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NYSE:CRM Community
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Salesforce
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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.
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US$223.99
FV
8.8% 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
24
users have followed this narrative
8 months ago
author updated this narrative
Salesforce
AN
AnalystHighTarget
Consensus Narrative from 51 Analysts
Digital Transformation And AI Will Shape Global Engagement
Key Takeaways Strong AI integration and platform unification are driving customer retention, product differentiation, and expanding long-term revenue opportunities worldwide. Operational efficiency and global market expansion are supporting sustained margin and earnings growth across diverse industries and geographies.
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US$438.61
FV
44.4% undervalued
intrinsic discount
13.06%
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
6 days ago
author updated this narrative
Salesforce
AN
AnalystConsensusTarget
Consensus Narrative from 51 Analysts
Investments In Agentforce And Data Cloud Will Expand AI Adoption Across Industries
Key Takeaways Salesforce's new AI and data products are expected to drive substantial revenue growth and enhance operational efficiency. Transitioning to consumption-based pricing and leveraging cloud partnerships could boost earnings and improve cost-effective deployments.
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US$344.61
FV
29.3% undervalued
intrinsic discount
9.58%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
324
users have followed this narrative
6 days ago
author updated this narrative
Salesforce
AN
AnalystLowTarget
Consensus Narrative from 51 Analysts
Consumption Model Shift And Agentforce Will Unlock Market Opportunities
Key Takeaways Transition to consumption-based pricing with Agentforce may cause revenue volatility and uncertainty in future contract sizes. Partner ecosystem reliance may challenge service delivery and affect future service revenue and customer satisfaction.
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US$271.56
FV
10.2% undervalued
intrinsic discount
6.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
Your Valuation for
CRM
CRM
Salesforce
Your Fair Value
US$
Current Price
US$243.74
0.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-167m
59b
2015
2018
2021
2024
2025
2027
2030
Revenue US$58.5b
Earnings US$9.4b
Advanced
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