Salesforce, Inc.

NYSE:CRM Rapport sur les actions

Capitalisation boursière : US$151.7b

Salesforce Croissance future

Future contrôle des critères 2/6

Salesforce devrait augmenter ses bénéfices et son chiffre d'affaires de 11% et de 8.9% par an respectivement. Le BPA devrait croître de de 12.1% par an. Le rendement des capitaux propres devrait être 23.3% dans 3 ans.

Informations clés

11.0%

Taux de croissance des bénéfices

12.10%

Taux de croissance du BPA

Software croissance des bénéfices18.9%
Taux de croissance des recettes8.9%
Rendement futur des capitaux propres23.26%
Couverture par les analystes

Good

Dernière mise à jour05 May 2026

Mises à jour récentes de la croissance future

Salesforce, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next

Dec 07
Salesforce, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next

Recent updates

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.

Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4%

Apr 30

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

Feb 06
Salesforce, Inc. (NYSE:CRM) May Have Run Too Fast Too Soon With Recent 28% Price Plummet

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

Dec 07
Salesforce, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next

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.

Are Investors Undervaluing Salesforce, Inc. (NYSE:CRM) By 30%?

Aug 02
Are Investors Undervaluing Salesforce, Inc. (NYSE:CRM) By 30%?

Is Salesforce (NYSE:CRM) A Risky Investment?

Jul 07
Is Salesforce (NYSE:CRM) A Risky Investment?

Shareholders Will Probably Hold Off On Increasing Salesforce, Inc.'s (NYSE:CRM) CEO Compensation For The Time Being

May 29
Shareholders Will Probably Hold Off On Increasing Salesforce, Inc.'s (NYSE:CRM) CEO Compensation For The Time Being

Salesforce: Software Has Crashed, Buy The Bursting AI Bubble

Apr 27

Salesforce's Bet On Agentic AI Is Just Getting Started

Apr 19

Salesforce's Rare Buying Opportunity Is Here, Thanks To The Much Needed Selloff

Mar 27

Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy'

Feb 27

Salesforce Is Likely To Beat Earnings Again

Feb 20

Salesforce: Waiting For A Major Catalyst In February

Feb 11

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
1/31/202955,67110,58019,34020,38519
1/31/202850,5658,82817,23618,36748
1/31/202746,1377,53915,71916,34851
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
1/31/202017,0981263,6884,331N/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 ( 11% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de CRM ( 11% par an) devraient croître plus lentement que le marché US ( 16% 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 ( 8.9% par an) devrait croître plus lentement que le marché de US ( 11.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CRM ( 8.9% 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 ( 23.3 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/05 22:11
Cours de l'action en fin de journée2026/05/05 00:00
Les revenus2026/01/31
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 expliquant comment 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 78 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.

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