CRM|Analyst Targets
CRM|Company Info
CRM|Insider Trading
CRM|Fundamentals
CRM|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q4'26 | $3.12 | - | - |
| Q1'27 | $3.25 | $3.88 | +19.4% |
| Q3'25 | $2.86 | $3.25 | +13.6% |
| Q2'25 | $2.78 | $2.91 | +4.7% |
| Q1'25 | $2.55 | $2.58 | +1.3% |
| Q4'24 | $2.61 | $2.78 | +6.4% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q4'26 | $11.1B | - | - |
| Q1'27 | $11.2B | $11.1B | -0.3% |
| Q3'25 | - | $10.3B | - |
| Q2'25 | - | $10.2B | - |
| Q1'25 | - | $9.8B | - |
| Q4'24 | - | $10.0B | - |
CRM|Monthly Returns
Market Data
CRM Stock Snapshot
- Market cap
- 200.24B
- P/E ratio
- 20.7
- Day range
- $233.59 – $240.11
- News sentiment
- 55/100 · Neutral
- Analyst target
- $285.68 (+21.0%)
- Consensus
- Buy · 59 analysts
CRM sits in the upper part of its 52-week range with the technical picture unresolved. Positioning shifts among large allocators, not retail flow, set the tone for a name this size.
Reverse DCF
What growth is priced into CRM?
At today's price, Salesforce, Inc. needs to grow free cash flow about 4.3% a year for the next 10 years to justify its valuation at a 9.46% cost of capital. Over its actual history it has compounded free cash flow at 29.4% a year, so the market is asking for 25.1 percentage points below its own delivered rate. On that basis CRM looks priced below what its own growth record supports.
- Implied FCF growth
- 4.3%
- Historical FCF CAGR
- 29.4%
- Growth gap
- -25.1 pts
- Verdict
- CHEAP
- Discount rate (WACC)
- 9.46%
- Beta
- 0.96
Behaviour On Record
What CRM's own history says about today's numbers
- Realized volatility (21d)
- 28.1% 42nd pct
- Below its peak
- -34.8%
- vs 200-day average
- +20.1%
- Up days (1y)
- 49%
Salesforce, Inc. is currently running 28.1% annualised volatility over the last 21 sessions. Measured against CRM's own 13 years of daily returns rather than a market-wide average, that is the 42nd percentile — close to its own typical level, against a typical reading of 30.0%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.
CRM is trading -34.8% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -24.9%, and the deepest was -49.9% in 2022. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.
Price sits +20.1% from its 200-day moving average. Against every other day in its history, that gap ranks at the 86th percentile — a wider gap than this stock usually carries. Over the past year CRM closed higher on 49% of sessions, and it is currently 6 sessions into a rising streak.
On October specifically: over 14 years of records, CRM finished the month higher 11 of 14 times, with a median return of +6.6% and an average of +4.3%. Its strongest month historically has been August at +6.6% on average, its weakest March at -3.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.
Overnight risk is measurable too: CRM has opened more than 2% away from the prior close in 76 of 3,268 sessions (2.3% of the time), with the largest gaps running +5.0% and -8.2%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.
All figures computed from 3,269 daily closes between 2013-10-15 and 2026-10-14, split-adjusted, recomputed daily. Percentiles are against CRM's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of CRM's sector?
Salesforce, Inc. sits in the Software sector, currently ranked 5th of 12 GICS sectors by relative-strength rotation score (weakening). Within its narrower Software industry group, CRM ranks 3rd of 15 tracked industries, weakening.
- Sector rank
- #5 of 12
- Sector state
- Weakening
- Sector rotation score
- 73
- Industry rank
- #3 of 15
Analyst Rating Changes
Are analysts turning bullish or bearish on CRM?
B of A Securities most recently upgraded Salesforce, Inc. to Buy on Oct 12, 2026 with a price target of $285 (from $160). Over the last 90 days, coverage has run 1 upgrade against 1 downgrade, a net mixed lean.
- Latest action
- B of A Securities — Buy
- 90-day upgrades
- 1
- 90-day downgrades
- 1
- Net rating momentum
- 0
Earnings Release, Scored
What did Salesforce, Inc.'s latest earnings release say?
Most important lines
- 1
cRPO growth accelerates to 14% Y/Y CC; Raises FY27 revenue guidance by $200M, $300M in CC
Guidance raisedNew this quarter - 2
Salesforce raises full year FY27 revenue guidance to $46.1 billion to $46.4 billion, up 11% - 12% Y/Y and 11% Y/Y in CC.
