CRM Share Price Performance
US$193.08
-98.89 (-33.87%)
39.1% undervalued intrinsic discount
US$317.21
Fair Value
Price US$193.08
AnalystConsensusTarget US$317.21
Vestra US$254.00
Goran_Damchevski US$223.99
Fair ValueUS$317.21
Share Pricen/a
Salesforce, Inc. Stock Price
- 7 Narratives written by author
- 2 Comments on narratives written by author
- 1057 Fair Values set on narratives written by author
CRM Community Narratives
AN
Fair Value US$317.21 39.1% undervalued intrinsic discount
AI Automation And Digital Reinvention Will Drive Industry Transformation
3users have liked this narrative
0users have commented on this narrative
393users have followed this narrative
VE
Fair Value US$254 24.0% undervalued intrinsic discount
Salesforce (CRM) The Agentic Pivot: Salesforce Redefines the SaaS Era
2users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
GO
Fair Value US$223.99 13.8% undervalued intrinsic discount
Salesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High
8users have liked this narrative
2users have commented on this narrative
36users have followed this narrative
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.Read more
303
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
Salesforce (CRM) The Agentic Pivot: Salesforce Redefines the SaaS Era
Salesforce (CRM) has navigated a transformative year, with its stock price closing at $191.94 on February 26, 2026, marking a 3.5% gain following its Q4 fiscal 2026 earnings report. The company reported record quarterly revenue of $11.2 billion —up 12% year-over-year—and a non-GAAP diluted EPS of $3.81 , handily beating the $3.05 analyst consensus.Read more
268
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
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.Read more
509
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
YI
US$268.76
28.2% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
8.59% p.a.
Profit Margin
16.87%
Future PE
37.34x
Price in 2030
US$405.09
Salesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High
Key Takeaways The CRM landscape is shifting to specialized CRMs for different use cases There is room to increase its market share to 20%. Most efficiency gains have been made, and excess capital will return to shareholders Salesforce will leverage its cloud to create an attractive value proposition.Read more
1.1k
users have viewed this narrative8users have liked this narrative
2users have commented on this narrative
36users have followed this narrative
GO
US$223.99
13.8% undervalued intrinsic discount
Goran_Damchevski's Fair Value
Revenue
13% p.a.
Profit Margin
20%
Future PE
21x
Price in 2029
US$318.39
AI Automation And Digital Reinvention Will Drive Industry Transformation
Key Takeaways AI-driven automation and workflow integrations are boosting customer adoption, raising switching costs, and paving the way for sustained revenue and margin growth. Success in mid-market and SMB segments, paired with strong operating discipline and capital returns, is broadening the customer base and enabling scalable profitability.Read more
1.9k
users have viewed this narrative3users have liked this narrative
0users have commented on this narrative
393users have followed this narrative
AN
US$317.21
39.1% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
10.33% p.a.
Profit Margin
19.8%
Future PE
32.87x
Price in 2029
US$405.84
Digital Transformation And AI Trends Will Drive Cloud Demand
Key Takeaways AI-driven platform expansion and agentic workflows are creating stronger customer lock-in, potentially accelerating growth and boosting long-term revenue stability. Margin improvements from internal efficiency gains and new market penetration may drive sustained earnings outperformance and diversified revenue streams.Read more
169
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
US$435.32
55.6% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
12.47% p.a.
Profit Margin
22.17%
Future PE
38.02x
Price in 2029
US$556.61
Regulatory Hurdles And Fierce SaaS Rivals Will Constrain Future Prospects
Key Takeaways Regulatory shifts and new competitors threaten Salesforce's growth, pricing power, and profitability, increasing compliance costs and squeezing margins. Maturing markets and economic uncertainty drive reliance on high-risk acquisitions, risking margin dilution and complicating global expansion plans.Read more
82
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
AN
US$232.85
17.1% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
7.41% p.a.
Profit Margin
19.82%
Future PE
28.85x
Price in 2028
US$297.7
Trending Discussion
Recently Updated Narratives
VE
Salesforce (CRM) The Agentic Pivot: Salesforce Redefines the SaaS Era
Fair Value: US$254 24.0% undervalued intrinsic discount
6 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TO
Salesforce's Market Dominance and AI Pivot Will Drive Earnings Re-acceleration
Fair Value: US$330.03 41.5% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
YI
Salesforce Stock: When CRM Becomes the Brain of the Enterprise
Fair Value: US$268.76 28.2% undervalued intrinsic discount
9 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Salesforce, Inc. Key Details
About CRM
- Founded
- 1999
- Employees
- 76453
- CEO
- WebsiteView website
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale, enabling humans and agents to work together; Agentforce Sales, an integrated platform that brings together the power of humans with AI agents to help sales teams for selling, managing, and automating entire sales processes; Agentforce Service, which enables companies in every industry to bring all of their customer, employee, IT, and field service needs onto one integrated AI-powered platform; Data 360, a data engine that gives AI agents their context and serves as the foundation for how customers unify service offerings, making their data actionable for both humans and agents; Informatica, an AI-powered data management platform that enables customers to discover, integrate, govern, and deliver trusted data at scale across hybrid and multi-cloud environments; and Slack, a conversational interface for the agentic enterprise where people and agents work together, connecting knowledge, actions, and data in real time. It also provides marketing platforms; commerce services, which empower shopping experiences across various customer touchpoints; integration and analytics solutions; Salesforce Starter, a suite for small and medium-sized businesses that brings sales, service, marketing, and commerce together; and a field service solution that enables companies to connect service agents, dispatchers, and mobile employees through one centralized platform to schedule and dispatch work, as well as track and manage jobs. It serves financial services, healthcare and life sciences, manufacturing, automotive, and government sectors. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.
