Salesforce (CRM) 주식 개요
는 미국, 유럽 및 아시아 태평양 지역에서 기업과 고객을 연결하는 고객 관계 관리 기술 서비스를 제공합니다. 자세히 보기
강점
위험 분석
CRM가 우리의 위험 점검을 통과했습니다.
CRM Community Fair Values
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Analyst Price Targets
Top Community Narratives
JO
Jolt_Communications
Community ContributorUS$6.85FV • 64.1% 저평가 내재 할인율
73.0%Revenue growth p.a.
3.1k
7
0
74
Salesforce, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$183.82 |
| 52주 최고가 | US$296.05 |
| 52주 최저가 | US$163.52 |
| 베타 | 1.29 |
| 1개월 변동 | -1.30% |
| 3개월 변동 | -13.41% |
| 1년 변동 | -33.18% |
| 3년 변동 | -6.97% |
| 5년 변동 | -15.09% |
| IPO 이후 변동 | 4,174.88% |
최근 뉴스 및 업데이트
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 11주주 수익률
| CRM | US Software | US 시장 | |
|---|---|---|---|
| 7D | 3.2% | -0.6% | 0.8% |
| 1Y | -33.2% | -8.3% | 27.7% |
수익률 대 산업: CRM은 지난 1년 동안 -8.3%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: CRM은 지난 1년 동안 27.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 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% |
안정적인 주가: CRM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CRM의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1999 | 83,334 | Marc Benioff | www.salesforce.com |
는 미국, 유럽 및 아시아 태평양 지역에서 기업과 고객을 연결하는 고객 관계 관리 기술 서비스를 제공합니다. 이 회사는 고객이 엔터프라이즈급 자율 AI 에이전트를 대규모로 구축, 배포 및 관리하여 사람과 에이전트가 함께 작업할 수 있도록 지원하는 Agentforce, 영업팀이 전체 영업 프로세스를 판매, 관리 및 자동화할 수 있도록 사람의 역량과 AI 에이전트를 결합한 통합 플랫폼인 Agentforce Sales, 모든 업계의 기업이 고객, 직원, IT 및 현장 서비스 요구 사항을 하나의 통합된 AI 기반 플랫폼으로 가져올 수 있는 Agentforce Service를 제공합니다; AI 상담원에게 컨텍스트를 제공하고 고객이 서비스 제공을 통합하는 방법의 기반이 되는 데이터 엔진으로 사람과 상담원 모두에게 데이터를 실행 가능하게 만드는 Data 360, 고객이 하이브리드 및 멀티 클라우드 환경에서 신뢰할 수 있는 데이터를 대규모로 검색, 통합, 관리 및 제공할 수 있도록 지원하는 AI 기반 데이터 관리 플랫폼인 Informatica, 사람과 상담원이 함께 작업하여 지식, 행동, 데이터를 실시간으로 연결하는 에이전트 기업을 위한 대화형 인터페이스인 Slack이 있습니다. 또한 마케팅 플랫폼, 다양한 고객 접점에서 쇼핑 경험을 강화하는 커머스 서비스, 통합 및 분석 솔루션, 영업, 서비스, 마케팅, 커머스를 하나로 통합하는 중소기업용 제품군인 Salesforce Starter, 기업이 하나의 중앙 플랫폼을 통해 서비스 에이전트, 파견자, 모바일 직원을 연결하여 업무를 예약 및 파견하고 작업을 추적 및 관리할 수 있는 현장 서비스 솔루션 등을 제공하고 있습니다.
Salesforce, Inc. 기초 지표 요약
| CRM 기초 통계 | |
|---|---|
| 시가총액 | US$144.41b |
| 순이익 (TTM) | US$7.46b |
| 매출 (TTM) | US$41.53b |
20.2x
주가수익비율(P/E)3.6x
주가매출비율(P/S)CRM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CRM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$41.53b |
| 매출원가 | US$9.27b |
| 총이익 | US$32.26b |
| 기타 비용 | US$24.80b |
| 순이익 | US$7.46b |
최근 보고된 실적
Jan 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 9.12 |
| 총이익률 | 77.68% |
| 순이익률 | 17.96% |
| 부채/자본 비율 | 24.4% |
CRM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.0%
현재 배당 수익률21%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/01 15:56 |
| 종가 | 2026/05/01 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Salesforce, Inc.는 78명의 분석가가 다루고 있습니다. 이 중 53명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |