Salesforce (CRM) Hisse Özeti
Salesforce, Inc. Amerika Birleşik Devletleri, Avrupa ve Asya Pasifik'te şirketleri ve müşterileri birbirine bağlayan müşteri ilişkileri yönetimi teknolojisi hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 2/6 |
CRM Community Fair Values
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Analyst Price Targets
Top Community Narratives
Salesforce, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$185.95 |
| 52 Haftanın En Yüksek Seviyesi | US$269.11 |
| 52 Haftanın En Düşük Seviyesi | US$146.32 |
| Beta | 1.15 |
| 1 Aylık Değişim | 11.94% |
| 3 Aylık Değişim | 2.63% |
| 1 Yıllık Değişim | -24.87% |
| 3 Yıllık Değişim | -12.11% |
| 5 Yıllık Değişim | -23.60% |
| Halka arzdan bu yana değişim | 4,224.42% |
Son Haberler & Güncellemeler
Seeking Alpha • Jul 31
Salesforce: AI Adoption Is Surging, But Revenue Still Isn't Following - Here's Why
Summary Salesforce is re-rated as BUY, citing undervaluation and strong adoption metrics despite revenue growth deceleration. CRM's Q1'27 organic revenue growth was 8.7%, with AI solution adoption outpacing actual revenue acceleration due to unclear pricing models. Performance metrics—ARR, token growth, and customer expansion—highlight robust AI adoption, but revenue lag persists amid complex pricing structures. CRM trades at a P/E of 13.6x versus the sector's 24x, offering attractive risk-reward despite competitive pressures from MSFT, ORCL, and NOW. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Recent updates
Seeking Alpha • Jul 31
Salesforce: AI Adoption Is Surging, But Revenue Still Isn't Following - Here's Why
Summary Salesforce is re-rated as BUY, citing undervaluation and strong adoption metrics despite revenue growth deceleration. CRM's Q1'27 organic revenue growth was 8.7%, with AI solution adoption outpacing actual revenue acceleration due to unclear pricing models. Performance metrics—ARR, token growth, and customer expansion—highlight robust AI adoption, but revenue lag persists amid complex pricing structures. CRM trades at a P/E of 13.6x versus the sector's 24x, offering attractive risk-reward despite competitive pressures from MSFT, ORCL, and NOW. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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.Analiz Makalesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Anlatı Güncellemesi • Sep 04
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.Hissedar Getirileri
| CRM | US Software | US Pazar | |
|---|---|---|---|
| 7D | 2.5% | 15.5% | 2.4% |
| 1Y | -24.9% | -13.4% | 19.6% |
Getiri vs. Endüstri: CRM geçen yıl % -13.4 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: CRM geçen yıl % 19.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| CRM volatility | |
|---|---|
| CRM Average Weekly Movement | 7.2% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: CRM son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CRM 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1999 | 83,334 | Marc Benioff | www.salesforce.com |
Salesforce, Inc. Amerika Birleşik Devletleri, Avrupa ve Asya Pasifik'te şirketleri ve müşterileri birbirine bağlayan müşteri ilişkileri yönetimi teknolojisi hizmetleri sunmaktadır. Şirket, müşterilerin kurumsal düzeyde, otonom yapay zeka aracılarını geniş ölçekte oluşturmasına, dağıtmasına ve yönetmesine olanak tanıyarak insanların ve aracıların birlikte çalışmasını sağlayan Agentforce; satış ekiplerinin tüm satış süreçlerini satmasına, yönetmesine ve otomatikleştirmesine yardımcı olmak için insanların gücünü yapay zeka aracılarıyla bir araya getiren entegre bir platform olan Agentforce Sales; her sektördeki şirketlerin tüm müşteri, çalışan, BT ve saha hizmeti ihtiyaçlarını yapay zeka destekli tek bir entegre platforma getirmesini sağlayan Agentforce Service'i sunmaktadır; Yapay zeka aracılarına bağlamlarını veren ve müşterilerin hizmet tekliflerini nasıl birleştirdiklerinin temelini oluşturan, verilerini hem insanlar hem de aracılar için eyleme dönüştürülebilir hale getiren bir veri motoru olan Data 360; müşterilerin hibrit ve çoklu bulut ortamlarında güvenilir verileri keşfetmelerini, entegre etmelerini, yönetmelerini ve büyük ölçekte sunmalarını sağlayan yapay zeka destekli bir veri yönetimi platformu olan Informatica; ve insanların ve aracıların birlikte çalıştığı, bilgi, eylem ve verileri gerçek zamanlı olarak birbirine bağlayan, aracı kurum için bir konuşma arayüzü olan Slack. Ayrıca pazarlama platformları; çeşitli müşteri temas noktalarında alışveriş deneyimlerini güçlendiren ticaret hizmetleri; entegrasyon ve analitik çözümleri; küçük ve orta ölçekli işletmeler için satış, hizmet, pazarlama ve ticareti bir araya getiren bir paket olan Salesforce Starter; ve şirketlerin iş planlamak ve göndermek, işleri takip etmek ve yönetmek için tek bir merkezi platform aracılığıyla servis temsilcilerini, sevk görevlilerini ve mobil çalışanları birbirine bağlamasını sağlayan bir saha hizmeti çözümü sunmaktadır.
Salesforce, Inc. Temel Bilgiler Özeti
| CRM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$152.29b |
| Kazançlar(TTM) | US$8.02b |
| Gelir(TTM) | US$42.83b |
19.0x
F/K Oranı3.6x
P/S OranıCRM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CRM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$42.83b |
| Gelir Maliyeti | US$9.58b |
| Brüt Kâr | US$33.25b |
| Diğer Giderler | US$25.23b |
| Kazançlar | US$8.02b |
Son Raporlanan Kazançlar
Apr 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 9.80 |
| Brüt Marj | 77.64% |
| Net Kâr Marjı | 18.73% |
| Borç/Özkaynak Oranı | 114.7% |
CRM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.9%
Mevcut Temettü Verimi20%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/04 01:34 |
| Gün Sonu Hisse Fiyatı | 2026/08/03 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Salesforce, Inc. 80 Bu analistlerden 51, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |