Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
United States
/
Software
/
Salesforce
Create a narrative
Salesforce Community
NYSE:CRM Community
4
Narratives
written by author
1
Comments
on narratives written by author
833
Fair Values set
on narratives written by author
Community Investing Ideas
Salesforce
Popular
Undervalued
Overvalued
Salesforce
GO
Goran_Damchevski
Equity Analyst
Salesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High
Key Takeaways The CRM landscape is shifting to specialized CRMs for different use cases There is room to increase its market share to 20%. Most efficiency gains have been made, and excess capital will return to shareholders Salesforce will leverage its cloud to create an attractive value proposition.
View narrative
US$223.99
FV
9.1% overvalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
9 months ago
author updated this narrative
Salesforce
AN
AnalystLowTarget
Consensus Narrative from 51 Analysts
Regulatory Hurdles And Fierce SaaS Rivals Will Constrain Future Prospects
Key Takeaways Regulatory shifts and new competitors threaten Salesforce's growth, pricing power, and profitability, increasing compliance costs and squeezing margins. Maturing markets and economic uncertainty drive reliance on high-risk acquisitions, risking margin dilution and complicating global expansion plans.
View narrative
US$232.85
FV
4.9% overvalued
intrinsic discount
7.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
9 days ago
author updated this narrative
Salesforce
AN
AnalystHighTarget
Consensus Narrative from 51 Analysts
Digital Transformation And AI Trends Will Drive Cloud Demand
Key Takeaways AI-driven platform expansion and agentic workflows are creating stronger customer lock-in, potentially accelerating growth and boosting long-term revenue stability. Margin improvements from internal efficiency gains and new market penetration may drive sustained earnings outperformance and diversified revenue streams.
View narrative
US$430
FV
43.2% undervalued
intrinsic discount
12.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
9 days ago
author updated this narrative
Salesforce
AN
AnalystConsensusTarget
Consensus Narrative from 51 Analysts
AI Automation And Digital Reinvention Will Drive Industry Transformation
Key Takeaways AI-driven automation and workflow integrations are boosting customer adoption, raising switching costs, and paving the way for sustained revenue and margin growth. Success in mid-market and SMB segments, paired with strong operating discipline and capital returns, is broadening the customer base and enabling scalable profitability.
View narrative
US$334.68
FV
27.0% undervalued
intrinsic discount
9.55%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
345
users have followed this narrative
9 days ago
author updated this narrative