NYSE:CRM

SalesForce.com Inc. (CRM)

184.07
+10.47 (6.03%)
as of Jul 28, 2026, 3:37:05 pm Market Open.
280 watching
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Investor Insights
star iconJul 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 icon
Consensus
Cautious
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Valuation
Fair Value
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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

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.
DON'T BUY
Sold it in April 2021. They were expanding way too quickly with too many acquisitions. There will be a slowdown in corporate spending from potential customers.
BUY
Has fallen from 50x PE to 22x forward. Cheap now. Even activists are looking at this, who are pressuring the CEO who is cutting costs and improving margins. Yes, it's a slow time in this business but it will pick up. Price targets will climb.
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