Salesforce, Inc.

NYSE:CRM 株式レポート

時価総額:US$151.7b

Salesforce 配当と自社株買い

配当金 基準チェック /26

Salesforce配当を支払う会社であり、現在の利回りは0.94%で、収益によって十分にカバーされています。

主要情報

0.9%

配当利回り

7.8%

バイバック利回り

総株主利回り8.8%
将来の配当利回り1.0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向21%

最近の配当と自社株買いの更新

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

決済の安定と成長

配当データの取得

安定した配当: 配当金の支払いは安定していますが、 CRMが配当金を支払っている期間は 10 年未満です。

増加する配当: CRMの配当金は増加していますが、同社は2年間しか配当金を支払っていません。


配当利回り対市場

Salesforce 配当利回り対市場
CRM 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (CRM)0.9%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Software)0.9%
アナリスト予想 (CRM) (最長3年)1.0%

注目すべき配当: CRMの配当金 ( 0.94% ) はUS市場の配当金支払者の下位 25% ( 1.42% ) と比べると目立ったものではありません。

高配当: CRMの配当金 ( 0.94% ) はUS市場の配当金支払者の上位 25% ( 4.3% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: CRMは低い 配当性向 ( 21.2% ) であるため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: CRMは 現金配当性向 ( 10% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/05 22:01
終値2026/05/05 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Salesforce, Inc. 51 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。78

アナリスト機関
Kadambari DaptardarAccountability Research Corporation
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company