NYSE:CRM

SalesForce.com Inc. (CRM)

184.07
+10.47 (6.03%)
as of Jul 28, 2026, 3:37:05 pm Market Open.
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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.

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Consensus
Cautious
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Valuation
Fair Value
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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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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 25/21, Up 5.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CRM has triggered its stop at $240. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 13%, when combined with our previous recommendation to cover half the position.
BUY
Slack is a tailwind, but so is their software allowing people to work remotely during this labour shortage. Even as the pandemic has subsided, many people don't want to return to the office. CRM offers labour flexibility.
HOLD
Brilliant leader. Really well run. Highly acquisitive. Always trades on the rich side. Jury still out on Slack acquisition. History is not to be against them. One cloud is eventual management transition.
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