Salesforce Management
Management Kriterienprüfungen 3/4
Salesforce CEO ist Marc Benioff , ernannt in Feb 1999, hat eine Amtszeit von 27.33 Jahren. Die jährliche Gesamtvergütung beträgt $49.38M , bestehend aus 3.1% Gehalt und 96.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 2.69% der Aktien des Unternehmens, im Wert von $3.56B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3 Jahre bzw. 10.1 Jahre.
Wichtige Informationen
Marc Benioff
Geschäftsführender
US$49.4m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 3.14% |
| Amtszeit als Geschäftsführer | 27.3yrs |
| Eigentum des Geschäftsführers | 2.7% |
| Durchschnittliche Amtszeit des Managements | 3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 10.1yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • Jun 15
CRM: AI Transition And 2027 Setup Will Support Long Term Upside
Analysts have trimmed their Salesforce fair value estimate from $317.21 to $255.28, reflecting updated views on slower revenue growth, lower profit margins, a higher discount rate, and a more conservative future P/E. Recent research has flagged decelerating cRPO and a wait and see stance on the company’s plans for a second half FY27 acceleration and AI driven products.Seeking Alpha • Jun 12
Salesforce: One Of The Most Inexpensive Companies In The Entire Market After Record Q1 Results
Summary Salesforce delivered record Q1 FY2027 results, with $11.13B in revenue (+13.27% YoY) and non-GAAP EPS of $3.88 (+50% YoY), beating estimates. CRM’s AI and data business ARR surged to $3.4B (+200% YoY), with Agentforce alone at $1.2B ARR (+205% YoY), signaling strong adoption and expansion. The company executed a $27.5B capital return, including a $25B accelerated buyback, reducing diluted share count by 10% YoY and raising FY2027 guidance. Despite robust growth and profitability, CRM trades at 12x forward earnings and <10x FCF, a valuation typically reserved for declining businesses; I remain very bullish. Read the full article on Seeking AlphaAnalyseartikel • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Analyseartikel • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Analyseartikel • Jun 04
Statutory Profit Doesn't Reflect How Good Salesforce's (NYSE:CRM) Earnings Are
Salesforce, Inc. ( NYSE:CRM ) recently posted some strong earnings, and the market responded positively. We have done...
Narrativ-Update • Jun 01
CRM: AI Monetization And Softer cRPO Trends Will Pressure Outlook
The updated analyst price target for Salesforce moves to $160 from $194, reflecting a reset in expectations as analysts factor in softer cRPO trends, mixed Q1 guidance, and questions around the pace of AI driven revenue and margin contribution. Analyst Commentary Recent research points to a reset in expectations around Salesforce, with several bearish analysts cutting price targets and highlighting execution and growth risks.
Neues Narrativ • May 20
Salesforce Future Value Could Reach $263 as Market Remains Short-Sighted
Salesforce still looks mispriced to me. At around $174, the market is acting as if growth has structurally broken, while the underlying business still throws off very serious cash.Narrativ-Update • May 02
CRM: Debt Sale For Buybacks And AI Fears Will Shape Outlook
The analyst fair value estimate for Salesforce has been adjusted from $190 to $194. This reflects updated views on revenue growth, profit margins, and valuation multiples following a wave of Street research that recalibrated price targets around mixed core performance and a growing focus on Agentforce and broader AI adoption.
