NYSE:CRM

SalesForce.com Inc. (CRM)

259.30
+0.07 (0.03%)
as of Sep 4, 2026, 11:54:48 pm Market Open.
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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.

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Consensus
Mixed
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Valuation
Fair Value
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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.
SELL
Sold Salesforce to buy Workday. She has liked CRM for many years. But Workday's work in HR and enterprise resource management. In the hybrid work environment, it could be important for employees to have a cloud platform to log into for recruiting and resource management. Workday has an excellent outlook for coming years.
BUY
We're still in a hybrid work environment where cloud will remain a big part. CRM sales show momentum and better technology despite strong competition. Such tech will attract a lot of enterprise spending in coming year. It's a great time to add to this.
BUY
He owns a big position. It's about pure infrastructure; their technology is essential to businesses for customer acquisition and retention that will last decade. CRM is a long-term hold.
PAST TOP PICK
(A Top Pick May 06/21, Down 25%) Poster child for SaaS. Still likes them. He got out of everything on the software side last November, as soon as interest rates went up. 12-month target of $260, a great runway. Solid and growing revenues. Substantial increase in cashflows. Wrong place right now. Keep it on your shopping list.
COMMENT
Is compared to CGI which trades at a lower PE, but CRM has higher margins. CRM is a solid company, but got ahead of itself last year. It's now pulling back with all tech stocks and could fall further. CRM does make money which will limit its price decline.
BUY
Down 8% this week A cloud infrastructure stock that continues to grow above 20%. They can deliver in this hybrid work environment. She continues to believe this is a great place to play cloud computing.
HOLD
A tough one. He's liked it since $8 and has owned this forever. He wants to see the next report. He has trimmed shares, but will hold on.
PAST TOP PICK
(A Top Pick May 06/21, Down 15%) Owns a small position that he has traded in the past year. They lead in this space, customer-relationship management, invoicing, marketing, delivering quotes, etc. But the supply chain side and more competition has hurt them. His price target is $287.
BUY
It reports Tuesday. All the cloud stocks have sold off lately, even though CRM has real earners and cash flow. The dumping is overdone. He expects CMR will make their numbers. He's owned this since $8.
DON'T BUY
Great company, but still expensive after this correction, with a PE around low-200x trading at 9x revenues, not earnings. Too expensive.
BUY
Believes company is richly valued, however, is a well run company with good management. Attractive part of company is that core product offers additional plugins for purchase (increased revenue). Buy right now as there is value.
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