Salesforce (NYSE:CRM) Price Target Lowered to $325.00 at Roth Mkm

Salesforce (NYSE:CRM) had its price objective cut by equities researchers at Roth Mkm from $395.00 to $325.00 in a report released on Thursday,Benzinga reports. The firm presently has a “buy” rating on the CRM provider’s stock. Roth Mkm’s target price would indicate a potential upside of 65.43% from the stock’s current price.

A number of other research analysts have also issued reports on CRM. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Royal Bank Of Canada cut their price target on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a report on Thursday. Barclays decreased their price objective on Salesforce from $265.00 to $252.00 and set an “overweight” rating for the company in a report on Thursday. Jefferies Financial Group cut their target price on Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a report on Monday. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and a consensus price target of $288.86.

Salesforce Price Performance

Shares of NYSE CRM traded up $4.70 during midday trading on Thursday, reaching $196.45. 16,657,056 shares of the company were exchanged, compared to its average volume of 12,253,600. The stock’s 50-day moving average price is $226.45 and its 200-day moving average price is $238.86. The stock has a market cap of $184.08 billion, a P/E ratio of 26.19, a PEG ratio of 1.26 and a beta of 1.27. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce has a one year low of $174.57 and a one year high of $304.92.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.Salesforce’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. On average, sell-side analysts anticipate that Salesforce will post 7.46 earnings per share for the current fiscal year.

Insider Activity at Salesforce

In other news, insider Parker Harris sold 134,662 shares of the stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This represents a 49.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the transaction, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in CRM. Commonwealth Retirement Investments LLC purchased a new stake in shares of Salesforce in the fourth quarter worth approximately $25,000. Marquette Asset Management LLC bought a new stake in Salesforce during the third quarter worth $26,000. Board of the Pension Protection Fund purchased a new stake in Salesforce in the 4th quarter valued at $26,000. Key Capital Management INC bought a new position in Salesforce during the 4th quarter valued at $26,000. Finally, Gilpin Wealth Management LLC purchased a new position in Salesforce during the 4th quarter worth $26,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 earnings beat and AI traction — Salesforce reported non-GAAP EPS of $3.81 (well above consensus) and revenue roughly in line with expectations; management highlighted Agentforce (agentic AI) momentum as a driver of commercial traction. Salesforce Q4 Earnings Beat
• Positive Sentiment: Big capital return boost — Management authorized a $50 billion buyback and raised the quarterly dividend (~5.8% increase), signaling confidence and supporting EPS per-share upside. CNBC: $50B Buyback
• Positive Sentiment: Upbeat FY27 EPS guide — Salesforce raised FY27 EPS guidance (13.11–13.19) and issued Q1 EPS guidance above Street estimates, suggesting margin leverage and near‑term earnings strength. Company Press Release
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Wedbush) reiterated bullish ratings while others kept holds; the street consensus remains polarized between Buy and Hold views. TipRanks / Citi Hold
• Neutral Sentiment: Macro/sector context — Broader SaaS volatility and AI‑disruption debate continue to drive sentiment swings that can amplify moves in CRM despite company-level fundamentals. MarketBeat: SaaS sector context
• Negative Sentiment: Price-target cuts and downgrades — Multiple analysts cut targets this morning (RBC 290→210; Barclays 265→252; Stifel 300→250; BMO 235→225), which can cap upside and sustain selling pressure. Benzinga: Analyst Target Changes
• Negative Sentiment: Near-term revenue/growth concerns — Some outlets flagged guidance/revenue commentary as softer than hoped, and ongoing investor worry that AI could compress long-term SaaS pricing/usage is keeping multiple investors cautious. Proactive: Softer Revenue Reaction

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.