NYSE:CRM
SalesForce.com Inc. (CRM)
Financials 
Technical Analysis 
Sep 6, 2026, 12:00 amThis 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.
CRM is like Uber in the $60s. Their last earnings were great. The CEO will focus on free cash flow and margins and growth. The market is completely missing this, expecting some sort of AI to take over what CRM is doing. Absurd. CRM is already using AI. Is unloved, caught in the hedgefund shorts. This can easily rally 20% after earnings.
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Premium contentHe targets $325. It's puzzling that has lagged the market. They tried really hard with Einstein to bring out the agentic AI, but they discovered it needs some human intervention. Great management and aggressive sales and marketing. Is among his top 12 holdings.
Kim BoltonPremium contentCRM is building cash reserves, aggressively buying back shares and retiring debt. It trades at 4x book and supports a 10% ROE. It manages its platform efficiently and is well positioned for an improving economy. We recommend setting a stop-loss at $183, looking to achieve $352 -- upside potential of 32%. Yield 0.3%
(Analysts’ price target is $352.14)A leader in software it is also a pioneer in staff models. It is evolving into an operating system for more modern enterprises and AI. It has a good valuation at 22 X earnings and she sees 36% upside. Through its share buybacks and dividends it is providing good shareholder returns. Although it is down 23% year-to-date she gives it a 9 out of 10. Buy 51 Hold 10 Sell 2
(Analysts’ price target is $353.69)
Brianne GardnerBeat, raised, doing a (really accretive) acquisition at a reasonable multiple. Earnings were flat YOY, but revenues were up 7.6%. Reducing headcount by 10%. Guiding to 8-9% revenue growth.
Dominant player. A stock you have to own, but has to be at the right price. (He's cheap, he wants to get it at a better price ;) Trades at 20x PE for 2027, with 13%. Better places to put capital to work. Try for 5-10% lower.
On the fence on this name. Back in the day it was a high-growth software company, but now lower growth (which happens as you get bigger). Recent deal is fine. But activists had identified ways to eke out more profit, company said no more M&A, and now it's back to M&A.
Also, he's waiting for more durability in the software AI story, which is slowly coming together. Wait and see, better ideas elsewhere right now.
Their AgentForce is a true Agentic AI, which will revolutionize tech. He targets $379.
(Analysts’ price target is $375.82)Kim Bolton
Just bought it. Likes the AI play. Sold off on weak guidance. AgentForce's margins are expanding up to 34%. Profitable.
Kevin SimpsonIs up ahead of earnings today. It's all about Agentforce--what has been the adoption been for this AI tool? Guidance is 9.2%. Will they hit it?
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They've suffered because the results of their AI spend hasn't happened yet. It's starting to now. CRM dominates the market and doesn't face serious competition. She is seeing the enhancement in their software, which will result in better earnings.