Narrativ-Update • Apr 18
CRM: Debt-Funded Buybacks Will Support AI Execution And Margin Discipline
The analyst price target for Salesforce has been reduced by about $50 to reflect slightly lower modeled fair value, a higher discount rate, more conservative assumptions on revenue growth and profit margins, and a trimmed future P/E multiple, in line with a broad set of recent price target cuts that cite softer organic growth, sector multiple compression, and a wait for clearer payoff from Agentforce-driven AI products. Analyst Commentary Street research around Salesforce has shifted toward tighter valuation assumptions, but it also highlights a set of execution and product drivers that bullish analysts see as underappreciated.Narrativ-Update • Apr 04
CRM: Debt-Funded Buybacks And AI Disruption Fears Will Shape Risk Balance
Analysts have reduced their Salesforce price targets, with several cuts of $50 to $100 or more, reflecting softer organic growth expectations, sector-wide multiple compression, and increased scrutiny of how quickly Agentforce-driven demand can translate into faster revenue growth. Analyst Commentary Recent research highlights a split view on Salesforce, with many firms cutting price targets while still acknowledging potential upside from Agentforce and other AI driven products.Narrativ-Update • Mar 21
CRM: AI Execution Debt-Funded Buybacks And AI Fears Will Shape Risk Balance
Analysts have kept the fair value estimate for Salesforce steady at $190, while slightly adjusting assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect mixed Q4 trends, widespread price target cuts across the Street, and increasing focus on the potential of Agentforce and AI driven offerings, alongside softer near term organic growth expectations. Analyst Commentary Street research around the latest Q4 report has turned more cautious, even as many firms still see potential in Salesforce's AI and Agentforce roadmap.Narrativ-Update • Mar 07
CRM: AI Adoption And FY27 Execution Will Drive Balanced Risk Outlook
Our updated Salesforce narrative reflects a lower fair value estimate, from about $232.85 to $190.00, as analysts reset price targets around $200 and trim assumed profit margins and future P/E multiples, while still pointing to Agentforce and potential revenue reacceleration in fiscal 2027 as key supports to the long term story. Analyst Commentary Across recent research, you see two clear threads on Salesforce.Narrativ-Update • Feb 21
CRM: AI Overhang And 2026 Setup Will Support Long Term Upside
Our updated analyst price target for Salesforce edges down by about $10, reflecting slightly higher discount rate assumptions and modestly lower projected profit margins, even as analysts continue to cite mixed signals around AI products like Agentforce, along with broader software sector multiple compression. Analyst Commentary Recent Street research around Salesforce has turned more cautious on valuation, with several firms cutting price targets, but the tone is not uniformly negative.Narrativ-Update • Feb 06
CRM: AI And 2026 Setup Will Support Durable Long Term Value
Narrative Update: Salesforce Analysts have made a modest trim to their Salesforce price target, reflecting a fair value move of about US$2 to US$328. This adjustment factors in slightly lower valuation multiples, alongside supportive views on profit margins and the potential impact of artificial intelligence on key performance indicators.Analyseartikel • Feb 06
Salesforce, Inc. (NYSE:CRM) May Have Run Too Fast Too Soon With Recent 28% Price Plummet
Salesforce, Inc. ( NYSE:CRM ) shareholders won't be pleased to see that the share price has had a very rough month...Narrativ-Update • Jan 23
CRM: AI Adoption And 2026 Setup Will Support Durable Long Term Shareholder Value
Salesforce's analyst price target edges higher by $8 to $338, as analysts highlight a supportive 2026 setup for software, stable macro and IT spending, relatively low sector valuations, and potential benefits from artificial intelligence adoption alongside improving company key performance indicators. Analyst Commentary Recent research points to a generally constructive tone around Salesforce, with several firms updating their views as they look ahead to 2026 and the role artificial intelligence could play in the broader software group.Neues Narrativ • Jan 23
Salesforce's Market Dominance and AI Pivot Will Drive Earnings Re-acceleration
The Core: A Resilient, "Sticky" Legacy Base Salesforce remains the undisputed heavyweight of the CRM world, commanding a 21% market share , more than triple that of its nearest competitor, Microsoft (6%). This dominance creates a formidable moat: the high cost and operational risk of switching CRM providers makes Salesforce incredibly sticky within the Fortune 500.Narrativ-Update • Jan 09
CRM: Mixed Ratings Set Stage For Future AI Monetization Reappraisal
Narrative Update on Salesforce The analyst price target for Salesforce has shifted modestly, with fair value moving from about US$430.00 to roughly US$435.32. Analysts are factoring in updated expectations for revenue growth, profitability, and future P/E in the context of mixed sentiment, including Salesforce being replaced on one firm's conviction list and a recent downgrade to Market Perform with a US$264 price target.Narrativ-Update • Dec 20
