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Salesforce

CRM US · Information Technology · USD

Wiki entry last updated Aug 8, 2026

Current price$236.42as of Sep 22, 2026

Summary

CFRA rating	BUY
Consensus target	$282.49 (+19.5%)

Analyst consensus

Strong Buy 6Buy 33Hold 14Strong Sell 253 analysts

3-year price (USD)

206.43 → 236.42 (+14.5% over the period)

Factor profile

Multi-factor score 89 / 100

Market data

P/E (trailing)	21.65
P/E (forward)	-124.43
Dividend yield	0.74%
Beta	1.20
52-week high	$269.11
52-week low	$146.32

Business description

Salesforce, Inc. is a global pioneer and leader in Software-as-a-Service (SaaS), specializing in Customer Relationship Management (CRM) applications. The company is actively transitioning towards an 'Agentic Enterprise' model by integrating AI and workflow orchestration into its platform.

Competitive moat

Salesforce boasts high switching costs and immense customer stickiness embedded within its deeply integrated software ecosystem. Its continuous strategic M&A (e.g., Slack, Tableau, MuleSoft, and recently Informatica) creates a comprehensive platform addressing the full AI and data value chain.

Recent developments

2026-08-01: Agentforce ARR reached $1.2B (+205% Y/Y) indicating strong customer adoption of AI beyond simple bookings.
2026-08-01: CRM initiated a massive record $25B Accelerated Share Repurchase (ASR) program in the Apr-Q, financed through debt issuance, reducing diluted share count by 10%.
2026-08-01: The $8B acquisition of Informatica closed in Nov 2025, strengthening CRM's foundational data architecture necessary for scaling AI agents.

Investment risks / red flags

⚠️ The broader software industry is facing seat growth pressures and increasing competition from AI-native tools (e.g., Anthropic, OpenAI) that could disrupt traditional SaaS moats.
The massive $25B debt issuance significantly increased leverage and reduced financial flexibility.

Financials

Revenue	$43.94B	Revenue growth	10.80%
Earnings growth	118.90%	EBITDA	$12.90B
Gross margin	77.28%	Operating margin	21.38%
Profit margin	21.99%	Revenue / share	$49.20
Return on equity	19.38%	Return on assets	5.70%
Operating cash flow	$15.75B	Free cash flow	$17.73B
Total cash	$11.40B	Total debt	$42.38B
Debt / equity	110.42	Current ratio	0.84

Classification

Thematic exposure	Cloud Computing, Software & SaaS, AI Infrastructure
Related companies	ServiceNow Inc., Oracle Corp., Microsoft Corp.

Back to Companies

Salesforce

CRM US Website

Last updated: Aug 8, 2026

Information Technology

Current price: $236.42 · Sep 22, 2026· USD

CFRA Ratingbuy

TBI Multi Score89

Theme Exposure

Cloud Computing Software & SaaS AI Infrastructure

Full graph →

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Factor Profile (Spider Chart)

TBI Model

Price Chart (TradingView)

Symbol: CRM

Business description

Competitive moat

Recent developments

2026-08-01: Agentforce ARR reached $1.2B (+205% Y/Y) indicating strong customer adoption of AI beyond simple bookings.
2026-08-01: CRM initiated a massive record $25B Accelerated Share Repurchase (ASR) program in the Apr-Q, financed through debt issuance, reducing diluted share count by 10%.
2026-08-01: The $8B acquisition of Informatica closed in Nov 2025, strengthening CRM's foundational data architecture necessary for scaling AI agents.

Investment risks / red flags

⚠️ The broader software industry is facing seat growth pressures and increasing competition from AI-native tools (e.g., Anthropic, OpenAI) that could disrupt traditional SaaS moats.
The massive $25B debt issuance significantly increased leverage and reduced financial flexibility.

Market Data

Source: mkts.io · Sep 22, 2026, 00:00 UTC

Key Metrics

P/E (TTM)21.65

P/E (Fwd)-124.43

Dividend0.74%

Beta1.20

52W High$269.11

52W Low$146.32

Analyst Consensus

Buy

Strong Buy6Buy33Hold14Strong Sell253 analysts

Consensus Target$282.49

+19.5% upside

Calendar Events

Next EarningsDec 2, 2026

Ex-DividendSep 17, 2026

Dividend DateOct 8, 2026

Financials

Revenue$43.94B

Rev Growth10.80%

Earnings Growth118.90%

Gross Margin77.28%

Op Margin21.38%

Profit Margin21.99%

EBITDA$12.90B

ROA5.70%

ROE19.38%

Rev/Share$49.20

Total Cash$11.40B

Total Debt$42.38B

D/E Ratio110.42

Free Cash Flow$17.73B

Op Cash Flow$15.75B

Current Ratio0.84

Forward Estimates

Period	EPS Est	Rev Est
0q	3.45	$11.46B
+1q	3.56	$12.35B
0y	16.76	$46.30B
+1y	16.01	$50.78B

Earnings

Quarterly EPS

3Q2025

Est: 2.863.25Beat

4Q2025

Est: 3.053.81Beat

1Q2026

Est: 3.133.88Beat

2Q2026

Est: 3.275.90Beat

Annual

2023

Rev $31.35BEarn $208.00M

2024

Rev $34.86BEarn $4.14B

2025

Rev $37.90BEarn $6.20B

2026

Rev $41.52BEarn $7.46B

Rating Changes

10 total

Date	Firm	Action	To
Sep 18, 2026	Citizens	reit	Market Outperform
Sep 18, 2026	Stephens & Co.	reit	Equal-Weight
Sep 18, 2026	Wells Fargo	main	Equal-Weight
Sep 17, 2026	Freedom Broker	main	Buy
Sep 17, 2026	Stifel	main	Buy
Sep 17, 2026	Citigroup	main	Neutral

Salesforce

Summary

Analyst consensus

3-year price (USD)

Factor profile

Market data

Business description

Competitive moat

Recent developments

Investment risks / red flags

Financials

Classification

Salesforce

Theme Exposure

Related Peers

Factor Profile (Spider Chart)

Price Chart (TradingView)

Business description

Competitive moat

Recent developments

Investment risks / red flags

Market Data

Key Metrics

Analyst Consensus

Calendar Events

Financials

Forward Estimates

Earnings

Rating Changes