Salesforce 배당 및 자사주 매입
배당 기준 점검 2/6
Salesforce 수익으로 충분히 충당되는 현재 수익률 0.72% 보유한 배당금 지급 회사입니다. 다음 지급일은 8th October, 2026 이며 배당락일은 다음과 같습니다. 17th September, 2026.
핵심 정보
0.7%
배당 수익률
17.4%
자사주 매입 수익률
| 총 주주 수익률 | 18.1% |
| 미래 배당 수익률 | 0.8% |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | 08 Oct 26 |
| 배당락일 | 17 Sep 26 |
| 주당 배당금 | n/a |
| 배당 성향 | 16% |
최근 배당 및 자사주 매입 업데이트
Recent updates
새로운 내러티브 • 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?
내러티브 업데이트 • 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.Seeking Alpha • Sep 02
Salesforce: The SaaSpocalypse Is FUD, It Is Still A Buy
Summary Salesforce has returned to double-digit growth, while cRPO still grows faster than revenue, which increasingly weakens the imminent AI-disruption bear case. ClaudeForce with Anthropic shows that CRM does not need to build the best foundation model itself; it can monetize leading models through its data, workflows, and enterprise distribution. Agentforce usage is scaling rapidly, while only a small share of customers have moved to higher-priced AI-enabled editions, leaving meaningful monetization upside, but also adoption risk. At low valuation multiples, I see macro risk as the main near-term concern, rather than intrinsic issues. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.예정된 배당 지급
지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: 배당금 지급이 안정적인 반면, CRM 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.
배당금 증가: CRM 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.
배당 수익률 vs 시장
| Salesforce 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (CRM) | 0.7% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.1% |
| 업계 평균 (Software) | 0.8% |
| 분석가 예측 (CRM) (최대 3년) | 0.8% |
주목할만한 배당금: CRM 의 배당금( 0.72% )은 US 시장에서 배당금 지급자의 하위 25%( 1.36% )와 비교해 주목할 만하지 않습니다.
고배당: CRM 의 배당금( 0.72% )은 US 시장에서 배당금 지급자의 상위 25%( 4.09% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 지급 비율 ( 15.8% )이 낮기 때문에 CRM 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 현금 지급 비율 ( 9.6% )이 낮기 때문에 CRM 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 22:42 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/07/31 |
| 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 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 83명의 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 |