CRM: Expanding AI Customer Engagement Will Drive Durable Long Term Shareholder Value
Analysts have inched up their Salesforce price target, with fair value rising roughly $3 to about $330 per share, as modestly stronger long term revenue growth assumptions and a slightly lower discount rate more than offset a marginally softer profit margin outlook amid shifting competitive dynamics in customer engagement and AI driven marketing tools. Analyst Commentary Analyst sentiment on Salesforce remains mixed as the competitive backdrop in customer engagement and AI driven marketing tools evolves rapidly, leading to both upward and downward adjustments to growth and execution assumptions embedded in valuation models.Narrativ-Update • Dec 17
Salesforce Stock: When CRM Becomes the Brain of the Enterprise
Salesforce (NYSE: CRM) has spent years convincing enterprises to centralize customer data. That mission is largely complete.Analyseartikel • Dec 07
Salesforce, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders of Salesforce, Inc. ( NYSE:CRM ) will be pleased this week, given that the stock price is up 13% to US$261...Narrativ-Update • Dec 06
CRM: Expanding AI In Customer Engagement Will Drive Long Term Shareholder Value
Analysts have modestly reduced their Salesforce price target to approximately $327 from about $331, citing a slightly higher discount rate, a lower assumed future P/E multiple, and competitive shifts in the CRM and customer engagement software landscape, even as they nudge up long term revenue growth and margin expectations. Analyst Commentary Recent Street commentary around Salesforce reflects a more balanced stance, with some shifting enthusiasm toward specialized customer engagement platforms while acknowledging Salesforce's scale and diversified product portfolio.Narrativ-Update • Nov 22
CRM: Expanding AI Offerings Will Drive Shareholder Value Amid Competitive Pressures
Salesforce's analyst price target has edged lower, with analysts now projecting fair value at approximately $330.59 per share. This marks a decrease of about $4 from prior estimates, as recent research reflects lingering concerns over subdued core cloud growth and cautious near-term guidance, despite progress in AI-driven offerings.Neues Narrativ • Nov 04
Salesforce Stock: AI-Fueled Growth Is Real — But Can Margins Stay This Strong?
Salesforce (NYSE: CRM) delivered another strong quarter, proving it can grow revenue while expanding profitability—something investors have demanded for years. For Q2 fiscal 2026 (ended July 31, 2025), revenue climbed 10% year-over-year to $10.2 billion , with subscription and support revenue up 11% to $9.7 billion.Narrativ-Update • Sep 04
AI Automation And Digital Reinvention Will Drive Industry Transformation
Amid concerns about softer near-term demand, subdued enterprise renewals, and limited immediate AI revenue impact—offset by long-term optimism around new product themes and margin expansion—analyst sentiment on Salesforce has turned more cautious, resulting in a consensus price target that remains unchanged at $344.64. Analyst Commentary Analysts are lowering price targets amid softer near-term demand signals, partner feedback indicating underwhelming Q2 activity, and subdued expectations for renewal business, particularly at the enterprise level.Analyseartikel • Aug 02
Are Investors Undervaluing Salesforce, Inc. (NYSE:CRM) By 30%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Salesforce fair value estimate is US$359 Current share price...Analyseartikel • Jul 07
Is Salesforce (NYSE:CRM) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 27
Salesforce: Software Has Crashed, Buy The Bursting AI Bubble
Summary Salesforce has become a cash flow story. Despite recent market volatility, I view CRM as being recession-resistant and a clear buying opportunity due to its robust business model. Consensus estimates may be optimistic, but I expect CRM to sustain 35%-40% net margins, offering potential for double-digit returns and possible multiple expansion. I reiterate my buy rating for CRM stock. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$8b |
| Jan 31 2026 | US$49m | US$2m | US$7b |
| Oct 31 2025 | n/a | n/a | US$7b |
| Jul 31 2025 | n/a | n/a | US$7b |
| Apr 30 2025 | n/a | n/a | US$6b |
| Jan 31 2025 | US$55m | US$2m | US$6b |
| Oct 31 2024 | n/a | n/a | US$6b |
| Jul 31 2024 | n/a | n/a | US$6b |
| Apr 30 2024 | n/a | n/a | US$5b |
| Jan 31 2024 | US$40m | US$2m | US$4b |
| Oct 31 2023 | n/a | n/a | US$3b |
| Jul 31 2023 | n/a | n/a | US$2b |
| Apr 30 2023 | n/a | n/a | US$379m |
| Jan 31 2023 | US$30m | US$2m | US$208m |
| Oct 31 2022 | n/a | n/a | US$278m |
| Jul 31 2022 | n/a | n/a | US$536m |
| Apr 30 2022 | n/a | n/a | US$1b |
| Jan 31 2022 | US$29m | US$2m | US$1b |
| Oct 31 2021 | n/a | n/a | US$2b |
| Jul 31 2021 | n/a | n/a | US$2b |
| Apr 30 2021 | n/a | n/a | US$4b |
| Jan 31 2021 | US$26m | US$2m | US$4b |
| Oct 31 2020 | n/a | n/a | US$4b |
| Jul 31 2020 | n/a | n/a | US$2b |
| Apr 30 2020 | n/a | n/a | -US$167m |
| Jan 31 2020 | US$26m | US$2m | US$126m |
Vergütung im Vergleich zum Markt: MarcDie Gesamtvergütung ($USD49.38M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.60M).
Entschädigung vs. Einkommen: MarcDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Marc Benioff (61 yo)
27.3yrs
Amtszeit
US$49,379,252
Vergütung
Mr. Marc R. Benioff Co-Founded Salesforce.com, Inc. in February 1999 and had been its Chief Executive Officer February 2020 until November 30, 2021 and served as its Co-Chief Executive Officer since Novemb...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$49.38m | 2.69% $ 3.6b | |
| President & Chief Revenue Officer | 3yrs | US$18.70m | 0.0025% $ 3.3m | |
| President | 1.3yrs | US$28.45m | 0.0059% $ 7.7m | |
| President | 6.5yrs | US$20.58m | 0.0084% $ 11.1m | |
| President & Chief Strategy Officer | no data | US$15.19m | keine Daten | |
| Co-Founder | 27.3yrs | US$14.55m | 0.24% $ 315.9m | |
| President | 1yr | keine Daten | keine Daten | |
| President | 2.9yrs | US$14.08m | 0.0011% $ 1.5m | |
| President & Chief People Officer | 3.4yrs | keine Daten | keine Daten | |
| President & Chief Marketing Officer | less than a year | keine Daten | keine Daten | |
| Chief Accounting Officer | no data | keine Daten | keine Daten | |
| Senior Vice President of Technology | no data | keine Daten | keine Daten |
3.0yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrenes Management: CRMDas Führungsteam des Unternehmens gilt als erfahren (3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$49.38m | 2.69% $ 3.6b | |
| President | 12.8yrs | US$28.45m | 0.0059% $ 7.7m | |
| Co-Founder | 7.8yrs | US$14.55m | 0.24% $ 315.9m | |
| Chairperson & CEO of ASEAN | 6.2yrs | keine Daten | keine Daten | |
| Lead Independent Director | 3.3yrs | US$504.82k | 0.00068% $ 900.6k | |
| Independent Director | 20.7yrs | US$374.85k | 0.0012% $ 1.5m | |
| Independent Director | 19.8yrs | US$374.85k | 0.00047% $ 622.5k | |
| Independent Director | 10.1yrs | US$399.85k | 0.00099% $ 1.3m | |
| Independent Director | 12.8yrs | US$424.85k | 0.0021% $ 2.7m | |
| Independent Director | 3.3yrs | keine Daten | keine Daten | |
| Chairman of the Board - ALS ONE | no data | keine Daten | keine Daten | |
| Independent Director | 3.3yrs | US$424.85k | 0.00061% $ 807.9k |
10.1yrs
Durchschnittliche Betriebszugehörigkeit
66.5yo
Durchschnittliches Alter
Erfahrener Vorstand: CRMDie Vorstandsmitglieder sind sehr erfahren ( 10.1 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/17 10:08 |
| Aktienkurs zum Tagesende | 2026/06/17 00:00 |
| Gewinne | 2026/04/30 |
| Jährliche Einnahmen | 2026/01/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Salesforce, Inc. wird von 79 Analysten beobachtet. 52 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |