CRM Research Suite LOCAL INDEX · 15 DEMOS
Salesforce, Inc. (NYSE: CRM) · Product concept suite

Tools for the analyst coming up to speed

Fifteen product demos built on one idea: a fundamental analyst ramping on a company needs to know what the company is, what the debate is, and whether management's numbers can be trusted — and every claim should be one click from its primary source. Each demo runs on real, machine-extracted Salesforce data.

Card titles open the local copy (demos/<name>/index.html, fully self-contained — works from file:// too); the artifact ↗ link opens the published version on claude.ai.

39
earnings decks, FY17 Q3 – FY27 Q1, VLM-transcribed and image-verified
103
SEC filings since 2020, sectioned markdown
9
structured call transcripts with speaker attribution
690
XBRL concepts, full history, used as ground truth
11
proxy supplements + Investor Days + deal decks
1
licensed sell-side model (Bernstein) reconciled to it all

Getting oriented — day 1–5

The week-one work: what the company is, how it got here, what the words mean.

📋DEMO 01

Initiation Dossier

The week-one primer: business model, revenue structure, M&A, capital allocation, governance, live debates.

🗓️DEMO 02

Company Timeline

A decade in one cited chronology — deals, targets, the activist margin pivot, the AI era.

📖DEMO 03

KPI Glossary

The vocabulary with its full definition-change history — where time series silently break.

💬DEMO 04

Ask the Corpus

Conversational access with fiscal-calendar awareness and click-through citations.

Trusting management — the credibility layer

Before building guidance into a model, measure how guidance has behaved.

🎯DEMO 05

Guidance Ledger

321 guides scored against actuals: non-GAAP EPS beaten 51 of 52 times; GAAP margin missed 12 of 20.

🏁DEMO 06

Targets Tracker

Long-term promises traced to resolution — including the $50B FY26 target that quietly vanished.

🎤DEMO 07

Q&A Theme Miner

What the street keeps asking, and which questions got answered — theme heatmap + evasion ratings.

💰DEMO 08

Pay & Incentives

Eleven years of comp plans: the growth-to-margin pivot and the AI multiplier, in what the board pays for.

Building the model — the numbers layer

Canonical, cited data an analyst can put straight into a model.

📈DEMO 09

KPI Book

Ten years of every deck-disclosed metric — revenue by cloud across three renamings, cRPO, margins, ARR — each value one click from its slide.

🧮DEMO 10

Model Reconciliation

Bernstein's Excel model mapped line-by-line to primary data, with a penny-level tie-out and its quirks documented.

🌉DEMO 11

Non-GAAP Bridge

What the 34% margin is made of: the SBC/amortization/restructuring wedge, quarter by quarter, definitions included.

🤝DEMO 12

Acquisition Scorecard

Every verbatim deal-deck promise for MuleSoft, Tableau, Slack, Informatica — scored against what was later disclosed.

Staying current — the recurring layer

What a production system regenerates every quarter, automatically.

🔍DEMO 13

Disclosure Diff

Word-level redlines of risk factors and MD&A, ranked by materiality — including the generative-AI risk debut.

DEMO 14

What Changed

FY27 Q1 in one page: the print, structural breaks, every guidance move, redlines, and the street's questions.

🎧DEMO 15

Earnings Prep

Walk into the FY27 Q2 call briefed: guidance in play, the sell-side setup, unresolved questions, what to listen for.