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Salesforce Inc

Salesforce Inc

CRM
$170.77USD↓-1.11%-1.91 today

MARKET CAP

139.9B

P/E (TTM)

12.3x

FWD P/E

12.1x

DAY RANGE

$170 – $175

52W RANGE

$146
$274

AI Summary

Stalk
StalkMedium

CRM is in an early Stage 1 consolidation after a terminal decline, with structural repair signs from active bullish patterns and mean-reversion eligibility allowing tactical long-side engagement. However, price is extended above its rising short-term EMAs and the 50 DMA, suggesting that patience and a pullback into the EMA/50 DMA zone would offer a higher-probability entry. Failure to hold those EMAs on a closing basis would invalidate the timing thesis.

  • ↑Q1 FY2027 revenue $11.13 B (+13.3% YoY) drives top-line momentum
  • ↑AgentForce ARR reached $1.2 B, up 205% YoY, expanding Cloud suite adoption
  • ↓Flat growth and negative earnings revisions suggest stalled momentum
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Salesforce, Inc. (NYSE: CRM) is a leading enterprise cloud computing company specializing in customer relationship management (CRM) software. Known for its robust portfolio, including Sales Cloud, Service Cloud, and the innovative AgentForce and Data Cloud, Salesforce is committed to driving enterprise transformation through AI-powered solutions. Positioned within the rapidly evolving SaaS landscape, it aims to reinvent business operations by creating "agentic enterprises" where AI and human collaboration thrive.

Bull says

  • ↑Q1 FY2027 revenue $11.13 B (+13.3% YoY) drives top-line momentum
  • ↑AgentForce ARR reached $1.2 B, up 205% YoY, expanding Cloud suite adoption
  • ↑Free cash flow margin at 34.7% with $6.7 B operating cash flow
  • ↑$25 B share buyback targets 10% diluted share count reduction YoY
  • ↑Analysts maintain Moderate Buy rating; average target $257.61 implies upside
  • ↑Strong earnings yield and profitability, low leverage, high liquidity support stability

Bear says

  • ↓Flat growth and negative earnings revisions suggest stalled momentum
  • ↓Subpar momentum scores expose stock to further price underperformance
  • ↓AI integration risks persist as 'the last mile is hard'
  • ↓High interest-rate sensitivity may curb enterprise spending amid a downturn
  • ↓Softening Tableau bookings and renewals highlight execution and quality issues
  • ↓Negative quality score flags underlying vulnerabilities despite some positives

Investment themes with CRM

Software↓ -1.57%

Cloud-based digital tools powering business productivity and innovation

MSFT · ORCL · PLTR

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-28-2026neutral

Transcript signals

Bull points

  • This tight feedback loop is very important.
  • we've been very focused, you know, for many years, you know, on the customer opportunity, what we've been calling Customer 360. We've deployed that so well.
  • we're in this incredible data business. Now, of course, we're also doing that by vertical.

Bear points

  • in the last 24 to 36 months, we have not grown enough.
  • Q1 revenue attrition ended the quarter at slightly above 8%, in line with recent trends. This reflects ongoing challenges in customer retention as we continue to focus on customer success.
  • Q1 revenue attrition ended the quarter at slightly above 8%, in line with recent trends.
Read full transcript analysis ›