Should You Buy Salesforce Stock After 26% Drop?

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Salesforce (CRM) stock has fallen by 26.2% in less than a month, from $266.12 on 7th Jan, 2026 to $196.38 now. Should you buy this dip?

Dip buying is a viable strategy for quality stocks that have a history of recovering from dips. As it turns out, CRM stock passes basic quality checks. Historically, the median return for the 12-month period following sharp dips was 60% , with median peak return reaching 92%. We define sharp dip as stock going down 30% or more, in less than 30 day period.

Below, we get into details of historical dips and subsequent returns.

 
Historical Median Returns Post Dips
 

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Period Past Median Return
1M 28.3%
3M 40.9%
6M 74.3%
12M 60.5%

 
Historical Dip-Wise Details
 
CRM had 2 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

  • 92% median peak return within 1 year of dip event
  • 139 days is the median time to peak return after a dip event
  • 0% median max drawdown within 1 year of dip event

30 Day Dip CRM Subsequent Performance
Date CRM SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     60% 92% 0% 139
3162020 -32% -25% 73% 128% 0% 169
2082016 -31% -10% 48% 56% 0% 109

 
Salesforce Passes Basic Financial Quality Checks

Revenue growth, profitability, cash flow, and balance sheet strength need to be evaluated to reduce the risk of a dip being the sign of a deteriorating business situation.

Quality Metrics Value Quality Check
Revenue Growth (LTM) 8.4% Pass
Revenue Growth (3-Yr Avg) 10.0% Pass
Operating Cash Flow Margin (LTM) 33.5% Pass

Not sure if you can take a call on CRM stock? Consider portfolio approach

A Multi Asset Portfolio Beats Picking Stocks Alone

Individual picks are volatile but diversified assets offset each other. A multi asset portfolio helps you stay the course capture upside and reduce downside.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices