Salesforce, Inc.

NYSE:CRM 주식 리포트

시가총액: US$151.7b

Salesforce 향후 성장

Future 기준 점검 2/6

Salesforce (는) 각각 연간 11% 및 8.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.3% 로 예상됩니다.

핵심 정보

11.0%

이익 성장률

12.10%

EPS 성장률

Software 이익 성장19.0%
매출 성장률8.9%
향후 자기자본이익률23.26%
애널리스트 커버리지

Good

마지막 업데이트05 May 2026

최근 향후 성장 업데이트

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

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

이익 및 매출 성장 예측

NYSE:CRM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/202955,67110,58019,34020,38519
1/31/202850,5658,82817,23618,36748
1/31/202746,1377,53915,71916,34851
1/31/202641,5257,45714,40214,996N/A
10/31/202540,3177,22212,89513,502N/A
7/31/202539,5026,66312,49713,169N/A
4/30/202538,5916,20512,64713,321N/A
1/31/202537,8956,19712,43413,092N/A
10/31/202437,1895,93511,87412,525N/A
7/31/202436,4655,63211,46112,074N/A
4/30/202435,7435,47011,33411,990N/A
1/31/202434,8574,1369,49810,234N/A
10/31/202333,9542,5928,8129,619N/A
7/31/202333,0711,5787,5618,400N/A
4/30/202332,1883797,0647,926N/A
1/31/202331,3522086,3137,111N/A
10/31/202230,2942785,5586,305N/A
7/31/202229,3205365,6816,396N/A
4/30/202227,9401,0035,7236,448N/A
1/31/202226,4921,4445,2836,000N/A
10/31/202124,9831,7395,4936,192N/A
7/31/202123,5392,3525,4706,127N/A
4/30/202122,3504,4425,6126,170N/A
1/31/202121,2524,0724,0914,801N/A
10/31/202020,2863,5573,5624,259N/A
7/31/202019,3802,3673,4754,218N/A
4/30/202018,226-1673,4184,225N/A
1/31/202017,0981263,6884,331N/A
10/31/201915,850736N/A4,030N/A
7/31/201914,729950N/A3,875N/A
4/30/201914,0131,158N/A3,897N/A
1/31/201913,2821,110N/A3,398N/A
10/31/201812,544954N/A3,119N/A
7/31/201811,853956N/A3,101N/A
4/30/201811,149703N/A2,974N/A
1/31/201810,540360N/A2,738N/A
10/31/20179,969103N/A2,392N/A
7/31/20179,413-42N/A2,421N/A
4/30/20178,872142N/A2,341N/A
1/31/20178,437323N/A2,162N/A
10/31/20167,907206N/A1,926N/A
7/31/20167,475218N/A1,934N/A
4/30/20167,073-13N/A1,988N/A
1/31/20166,667-47N/A1,672N/A
10/31/20156,302-88N/A1,534N/A
7/31/20155,974-101N/A1,494N/A

애널리스트 향후 성장 전망

수입 대 저축률: CRM 의 연간 예상 수익 증가율(11%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: CRM 의 연간 수익(11%)이 US 시장(16.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: CRM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CRM 의 수익(연간 8.9%)이 US 시장(연간 11.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CRM 의 수익(연간 8.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CRM의 자본 수익률은 3년 후 23.3%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 05:53
종가2026/05/05 00:00
수익2026/01/31
연간 수익2026/01/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 51명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kadambari DaptardarAccountability Research Corporation
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company