NYSE:CRM
SalesForce.com Inc. (CRM)
Financials 
Technical Analysis 
Jul 26, 2026, 12:00 amThis 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.
He 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.
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Premium 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?
Joe Terranova12-month price target of $400, good runway still. Has really monetized the application side of AI, the golden goose that everyone was aiming for. Should report in next couple of weeks.
Kim BoltonThey report end of the month; he expects a strong quarter based on AI. Acquisitions they made are becoming accretive.
Joe TerranovaIs excited with their software pivot. Have $12 billion in free cash flow, fueling $9 billion in buybacks. Dividend is small, but will rise.
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Our PAST TOP PICK with CRM is progressing well. To remain disciplined, we recommend trailing up the stop (from $183) to $252 at this time.