Salesforce Performance degli utili passati
Criteri Il passato verificati 4/6
Salesforce ha registrato una crescita degli utili a un tasso medio annuo di 43.7%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 31.8%. I ricavi sono stati in crescita a un tasso medio annuo di 10.9%. Il ritorno sul capitale proprio di Salesforce è 25.2% e ha margini netti di 22%.
Informazioni chiave
43.70%
Tasso di crescita degli utili
44.43%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 10.94% |
| Rendimento del capitale proprio | 25.18% |
| Margine netto | 21.99% |
| Ultimo aggiornamento sugli utili | 31 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • 14h
Salesforce: Its AI Distribution Advantage Could Restart Growth
Summary Salesforce leverages its deep enterprise footprint to accelerate AI adoption, aiming to boost wallet share and drive organic growth. CRM's AI layer is scaling rapidly, with Agentforce ARR up 240%+ and strong sequential growth in agentic work units and premium bookings. Valuation remains reasonable at a 14.88x forward P/E, with base case upside to $285–$315 if AI monetization and organic growth materialize. I maintain a 'Buy' rating, prioritizing evidence of incremental spending, premium adoption, and organic revenue acceleration as key catalysts. Read the full article on Seeking Alpha
Nuova narrativa • Sep 08
Salesforce: From Selling Seats to Selling Governed Work
Rating: Buy / High-quality software franchise with AI execution risk Style: Mature enterprise software compounder transitioning from seat-based SaaS to an agentic workflow platform. Core debate: Is Salesforce defending an aging SaaS model from AI disruption, or is it becoming the trusted data, workflow, and governance layer that AI agents need in order to act inside the enterprise?
Aggiornamento narrativa • Sep 03
CRM: AI Agent Platform And Anthropic Partnership Will Drive Workflow Reinvention
Analysts have raised their Salesforce fair value estimate to $374.69 from $362.57, citing a wave of higher Street price targets around $300 that focus on the company's AI momentum, Anthropic partnership and Slack centric workflow vision, along with updated assumptions for discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research on Salesforce highlights a split view, but the louder moves in price targets and ratings skew toward confidence in the company’s AI roadmap, product execution and role in enterprise workflows.
Aggiornamento narrativa • Aug 28
Salesforce's latest earnings result and strategic acquisitions reaffirm thesis on AI pivot
As previously stated, the shift to an agentic platform has been the primary focus, which is now flowing through to strong earnings results (210% Agentforce revenue growth) Through recent acquisitions like Contentful and Fin, Salesforce is buying specialised capabilities that fill gaps around Agentforce — commerce, customer conversations, content, monetisation and customer service Salesforce increasingly wants users to operate Salesforce without actually opening Salesforce. Slackbot can update opportunities, research accounts, route cases, trigger workflows and invoke Agentforce agents conversationally.
Nuova narrativa • Aug 27
Salesforce: The Market May Still Be Underestimating How Fast AI Is Becoming a Revenue Engine
Many investors still view Salesforce as a mature CRM company growing at a low-double-digit rate. The market debate often centers on whether AI will meaningfully change Salesforce's growth profile or simply become another software feature.
