Roth Mkm Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

Salesforce (NYSE:CRM) had its target price decreased by analysts at Roth Mkm from $395.00 to $325.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the CRM provider’s stock. Roth Mkm’s price target indicates a potential upside of 67.12% from the stock’s previous close.

A number of other brokerages have also weighed in on CRM. Mizuho decreased their price target on shares of Salesforce from $340.00 to $280.00 and set an “outperform” rating on the stock in a report on Tuesday, February 17th. Arete Research raised Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. Wedbush restated an “outperform” rating and set a $375.00 price target on shares of Salesforce in a research note on Tuesday. Robert W. Baird reduced their price objective on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Finally, Morgan Stanley dropped their target price on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and an average target price of $283.06.

Salesforce Stock Performance

NYSE CRM opened at $194.47 on Thursday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market cap of $182.22 billion, a price-to-earnings ratio of 24.90, a price-to-earnings-growth ratio of 1.36 and a beta of 1.27. Salesforce has a fifty-two week low of $174.57 and a fifty-two week high of $303.07. The business has a fifty day moving average of $223.98 and a 200-day moving average of $238.32.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.28%. The firm had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. During the same quarter last year, the business earned $2.78 earnings per share. Salesforce’s revenue was up 12.1% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, analysts predict that Salesforce will post 7.46 earnings per share for the current fiscal year.

Insider Activity at Salesforce

In related news, Director G Mason Morfit purchased 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The shares were acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the transaction, the director owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This trade represents a 3.31% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Blair Kirk bought 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the acquisition, the director owned 10,677 shares in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Salesforce

Several hedge funds and other institutional investors have recently modified their holdings of CRM. Brighton Jones LLC boosted its holdings in shares of Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after acquiring an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after purchasing an additional 205 shares during the period. Bison Wealth LLC raised its stake in shares of Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after buying an additional 106 shares during the period. Finally, United Bank boosted its stake in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after buying an additional 500 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 beat on profitability and AI traction — Non?GAAP EPS came in at $3.81 (well above consensus) and management highlighted Agentforce/AI monetization as a growth driver, supporting the view that AI is adding commercial value. Revenue In Line With Expectations
• Positive Sentiment: Big capital?return program — Salesforce raised its dividend and authorized a $50B buyback, signaling management confidence and improving EPS leverage if executed. That buyback is a clear near?term support for the share price. AI Bet & Buyback
• Neutral Sentiment: Long?term targets updated — Management lifted multiyear ambitions (targeting roughly $63B revenue by FY2030) and kept FY27 EPS guidance in a tight range; this supports the long?term bull case but leaves near?term pacing ambiguous. FY30 Target & Guidance
• Negative Sentiment: Near?term guidance and metrics disappointed some — cRPO and other cloud momentum measures were only in?line, and commentary implied a mid?year slowdown before AI?driven reacceleration, which hurt investor confidence. Jefferies on Near?Term Slowdown
• Negative Sentiment: Analyst cuts and mixed ratings — Several banks trimmed price targets (examples: Sanford Bernstein, TD Cowen, RBC, BMO, Barclays, DA Davidson) or issued neutral/underperform stances, increasing short?term selling pressure as models were reset. Analyst Revisions
• Negative Sentiment: Investor skepticism over AI impact persists — Coverage highlights that some investors still worry AI could compress SaaS economics despite management’s assurances, creating continued volatility in CRM shares. 3 Reasons Earnings Failed to Impress

Salesforce Company Profile

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.