SalesForce.com Inc. (CRM) Buy, Sell or Hold

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SalesForce.com Inc. (CRM)

184.07

+10.47 (6.03%)

as of Jul 28, 2026, 3:37:05 pm Market Open.

280 watching

Investor Insights

Jul 26, 2026, 12:00 am

This summary was created by AI, based on 30 opinions in the last 12 months.

SalesForce.com Inc. (CRM) finds itself in a complex situation marked by enthusiasm and concern within the software community. While analysts recognize its strong earnings potential, exemplified by a significant growth rate, there is an underlying worry regarding the impact of AI on its business model. Many experts acknowledge the company's robust financial positioning, including low PE ratios and substantial free cash flow. However, the prevailing sentiment reflects a cautious approach towards CRM's market viability amidst fears of an 'AI apocalypse' that could threaten traditional software paradigms. Despite these concerns, there's optimism regarding CRM's adaptability and integration of AI, with a few experts believing it still offers substantial upside potential.

Consensus

Cautious

Valuation

Fair Value

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Adobe, ADBE

BUY ON WEAKNESS

They've bought a lot of businesses, including Slack. How will they integrate it? Some integrations haven't worked. To compete with Micorsoft in teams and office products, CRM needs to acquire more businesses in coming quarters and even years. This is the big point. The stock may be volatile. That said, CRM has grown very aggressively in recent years. He expects a pullback in coming quarters due to hiccups in acquisitions.

BUY ON WEAKNESS

Allan Tong’s Discover Picks CRM stock is good at buying and integrating companies, such as last month's purchase of the popular Slack platform for $27.7 billion. Salesforce revenues have doubled since 2017 and it's beaten or matched EPS in its last four quarters. So, why isn't Salesforce a screaming buy? The CRM stock's PE is 56x. To be fair, that's a lot better than 92.91x a quarter ago and certainly 200x a year ago. To compare to other tech stocks, Adobe trades at 43.75x and Microsoft at 36.66x. Read Hit and Misses: 5 Tempting Tech Stocks for our full analysis.

DON'T BUY

He follows it, but the valuation doesn't make sense. Valuations may not matter in the short term, but at the end of the day they do. They need to generate cashflow earnings to justify the valuation, or the valuation needs to come down. Great company, but too expensive.

HOLD

Leader in its category of customer management software. Great company, though not cheap.

BUY

Investor day is coming this Tuesday. Contrary to the street, he thinks the Slack deal made sense. Slack products are terrific and SF needs them to go toe to toe with Microsoft. Slack is a serious company that just reported a fine quarter, though nobody paid attention. Salesforce has a good record in takeovers. The CEO knows what he's doing.

WEAK BUY

Great software company as we move to the cloud. Dominate their sector. A great hold. You could probably buy and hold and make money. He holds Twilio instead.

COMMENT

Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.

BUY

The CEO is doing a fantastic job and he's always liked it. He sees no change in its fortunes.

BUY

This spring, they rolled out the successful Work.com, a suite of tools to help governments and business safely reopen from Covid. It then expanded to schools and now, announced today, to help health organizations safely manage/disseminate vaccines once we get one. Once we get a vaccine, we still have to get it to 300 million Americans, not easy.

DON'T BUY

They have a moat, a durable advantage with a high-switching cost moat. This means that it would be a big hassle for a company to leave Salesforce and learn/train a new CRM elsewhere, even if that CRM is say 50% cheaper. He follows SF, but is expensive now. He also doesn't like their rising share count. CRM is merely okay, but pricey.

BUY ON WEAKNESS

Financial performance has been very good. But it's really expensive. If you can see that negative sentiment gives a better entry point, he'd take a closer look at it.

HOLD

The king of software service, who lead the way in tech subscriptions. He has a 4.5% holding in his portfolio. Revenue continues to grow by over 10% consistently. He still seems them being able to extend their runway. His price target is $183.50.

DON'T BUY

Too high a multiple. She's watching it. Maybe buy when they stumble.

BUY

They just released earnings and down today and after-hours. The top of their chart was right on expectations. Guidance was towards the lower end of expectations. That said, all software companies have been off. He's underweight CRM. $172.75 price target, but this is not expensive compared to its software peers. Also, PEG ratio is 1.68. Buy it around $140.

BUY

vs. Netflix He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.

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SalesForce.com Inc. (CRM)