/S/PONY\">$小马智行(PONY)$</a> ， <a href=\"https://ttm.financial/S/VNET\">$世纪互联(VNET)$</a> 将重磅公布财报！[Call] 本周二，美股盘后， <a href=\"https://ttm.financial/S/ZS\">$Zscaler Inc.(ZS)$</a> ， <a href=\"https://ttm.financial/S/SMTC\">$先科电子(SMTC)$</a> ，","plainDigest":"小虎们，本周老虎财报季继续，本周将有诸多明星中概股的业绩来袭！[Cool] 包括 $小米集团-W(01810)$ ， $拼多多(PDD)$ ，蔚小理中的 $理想汽车(LI)$ ， $小鹏集团(XPEV)$ 等！[666] 那么本周你最期待哪家的业绩公布？你认为哪家会有亮眼的表现呢？[YoYo] 本周一，美股盘后， $欢聚(JOYY)$ 将公布财报！ 本周二，美股盘前， $小米集团-W(01810)$ ， $名创优品(MNSO)$ ， $小马智行(PONY)$ ， $世纪互联(VNET)$ 将重磅公布财报！[Call] 本周二，美股盘后， $Zscaler Inc.(ZS)$ ， $先科电子(SMTC)$ ，","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779673320087,"gmtModify":1779673594554,"symbols":["XPEV","PATH","SNOW","JOYY","ATHM","DKS","WB","BOX","01024","PONY","SMTC","01810","VNET","PDD","COST","KC","ZS","MNSO","BBY","SNPS","LI","CRM","MRVL","DELL"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://community-static.tradeup.com/news/f6e753b3248a0e8e942d08b4a2b891b8"}],"repostCount":0,"viewCount":2745,"likeCount":4,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/567958986342688","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":889,"displayRows":4,"foldSize":0,"authorId":"4136423143289492"}]},{"cardType":"TWEET","cardId":"TWEET.569047477518776","cardData":[{"tweetId":"569047477518776","author":{"authorId":"3503452965237041","idStr":"3503452965237041","name":"财报信号站","avatar":"https://static.tigerbbs.com/4523c3e7be747dcace366f1b64ff4f47","userType":6,"introduction":"玩赚美股最好的资讯平台,你想要的美股行情、热点都在这里！","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":59249,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"赛富时财报前夜：AI没杀死CRM，但先杀了一轮估值","digest":"赛富时这次财报，不是一次普通的软件股业绩检查。 <a href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$</a> 它更像是AI时代企业软件的一场压力测试。 过去半年，美股软件股被AI吓得不轻。市场一度相信：AI Agent来了，企业不需要那么多SaaS席位了；员工少了，账号少了，软件公司靠人头收费的黄金时代也就差不多到头了。 这套逻辑听起来很顺。 但资本市场最麻烦的地方就在这里：听起来很顺的故事，经常会先把股价砸穿，然后再等基本面慢慢验证。 赛富时就是典型案例。 今年以来，赛富时股价跌了大约三成。同期，软件ETF已经从低位反弹不少，纳斯达克100更是被芯片股一路推高。换句话说，市场不是不买科技股，也不是不买软件股，而是暂时不想买赛富时。 原因也很直接：大家怕CRM被AI重写。 以前赛富时的资本故事很清楚：企业客户粘性强，CRM系统嵌入销售、客服、营销和数据流程，续费率高，现金流好，是典型的企业软件龙头。 现在AI来了，问题变成：如果AI Agent能自动跟进客户、整理线索、生成报价、处理工单，那企业还需要买这么多CRM席位吗？ 这就是赛富时被杀估值的核心。 财报研究社Pro看来，赛富时眼下被市场交易的，不是当期业绩，而是未来商业模式的折价。 美国银行给赛富时“跑输大盘”评级，说白了就是一句话：这家公司可能正在从高成长平台，变成成熟现金流公司。 这句话很重。 高成长平台，市场愿意给高估值。成熟现金流公司，市场只看利润、回购和自由现金流。两者之间，差的不是一点估值倍数，而是一整套定价逻辑。 现在赛富时市盈率只有十几倍，远低于过去十年平均水平。对于一家仍有两位数收入增长预期的软件龙头来说，这个价格确实不贵。但便宜不是买入理由，便宜背后必须有逻辑修复。 赛富时这次财报，市场真正想看的，就是这个修复有没有开始。 第一个问题：AI到底是在摧毁CRM，还","plainDigest":"赛富时这次财报，不是一次普通的软件股业绩检查。 $赛富时(CRM)$ 它更像是AI时代企业软件的一场压力测试。 过去半年，美股软件股被AI吓得不轻。市场一度相信：AI Agent来了，企业不需要那么多SaaS席位了；员工少了，账号少了，软件公司靠人头收费的黄金时代也就差不多到头了。 这套逻辑听起来很顺。 但资本市场最麻烦的地方就在这里：听起来很顺的故事，经常会先把股价砸穿，然后再等基本面慢慢验证。 赛富时就是典型案例。 今年以来，赛富时股价跌了大约三成。同期，软件ETF已经从低位反弹不少，纳斯达克100更是被芯片股一路推高。换句话说，市场不是不买科技股，也不是不买软件股，而是暂时不想买赛富时。 原因也很直接：大家怕CRM被AI重写。 以前赛富时的资本故事很清楚：企业客户粘性强，CRM系统嵌入销售、客服、营销和数据流程，续费率高，现金流好，是典型的企业软件龙头。 现在AI来了，问题变成：如果AI Agent能自动跟进客户、整理线索、生成报价、处理工单，那企业还需要买这么多CRM席位吗？ 这就是赛富时被杀估值的核心。 财报研究社Pro看来，赛富时眼下被市场交易的，不是当期业绩，而是未来商业模式的折价。 美国银行给赛富时“跑输大盘”评级，说白了就是一句话：这家公司可能正在从高成长平台，变成成熟现金流公司。 这句话很重。 高成长平台，市场愿意给高估值。成熟现金流公司，市场只看利润、回购和自由现金流。两者之间，差的不是一点估值倍数，而是一整套定价逻辑。 现在赛富时市盈率只有十几倍，远低于过去十年平均水平。对于一家仍有两位数收入增长预期的软件龙头来说，这个价格确实不贵。但便宜不是买入理由，便宜背后必须有逻辑修复。 赛富时这次财报，市场真正想看的，就是这个修复有没有开始。 第一个问题：AI到底是在摧毁CRM，还","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779931812665,"gmtModify":1779932325318,"symbols":["CRM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/af4066c62dcddfc4d585cb61a499816c","width":"1066","height":"600"}],"repostCount":0,"viewCount":357,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/569047477518776","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":5171,"displayRows":4,"foldSize":0,"authorId":"3503452965237041"}]},{"cardType":"TWEET","cardId":"TWEET.567208137303192","cardData":[{"tweetId":"567208137303192","author":{"authorId":"4087422624240810","idStr":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","userType":1,"introduction":"","crmLevel":5,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":4678,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":517,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"ror":45.43,"showRor":true,"winRationPercentage":86.781609,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"2026学习笔记之90 - AI正在重整职场","digest":"这两年不需要特别搜索，只要是看主流新闻，就能发现，很多大厂都在陆陆续续的裁员，过去几年，硅谷的科技公司裁员，大家已经见怪不怪了。有些光明正大的裁，有些偷偷摸摸的减，各种各样的理由，但是很少有大厂公开承认是AI取代了员工。直到这次 <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 一口气要裁员8000个，他们公开承认AI在取代员工，Meta的工程师被要求必须用AI工具，甚至连扎克伯格本人，都在搞一个“AI版的自己”来处理一些内部沟通工作。而就在这之前不久，他们公司刚刚把7000多个岗位调整到了AI相关的部门，内部也在大规模重组。 有眼睛的都已经看清楚了，AI正在光明正大的，明目张胆的重整职场，据说Meta这次裁员省了30亿美元，然后给AI烧钱超千亿。这么看来，AI不会杀死软件行业，但正在杀死一半的软件岗位，同时放大另一半的价值，这是典型的结构性重估，而不是行业消失。 