Salesforce Gestione
Criteri Gestione verificati 3/4
Salesforce Il CEO è Marc Benioff, nominato in Feb1999, e ha un mandato di 27.25 anni. la retribuzione annua totale è $ 49.38M, composta da 3.1% di stipendio e 96.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.69% delle azioni della società, per un valore di $ 3.82B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.9 anni e 10 anni.
Informazioni chiave
Marc Benioff
Amministratore delegato
US$49.4m
Compenso totale
| Percentuale dello stipendio del CEO | 3.14% |
| Mandato del CEO | 27.3yrs |
| Proprietà del CEO | 2.7% |
| Durata media del management | 2.9yrs |
| Durata media del Consiglio di amministrazione | 10yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • Apr 30
Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4%
Summary Salesforce (CRM) faces heightened equity pressure amid AI-driven disruption. AI coding tools, exemplified by Amazon's struggles, have introduced operational risks and highlight the immaturity of current AI safeguards. We see value in integrating AI agents within established software workflows rather than pursuing standalone 'vibe coding' projects. The current hardware stock bubble has suppressed valuations for software names like CRM, creating a potential opportunity in the bonds. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Nuova narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 29
Shareholders Will Probably Hold Off On Increasing Salesforce, Inc.'s (NYSE:CRM) CEO Compensation For The Time Being
Key Insights Salesforce will host its Annual General Meeting on 5th of June CEO Marc Benioff's total compensation...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 AlphaSeeking Alpha • Apr 19
Salesforce's Bet On Agentic AI Is Just Getting Started
Summary Salesforce's AI-powered Agentforce platform drives efficiencies, boosts customer satisfaction, and is seeing strong early adoption, with over 3,000 customers onboarded and significant internal productivity gains. Transitioning to a hybrid pricing model, Salesforce's consumption-based approach for AI agents and data usage introduces revenue unpredictability but aligns with industry trends and supports scalability. Salesforce reported robust financials for FY25, with $37.9 billion in revenue, a 33% non-GAAP operating margin, and a 50% YoY net income increase, showcasing strong operational leverage. Key growth catalysts include the upcoming launch of Agentforce 2dx and AgentExchange, expanding Salesforce's AI capabilities and creating new monetization opportunities through a developer ecosystem and pre-trained AI agents. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Salesforce's Rare Buying Opportunity Is Here, Thanks To The Much Needed Selloff
Summary CRM's recent selloff presents a compelling buying opportunity, supported by the durable enterprise demand for agentic AI products and the expanding margins. Thanks to the high double digits growth prospects observed in the global Agentic AI and Customer Relationship Management end markets, the company is likely to remain a clear market leader. Despite the mixed FY2026 guidance, CRM's growing multi-year RPO, robust cash flow, and healthy balance sheet already position it for robust long-term growth. This is significantly aided by the cheaper valuations, moderating short interest volume, and robust bullish support at the $270s ranges, with it offering investors with an excellent margin of safety. If anything, CRM has been utilizing its rich Free Cash Flow generation to return great value to long-term shareholders, with it highlighting the stock's highly compelling investment thesis. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy'
Summary I am upgrading Salesforce, Inc. to a “Buy” rating with a fair value of $320 per share due to its promising Data Cloud & AI growth. Salesforce reported 9% revenue growth and 13% adjusted operating profit growth, with a focus on margin improvement and cost management. Data Cloud & AI achieved $900 million in annual recurring revenue, representing 2.5% of total revenue, with significant future growth potential. Salesforce's guidance for FY 2026 includes 7%-8% revenue growth and 10%-11% operating cash flow growth, supported by margin expansion and strategic M&A. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Salesforce Is Likely To Beat Earnings Again
Summary Salesforce remains an attractive growth opportunity. I expect it to beat Q4 FY2025 consensus expectations despite recent EPS weakness and slowing cRPO growth. CRM's focus on cost control and robust free cash flow growth supports continued share repurchases and increasing dividends, enhancing shareholder value. Agentforce's early success and the massive potential of the AI agents market position Salesforce to be a major player in this expanding niche. Despite risks, including potential slower revenue impact from Agentforce and cRPO deceleration, CRM's undervaluation suggests a fair value with ~25% upside potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Salesforce: Waiting For A Major Catalyst In February
Summary Salesforce is expected to roll-out full version of its largely anticipated Agentforce 2.0 offering, which is extremely likely to be a game-changer in terms of the share price. Apart from the expected Agentforce 2.0 full release, there are several other developments emphasizing the management's strong focus on AI. My valuation analysis suggests that the stock is significantly undervalued. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$126m |
Compensazione vs Mercato: La retribuzione totale di Marc ($USD 49.38M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Marc è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Marc Benioff (60 yo)
27.3yrs
Mandato
US$49,379,252
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$49.38m | 2.69% $ 3.8b | |
| President & Chief Revenue Officer | 2.9yrs | US$18.70m | 0.0023% $ 3.3m | |
| President | 1.2yrs | US$28.45m | 0.0059% $ 8.3m | |
| President | 6.4yrs | US$20.58m | 0.0084% $ 11.9m | |
| President and Chief Strategy Officer | no data | US$15.19m | Nessun dato | |
| Co-Founder | 27.3yrs | US$14.55m | 0.24% $ 339.0m | |
| President | less than a year | Nessun dato | Nessun dato | |
| President | 2.8yrs | US$14.08m | 0.0010% $ 1.5m | |
| President & Chief Marketing Officer | less than a year | Nessun dato | Nessun dato | |
| Executive VP & Chief Accounting Officer | 4.7yrs | Nessun dato | 0.0017% $ 2.4m | |
| Senior Vice President of Technology | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Investor Relations | no data | Nessun dato | Nessun dato |
2.9yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di CRM è considerato esperto (durata media dell'incarico 2.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$49.38m | 2.69% $ 3.8b | |
| President | 12.7yrs | US$28.45m | 0.0059% $ 8.3m | |
| Co-Founder | 7.8yrs | US$14.55m | 0.24% $ 339.0m | |
| Chairperson & CEO of ASEAN | 6.1yrs | Nessun dato | Nessun dato | |
| Lead Independent Director | 3.2yrs | US$504.82k | 0.00063% $ 894.2k | |
| Independent Director | 20.6yrs | US$374.85k | 0.0011% $ 1.6m | |
| Independent Director | 19.7yrs | US$374.85k | 0.00042% $ 596.2k | |
| Independent Director | 10yrs | US$399.85k | 0.00095% $ 1.3m | |
| Independent Director | 12.7yrs | US$424.85k | 0.0020% $ 2.9m | |
| Independent Director | 3.2yrs | Nessun dato | Nessun dato | |
| Chairman of the Board - ALS ONE | no data | Nessun dato | Nessun dato | |
| Independent Director | 3.2yrs | US$424.85k | 0.00055% $ 780.7k |
10.0yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CRM è composto da personale esperto e esperto (durata media dell'incarico 10 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/18 15:24 |
| Prezzo dell'azione a fine giornata | 2026/05/15 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 |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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. 49 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 |