Aggiornamento narrativa • Jul 27
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.Aggiornamento narrativa • Jul 13
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.Aggiornamento narrativa • Jun 29
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.Nuova narrativa • Jun 22
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.Aggiornamento narrativa • 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.Articolo di analisi • 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.Articolo di analisi • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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.Nuova narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Salesforce guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Jul 26 | 43,938 | 9,662 | 18,135 | 6,366 |
| 30 Apr 26 | 42,829 | 8,023 | 17,728 | 6,160 |
| 31 Jan 26 | 41,525 | 7,457 | 17,345 | 5,993 |
| 31 Oct 25 | 40,317 | 7,222 | 16,664 | 5,794 |
| 31 Jul 25 | 39,502 | 6,663 | 16,575 | 5,717 |
| 30 Apr 25 | 38,591 | 6,205 | 16,333 | 5,585 |
| 31 Jan 25 | 37,895 | 6,197 | 16,093 | 5,493 |
| 31 Oct 24 | 37,189 | 5,935 | 15,924 | 5,348 |
| 31 Jul 24 | 36,465 | 5,632 | 15,695 | 5,196 |
| 30 Apr 24 | 35,743 | 5,470 | 15,505 | 5,067 |
| 31 Jan 24 | 34,857 | 4,136 | 15,411 | 4,906 |
| 31 Oct 23 | 33,954 | 2,592 | 15,313 | 4,759 |
| 31 Jul 23 | 33,071 | 1,578 | 15,517 | 4,835 |
| 30 Apr 23 | 32,188 | 379 | 15,843 | 4,944 |
| 31 Jan 23 | 31,352 | 208 | 16,079 | 5,055 |
| 31 Oct 22 | 30,294 | 278 | 16,305 | 5,218 |
| 31 Jul 22 | 29,320 | 536 | 16,020 | 5,141 |
| 30 Apr 22 | 27,940 | 1,003 | 15,324 | 4,832 |
| 31 Jan 22 | 26,492 | 1,444 | 14,453 | 4,465 |
| 31 Oct 21 | 24,983 | 1,739 | 13,408 | 4,113 |
| 31 Jul 21 | 23,539 | 2,352 | 12,583 | 3,812 |
| 30 Apr 21 | 22,350 | 4,442 | 11,972 | 3,690 |
| 31 Jan 21 | 21,252 | 4,072 | 11,761 | 3,598 |
| 31 Oct 20 | 20,286 | 3,557 | 11,351 | 3,490 |
| 31 Jul 20 | 19,380 | 2,367 | 10,992 | 3,362 |
| 30 Apr 20 | 18,226 | -167 | 10,427 | 3,071 |
| 31 Jan 20 | 17,098 | 126 | 9,634 | 2,766 |
| 31 Oct 19 | 15,850 | 736 | 8,776 | 2,453 |
| 31 Jul 19 | 14,729 | 950 | 8,166 | 2,160 |
| 30 Apr 19 | 14,013 | 1,158 | 7,821 | 2,016 |
| 31 Jan 19 | 13,282 | 1,110 | 7,410 | 1,886 |
| 31 Oct 18 | 12,544 | 954 | 6,928 | 1,764 |
| 31 Jul 18 | 11,853 | 956 | 6,436 | 1,677 |
| 30 Apr 18 | 11,149 | 703 | 6,018 | 1,601 |
| 31 Jan 18 | 10,540 | 360 | 5,760 | 1,553 |
| 31 Oct 17 | 9,969 | 103 | 5,572 | 1,501 |
| 31 Jul 17 | 9,413 | -42 | 5,378 | 1,419 |
| 30 Apr 17 | 8,872 | 142 | 5,129 | 1,323 |
| 31 Jan 17 | 8,437 | 323 | 4,777 | 1,208 |
| 31 Oct 16 | 7,907 | 206 | 4,633 | 1,115 |
| 31 Jul 16 | 7,475 | 218 | 4,394 | 1,043 |
| 30 Apr 16 | 7,073 | -13 | 4,182 | 985 |
| 31 Jan 16 | 6,667 | -47 | 3,988 | 946 |
| 31 Oct 15 | 6,302 | -88 | 3,811 | 901 |
Guadagni di qualità: CRM ha un grande una tantum guadagno di $3.5B che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st July, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di CRM (22%) CRM sono più alti rispetto allo scorso anno (16.9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di CRM sono cresciuti in modo significativo del 43.7% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di CRM nell'ultimo anno ( 45% ) supera la media quinquennale ( 43.7% all'anno).
Guadagni vs Settore: La crescita degli utili CRM nell'ultimo anno ( 45% ) ha superato la percentuale del settore Software 27.2%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 25.18% ) di CRM sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/15 03:56 |
| Prezzo dell'azione a fine giornata | 2026/09/15 00:00 |
| Utili | 2026/07/31 |
| 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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 84 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 |