Oracle、Cisco、Intuit等大厂，也都是在一边裁员，一边加码AI，这些公司不是没钱，而是主动在把人力转向GPU/模型，重配资本。甚至出现一个关键变化，很多公司利润健康，但依然裁员，典型如Oracle，这意味着这不是周期性裁员，是生产函数改变。 据说在Meta，一个人带着AI，就能完成过去一个团队的工作，Microsoft AI CEO也说过，18个月内大部分办公室工作可自动化。这是一场永久性的结构转变，CEO们已经从AI是工具，变成了AI是裁员理由。 另一半现实就是软件行业并没有死，就业总量没有崩，但结构断裂，软件开发岗位长期仍预计增长17%，AI更多是替代任务，而不是岗位，AI 把一个岗位拆成两半，低价值部分消失，高价值部分放大，开发效率出现断层式跃迁，41%代码已由AI参与生成，开发者效率提升 30%–7","plainDigest":"这两年不需要特别搜索，只要是看主流新闻，就能发现，很多大厂都在陆陆续续的裁员，过去几年，硅谷的科技公司裁员，大家已经见怪不怪了。有些光明正大的裁，有些偷偷摸摸的减，各种各样的理由，但是很少有大厂公开承认是AI取代了员工。直到这次 $Meta Platforms, Inc.(META)$ 一口气要裁员8000个，他们公开承认AI在取代员工，Meta的工程师被要求必须用AI工具，甚至连扎克伯格本人，都在搞一个“AI版的自己”来处理一些内部沟通工作。而就在这之前不久，他们公司刚刚把7000多个岗位调整到了AI相关的部门，内部也在大规模重组。 有眼睛的都已经看清楚了，AI正在光明正大的，明目张胆的重整职场，据说Meta这次裁员省了30亿美元，然后给AI烧钱超千亿。这么看来，AI不会杀死软件行业，但正在杀死一半的软件岗位，同时放大另一半的价值，这是典型的结构性重估，而不是行业消失。 Oracle、Cisco、Intuit等大厂，也都是在一边裁员，一边加码AI，这些公司不是没钱，而是主动在把人力转向GPU/模型，重配资本。甚至出现一个关键变化，很多公司利润健康，但依然裁员，典型如Oracle，这意味着这不是周期性裁员，是生产函数改变。 据说在Meta，一个人带着AI，就能完成过去一个团队的工作，Microsoft AI CEO也说过，18个月内大部分办公室工作可自动化。这是一场永久性的结构转变，CEO们已经从AI是工具，变成了AI是裁员理由。 另一半现实就是软件行业并没有死，就业总量没有崩，但结构断裂，软件开发岗位长期仍预计增长17%，AI更多是替代任务，而不是岗位，AI 把一个岗位拆成两半，低价值部分消失，高价值部分放大，开发效率出现断层式跃迁，41%代码已由AI参与生成，开发者效率提升 30%–7","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779507800019,"gmtModify":1779674425532,"symbols":["META","TIGR","SNOW","NOW","CRM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":5,"images":[{"url":"https://community-static.tradeup.com/news/0a96fd44ffc4aa3db11a6b355ae60f99","width":"651","height":"685"},{"url":"https://community-static.tradeup.com/news/9653d4b75c6ddb57f87e96173c05c866","width":"351","height":"226"},{"url":"https://community-static.tradeup.com/news/199c5ae38cad73a27b4413bed7eb068d","width":"814","height":"319"}],"repostCount":0,"viewCount":11930,"likeCount":8,"liked":false,"collected":false,"commentCount":1,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/567208137303192","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":4758,"displayRows":4,"foldSize":0,"authorId":"4087422624240810"}]},{"cardType":"TWEET","cardId":"TWEET.565561048826024","cardData":[{"tweetId":"565561048826024","author":{"authorId":"4143001014413252","idStr":"4143001014413252","name":"TimothyX","avatar":"https://static.tigerbbs.com/88095d545705c78d936c6451b3bf62a0","userType":1,"introduction":"","crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":58,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿美元）、Workday $Workday(WDAY)$ （96.5万股）、ServiceNow $ServiceNow(NOW)$ （133.8万股）、GoDaddy $Godaddy Inc.(GDDY)$ 等企业软体股，Adobe $Adobe(ADBE)$ 也被减持。与此同时大举涌入半导体：新建仓台积电 $台积电(TSM)$ 107.7万股（市值3.64亿美英伟达Q1最大新仓），增持英伟达82.8万股、亚马逊 $亚马逊(AMZN)$ 244万股、博通 $博通(AVGO)$ 66.9万股、美光 $美光科技(MU)$ 58.6万股。桥水的逻辑极其清晰：生成式AI正在降低企业软体的开发门槛，AI Agent可能大幅削减企业对传统SaaS席位需求，因此彻底放弃软体赛道，转向AI底层硬体和算力基础设施。","plainDigest":"桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿美元）、Workday $Workday(WDAY)$ （96.5万股）、ServiceNow $ServiceNow(NOW)$ （133.8万股）、GoDaddy $Godaddy Inc.(GDDY)$ 等企业软体股，Adobe $Adobe(ADBE)$ 也被减持。与此同时大举涌入半导体：新建仓台积电 $台积电(TSM)$ 107.7万股（市值3.64亿美英伟达Q1最大新仓），增持英伟达82.8万股、亚马逊 $亚马逊(AMZN)$ 244万股、博通 $博通(AVGO)$ 66.9万股、美光 $美光科技(MU)$ 58.6万股。桥水的逻辑极其清晰：生成式AI正在降低企业软体的开发门槛，AI Agent可能大幅削减企业对传统SaaS席位需求，因此彻底放弃软体赛道，转向AI底层硬体和算力基础设施。","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779109613368,"gmtModify":1779110344303,"symbols":["AVGO","VGT","MU","VERS","CHAT","AGIX","ARTY","WDAY","WTAI","TSM","GDDY","NOW","AIPO","CRM.AU","ADBE","CRM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":5770,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/565561048826024","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":591,"displayRows":4,"foldSize":0,"authorId":"4143001014413252"}]},{"cardType":"TWEET","cardId":"TWEET.566145629258912","cardData":[{"tweetId":"566145629258912","author":{"authorId":"3478213283465426","idStr":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","userType":6,"introduction":"美股投资网","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":21591,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"英伟达财报超重磅前瞻！被忽视的五大变量，正在改写6万亿市值剧本","digest":"美股周二的走势，再次印证了我们上周六《警惕！美股回调的风险逐渐增大！》的预警。 周二三大指数全线收跌，纳指领跌约0.8%，标普500也迎来连续第三个交易日的下行。眼下10年期美债收益率直逼4.69%的关键高位，全市场都在屏息等待周三盘后英伟达的财报。在这种“暴风雨前的宁静”下，避险情绪升温，大量短线资金选择落袋为安。 为数不多能逆势上涨的SaaS软件股牛股 <a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> ，被我们美股投资网的AI量化选出来，发布在VIP社群 ，今天依然表现强势，稳步上涨了近 7%。 但获利的空间太大，我们预料NOW会出现回调，于是，提示提到104.7 美元止盈，锁定了这笔25%的利润。 <a href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$</a> <a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a> 随后，NOW 跌破101美元，再次显示我们高抛低吸的神级操作 这些我们在华尔街工作时获得的专业操盘技巧，录制成视频，发布在官网 免费看，够仗义吧！ https://Stockwe.com/col/videos 英伟达财报重磅前瞻 明天周三盘后，英伟达财报将再次炸场。 市场盯着的是GPU出货量，但我们美股投资网盯的是另外五件事——因为从高盛、大摩、瑞银的最新交叉验证中，我们发现了四家投行都没明说、但正在重塑英伟达竞争壁垒与业绩弹性的真正变量。 文章的最后，我还会把我的财报思路完整亮出来。 