Salesforce マネジメント
マネジメント 基準チェック /34
Salesforceの CEO はMarc Benioffで、 Feb1999年に任命され、 の在任期間は 27.42年です。 の年間総報酬は$ 49.38Mで、 3.1%給与と96.9%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の2.69%を直接所有しており、その価値は$ 3.60B 。経営陣と取締役会の平均在任期間はそれぞれ3年と10.2年です。
主要情報
Marc Benioff
最高経営責任者
US$49.4m
報酬総額
| CEO給与比率 | 3.14% |
| CEO在任期間 | 27.4yrs |
| CEOの所有権 | 2.7% |
| 経営陣の平均在職期間 | 3yrs |
| 取締役会の平均在任期間 | 10.2yrs |
経営陣の近況
Recent updates
Seeking Alpha • Jul 10
Salesforce: A Strong Business Model That Delivers - A Value Equation Forensic Deep Dive
Summary Salesforce (CRM) trades at a depressed ~11x trailing FCF multiple, with a forward multiple of ~9.6x, reflecting SaaS-pocalypse fears and AI disruption concerns. CRM executed a massive $24.8B debt-funded buyback, reducing share count by over 10% in Q1 FY2027, signaling management conviction in undervaluation. Base-case annualized return is ~14% assuming no multiple change, with scenario analysis showing limited downside and upside potential of ~49% if multiples revert. AI is reinforcing, not eroding, CRM’s moat; platform integration, high switching costs, and innovation leadership underpin a robust, defensible business model. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.分析記事 • 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.分析記事 • 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.分析記事 • 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...
ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.ナラティブ更新 • 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.分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$8b |
| 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$126m |
報酬と市場: Marcの 総報酬 ($USD 49.38M ) は、 US市場 ($USD 14.60M ) の同規模の企業の平均を上回っています。
報酬と収益: Marcの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Marc Benioff (61 yo)
27.4yrs
在職期間
US$49,379,252
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 27.4yrs | US$49.38m | 2.69% $ 3.6b | |
| President & Chief Revenue Officer | 3.1yrs | US$18.70m | 0.0027% $ 3.5m | |
| President | 1.3yrs | US$28.45m | 0.0060% $ 8.0m | |
| President | 6.6yrs | US$20.58m | 0.0086% $ 11.5m | |
| President & Chief Strategy Officer | no data | US$15.19m | データなし | |
| Co-Founder | 27.4yrs | US$14.55m | 0.24% $ 319.3m | |
| President | 1.1yrs | データなし | データなし | |
| President | 3yrs | US$14.08m | 0.0013% $ 1.7m | |
| President & Chief People Officer | 3.5yrs | データなし | データなし | |
| President & Chief Marketing Officer | less than a year | データなし | データなし | |
| Chief Accounting Officer | less than a year | データなし | データなし | |
| Senior Vice President of Technology | no data | データなし | データなし |
3.0yrs
平均在職期間
61yo
平均年齢
経験豊富な経営陣: CRMの経営陣は 経験豊富 であると考えられます ( 3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 27.4yrs | US$49.38m | 2.69% $ 3.6b | |
| President | 12.8yrs | US$28.45m | 0.0060% $ 8.0m | |
| Co-Founder | 7.9yrs | US$14.55m | 0.24% $ 319.3m | |
| Chairperson & CEO of ASEAN | 6.3yrs | データなし | データなし | |
| Lead Independent Director | 3.3yrs | US$504.82k | 0.00068% $ 909.6k | |
| Independent Director | 20.8yrs | US$374.85k | 0.0012% $ 1.6m | |
| Independent Director | 19.8yrs | US$374.85k | 0.00047% $ 628.7k | |
| Independent Director | 10.2yrs | US$399.85k | 0.00099% $ 1.3m | |
| Independent Director | 12.8yrs | US$424.85k | 0.0021% $ 2.8m | |
| Independent Director | 3.3yrs | データなし | データなし | |
| Chairman of the Board - ALS ONE | no data | データなし | データなし | |
| Independent Director | 3.3yrs | US$424.85k | 0.00061% $ 815.9k |
10.2yrs
平均在職期間
66.5yo
平均年齢
経験豊富なボード: CRMの 取締役会 は経験豊富で 経験豊富 です ( 10.2年の平均在任期間)。
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 | 2026/07/13 03:55 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/04/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 50 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 Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |