Salesforce Inc. (NYSE:CRM) Receives $279.18 Consensus PT from Analysts

Shares of Salesforce Inc. (NYSE:CRM) have earned an average rating of “Moderate Buy” from the thirty-nine analysts that are presently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, eleven have issued a hold recommendation, twenty-six have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $279.1765.

CRM has been the topic of several recent analyst reports. Sanford C. Bernstein dropped their target price on shares of Salesforce from $223.00 to $194.00 and set an “underperform” rating on the stock in a report on Thursday, February 26th. Wedbush reiterated an “outperform” rating and issued a $375.00 target price on shares of Salesforce in a report on Tuesday, February 24th. Stifel Nicolaus dropped their target price on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. BMO Capital Markets dropped their target price on shares of Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. Finally, UBS Group dropped their target price on shares of Salesforce from $260.00 to $200.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th.

Salesforce Stock Up 1.5%

CRM stock opened at $189.91 on Friday. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. Salesforce has a 1 year low of $163.52 and a 1 year high of $296.05. The company has a fifty day simple moving average of $187.68 and a 200 day simple moving average of $222.98. The firm has a market cap of $155.39 billion, a PE ratio of 24.32, a PEG ratio of 1.36 and a beta of 1.29.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.76. The business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. Salesforce’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Sell-side analysts anticipate that Salesforce will post 9.71 EPS for the current fiscal year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be issued a $0.44 dividend. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. This represents a $1.76 annualized dividend and a yield of 0.9%. Salesforce’s payout ratio is 22.54%.

Salesforce declared that its Board of Directors has approved a stock repurchase program on Monday, March 16th that permits the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization permits the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling at Salesforce

In related news, Director Laura Alber acquired 2,571 shares of the company’s stock in a transaction dated Thursday, March 19th. The shares were bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director David Blair Kirk acquired 2,570 shares of the company’s stock in a transaction dated Wednesday, March 18th. The shares were bought at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the acquisition, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.00% of the company’s stock.

Institutional Inflows and Outflows

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

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Expanded Google Cloud partnership accelerates end-to-end AI agent deployments across Salesforce and Google tools, addressing fragmented data and making Agentforce + Gemini integrations more attractive to large customers. This can boost adoption and monetization of Agentforce. Salesforce and Google Cloud Enable AI Agents to Act Across Both Platforms with Deep Context and End-to-End Workflows
• Positive Sentiment: Strong Agentforce traction: usage-based pricing and enterprise adoption are driving rapid ARR growth (Agentforce ARR cited at ~$800M, high y/y growth and rising agentic actions), supporting a case for durable AI-driven revenue expansion. Salesforce: AI Is A True Acceleration Driver, Not A Hollow Rebrand
• Positive Sentiment: Product improvement: Agent Fabric upgrade adds centralized control, automated model discovery and governance—features that reduce enterprise friction for multi-vendor AI rollouts and help Salesforce compete on security and manageability. Salesforce Pushes Deeper Into Enterprise AI Control With Agent Fabric Upgrade
• Positive Sentiment: Notable investor interest: Michael Burry is building positions in software names, including plans to buy Salesforce at a discount — a high-profile contrarian vote of confidence that can attract value-minded buyers. Michael Burry plans to buy Salesforce stock for crucial reason
• Positive Sentiment: Analyst support: Truist reaffirmed a Buy after TDX, and coverage highlighting the company as a large-cap buy suggests some analyst conviction behind the rally. Is Salesforce (CRM) One of the Best Large Cap Stocks to Buy Right Now?
• Neutral Sentiment: Short-term momentum/market commentary: Zacks pieces explain why CRM outpaced the market and why it scores as a momentum stock—useful framing for traders but not new fundamental data. Why Salesforce (CRM) Outpaced the Stock Market Today
• Neutral Sentiment: Competitive comparison: Coverage contrasting Salesforce with Adobe highlights areas where Adobe may have an edge on valuation or EPS outlook—an important context for relative valuation debates but not an immediate operational shift. Salesforce vs. Adobe: Which AI-Driven Software Stock Has an Edge?
• Negative Sentiment: Investor caution over AI disruption: Vulcan Value Partners and other commentary flagged AI risks to traditional seat-based SaaS revenue, which has pressured sentiment and contributed to the year-to-date drawdown. That narrative can keep downside risk elevated until visibility on new pricing models is proven. AI Disruption Fears Pressured Salesforce (CRM) in Q1
• Negative Sentiment: Ongoing negative headlines and YTD weakness: Multiple outlets note CRM’s significant YTD decline and “SaaSpocalypse” commentary; CEO pushback helps sentiment but does not eliminate short-term execution and valuation concerns. Salesforce CEO Marc Benioff thinks ‘SaaSpocalypse’ bears are ‘dead wrong’

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.