NYSE:CRM

SalesForce.com Inc. (CRM)

165.12
-4.40 (2.60%)
as of Jul 8, 2026, 2:20:04 pm Market Open.
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Investor Insights
star iconJul 7, 2026, 12:00 am

This summary was created by AI, based on 31 opinions in the last 12 months.

SalesForce.com Inc. (CRM) is currently experiencing significant scrutiny amid concerns about the impact of AI on its business model and the broader software-as-a-service (SaaS) sector. Experts note that while CRM has reported earnings growth and maintains a low price-to-earnings (P/E) ratio, the stock has seen considerable volatility and a downturn from previous highs. The transition to AI and the potential need for changes in revenue models from traditional 'seats' to more outcomes-driven approaches have caused some analysts to recommend caution. Despite these concerns, many consider CRM's entrenched position within the market and the potential for future growth driven by AI integration as positive indicators. Overall, sentiment appears mixed, with some viewing significant upside potential while others remain skeptical about the company's ability to adapt in this rapidly changing landscape.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
Adobe, ADBE
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.
BUY
Cloud have recovered slightly lately, but remain down for the years. CRM's report came in in-line today, but their forecast was cut, so shares are taking a beating after hours. Buy not or wait till it's better? Demand for their services remain incredibly strong. They're doing an amazing share buyback. Customers are heavy hitters like Mondelez.
COMMENT
They report this week. They will likely complain about the strong USD effecting business.
COMMENT
Trades around 28x earnings, but it has a lot of overseas earnings and the USD is too strong, and this could pressure their earnings.
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