Salesforce (NYSE:CRM) Price Target Lowered to $250.00 at Stifel Nicolaus

Salesforce (NYSE:CRM) had its price objective dropped by research analysts at Stifel Nicolaus from $300.00 to $250.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the CRM provider’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 26.45% from the company’s current price.

A number of other brokerages have also recently weighed in on CRM. Weiss Ratings reiterated a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. Macquarie Infrastructure lifted their target price on shares of Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a report on Thursday, December 4th. BTIG Research cut their target price on Salesforce from $260.00 to $255.00 and set a “buy” rating on the stock in a research report on Thursday. Canaccord Genuity Group restated a “buy” rating and set a $300.00 price target on shares of Salesforce in a research note on Thursday, December 4th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $281.00 price target on shares of Salesforce in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $296.86.

Salesforce Trading Up 3.1%

NYSE:CRM traded up $5.96 on Thursday, reaching $197.71. The company’s stock had a trading volume of 7,322,320 shares, compared to its average volume of 11,901,356. Salesforce has a 12-month low of $174.57 and a 12-month high of $304.92. The stock has a 50 day moving average price of $226.45 and a 200 day moving average price of $238.86. The firm has a market cap of $185.25 billion, a price-to-earnings ratio of 26.40, a price-to-earnings-growth 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 (NYSE:CRM) last issued its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s quarterly revenue was up 12.1% on a year-over-year basis. During the same period last year, the company 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. On average, equities analysts anticipate that Salesforce will post 7.46 EPS for the current fiscal year.

Insider Activity

In other news, Director David Blair Kirk bought 1,936 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares in the company, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director G Mason Morfit bought 96,000 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was acquired at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the acquisition, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate 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. Aspire Growth Partners LLC lifted its stake in Salesforce by 1.2% during the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock worth $795,000 after purchasing an additional 39 shares during the last quarter. Lifeworks Advisors LLC raised its holdings in Salesforce by 2.9% during the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after purchasing an additional 40 shares in the last quarter. Benchmark Financial Wealth Advisors LLC lifted its position in shares of Salesforce by 4.4% during the 2nd quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock worth $270,000 after buying an additional 42 shares during the last quarter. Abacus Planning Group Inc. boosted its holdings in shares of Salesforce by 3.1% in the 3rd quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock valued at $337,000 after buying an additional 43 shares in the last quarter. Finally, Byrne Asset Management LLC boosted its holdings in shares of Salesforce by 1.0% in the 4th quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock valued at $1,147,000 after buying an additional 43 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 beat and robust EPS guidance — Salesforce reported a Q4 EPS beat with revenue up ~12% and issued FY27 EPS guidance (13.110–13.190) and Q1 EPS guidance (3.110–3.130) that were above Street expectations, supporting momentum in the print. Salesforce Q4 Earnings Beat
• Positive Sentiment: Large $50B buyback announced — management committed to a $50 billion repurchase program, a material capital-return signal that typically supports near-term share price by reducing float and showing confidence from the board. CNBC Buyback Article
• Positive Sentiment: Dividend increase — Salesforce raised its quarterly dividend to $0.44 (up from $0.42), modestly improving yield and reinforcing shareholder returns as part of the capital allocation story.
• Neutral Sentiment: Analyst price-target moves are mixed — BMO trimmed its PT to $225 but kept an Outperform rating (still implying upside), and KeyCorp lowered a prior target but remains overweight; analysts are split between seeing long-term upside and short-term risk.
• Neutral Sentiment: Market-wide digesting of megacap earnings — broader futures and index moves are muted as markets parse results from Nvidia and Salesforce along with macro prints, so sector sentiment is a relevant offset. Proactive: Futures Digest
• Negative Sentiment: Guidance and AI fears created dovish reaction — some coverage notes revenue guidance was slightly softer than some expectations and investor concern about AI-driven disruption to SaaS persists; that narrative pressured shares in after-hours trading for a time. Proactive: Softer Guidance Reaction
• Negative Sentiment: Citi keeps a Hold and conservative PT — Citi maintained a Hold with a ~$197 target, signaling that at least some Street participants view near-term upside as limited absent clearer evidence AI monetization and revenue acceleration are durable. TipRanks / Citi Note

About Salesforce

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.