Guidance raised - 3
Raises full year FY27 subscription and support revenue growth guidance to slightly above 12% Y/Y and slightly under 12% in CC, including slightly above 3pts Informatica contribution
Guidance raised
Peers & ETF holders
CRM peers & ETF holders
Software - ApplicationMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| Vanguard Group Inc | ▲ Buy | 89,843,166 | 10.74% | $23.80B | 2026-01-29 |
| BlackRock, Inc. | ▼ Sell | 72,748,909 | 8.69% | $11.40B | 2026-08-07 |
| Morgan Stanley | ▼ Sell | 23,311,316 | 2.79% | $3.65B | 2026-08-13 |
| Geode Capital Management, LLC | ▼ Sell | 19,814,297 | 2.37% | $3.10B | 2026-08-12 |
| Harris Associates L P | ▲ Buy | 16,151,269 | 1.93% | $2.53B | 2026-08-14 |
| Bank of America Corp | ▲ Buy | 12,218,090 | 1.46% | $1.91B | 2026-08-14 |
| Capital Research Global Investors | ▼ Sell | 11,742,835 | 1.40% | $1.84B | 2026-08-12 |
| JPMorgan Chase & Co | ▲ Buy | 10,440,961 | 1.25% | $1.65B | 2026-08-12 |
| FMR LLC (Fidelity) | ▼ Sell | 9,381,826 | 1.12% | $1.47B | 2026-08-13 |
| Northern Trust Corp | ▼ Sell | 8,994,463 | 1.07% | $1.41B | 2026-08-13 |
| Norges Bank | ▼ Sell | 8,844,418 | 1.06% | $1.39B | 2026-08-12 |
| Capital World Investors | ▼ Sell | 8,687,365 | 1.04% | $1.36B | 2026-08-12 |
| Goldman Sachs Group Inc | ▼ Sell | 6,725,383 | 0.80% | $1.05B | 2026-08-14 |
| Loomis Sayles & Co L P | ▲ Buy | 6,452,463 | 0.77% | $1.01B | 2026-08-14 |
| Citigroup Inc | ▲ Buy | 3,875,801 | 0.46% | $607.18M | 2026-08-03 |
| Fisher Asset Management, LLC | ▼ Sell | 3,832,253 | 0.46% | $600.36M | 2026-08-04 |
| Invesco Ltd. | ▲ Buy | 3,704,208 | 0.44% | $580.30M | 2026-08-14 |
| Susquehanna International Group, LLP | ▲ Buy | 3,651,180 | 0.44% | $571.99M | 2026-08-14 |
| Wells Fargo & Company | ▼ Sell | 3,107,764 | 0.37% | $486.86M | 2026-08-14 |
| ValueAct Holdings, L.P. | • Hold | 2,994,509 | 0.36% | $469.12M | 2026-08-14 |
| Wellington Management Group LLP | ▼ Sell | 2,197,032 | 0.26% | $344.19M | 2026-08-14 |
| AllianceBernstein L.P. | ▼ Sell | 1,827,841 | 0.22% | $341.20M | 2026-08-14 |
| Marshall Wace, LLP | ▲ Buy | 2,057,457 | 0.25% | $322.32M | 2026-08-13 |
| Millennium Management LLC | ▲ Buy | 1,001,684 | 0.12% | $156.92M | 2026-08-14 |
| Adage Capital Partners GP, L.L.C. | ▼ Sell | 879,139 | 0.11% | $137.73M | 2026-08-14 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Maria Elvira Salazar | House | FL27 | ▼ Sell | $1K - $15K | 2026-09-24 | 2026-10-07 |
| Maria Elvira Salazar | House | FL27 | ▲ Buy | $15K - $50K | 2026-06-02 | 2026-07-07 |
| Maria Elvira Salazar | House | FL27 | ▲ Buy | $15K - $50K | 2026-04-06 | 2026-05-08 |
| Alan Armstrong | Senate | OK | ▲ Buy | $1K - $15K | 2026-03-27 | 2026-07-21 |
| David J. Taylor | House | OH02 | ▼ Sell | $15K - $50K | 2026-02-26 | 2026-03-06 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2026-02-09 | 2026-02-20 |
| Julia Letlow | House | LA05 | ▼ Sell | $1K - $15K | 2026-02-02 | 2026-03-12 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2026-01-29 | 2026-02-02 |
| Julia Letlow | House | LA05 | ▼ Sell | $1K - $15K | 2025-12-16 | 2026-01-13 |
| John Boozman | Senate | AR | ▼ Sell | $1K - $15K | 2025-11-13 | 2026-08-24 |
| Valerie Hoyle | House | OR04 | ▼ Sell | $1K - $15K | 2025-09-23 | 2025-10-10 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2025-09-03 | 2025-09-16 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2025-08-07 | 2025-09-02 |
| Julia Letlow | House | LA05 | ▲ Buy | $1K - $15K | 2025-07-25 | 2026-01-13 |
| Lisa McClain | House | MI09 | ▼ Sell | $1K - $15K | 2025-07-16 | 2025-08-13 |
| Ritchie John Torres | House | NY15 | ▼ Sell | $1K - $15K | 2025-07-11 | 2025-08-20 |
| James Comer | House | KY01 | ▼ Sell | $1K - $15K | 2025-07-03 | 2025-08-11 |
| Valerie Hoyle | House | OR04 | ▲ Buy | $1K - $15K | 2025-06-26 | 2025-09-12 |
| Lisa McClain | House | MI09 | ▲ Buy | $1K - $15K | 2025-06-17 | 2025-08-13 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2025-06-11 | 2025-06-26 |
| Josh Gottheimer | House | NJ05 | ▼ Sell | $1K - $15K | 2025-06-04 | 2025-07-16 |
| Josh Gottheimer | House | NJ05 | ▲ Buy | $1K - $15K | 2025-05-22 | 2025-06-11 |
| Jefferson Shreve | House | IN06 | ▼ Sell | $15K - $50K | 2025-05-12 | 2025-06-22 |
| David J. Taylor | House | OH02 | ▲ Buy | $1K - $15K | 2025-05-12 | 2025-06-02 |
| Jefferson Shreve | House | IN06 | ▲ Buy | $15K - $50K | 2025-05-08 | 2025-06-22 |