作为美股投资网的深度干货，本期文章含金量极高，一定要看到最后，收获超乎想象！ 华尔街核心财务预期 对即将公布的2027财年第一季度业绩，英伟达","plainDigest":"美股周二的走势，再次印证了我们上周六《警惕！美股回调的风险逐渐增大！》的预警。 周二三大指数全线收跌，纳指领跌约0.8%，标普500也迎来连续第三个交易日的下行。眼下10年期美债收益率直逼4.69%的关键高位，全市场都在屏息等待周三盘后英伟达的财报。在这种“暴风雨前的宁静”下，避险情绪升温，大量短线资金选择落袋为安。 为数不多能逆势上涨的SaaS软件股牛股 $ServiceNow(NOW)$ ，被我们美股投资网的AI量化选出来，发布在VIP社群 ，今天依然表现强势，稳步上涨了近 7%。 但获利的空间太大，我们预料NOW会出现回调，于是，提示提到104.7 美元止盈，锁定了这笔25%的利润。 $赛富时(CRM)$ $Credo Technology Group Holding Ltd(CRDO)$ 随后，NOW 跌破101美元，再次显示我们高抛低吸的神级操作 这些我们在华尔街工作时获得的专业操盘技巧，录制成视频，发布在官网 免费看，够仗义吧！ https://Stockwe.com/col/videos 英伟达财报重磅前瞻 明天周三盘后，英伟达财报将再次炸场。 市场盯着的是GPU出货量，但我们美股投资网盯的是另外五件事——因为从高盛、大摩、瑞银的最新交叉验证中，我们发现了四家投行都没明说、但正在重塑英伟达竞争壁垒与业绩弹性的真正变量。 文章的最后，我还会把我的财报思路完整亮出来。 作为美股投资网的深度干货，本期文章含金量极高，一定要看到最后，收获超乎想象！ 华尔街核心财务预期 对即将公布的2027财年第一季度业绩，英伟达","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1779253474518,"gmtModify":1779257496127,"symbols":["NVDA","NOW","CRM","CRDO","AMD"],"themeIds":["d98164d9770540ec973bb78206f14852"],"popularizeThemeFlag":false,"imageCount":9,"images":[{"url":"https://static.tigerbbs.com/a7f4b4a656879abac3b07fce9bd86a30"},{"url":"https://static.tigerbbs.com/088aa9b1e9c250d8ab45bc4044ee7c0d"},{"url":"https://static.tigerbbs.com/734bf3d054663d5bcca25d63e791f934"}],"repostCount":1,"viewCount":16454,"likeCount":1,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"566164512208576","author":{"authorId":"9000000000000384","idStr":"9000000000000384","name":"曹阿大","avatar":"https://static.tigerbbs.com/d42560f8a651e3be983fa1b61fcc3dc0","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":5,"starInvestorFlag":false},"content":"这波财报前 IV 61% 真有点贵 我也拿着英伟达 你会等盘后再动吗","plainContent":"这波财报前 IV 61% 真有点贵 我也拿着英伟达 你会等盘后再动吗","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/566145629258912","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":13653,"displayRows":4,"foldSize":0,"authorId":"3478213283465426"}]},{"cardType":"TWEET","cardId":"TWEET.563796694385712","cardData":[{"tweetId":"563796694385712","author":{"authorId":"4198674942415790","idStr":"4198674942415790","name":"最后的筹码","avatar":"https://static.tigerbbs.com/7e5993e42b73556ab300299f991de009","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/3b7820dfed76481d8dc4de6ac5a7a136","hat":"https://static.tigerbbs.com/3b7820dfed76481d8dc4de6ac5a7a136","crmLevel":9,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":3,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$ </a>真.夕阳行业<a href=\"\">[喷血] </a><a href=\"\">[喷血] </a>","plainDigest":"$赛富时(CRM)$ 真.夕阳行业[喷血] [喷血] ","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778679996028,"gmtModify":1778679998056,"symbols":["CRM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":541,"likeCount":2,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/563796694385712","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":42,"displayRows":4,"foldSize":0,"authorId":"4198674942415790"}]},{"cardType":"TWEET","cardId":"TWEET.563166319265480","cardData":[{"tweetId":"563166319265480","author":{"authorId":"3575335192475379","idStr":"3575335192475379","name":"大灰鼠的幸福生活","avatar":"https://static.tigerbbs.com/94efcac7fc8399fc890dcc9855ac8a7d","userType":1,"introduction":"","crmLevel":5,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":88,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/CRM 20260515 170.0 PUT BUY 1 | CRM 20260515 172.5 PUT SELL 1\">$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$</a> 五月第三周，垂直价差，开仓","plainDigest":"$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$ 五月第三周，垂直价差，开仓","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1778520394199,"gmtModify":1778520397236,"symbols":["CRM"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/c74b7568ba8b69ed4e1d7096cb187342","width":"1416","height":"1512"}],"repostCount":0,"viewCount":510,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/563166319265480","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":false,"length":63,"displayRows":4,"foldSize":0,"authorId":"3575335192475379"}]},{"cardType":"TWEET","cardId":"TWEET.560677019533504","cardData":[{"tweetId":"560677019533504","author":{"authorId":"4202262941174852","idStr":"4202262941174852","name":"Stark_3087","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":1,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$ </a> 好多天高开低走，这是什么意思，吸筹？","plainDigest":"$赛富时(CRM)$ 