Salesforce to Buy Defense Tech Startup, Extending Acquisition Streak
Published . Updated .
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This report is about defense.
Directly affected
- CRM Salesforce-4.7% 30d
Named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- XLK Technology Select Sector SPDR+6.9% 13d
Technology Select Sector SPDR holds the technology sector that Salesforce belongs to, so it often moves with news about it.
- MSFT Microsoft+11.8% 30d
Microsoft is a peer of Salesforce in prepackaged software; rivals often move on the same news.
- PLTR Palantir Technologies-10.9% 30d
Palantir Technologies is a peer of Salesforce in prepackaged software; rivals often move on the same news.
- ORCL Oracle-9.5% 30d
Oracle is a peer of Salesforce in prepackaged software; rivals often move on the same news.
- CRWD CrowdStrike Holdings+1.5% 10d
CrowdStrike Holdings is a peer of Salesforce in prepackaged software; rivals often move on the same news.
- SHOP Shopify+5.4% 30d
Shopify is a peer of Salesforce in prepackaged software; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRM | +8.05% | +5.78% | base | -1.33% | -3.04% | -0.88% | after close |
| ITA | -1.26% | -0.97% | base | +2.36% | +3.18% | +1.46% | after close |
| XAR | -1.78% | -1.04% | base | +1.52% | +2.91% | -0.83% | after close |
| XLK | +3.81% | +6.46% | base | -2.92% | -1.68% | -1.69% | after close |
| MSFT | +2.03% | +1.97% | base | -2.87% | -0.22% | +6.53% | after close |
| PLTR | +8.02% | +6.94% | base | -3.07% | -4.76% | -6.74% | after close |
| ORCL | -3.53% | +10.41% | base | -8.85% | -3.42% | -4.78% | after close |
| CRWD | +4.57% | +6.52% | base | -3.44% | -2.30% | -2.63% | after close |
| SHOP | +6.82% | +6.87% | base | -0.73% | -9.38% | -2.63% | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Salesforce to Buy Defense Tech Startup, Extending Acquisition Streak The Information
Source: The Information
This story
| Company | When | Move | Status |
|---|---|---|---|
| CRM | that day | -1.33% | final price |
| CRM | the next day | -3.04% | final price |
| CRM | two days later | -0.88% | final price |
| CRM | three days earlier | +5.78% | final price |
| CRM | five days earlier | +8.05% | final price |
| CRWD | that day | -3.44% | final price |
| CRWD | the next day | -2.30% | final price |
| CRWD | two days later | -2.63% | final price |
| CRWD | three days earlier | +6.52% | final price |
| CRWD | five days earlier | +4.57% | final price |
| ITA | that day | +2.36% | final price |
| ITA | the next day | +3.18% | final price |
| ITA | two days later | +1.46% | final price |
| ITA | three days earlier | -0.97% | final price |
| ITA | five days earlier | -1.26% | final price |
| MSFT | that day | -2.87% | final price |
| MSFT | the next day | -0.22% | final price |
| MSFT | two days later | +6.53% | final price |
| MSFT | three days earlier | +1.97% | final price |
| MSFT | five days earlier | +2.03% | final price |
| ORCL | that day | -8.85% | final price |
| ORCL | the next day | -3.42% | final price |
| ORCL | two days later | -4.78% | final price |
| ORCL | three days earlier | +10.41% | final price |
| ORCL | five days earlier | -3.53% | final price |
| PLTR | that day | -3.07% | final price |
| PLTR | the next day | -4.76% | final price |
| PLTR | two days later | -6.74% | final price |
| PLTR | three days earlier | +6.94% | final price |
| PLTR | five days earlier | +8.02% | final price |
| SHOP | that day | -0.73% | final price |
| SHOP | the next day | -9.38% | final price |
| SHOP | two days later | -2.63% | final price |
| SHOP | three days earlier | +6.87% | final price |
| SHOP | five days earlier | +6.82% | final price |
| XAR | that day | +1.52% | final price |
| XAR | the next day | +2.91% | final price |
| XAR | two days later | -0.83% | final price |
| XAR | three days earlier | -1.04% | final price |
| XAR | five days earlier | -1.78% | final price |
| XLK | that day | -2.92% | final price |
| XLK | the next day | -1.68% | final price |
| XLK | two days later | -1.69% | final price |
| XLK | three days earlier | +6.46% | final price |
| XLK | five days earlier | +3.81% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Salesforce (CRM), worth $15,001 - $50,000 on 17 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Tony Wied bought Salesforce (CRM) (jointly held), worth $15,001 - $50,000 on 14 Aug 2026. That is 80 days before publication. Filed 2 Sep 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 35 days before publication. Filed 2 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 84 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Salesforce to Buy Defense Tech Startup, Extending Acquisition Streak” scores 12 out of 100. The score uses 1 sources.