Okay, so everyone’s chasing these AI things, right? Bubbles, they call ’em. Like beanie babies, but with more processing power. And you’re supposed to just blindly throw money at anything with “AI” in the name? I don’t think so. It’s ridiculous. But here’s the thing – I started looking at what the people who actually run these companies are doing. Not the talking heads on TV, the guys in the corner offices. Because if anyone’s going to know if this whole thing is a house of cards, it’s them. And it’s not about predicting the future, it’s about self-preservation. Basic stuff.
Salesforce. CRM. It’s…fine. A fundamentally sound company, they say. But the stock has been getting hammered lately. Thirty percent down year-to-date. It’s just…messy. And then you start digging into the insider transactions. It’s never straightforward, is it? Never. You get these reports, and it’s always a puzzle. Like trying to decipher a tax form written in hieroglyphics.
First, Harris Parker, the co-founder, sells $31.6 million worth of stock. Thirty-one point six million! And they tell you it’s part of a 10b5-1 plan. A 10b5-1 plan! It’s like they’re trying to hide something in plain sight. “Oh, it was pre-planned.” Pre-planned? So, he just happened to decide six months ago that this was the perfect time to sell a massive chunk of his holdings? It strains credulity, frankly. It just does.
Then you have Neelie Kroes, former VP of the European Commission, selling a little over $900,000 worth of stock. Okay, fine. She’s a director. Maybe she needs a new yacht. Who knows? But they always say insiders sell for a million reasons, and buy for one. It’s a cliché, but clichés exist for a reason. They’re usually true. Or at least, contain a kernel of truth. A tiny, irritating kernel.
But here’s where it gets interesting. Kirk David Blair, a director, buys $500,000 worth of stock. That’s a signal. A little one, maybe, but a signal nonetheless. And then Mason Morfit, from ValueAct Capital, buys $25 million worth. Twenty-five million. Now, that’s a statement. ValueAct manages ten billion dollars. They don’t just throw money around on a whim. They’re not impulse buyers. They do their homework. Or at least, they have people who do their homework. And that’s a net positive, excluding the pre-planned sales. Almost $24.6 million in insider buying. It’s not nothing.
So, I’m looking at Salesforce’s fiscal 2026 results, coming out on February 25th. And this “spring 2026 product release” on February 23rd… agentic capabilities, AI-powered workspaces… it sounds like a mess. More buzzwords. But the insider activity… it’s piqued my interest. I’m not saying it’s a sure thing. Nothing is a sure thing. Especially in the stock market. It’s all just probabilities, really. But combined with the underlying strength of the company, it’s worth a look. It’s just… I wish they’d make the reports easier to read. Honestly, it’s a nightmare. And the font size? Don’t even get me started.
Look, insider buying isn’t foolproof. It’s not a magic formula. People make mistakes. They have bad judgment. They get divorced. But it’s a data point. And in this market, you take what you can get. It’s about finding value, and avoiding the hype. And frankly, there’s a lot of hype out there. Way too much. It’s exhausting.
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2026-02-25 07:42