Salesforce (CRM) Panoramica del titolo
Salesforce, Inc. fornisce servizi tecnologici di gestione delle relazioni con i clienti che mettono in contatto aziende e clienti negli Stati Uniti, in Europa e nell'Asia Pacifica. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
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CRM Community Fair Values
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Analyst Price Targets
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Concorrenti di Salesforce, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$183.82 |
| Massimo di 52 settimane | US$296.05 |
| Minimo di 52 settimane | US$163.52 |
| Beta | 1.29 |
| Variazione di 1 mese | -1.30% |
| Variazione a 3 mesi | -13.41% |
| Variazione di 1 anno | -33.18% |
| Variazione a 3 anni | -6.97% |
| Variazione a 5 anni | -15.09% |
| Variazione dall'IPO | 4,174.88% |
Notizie e aggiornamenti recenti
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.Recent updates
Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4%
Apr 30CRM: 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
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 07CRM: 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
Is Salesforce (NYSE:CRM) A Risky Investment?
Jul 07Shareholders Will Probably Hold Off On Increasing Salesforce, Inc.'s (NYSE:CRM) CEO Compensation For The Time Being
May 29Salesforce: Software Has Crashed, Buy The Bursting AI Bubble
Apr 27Salesforce's Bet On Agentic AI Is Just Getting Started
Apr 19Salesforce's Rare Buying Opportunity Is Here, Thanks To The Much Needed Selloff
Mar 27Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy'
Feb 27Salesforce Is Likely To Beat Earnings Again
Feb 20Salesforce: Waiting For A Major Catalyst In February
Feb 11Rendimenti per gli azionisti
| CRM | US Software | US Mercato | |
|---|---|---|---|
| 7D | 3.2% | -0.6% | 0.8% |
| 1Y | -33.2% | -8.3% | 27.7% |
Ritorno vs Industria: CRM ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -8.3 % nell'ultimo anno.
Rendimento vs Mercato: CRM ha avuto una performance inferiore al mercato US che ha registrato un rendimento 27.7 % nell'ultimo anno.
Volatilità dei prezzi
| CRM volatility | |
|---|---|
| CRM Average Weekly Movement | 6.3% |
| Software Industry Average Movement | 10.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Prezzo delle azioni stabile: CRM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di CRM è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1999 | 83,334 | Marc Benioff | www.salesforce.com |
Salesforce, Inc. fornisce servizi tecnologici di gestione delle relazioni con i clienti che mettono in contatto aziende e clienti negli Stati Uniti, in Europa e nell'area Asia-Pacifico. L'azienda offre Agentforce, che consente ai clienti di creare, distribuire e gestire agenti AI autonomi di livello enterprise su scala, permettendo a uomini e agenti di lavorare insieme; Agentforce Sales, una piattaforma integrata che riunisce la potenza degli esseri umani e degli agenti AI per aiutare i team di vendita a vendere, gestire e automatizzare interi processi di vendita; Agentforce Service, che consente alle aziende di ogni settore di riunire tutte le loro esigenze di clienti, dipendenti, IT e assistenza sul campo in un'unica piattaforma integrata alimentata dall'AI; Data 360, un motore di dati che fornisce agli agenti AI il loro contesto e funge da base per il modo in cui i clienti unificano le offerte di servizi, rendendo i loro dati utilizzabili sia per gli esseri umani che per gli agenti; Informatica, una piattaforma di gestione dei dati alimentata dall'AI che consente ai clienti di scoprire, integrare, governare e fornire dati affidabili su scala in ambienti ibridi e multi-cloud; e Slack, un'interfaccia conversazionale per l'impresa agenziale in cui persone e agenti lavorano insieme, collegando conoscenze, azioni e dati in tempo reale. Fornisce inoltre piattaforme di marketing; servizi di commercio, che permettono di vivere esperienze di acquisto attraverso vari punti di contatto con i clienti; soluzioni di integrazione e analisi; Salesforce Starter, una suite per le piccole e medie imprese che riunisce vendite, assistenza, marketing e commercio; e una soluzione per l'assistenza sul campo che consente alle aziende di collegare agenti di assistenza, spedizionieri e dipendenti mobili attraverso un'unica piattaforma centralizzata per programmare e inviare il lavoro, oltre a tracciare e gestire i lavori.
Salesforce, Inc. Riepilogo dei fondamenti
| CRM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$144.41b |
| Utili (TTM) | US$7.46b |
| Ricavi(TTM) | US$41.53b |
CRM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CRM Conto economico (TTM) | |
|---|---|
| Ricavi | US$41.53b |
| Costo del fatturato | US$9.27b |
| Profitto lordo | US$32.26b |
| Altre spese | US$24.80b |
| Utili | US$7.46b |
Ultimi utili riportati
Jan 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 9.12 |
| Margine lordo | 77.68% |
| Margine di profitto netto | 17.96% |
| Rapporto debito/patrimonio netto | 24.4% |
Come si è comportato CRM nel lungo periodo?
Vedi performance storica e confrontoDividendi
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/01 20:54 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Salesforce, Inc. è coperta da 78 analisti. 53 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |