Salesforce, Inc.

NYSE:CRM Stok Raporu

Piyasa değeri: US$144.3b

Salesforce Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Salesforce yıllık ortalama 37.5% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 27.2% annual. Gelirler growing yılda ortalama 11.5% oranında artmaktadır. Salesforce'in özkaynak karlılığı 23.4% ve net marjı 18.7%'dir.

Anahtar bilgiler

37.50%

Kazanç büyüme oranı

37.33%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı11.51%
Özkaynak getirisi23.44%
Net Marj18.73%
Son Kazanç Güncellemesi30 Apr 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Seeking Alpha • May 27

Salesforce: Nobody Dares Buy It But I Will

Summary Salesforce reported $1.2B in Agentforce ARR, up 205% year-over-year—the number that confirms AI is creating revenue, not destroying it. cRPO grew 14% year-over-year, matching guidance and keeping the H2 organic reacceleration thesis intact. The stock is down 3–4% after hours, suggesting the market is skeptical but no longer panicking. In this article, I explain why the mispricing is becoming harder and harder to ignore. Read the full article on Seeking Alpha
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.
Analiz Makalesi • Aug 02

Are Investors Undervaluing Salesforce, Inc. (NYSE:CRM) By 30%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Salesforce fair value estimate is US$359 Current share price...
Analiz Makalesi • Jul 07

Is Salesforce (NYSE:CRM) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Apr 27

Salesforce: Software Has Crashed, Buy The Bursting AI Bubble

Summary Salesforce has become a cash flow story. Despite recent market volatility, I view CRM as being recession-resistant and a clear buying opportunity due to its robust business model. Consensus estimates may be optimistic, but I expect CRM to sustain 35%-40% net margins, offering potential for double-digit returns and possible multiple expansion. I reiterate my buy rating for CRM stock. Read the full article on Seeking Alpha
Seeking Alpha • Apr 19

Salesforce's Bet On Agentic AI Is Just Getting Started

Summary Salesforce's AI-powered Agentforce platform drives efficiencies, boosts customer satisfaction, and is seeing strong early adoption, with over 3,000 customers onboarded and significant internal productivity gains. Transitioning to a hybrid pricing model, Salesforce's consumption-based approach for AI agents and data usage introduces revenue unpredictability but aligns with industry trends and supports scalability. Salesforce reported robust financials for FY25, with $37.9 billion in revenue, a 33% non-GAAP operating margin, and a 50% YoY net income increase, showcasing strong operational leverage. Key growth catalysts include the upcoming launch of Agentforce 2dx and AgentExchange, expanding Salesforce's AI capabilities and creating new monetization opportunities through a developer ecosystem and pre-trained AI agents. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

Salesforce's Rare Buying Opportunity Is Here, Thanks To The Much Needed Selloff

Summary CRM's recent selloff presents a compelling buying opportunity, supported by the durable enterprise demand for agentic AI products and the expanding margins. Thanks to the high double digits growth prospects observed in the global Agentic AI and Customer Relationship Management end markets, the company is likely to remain a clear market leader. Despite the mixed FY2026 guidance, CRM's growing multi-year RPO, robust cash flow, and healthy balance sheet already position it for robust long-term growth. This is significantly aided by the cheaper valuations, moderating short interest volume, and robust bullish support at the $270s ranges, with it offering investors with an excellent margin of safety. If anything, CRM has been utilizing its rich Free Cash Flow generation to return great value to long-term shareholders, with it highlighting the stock's highly compelling investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy'

Summary I am upgrading Salesforce, Inc. to a “Buy” rating with a fair value of $320 per share due to its promising Data Cloud & AI growth. Salesforce reported 9% revenue growth and 13% adjusted operating profit growth, with a focus on margin improvement and cost management. Data Cloud & AI achieved $900 million in annual recurring revenue, representing 2.5% of total revenue, with significant future growth potential. Salesforce's guidance for FY 2026 includes 7%-8% revenue growth and 10%-11% operating cash flow growth, supported by margin expansion and strategic M&A. Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

Salesforce nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:CRM Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Apr 2642,8298,02317,7286,160
31 Jan 2641,5257,45717,3455,993
31 Oct 2540,3177,22216,6645,794
31 Jul 2539,5026,66316,5755,717
30 Apr 2538,5916,20516,3335,585
31 Jan 2537,8956,19716,0935,493
31 Oct 2437,1895,93515,9245,348
31 Jul 2436,4655,63215,6955,196
30 Apr 2435,7435,47015,5055,067
31 Jan 2434,8574,13615,4114,906
31 Oct 2333,9542,59215,3134,759
31 Jul 2333,0711,57815,5174,835
30 Apr 2332,18837915,8434,944
31 Jan 2331,35220816,0795,055
31 Oct 2230,29427816,3055,218
31 Jul 2229,32053616,0205,141
30 Apr 2227,9401,00315,3244,832
31 Jan 2226,4921,44414,4534,465
31 Oct 2124,9831,73913,4084,113
31 Jul 2123,5392,35212,5833,812
30 Apr 2122,3504,44211,9723,690
31 Jan 2121,2524,07211,7613,598
31 Oct 2020,2863,55711,3513,490
31 Jul 2019,3802,36710,9923,362
30 Apr 2018,226-16710,4273,071
31 Jan 2017,0981269,6342,766
31 Oct 1915,8507368,7762,453
31 Jul 1914,7299508,1662,160
30 Apr 1914,0131,1587,8212,016
31 Jan 1913,2821,1107,4101,886
31 Oct 1812,5449546,9281,764
31 Jul 1811,8539566,4361,677
30 Apr 1811,1497036,0181,601
31 Jan 1810,5403605,7601,553
31 Oct 179,9691035,5721,501
31 Jul 179,413-425,3781,419
30 Apr 178,8721425,1291,323
31 Jan 178,4373234,7771,208
31 Oct 167,9072064,6331,115
31 Jul 167,4752184,3941,043
30 Apr 167,073-134,182985
31 Jan 166,667-473,988946
31 Oct 156,302-883,811901
31 Jul 155,974-1013,683858

Kaliteli Kazançlar: CRM yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: CRM 'nin mevcut net kar marjları (18.7%) geçen yılın (16.1%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: CRM şirketinin kazançları son 5 yılda yılda 37.5% oranında önemli ölçüde arttı.

Büyüme Hızlandırma: CRM 'un son bir yıldaki kazanç büyümesi ( 29.3% ) 5 yıllık ortalamasının ( 37.5% /yıl) altındadır.

Kazançlar vs. Sektör: CRM geçen yılki kazanç büyümesi ( 29.3% ) Software sektörünün 11.8% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: CRM 'nin Özsermaye Getirisi ( 23.44% ) yüksek olsa da, bu ölçüm yüksek borç seviyeleri nedeniyle çarpıktır.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/29 10:15
Gün Sonu Hisse Fiyatı2026/05/29 00:00
Kazançlar2026/04/30
Yıllık Kazançlar2026/01/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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.

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