NYSE:CRM

SalesForce.com Inc. (CRM)

259.30
+0.07 (0.03%)
as of Sep 4, 2026, 11:54:48 pm Market Open.
279 watching
0
Investor Insights
star iconSep 6, 2026, 12:00 am

This 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.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
ServiceNow, NOW
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.
WEAK BUY
He added some shares today after selling at a higher price earlier. It's merely okay. He doesn't expect blow-out numbers in its next report, but it is worth more than it's current levels.
DON'T BUY
Good company. PE has plunged by half. Well-run and in the sweet spot of 21st century business. However, they lost a senior executive recently. There are bigger issues--will corporations spend less money in 2023?
SELL
Just sold it after earnings. It was a long-term hold. It always traded at a premium. He sold because the company's growth is decelerating, not because the co-CEO is leaving. The quarter wasn't bad with beats on top and bottom line especially. Cloud growth was up 12%. But there are better investments elsewhere.
COMMENT
They reported today, but got hammered unfairly. They delivered a small revenue beat, an 18-cent EPS beat, though cash flow was a little light and the revenue forecast for this quarter also came in light. Also, the co-CEO announced his resignation at the end of this year.
BUY
They report Wednesday. It's a keeper. The strong US dollar is weakening, which is good for CRM. An activist is pushing them to do better. CRM is the second-worst performer in the Dow after Intel. The CEO will pull the right levers. Their share buyback is a plus.
BUY
Likes it. Good long runway to price target. Along with ADBE, poster child for SaaS. Should excel into generative design AI, which will change our world. (Analysts’ price target is $227.00)
BUY
Activist Starboard Value recently bought some cloud computing companies including this. Share have fallen 55% from highs. Horrendous. It now trades at a big discount to peers. Their sales growth has slowed and hasn't made up with enough profits, but he thinks the co-CEO is already working on this. Also, CRM has been making big acquisitions which distorts their numbers. CRM is too big for an activist to have true impact.
TOP PICK
Decent runway. Profitable. Massive company. Slack purchase now fully incorporated. He owns a full position. Risks include supply chain issues and increased competition. No dividend. (Analysts’ price target is $221.27)
BUY ON WEAKNESS
Shares have been cut in half in this anti-tech market. He's long held and likes it.
HOLD
It reports Wednesday. It's part of the tech bear market and he doesn't expect the report to trigger a buy. So, why is he holding onto it? He takes a long-term view of this quality company.
Unspecified
It has come down a lot along with the valuation multiples of growth stocks, making its valuation more attractive. It still has some acquisitions to digest. He likes Service Now (NOW) a little better. Growth stocks should improve. Start to add on dips in tech and growth companies.
Showing 106 to 120 of 200 entries