好多天高开低走，这是什么意思，吸筹？","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1777915730428,"gmtModify":1777939217198,"symbols":["CRM"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":409,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/560677019533504","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":46,"displayRows":4,"foldSize":0,"authorId":"4202262941174852"}]},{"cardType":"TWEET","cardId":"TWEET.558153455293392","cardData":[{"tweetId":"558153455293392","author":{"authorId":"3575335192475379","idStr":"3575335192475379","name":"大灰鼠的幸福生活","avatar":"https://static.tigerbbs.com/94efcac7fc8399fc890dcc9855ac8a7d","userType":1,"introduction":"","crmLevel":5,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":88,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/CRM 20260501 167.5 PUT BUY 1 | CRM 20260501 172.5 PUT SELL 1\">$赛富时 垂直价差 260501 PUT 172.5/PUT 167.5$</a> 四月第五周，5月1日到期，赛富时开仓","plainDigest":"$赛富时 垂直价差 260501 PUT 172.5/PUT 167.5$ 四月第五周，5月1日到期，赛富时开仓","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1777299633039,"gmtModify":1777299645083,"symbols":["CRM"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/3983c0d6d69f1adfebffdc5752241f57","width":"1416","height":"1512"}],"repostCount":0,"viewCount":1047,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/558153455293392","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":false,"length":71,"displayRows":4,"foldSize":0,"authorId":"3575335192475379"}]}],"size":10},"newsData":null,"noticeData":{"listData":[{"cdn_pdf":false,"hasAttachments":true,"id":"21317325","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852426000125-CRM","pdf_url":"","pub_time":1779854400000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000125/0001108524-26-000125-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 2.02: Results of Operations and Financial Condition;\nItem 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-99.1","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000125/crm-q1fy27xexhibit991.htm","primary":true,"translateUrl":"","linkName":"crm-q1fy27xexhibit991.htm","type":"EX-99.1","id":"NTFILE6uuR9fLjpxCaWriF","market":"us","size":445417},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000125/crm-20260527.htm","primary":false,"translateUrl":"","linkName":"crm-20260527.htm","type":"8-K","id":"NTFILE4YiRD3BVmHRW7uiD","market":"us","size":28694}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2026-05-27 12:00","pubTimestamp":1779854400,"title_zh":"Form 8-K - Current report","summary_en":"Item 2.02: Results of Operations and Financial Condition;\nItem 9.01: Financial Statements and Exhibits","summary_zh":"项目2.02：经营业绩和财务状况；项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"21197831","market":"us","labels":[],"media":"sec.gov","original_id":"AN210011926001068-CRM","pdf_url":"","pub_time":1777521600000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors","symbol":"CRM","title":"Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors","titleType":"超过5%披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000210011926001068/0002100119-26-001068-index.htm","us_notice_code":"Form SCHEDULE 13G","us_title_en":"Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000210011926001068/xslSCHEDULE_13G_X02/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"SCHEDULE 13G","id":"NTFILEGYFKnRTMVcDYDCts","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Beneficial Ownership Change","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"超过5%披露","pubTime":"2026-04-30 12:00","pubTimestamp":1777521600,"title_zh":"Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20946509","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852426000083-CRM","pdf_url":"","pub_time":1775016000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form S-8 - Securities to be offered to employees in employee benefit plans","symbol":"CRM","title":"Form S-8 - Securities to be offered to employees in employee benefit plans","titleType":"员工持股计划","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000083/0001108524-26-000083-index.htm","us_notice_code":"Form S-8","us_title_en":"Form S-8 - Securities to be offered to employees in employee benefit plans","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"S-8","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000083/forms-8xqualifiedequityplan.htm","primary":true,"translateUrl":"","linkName":"forms-8xqualifiedequityplan.htm","type":"S-8","id":"NTFILEFkfPC5MjUmehoeCd","market":"us","size":86171},{"description":"EX-FILING FEES","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000083/exfilingfees.htm","primary":false,"translateUrl":"","linkName":"exfilingfees.htm","type":"EX-FILING