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

SalesForce.com Inc. (CRM)

234.02

-4.20 (1.76%)

as of Sep 25, 2026, 8:00:00 pm Market Open.

278 watching

BUY

It has a bright future because of Einstein (https://www.salesforce.com/products/einstein/overview/), which uses a lot of AI. Even if their report disappoints, he'd add to the position he sold. He still expects good things by year's end.

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DON'T BUY

Is hitting a 42-week high, but he's not excited to get back into it. The PE remains rich. Yes, estimates are rising because of cost-cutting, but sales estimates are going down.

BUY ON WEAKNESS

Very good CRM product.
Excellent business that is founder led & owned.
Better names to invest in tech sector.
Wait for share price to fall to ~20x earnings before buying.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

We like CRM a lot, for growth (high), valuation (OK, for a tech) and management. Momentum is excellent and the stock hit a new high today ahead of earnings next week. It generates good free cash flow and has good potential in a rate pivot. It should grow at 10% this year and accelerate higher into 2024/25. We would be fine buying.
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BUY

The last quarter has seen a major improvement in revenue growth and shares now have price momentum

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TOP PICK

Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. Social media mentions are up 91% in the past 24h.

BUY

Today they delivered a top and bottom beat with much-higher margins and strong full-year forecast. Plus, they added $10 billion in share buybacks. Shares are soaring after hours, so management have more ammo to fend off activists.

WAIT

The street's patience is thin, but he urges investors to give the current CEO the benefit of the doubt and some time.

WATCH

It reports Wednesday. Controversy over its activist investor. He hopes it will die down so the CEO can get back to business. He doesn't know how CRM is doing. He wishes he owned more, because it will do well when the CEO makes peace with the activist. Doesn't know what their report will be like.

DON'T BUY

Exciting company. Growing rapidly. Pricing is for future growth. Was trading at 200x earnings, now at 100x. Good news is already in. Market's nervous because of C-suite turmoil. Stay on the sidelines.

BUY

They are cutting headcount and can cut plenty more (they added a lot of staff during the pandemic). Signing up new clients is taking alot longer, which will abate later. Margins can improve a lot as will the PE. Earnings will rise over time. She continues to buy, because there's a lot of room upwards. Activists? Bring 'em on. Not worried. She's owned this since 2002, on and off. CRM is the best in enterprise software (she uses it).

COMMENT

It comes down to margins and sales growth will slow. CRM probably needs hardball action by the new activist investor. Not sure how the CEO and activist will work together.

DON'T BUY

She welcomes the new activist investors. Cloud spending is slowing. EBITDA is 31x. There are a lot of cloud companies now and there are cheaper stocks in terms of risk/reward.

WATCH

He sold it recently. It's a great company, but his concern are the margins. Also, deals are taking a lot longer to get done. Profitability is a worry. The activist investor here has a great track record of improving companies. He will watch this for a couple of quarters.

BUY

Up 5% today. Last week, they announced layoffs off 10% of workers, but then said that isn't enough. CRM has made some acquisitions like Slack that they could have absorbed better. Still, it's among the best cloud companies.

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SalesForce.com Inc. (CRM)