NYSE:CRM

SalesForce.com Inc. (CRM)

259.30
+0.07 (0.03%)
as of Sep 4, 2026, 11:54:48 pm Market Open.
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star iconSep 6, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Salesforce.com Inc. (CRM) has had a challenging year with concerns around AI impacting the software industry, yet recent reviews reflect a complex landscape. Analysts noted a significant revenue increase, driven by strong earnings and strategic investments in AI, particularly in the company’s partnership with Anthropic. While some experts remain optimistic about CRM's potential growth, especially in AI integrations, others express skepticism regarding its overvaluation and competitive position in a rapidly evolving market. Overall, CRM is noted for its robust cash flow and efforts to adapt to AI's implications, though short-term guidance remains mixed, leading to cautious monitoring from many investors.

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Consensus
Mixed
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Valuation
Fair Value
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 25/21, Up 5.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CRM has triggered its stop at $240. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 13%, when combined with our previous recommendation to cover half the position.
BUY
Slack is a tailwind, but so is their software allowing people to work remotely during this labour shortage. Even as the pandemic has subsided, many people don't want to return to the office. CRM offers labour flexibility.
HOLD
Brilliant leader. Really well run. Highly acquisitive. Always trades on the rich side. Jury still out on Slack acquisition. History is not to be against them. One cloud is eventual management transition.
BUY
Question about Hubspot Hubspot is red hot on the market now, but CRM is more seasoned with a reasonable multiple.
HOLD
He's liked this for 14 years. There have been times to sell it, but many more to buy. You can sell this on weakness and buy it back, but you have to be really nimble.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 25/21, Up 20.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CRM has achieved its $275 objective. To remain disciplined, we recommend covering half the position and trailing up the stop (from $190) to $240. If triggered, this would all but guarantee a net investment return over 13%.
BUY

Arbitrage pressure kept this down for the better part of a year in anticipation of the Slack acquisition. That deal closed a month ago and CRM shares have rallied 8%. Today, CRM reported a terrific quarter with great guidance.

BUY

They closed their Slack takeover today. They're challenging Microsoft for enterprise software supremacy. The Slack deal means that CRM will no longer by weighed down by arbitrage guys; there's a whole industry of arbitrage which short the buyer in these situations and he thinks that's why CRM stock has been flat since the Slack deal was announced last December. He thinks CRM stock is heading higher.

WAIT
When he looks at the NASDAQ-100, he finds they are at almost 50% premiums to fair market values. As long as we have bull market conditions this should continue. If we have a nasty bear market then their could be a fall like in 2008, after which it recovered.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly Morgan Stanley and Bank of America have both recently called for a move towards $273-$275 for the CRM share price. Analysts expect organic growth of 17% annually to continue for the customer relationship management solution company. It continues to build cash reserves, estimated up over $2 billion over the past year, to over $6 billion in total. We would buy this with a stop loss at $190, looking to achieve $275 -- upside potential over 20%. Yield 0% (Analysts’ price target is $273.63)

COMMENT

They report a super report last time, yet nobody cared. Maybe it's due to them still needing to close the Slack deal. Be careful. They report Thursday.

BUY ON WEAKNESS

It passes the Rule of 40: Revenue growth rate + EBITDA margin. If the sum is greater than 40, the company passes. This means, the company can get away with rapid revenue growth and no profitability, or slower revenue growth and high profitability--two ways to win. A senior growth name, though it hasn't been a high-flyer in a long time. It trades at less than 10x sales, but has been stuck in a holding pattern ever since buying Slack late last year. You can buy this for the long-term.

BUY

The Slack acquisition isn't not liked by many, but the CEO is one the best acquirers around, so he thinks it will pay off.

TOP PICK
Cloud and edge computing. Price target of $276 in 12 months. Buy in thirds at $220, 210, and 200. No dividend. (Analysts’ price target is $273.54)
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