FEES","id":"NTFILE3c4LDnrTSsgBztUt","market":"us","size":16085},{"description":"EX-4.3","seq":3,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000083/ex43-qualifiedplan.htm","primary":false,"translateUrl":"","linkName":"ex43-qualifiedplan.htm","type":"EX-4.3","id":"NTFILEDshQSUczWEmBDEwH","market":"us","size":183743},{"description":"EX-5.1","seq":4,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000083/ex51-qualifiedlegalopinion.htm","primary":false,"translateUrl":"","linkName":"ex51-qualifiedlegalopinion.htm","type":"EX-5.1","id":"NTFILE5tX23j6QaAs2iWtb","market":"us","size":6623},{"description":"EX-23.2","seq":5,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000083/ex232-qualifiedplaneyconse.htm","primary":false,"translateUrl":"","linkName":"ex232-qualifiedplaneyconse.htm","type":"EX-23.2","id":"NTFILEBs7J4FbPrtmP5FX3","market":"us","size":4186}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Employee Stock Ownership","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"员工持股计划","pubTime":"2026-04-01 12:00","pubTimestamp":1775016000,"title_zh":"Form S-8 - Securities to be offered to employees in employee benefit plans","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20839107","market":"us","labels":[],"media":"sec.gov","original_id":"AN119312526107403-CRM","pdf_url":"","pub_time":1773633600000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526107403/0001193125-26-107403-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 7.01: Regulation FD Disclosure;\nItem 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-99.1","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526107403/d887663dex991.htm","primary":true,"translateUrl":"","linkName":"d887663dex991.htm","type":"EX-99.1","id":"NTFILEB23fpXShhw4X7Sav","market":"us","size":6893},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526107403/d887663d8k.htm","primary":false,"translateUrl":"","linkName":"d887663d8k.htm","type":"8-K","id":"NTFILEFSLsREa6wRjHYFbK","market":"us","size":24571}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2026-03-16 12:00","pubTimestamp":1773633600,"title_zh":"Form 8-K - Current report","summary_en":"Item 7.01: Regulation FD Disclosure;\nItem 9.01: Financial Statements and Exhibits","summary_zh":"第7.01项：法规FD披露；项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20832789","market":"us","labels":[],"media":"sec.gov","original_id":"AN119312526106356-CRM","pdf_url":"","pub_time":1773374400000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526106356/0001193125-26-106356-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 1.01: Entry into a Material Definitive Agreement;\nItem 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant;\nItem 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-4.2","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526106356/d114728dex42.htm","primary":true,"translateUrl":"","linkName":"d114728dex42.htm","type":"EX-4.2","id":"NTFILE9W9z5dPyEBePDT2U","market":"us","size":327430},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526106356/d114728d8k.htm","primary":false,"translateUrl":"","linkName":"d114728d8k.htm","type":"8-K","id":"NTFILE6VQV5FvqTcpmDwWe","market":"us","size":36451},{"description":"EX-5.1","seq":3,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526106356/d114728dex51.htm","primary":false,"translateUrl":"","linkName":"d114728dex51.htm","type":"EX-5.1","id":"NTFILEHBDdjYeNarC5Q8jZ","market":"us","size":15328}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2026-03-13 12:00","pubTimestamp":1773374400,"title_zh":"Form 8-K - Current report","summary_en":"Item 1.01: Entry into a Material Definitive Agreement;\nItem 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant;\nItem 9.01: Financial Statements and Exhibits","summary_zh":"第1.01项：签订重大最终协议；第2.03项：直接财务义务或注册人资产负债表外安排下的义务的产生；项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20832793","market":"us","labels":[],"media":"sec.gov","original_id":"AN119312526102739-CRM","pdf_url":"","pub_time":1773288000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses","symbol":"CRM","title":"Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses","titleType":"[补充]招股说明书","type":"usProspectusesRegistrations","url":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526102739/0001193125-26-102739-index.htm","us_notice_code":"Form FWP","us_title_en":"Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"FWP","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526102739/d115311dfwp.htm","primary":true,"translateUrl":"","linkName":"d115311dfwp.htm","type":"FWP","id":"NTFILE2xDkUgLZDx5gFX9m","market":"us","size":37700}],"type_name":"招股注册","type_name_en":"Recruitment Registration","titleTypeEn":"[Supp]Public Prospectus","us_type":"usProspectusesRegistrations","us_type_zh":"招股注册","earn_infos":[],"event_type":"important_notice","event_name":"[补充]招股说明书","pubTime":"2026-03-12 12:00","pubTimestamp":1773288000,"title_zh":"Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20832782","market":"us","labels":[],"media":"sec.gov","original_id":"AN119312526104282-CRM","pdf_url":"","pub_time":1773288000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/0001193125-26-104282-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 1.01: Entry into a Material Definitive Agreement;\nItem 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant;\nItem 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-1.1","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/d887348dex11.htm","primary":true,"translateUrl":"","linkName":"d887348dex11.htm","type":"EX-1.1","id":"NTFILE6kLHoJrPRrZYgZyr","market":"us","size":235172},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/d887348d8k.htm","primary":false,"translateUrl":"","linkName":"d887348d8k.htm","type":"8-K","id":"NTFILE7eYGQSbfBdt79UU8","market":"us","size":47575},{"description":"EX-10.1","seq":3,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/d887348dex101.htm","primary":false,"translateUrl":"","linkName":"d887348dex101.htm","type":"EX-10.1","id":"NTFILE8YbiJrKP7cfsoJcU","market":"us","size":259090},{"description":"EX-10.2","seq":4,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000119312526104282/d887348dex102.htm","primary":false,"translateUrl":"","linkName":"d887348dex102.htm","type":"EX-10.2","id":"NTFILEBEHVvKmDs5ino7Tt","market":"us","size":601708}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2026-03-12 12:00","pubTimestamp":1773288000,"title_zh":"Form 8-K - Current report","summary_en":"Item 1.01: Entry into a Material Definitive Agreement;\nItem 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant;\nItem 9.01: Financial Statements and Exhibits","summary_zh":"第1.01项：签订重大最终协议；第2.03项：直接财务义务或注册人资产负债表外安排下的义务的产生；项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20809848","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852426000062-CRM","pdf_url":"","pub_time":1772773200000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000062/0001108524-26-000062-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"8-K","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000062/crm-20260306.htm","primary":true,"translateUrl":"","linkName":"crm-20260306.htm","type":"8-K","id":"NTFILE2etZoyg1ybhTMKXP","market":"us","size":25951}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2026-03-06 13:00","pubTimestamp":1772773200,"title_zh":"Form 8-K - Current report","summary_en":"Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers","summary_zh":"第5.02项：董事或某些高级职员的离职；选举董事；若干人员的委任：若干人员的补偿安排","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20787941","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852426000060-CRM","pdf_url":"","pub_time":1772486699000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]","symbol":"CRM","title":"Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]","titleType":"年度报告","type":"usFinancials","url":"https://www.sec.gov/Archives/edgar/data/1108524/0001108524-26-000060-index.html","us_notice_code":"Form 10-K","us_title_en":"Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"10-K","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm","primary":true,"translateUrl":"","linkName":"crm-20260131.htm","type":"10-K","id":"NTFILECsgpnPXPJKZLdThL","market":"us","size":2570278},{"description":"EX-10.5","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/ex105-formsofequityawardag.htm","primary":false,"translateUrl":"","linkName":"ex105-formsofequityawardag.htm","type":"EX-10.5","id":"NTFILE2AuLxvM5MjVUZV7u","market":"us","size":367718},{"description":"EX-21.1","seq":3,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/ex211listofsubsidiariesfy26.htm","primary":false,"translateUrl":"","linkName":"ex211listofsubsidiariesfy26.htm","type":"EX-21.1","id":"NTFILEHsWKB34GzgF3BpeU","market":"us","size":86880},{"description":"EX-23.1","seq":4,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/ex231eyconsentfy26.htm","primary":false,"translateUrl":"","linkName":"ex231eyconsentfy26.htm","type":"EX-23.1","id":"NTFILECDmhnGHQ9im5Pdvf","market":"us","size":28849},{"description":"EX-31.1","seq":5,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/ex311-ceocertq4fy26.htm","primary":false,"translateUrl":"","linkName":"ex311-ceocertq4fy26.htm","type":"EX-31.1","id":"NTFILEGn5Tfhpr6kEfcowH","market":"us","size":8522},{"description":"EX-31.2","seq":6,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/ex312-cfocertq4fy26.htm","primary":false,"translateUrl":"","linkName":"ex312-cfocertq4fy26.htm","type":"EX-31.2","id":"NTFILE65xUWvFdR26dr7X4","market":"us","size":9007},{"description":"EX-32.1","seq":7,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/ex321-soxcertsq4fy26.htm","primary":false,"translateUrl":"","linkName":"ex321-soxcertsq4fy26.htm","type":"EX-32.1","id":"NTFILE3kYQfb2LeFBeaRZA","market":"us","size":6155},{"description":"","seq":13,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131_g1.jpg","primary":false,"translateUrl":"","linkName":"crm-20260131_g1.jpg","type":"GRAPHIC","id":"NTFILEF8BZtY6bHAJSMjQQ","market":"us","size":181744},{"description":"","seq":14,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/image_0.jpg","primary":false,"translateUrl":"","linkName":"image_0.jpg","type":"GRAPHIC","id":"NTFILEFnkT1dxVrnHqotFx","market":"us","size":15090}],"type_name":"财务报告","type_name_en":"Financial Report","titleTypeEn":"Annual Report","us_type":"usFinancials","us_type_zh":"财务报告","earn_infos":[],"event_type":"important_notice","event_name":"年度报告","pubTime":"2026-03-03 05:24","pubTimestamp":1772486699,"title_zh":"Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20765266","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852426000056-CRM","pdf_url":"","pub_time":1771995600000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000056/0001108524-26-000056-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 2.02: Results of Operations and Financial Condition;\nItem 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-99.1","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000056/crm-q4fy26xexhibit991.htm","primary":true,"translateUrl":"","linkName":"crm-q4fy26xexhibit991.htm","type":"EX-99.1","id":"NTFILE8VbrdCttter1kbxU","market":"us","size":586272},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000056/crm-20260225.htm","primary":false,"translateUrl":"","linkName":"crm-20260225.htm","type":"8-K","id":"NTFILEAGL2n7HyEboaen4J","market":"us","size":28891}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2026-02-25 13:00","pubTimestamp":1771995600,"title_zh":"Form 8-K - Current report","summary_en":"Item 2.02: Results of Operations and Financial Condition;\nItem 9.01: Financial Statements and Exhibits","summary_zh":"项目2.02：经营业绩和财务状况；项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20632325","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004726000400-CRM","pdf_url":"","pub_time":1768366800000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRM","title":"Form 144 - Report of proposed sale of securities","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000195004726000400/0001950047-26-000400-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000195004726000400/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILE7XBwLEjnkedN6ERk","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2026-01-14 13:00","pubTimestamp":1768366800,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20491653","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852425000238-CRM","pdf_url":"","pub_time":1764805635000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 10-Q - Quarterly report [Sections 13 or 15(d)]","symbol":"CRM","title":"Form 10-Q - Quarterly report [Sections 13 or 15(d)]","titleType":"季度报告","type":"usFinancials","url":"https://www.sec.gov/Archives/edgar/data/1108524/0001108524-25-000238-index.html","us_notice_code":"Form 10-Q","us_title_en":"Form 10-Q - Quarterly report [Sections 13 or 15(d)]","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"10-Q","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000238/crm-20251031.htm","primary":true,"translateUrl":"","linkName":"crm-20251031.htm","type":"10-Q","id":"NTFILEGpXHFgY6GPqQZbgE","market":"us","size":2140799},{"description":"EX-31.1","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000238/ex311-ceocertq3fy26.htm","primary":false,"translateUrl":"","linkName":"ex311-ceocertq3fy26.htm","type":"EX-31.1","id":"NTFILEBB3dUYvjXGWE442E","market":"us","size":8163},{"description":"EX-31.2","seq":3,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000238/ex312-cfocertq3fy26.htm","primary":false,"translateUrl":"","linkName":"ex312-cfocertq3fy26.htm","type":"EX-31.2","id":"NTFILEAHbCDzebPA7tvvKs","market":"us","size":8580},{"description":"EX-32.1","seq":4,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000238/ex321-soxcertsq3fy26.htm","primary":false,"translateUrl":"","linkName":"ex321-soxcertsq3fy26.htm","type":"EX-32.1","id":"NTFILEHk7AkC7FRQTN29Zc","market":"us","size":6162}],"type_name":"财务报告","type_name_en":"Financial Report","titleTypeEn":"Quarterly Report","us_type":"usFinancials","us_type_zh":"财务报告","earn_infos":[],"event_type":"important_notice","event_name":"季度报告","pubTime":"2025-12-04 07:47","pubTimestamp":1764805635,"title_zh":"Form 10-Q - Quarterly report [Sections 13 or 15(d","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20485514","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852425000234-CRM","pdf_url":"","pub_time":1764738000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000234/0001108524-25-000234-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 2.02: Results of Operations and Financial Condition;\nItem 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-99.1","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000234/crm-q3fy26xexhibit991.htm","primary":true,"translateUrl":"","linkName":"crm-q3fy26xexhibit991.htm","type":"EX-99.1","id":"NTFILE5cpXiXd9HggKzjCq","market":"us","size":570094},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000234/crm-20251203.htm","primary":false,"translateUrl":"","linkName":"crm-20251203.htm","type":"8-K","id":"NTFILEBvgv9QZfTwn83NkM","market":"us","size":28292}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2025-12-03 13:00","pubTimestamp":1764738000,"title_zh":"Form 8-K - Current report","summary_en":"Item 2.02: Results of Operations and Financial Condition;\nItem 9.01: Financial Statements and Exhibits","summary_zh":"第2.02项：经营业绩和财务状况；项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20479641","market":"us","labels":["insiderTrades"],"media":"sec.gov","original_id":"AN162828025054776-CRM","pdf_url":"","pub_time":1764651600000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRM","title":"Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000162828025054776/0001628280-25-054776-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元","gpt_en_title":"Form 144 | Salesforce's Officer Parker Harris proposes to sell 134,662 shares, with a total value of approximately $31.6 Million.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000162828025054776/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILEB1WSrng1g8EWaqHC","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2025-12-02 13:00","pubTimestamp":1764651600,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20425779","market":"us","labels":[],"media":"sec.gov","original_id":"AN110852425000207-CRM","pdf_url":"","pub_time":1763442000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRM","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000207/0001108524-25-000207-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant;\nItem 7.01: Regulation FD Disclosure;\nItem 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-99.1","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000207/ex991-infaclosingpressrele.htm","primary":true,"translateUrl":"","linkName":"ex991-infaclosingpressrele.htm","type":"EX-99.1","id":"NTFILEAY6TZ6uE8458iCBV","market":"us","size":17444},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1108524/000110852425000207/crm-20251118.htm","primary":false,"translateUrl":"","linkName":"crm-20251118.htm","type":"8-K","id":"NTFILEDDqPC1yTaeoYFzyn","market":"us","size":37020}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2025-11-18 13:00","pubTimestamp":1763442000,"title_zh":"Form 8-K - Current report","summary_en":"Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant;\nItem 7.01: Regulation FD Disclosure;\nItem 9.01: Financial Statements and Exhibits","summary_zh":"第2.03项：直接财务义务或注册人资产负债表外安排下的义务的产生；第7.01项：法规FD披露；项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0}],"currentPage":1,"bottom":false},"companyData":{"profile":{"websiteUrl":"http://www.salesforce.com","stockEarnings":[{"period":"1week","weight":-0.0144},{"period":"1month","weight":-0.0148},{"period":"3month","weight":-0.1101},{"period":"6month","weight":-0.23},{"period":"1year","weight":-0.3596},{"period":"ytd","weight":-0.3299}],"compareEarnings":[{"period":"1week","weight":0.0124},{"period":"1month","weight":0.0493},{"period":"3month","weight":0.0887},{"period":"6month","weight":0.0981},{"period":"1year","weight":0.2695},{"period":"ytd","weight":0.1005}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"赛富时公司于1999年2月在特拉华州注册成立。公司是全球领先的客户关系管理（CRM）技术，将公司和客户联系在一起。公司成立于1999年，通过现有和新兴技术（包括云、移动、社交、区块链、语音和人工智能（“AI”）等），公司使各种规模和行业的公司能够以新的方式与客户联系，从而实现业务转型。","yearOnYearQuotes":[{"month":1,"riseRate":0.590909,"avgChangeRate":0.021686},{"month":2,"riseRate":0.545455,"avgChangeRate":0.024826},{"month":3,"riseRate":0.5,"avgChangeRate":0.008353},{"month":4,"riseRate":0.590909,"avgChangeRate":0.023094},{"month":5,"riseRate":0.636364,"avgChangeRate":0.024137},{"month":6,"riseRate":0.47619,"avgChangeRate":-0.006166},{"month":7,"riseRate":0.590909,"avgChangeRate":0.014747},{"month":8,"riseRate":0.545455,"avgChangeRate":0.047492},{"month":9,"riseRate":0.545455,"avgChangeRate":0.014403},{"month":10,"riseRate":0.727273,"avgChangeRate":0.045476},{"month":11,"riseRate":0.545455,"avgChangeRate":0.027295},{"month":12,"riseRate":0.409091,"avgChangeRate":-0.002869}],"exchange":"NYSE","name":"赛富时","nameEN":"Salesforce.com"},"aProfile":null}}}