Salesforce (CRM) Aperçu de l'action
Salesforce, Inc. fournit des services technologiques de gestion de la relation client qui relient les entreprises et les clients entre eux aux États-Unis, en Europe et dans la région Asie-Pacifique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 4/6 |
| Santé financière | 2/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
CRM Community Fair Values
Create NarrativeSee what 945 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Salesforce, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$185.95 |
| Plus haut sur 52 semaines | US$269.11 |
| Plus bas sur 52 semaines | US$146.32 |
| Bêta | 1.15 |
| Variation sur 1 mois | 11.94% |
| Variation sur 3 mois | 2.63% |
| Variation sur 1 an | -24.87% |
| Variation sur 3 ans | -12.11% |
| Variation sur 5 ans | -23.60% |
| Évolution depuis l'introduction en bourse | 4,224.42% |
Nouvelles et mises à jour récentes
Salesforce: AI Adoption Is Surging, But Revenue Still Isn't Following - Here's Why
Summary Salesforce is re-rated as BUY, citing undervaluation and strong adoption metrics despite revenue growth deceleration. CRM's Q1'27 organic revenue growth was 8.7%, with AI solution adoption outpacing actual revenue acceleration due to unclear pricing models. Performance metrics—ARR, token growth, and customer expansion—highlight robust AI adoption, but revenue lag persists amid complex pricing structures. CRM trades at a P/E of 13.6x versus the sector's 24x, offering attractive risk-reward despite competitive pressures from MSFT, ORCL, and NOW. Read the full article on Seeking Alpha
CRM: AI Agent Platform And Fin Acquisition Will Drive Post 2027 Upside
Analysts have nudged their fair value estimate for Salesforce stock slightly lower to about $242. This reflects mixed views on the pace of AI driven growth and self disruption, even as updated assumptions point to relatively steady revenue growth, profit margins, and valuation multiples.Recent updates
Salesforce: AI Adoption Is Surging, But Revenue Still Isn't Following - Here's Why
Summary Salesforce is re-rated as BUY, citing undervaluation and strong adoption metrics despite revenue growth deceleration. CRM's Q1'27 organic revenue growth was 8.7%, with AI solution adoption outpacing actual revenue acceleration due to unclear pricing models. Performance metrics—ARR, token growth, and customer expansion—highlight robust AI adoption, but revenue lag persists amid complex pricing structures. CRM trades at a P/E of 13.6x versus the sector's 24x, offering attractive risk-reward despite competitive pressures from MSFT, ORCL, and NOW. Read the full article on Seeking AlphaCRM: AI Agent Platform And Fin Acquisition Will Drive Post 2027 Upside
Analysts have nudged their fair value estimate for Salesforce stock slightly lower to about $242. This reflects mixed views on the pace of AI driven growth and self disruption, even as updated assumptions point to relatively steady revenue growth, profit margins, and valuation multiples.
CRM: Debt-Funded Buybacks Will Accelerate AI Transition Despite Market Skepticism
The updated analyst price target for Salesforce has been reduced by about $22 to reflect slightly lower modeled revenue growth, modestly softer profit margins, a higher discount rate, and a less demanding future P/E multiple, as analysts weigh mixed survey feedback, slower AI monetization expectations, and ongoing debate around the impact of Agentforce and broader AI adoption. Analyst Commentary Recent Street research on Salesforce highlights a split view, but there is a clear group of bullish analysts who see the current setup as attractive, particularly after the stock pullback and ongoing investment in AI and agentic capabilities.CRM: AI And M&A Execution Will Support Post 2027 Upside
Salesforce's updated fair value estimate has been trimmed by about $7 to $248. Analysts are balancing softer growth expectations and lower forecast P/E multiples with ongoing confidence in the company's AI initiatives, margin profile, and cash generation.
The Market Priced the Funeral. Salesforce Only Has to Live
My fair value for Salesforce is roughly $255, against a share price near $151. That is deliberately not a moonshot number.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.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.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.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...
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.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.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.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.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.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.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.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.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.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...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.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.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.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.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.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...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.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.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.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.Rendement pour les actionnaires
| CRM | US Software | US Marché | |
|---|---|---|---|
| 7D | 2.5% | 15.5% | 2.4% |
| 1Y | -24.9% | -13.4% | 19.6% |
Rendement vs Industrie: CRM a sous-performé le secteur US Software qui a rapporté -13.4 % au cours de l'année écoulée.
Rendement vs marché: CRM a sous-performé le marché US qui a rapporté 19.6 % au cours de l'année écoulée.
Volatilité des prix
| CRM volatility | |
|---|---|
| CRM Average Weekly Movement | 7.2% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: CRM n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CRM ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1999 | 83,334 | Marc Benioff | www.salesforce.com |
Salesforce, Inc. fournit des services technologiques de gestion de la relation client qui relient les entreprises et les clients entre eux aux États-Unis, en Europe et dans la région Asie-Pacifique. La société propose Agentforce, qui permet aux clients de créer, de déployer et de gérer à grande échelle des agents d'IA autonomes de niveau professionnel, permettant aux humains et aux agents de travailler ensemble ; Agentforce Sales, une plateforme intégrée qui réunit la puissance des humains et des agents d'IA pour aider les équipes commerciales à vendre, à gérer et à automatiser des processus de vente complets ; Agentforce Service, qui permet aux entreprises de tous les secteurs d'activité de regrouper tous leurs besoins en matière de services aux clients, aux employés, à l'informatique et sur le terrain sur une seule plateforme intégrée alimentée par l'IA ; Data 360, un moteur de données qui donne aux agents d'IA leur contexte et sert de base à la façon dont les clients unifient leurs offres de services, rendant leurs données exploitables à la fois pour les humains et les agents ; Informatica, une plateforme de gestion de données alimentée par l'IA qui permet aux clients de découvrir, d'intégrer, de gouverner et de fournir des données fiables à grande échelle dans des environnements hybrides et multicloud ; et Slack, une interface conversationnelle pour l'entreprise agentique où les personnes et les agents travaillent ensemble, en connectant les connaissances, les actions et les données en temps réel. Elle propose également des plateformes de marketing, des services de commerce, qui facilitent les expériences d'achat sur différents points de contact avec les clients, des solutions d'intégration et d'analyse, Salesforce Starter, une suite pour les petites et moyennes entreprises qui réunit les ventes, les services, le marketing et le commerce, et une solution de service sur le terrain qui permet aux entreprises de connecter les agents de service, les répartiteurs et les employés mobiles via une plateforme centralisée pour planifier et répartir le travail, ainsi que pour suivre et gérer les tâches.
Salesforce, Inc. Résumé des fondamentaux
| CRM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$152.29b |
| Bénéfices(TTM) | US$8.02b |
| Recettes(TTM) | US$42.83b |
Le site CRM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CRM compte de résultat (TTM) | |
|---|---|
| Recettes | US$42.83b |
| Coût des recettes | US$9.58b |
| Marge brute | US$33.25b |
| Autres dépenses | US$25.23b |
| Les revenus | US$8.02b |
Derniers bénéfices déclarés
Apr 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 9.80 |
| Marge brute | 77.64% |
| Marge bénéficiaire nette | 18.73% |
| Ratio dettes/capitaux propres | 114.7% |
Quelles ont été les performances à long terme de CRM?
Voir les performances historiques et les comparaisonsDividendes
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/04 16:31 |
| Cours de l'action en fin de journée | 2026/08/03 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Salesforce, Inc. est couverte par 80 analystes. 51 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |