Salesforce, Inc.

NYSE:CRM Rapport sur les actions

Capitalisation boursière : US$124.3b

Salesforce Croissance future

Future contrôle des critères 2/6

Salesforce devrait augmenter ses bénéfices et son chiffre d'affaires de 8.7% et de 8.8% par an respectivement. Le BPA devrait croître de de 10.5% par an. Le rendement des capitaux propres devrait être 32.5% dans 3 ans.

Informations clés

8.7%

Taux de croissance des bénéfices

10.53%

Taux de croissance du BPA

Software croissance des bénéfices20.5%
Taux de croissance des recettes8.8%
Rendement futur des capitaux propres32.50%
Couverture par les analystes

Good

Dernière mise à jour18 Jun 2026

Mises à jour récentes de la croissance future

Article d’analyse • 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...

Recent updates

Seeking Alpha • Jun 18

Salesforce: Agentforce Is Building A Workforce That Never Sleeps

Summary Salesforce is undervalued as investors overlook its transformation into an AI-driven digital labor platform through Agentforce. Agentforce, integrated with Slack, positions CRM to automate enterprise workflows, leveraging deep client integration and a robust data foundation. CRM’s consumption-based model and Slack’s role as the enterprise AI interface are driving rapid adoption and revenue growth, underappreciated by the market. We initiate a buy rating with a price target of $303.81 by 2027, reflective of CRM's management in the emerging digital enterprise service economy and the market’s overall undervaluation of Agentforce’s long-term revenue capability. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Article d’analyse • 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.
Article d’analyse • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:CRM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
1/31/202955,3259,80617,76918,84223
1/31/202850,5478,23416,26017,57850
1/31/202746,1047,09914,89915,57247
4/30/202642,8298,02314,66115,221N/A
1/31/202641,5257,45714,40214,996N/A
10/31/202540,3177,22212,89513,502N/A
7/31/202539,5026,66312,49713,169N/A
4/30/202538,5916,20512,64713,321N/A
1/31/202537,8956,19712,43413,092N/A
10/31/202437,1895,93511,87412,525N/A
7/31/202436,4655,63211,46112,074N/A
4/30/202435,7435,47011,33411,990N/A
1/31/202434,8574,1369,49810,234N/A
10/31/202333,9542,5928,8129,619N/A
7/31/202333,0711,5787,5618,400N/A
4/30/202332,1883797,0647,926N/A
1/31/202331,3522086,3137,111N/A
10/31/202230,2942785,5586,305N/A
7/31/202229,3205365,6816,396N/A
4/30/202227,9401,0035,7236,448N/A
1/31/202226,4921,4445,2836,000N/A
10/31/202124,9831,7395,4936,192N/A
7/31/202123,5392,3525,4706,127N/A
4/30/202122,3504,4425,6126,170N/A
1/31/202121,2524,0724,0914,801N/A
10/31/202020,2863,5573,5624,259N/A
7/31/202019,3802,3673,4754,218N/A
4/30/202018,226-1673,4184,225N/A
1/31/202017,098126N/A4,331N/A
10/31/201915,850736N/A4,030N/A
7/31/201914,729950N/A3,875N/A
4/30/201914,0131,158N/A3,897N/A
1/31/201913,2821,110N/A3,398N/A
10/31/201812,544954N/A3,119N/A
7/31/201811,853956N/A3,101N/A
4/30/201811,149703N/A2,974N/A
1/31/201810,540360N/A2,738N/A
10/31/20179,969103N/A2,392N/A
7/31/20179,413-42N/A2,421N/A
4/30/20178,872142N/A2,341N/A
1/31/20178,437323N/A2,162N/A
10/31/20167,907206N/A1,926N/A
7/31/20167,475218N/A1,934N/A
4/30/20167,073-13N/A1,988N/A
1/31/20166,667-47N/A1,672N/A
10/31/20156,302-88N/A1,534N/A
7/31/20155,974-101N/A1,494N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CRM ( 8.7% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de CRM ( 8.7% par an) devraient croître plus lentement que le marché US ( 18.9% par an).

Croissance élevée des bénéfices: Les bénéfices de CRM devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CRM ( 8.8% par an) devrait croître plus lentement que le marché de US ( 13% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CRM ( 8.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CRM devrait être élevé dans 3 ans ( 32.5 %)

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/20 15:55
Cours de l'action en fin de journée2026/06/18 00:00
Les revenus2026/04/30
Revenus annuels2026/01/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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 79 analystes. 50 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.

AnalysteInstitution
Kadambari DaptardarAccountability Research Corporation
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company