Salesforce (CRM) Aandelenoverzicht
Salesforce, Inc. levert technologiediensten voor klantrelatiebeheer die bedrijven en klanten met elkaar verbinden in de Verenigde Staten, Europa en Azië-Pacific. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 2/6 |
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Risicoanalyse
CRM Community Fair Values
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Analyst Price Targets
Top Community Narratives
Salesforce, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$237.92 |
| 52 Week Hoogtepunt | US$269.11 |
| 52 Week Laag | US$146.32 |
| Bèta | 1.2 |
| 1 maand verandering | 13.74% |
| 3 maanden verandering | 58.49% |
| 1 Jaar Verandering | -3.71% |
| 3 jaar verandering | 15.25% |
| 5 jaar verandering | -16.70% |
| Verandering sinds IPO | 5,433.02% |
Recent nieuws en updates
Narratiefupdate • Sep 17
CRM: AI Ecosystem And Fin Integration Will Shape Post 2027 Outcomes
Analysts lifted the Salesforce fair value estimate from $241.72 to $275.87, reflecting higher assumed revenue growth, a slightly lower discount rate, and an updated future P/E of 22.23x. This lines up with recent Street price target increases toward the $280 to $300 range tied to AI product momentum and broader platform adoption.Seeking Alpha • Sep 15
Salesforce: Its AI Distribution Advantage Could Restart Growth
Summary Salesforce leverages its deep enterprise footprint to accelerate AI adoption, aiming to boost wallet share and drive organic growth. CRM's AI layer is scaling rapidly, with Agentforce ARR up 240%+ and strong sequential growth in agentic work units and premium bookings. Valuation remains reasonable at a 14.88x forward P/E, with base case upside to $285–$315 if AI monetization and organic growth materialize. I maintain a 'Buy' rating, prioritizing evidence of incremental spending, premium adoption, and organic revenue acceleration as key catalysts. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Sep 17
CRM: AI Ecosystem And Fin Integration Will Shape Post 2027 Outcomes
Analysts lifted the Salesforce fair value estimate from $241.72 to $275.87, reflecting higher assumed revenue growth, a slightly lower discount rate, and an updated future P/E of 22.23x. This lines up with recent Street price target increases toward the $280 to $300 range tied to AI product momentum and broader platform adoption.Seeking Alpha • Sep 15
Salesforce: Its AI Distribution Advantage Could Restart Growth
Summary Salesforce leverages its deep enterprise footprint to accelerate AI adoption, aiming to boost wallet share and drive organic growth. CRM's AI layer is scaling rapidly, with Agentforce ARR up 240%+ and strong sequential growth in agentic work units and premium bookings. Valuation remains reasonable at a 14.88x forward P/E, with base case upside to $285–$315 if AI monetization and organic growth materialize. I maintain a 'Buy' rating, prioritizing evidence of incremental spending, premium adoption, and organic revenue acceleration as key catalysts. Read the full article on Seeking Alpha
Nieuw narratief • 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?
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Analyse-artikel • 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.Analyse-artikel • 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.Analyse-artikel • 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...
Narratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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.Rendement voor aandeelhouders
| CRM | US Software | US Markt | |
|---|---|---|---|
| 7D | -4.0% | 1.3% | -0.2% |
| 1Y | -3.7% | -11.3% | 12.1% |
Rendement versus industrie: CRM overtrof de US Software industrie, die het afgelopen jaar een rendement -11.3 % opleverde.
Rendement versus markt: CRM presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 12.1 % opleverde.
Prijsvolatiliteit
| CRM volatility | |
|---|---|
| CRM Average Weekly Movement | 8.6% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: CRM heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van CRM is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1999 | 83,334 | Marc Benioff | www.salesforce.com |
Salesforce, Inc. levert customer relationship management technologiediensten die bedrijven en klanten met elkaar verbinden in de Verenigde Staten, Europa en Azië-Pacific. Het bedrijf biedt Agentforce, dat klanten in staat stelt enterprise-grade, autonome AI-agenten op schaal te bouwen, in te zetten en te beheren, waardoor mensen en agenten kunnen samenwerken; Agentforce Sales, een geïntegreerd platform dat de kracht van mensen en AI-agenten samenbrengt om verkoopteams te helpen bij het verkopen, beheren en automatiseren van volledige verkoopprocessen; Agentforce Service, dat bedrijven in elke branche in staat stelt al hun behoeften op het gebied van klanten, medewerkers, IT en field service samen te brengen op één geïntegreerd AI-gebaseerd platform; Data 360, een data-engine die AI-agenten hun context geeft en als basis dient voor de manier waarop klanten hun serviceaanbod samenvoegen, waardoor hun data bruikbaar worden voor zowel mensen als agents; Informatica, een AI-gebaseerd datamanagementplatform waarmee klanten betrouwbare data kunnen ontdekken, integreren, beheren en leveren op schaal in hybride en multi-cloudomgevingen; en Slack, een conversatie-interface voor de agentic enterprise waar mensen en agents samenwerken en kennis, acties en data in realtime met elkaar verbinden. Het bedrijf biedt ook marketingplatforms; commercediensten, die winkelervaringen op verschillende klantcontactpunten mogelijk maken; integratie- en analyseoplossingen; Salesforce Starter, een suite voor kleine en middelgrote bedrijven die verkoop, service, marketing en commerce samenbrengt; en een field service-oplossing die bedrijven in staat stelt serviceagenten, dispatchers en mobiele medewerkers via één centraal platform met elkaar te verbinden om werk in te plannen en te verzenden, en opdrachten te volgen en te beheren.
Salesforce, Inc. Samenvatting
| CRM fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$195.81b |
| Inkomsten(TTM) | US$9.66b |
| Inkomsten(TTM) | US$43.94b |
20.3x
Koers/Winstverhouding4.5x
P/S-verhoudingIs CRM overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| CRM resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$43.94b |
| Kosten van inkomsten | US$9.98b |
| Brutowinst | US$33.96b |
| Overige uitgaven | US$24.29b |
| Inkomsten | US$9.66b |
Laatst gerapporteerde inkomsten
Jul 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 11.74 |
| Brutomarge | 77.28% |
| Nettowinstmarge | 21.99% |
| Schuld/Eigen Vermogen Verhouding | 102.4% |
Hoe presteerde CRM op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.7%
Huidig dividendrendement16%
UitbetalingsratioBetaalt CRM een betrouwbaar dividend?
Zie CRM dividendgeschiedenis en benchmarks| Salesforce dividenddata | |
|---|---|
| Ex Dividend Datum | Sep 17 2026 |
| Betaaldatum dividend | Oct 08 2026 |
| Dagen tot Ex-dividend | 3 days |
| Dagen tot dividendbetaaldatum | 18 days |
Betaalt CRM een betrouwbaar dividend?
Zie CRM dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/20 01:01 |
| Aandelenkoers aan het einde van de dag | 2026/09/18 00:00 |
| Inkomsten | 2026/07/31 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Salesforce, Inc. wordt gevolgd door 84 analisten. 48 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |