ETF Inflow Update: VT, TSLA, PLTR, CRM
52-Week Range Analysis: VT's share price has a 52-week low of $100.89 and a high of $142.2099, with the last trade recorded at $137.81.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly analysis of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
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- Earnings Release Schedule: Salesforce will announce its Q1 FY2027 results on May 27, 2026, after market close, reflecting the company's ongoing commitment to financial transparency and investor communication.
- Investor Call Live Broadcast: The company will host a live broadcast at 2:00 p.m. PT (5:00 p.m. ET) to discuss its financial results, aiming to engage with the investment community and bolster market confidence.
- Replay Availability: The live broadcast and replay of the earnings discussion will be accessible on the Salesforce Investor Relations website, ensuring that all investors can obtain critical information and enhancing information accessibility.
- Salesforce Business Overview: As the world's leading AI CRM platform, Salesforce is dedicated to helping organizations of all sizes integrate humans, agents, apps, and data to unlock unprecedented growth and innovation, showcasing its leadership in the industry.
- Nasdaq Milestone: The Nasdaq 100 index rose by 0.20%, achieving a new all-time high, driven by strong performance in tech stocks, particularly Datadog, which surged over 30% following its blowout earnings report.
- Oil Price Decline: WTI crude oil prices fell by more than 4% today as the market awaits updates on a potential US-Iran peace deal that could reopen the Strait of Hormuz, impacting global oil prices and supply chains.
- Stable Labor Market: Initial US unemployment claims rose by 10,000 to 200,000, below expectations of 205,000, indicating labor market resilience, while continuing claims unexpectedly fell to a 2.25-year low of 1.766 million.
- Strong Corporate Earnings: So far, 84% of the 411 S&P 500 companies that reported earnings have beaten estimates, with Q1 earnings projected to climb 12% year-over-year, reflecting ongoing improvements in corporate profitability, although growth outside the tech sector is only 3%.

Sales Extension: Liberty Media Corporation has extended sales for its F1 partnerships, indicating a commitment to long-term collaboration.
Multi-Year Deals: The company has signed multi-year agreements with major partners including Mars, FanDuel, and Betway, enhancing its commercial strategy.
- Investor Rotation Trend: As investors shift towards hotter AI stocks, Microsoft is being sold off as a source of funds, resulting in a 14.5% year-to-date decline, reflecting market concerns over its enterprise software business and the disruptive potential of AI startups.
- Financial Performance Analysis: While Microsoft's Productivity and Business Processes unit reported a 16% revenue increase to $35.01 billion in the latest quarter, its legacy segment remains the largest revenue source, highlighting vulnerabilities amid the AI wave.
- Cloud Business Outlook: The Intelligent Cloud segment achieved quarterly revenue of $34.68 billion, nearly double the growth rate of the legacy business, showcasing strong market demand despite concerns over Azure's reliance on its relationship with OpenAI.
- Market Reaction and Ratings: Although Goldman Sachs maintains a bullish outlook with a buy rating and a $610 price target for Microsoft, Jim Cramer expresses caution regarding its future performance, emphasizing the need for Microsoft to swiftly address challenges in its software licensing business.
- Customer Platform Integration: Salesforce collaborates with Merck Animal Health to build a 360° customer platform using OneCRM, integrating devices, prescriptions, and customer information into a single system, thereby enhancing service convenience and efficiency.
- Enhanced Online Services: The platform is expected to improve Merck Animal Health's online services and customer support, leading to increased customer growth and retention, thereby strengthening market competitiveness.
- Cost and Efficiency Optimization: By leveraging better sales and automation, the system is anticipated to reduce operational costs and improve efficiency, supporting margin growth and enhancing the company's financial health.
- Strategic Collaboration Significance: This partnership not only highlights Salesforce's potential expansion in the healthcare sector but also underscores Merck's commitment to digital transformation, aiming to enhance overall business performance through technological innovation.
- Strong Earnings Growth: S&P 500 companies are projected to see a 28.2% year-over-year increase in earnings for Q1, marking the highest growth since Q4 2021, which boosts investor confidence amid economic recovery.
- AI Investment Boost: Five major AI hyperscalers are expected to invest $751 billion in capital expenditures by 2026, significantly driving earnings growth in related sectors, particularly semiconductor and tech hardware firms, highlighting the profound impact of AI technology on the economy.
- Stable Economic Backdrop: Despite challenges from rising energy prices, the median earnings growth for S&P 500 companies stands at 12.2%, indicating stronger resilience among businesses in uncertain environments and enhancing market optimism for future earnings.
- Market Valuation Adjustment: The S&P 500's price-to-earnings ratio has decreased from 23.5 to 21.2, yet strong earnings growth continues to support stock market gains, as investors remain focused on the sustainability of earnings, particularly amid ongoing tensions in the Middle East.










