Former House Speaker Nancy Pelosi is known for her prolific stock picks, but she has missed out significantly on her initial investment in software giant Salesforce (NYSE: CRM).
Indeed, a review of Pelosi’s CRM transaction points to a possible misstep for the lawmaker. On December 20, 2022, Pelosi sold 130 CRM call options with a strike price of $210, expiring on January 20, 2023.
The Congress trade, valued between $9,000 and $210,000, came just months before CRM’s stock price soared, driven by an artificial intelligence (AI)-fueled market rally.
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According to stock performance data, CRM’s price has surged by 92.5% since Pelosi’s trade, outpacing the S&P 500’s 38.39% gain over the same period.
Had Pelosi held onto her options, she could have capitalized on CRM’s meteoric rise, which saw the stock climb from around $130 in late 2022 to peaks nearing $250 by early 2025.
At the time of reporting, CRM was trading at $247, ending the last session down 1%. Year-to-date, the equity has dropped a massive 25%.
CRM’s rally since the politician’s transaction was mainly driven by Salesforce’s advancements in AI-driven solutions has positioned the company as a key player in the tech sector’s ongoing AI boom.
Despite this missed opportunity, Pelosi’s investment track record in AI remains impressive, yielding massive returns in equities like Nvidia (NASDAQ: NVDA).
In general, however, Pelosi has seen her portfolio mostly trade in the red in 2025, aligning with the broader market sentiment, which remains weighed down by uncertainty from trade tariffs. As reported by Finbold, her only 2025 pick currently in profit is the investment in Tempus AI (NASDAQ: TEM), a medical technology giant.
CRM’s stock price bullish case
In general, Salesforce is emerging as a key player in the AI-driven software rally, with analysts such as Wedbush Securities’ Dan Ives noting that the firm is likely to lead the space.
The company boasts a robust suite of AI-powered products, such as Agentforce, Data Cloud, and Industries AI, making it well-positioned to capitalize on the growing demand for software AI.
At the same time, Salesforce is strengthening its global footprint, having recently announced a $1 billion investment in Singapore to bolster its AI capabilities.
Meanwhile, a consensus of 41 Wall Street analysts on TipRanks projects that CRM is likely to trade at an average price of $370 over the next 12 months with a ‘Moderate Buy’ rating.
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