Mizuho Lowers Salesforce (NYSE:CRM) Price Target to $265.00

Salesforce (NYSE:CRM) had its target price decreased by investment analysts at Mizuho from $280.00 to $265.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the CRM provider’s stock. Mizuho’s price target would indicate a potential upside of 33.80% from the company’s previous close.

A number of other brokerages have also recently commented on CRM. Northland Securities raised their target price on Salesforce from $264.00 to $267.00 and gave the company a “market perform” rating in a report on Thursday, December 4th. KeyCorp reduced their price objective on Salesforce from $400.00 to $300.00 and set an “overweight” rating for the company in a research note on Tuesday. Guggenheim restated a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a research note on Thursday. Finally, Morgan Stanley lowered their price target on Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $287.41.

Salesforce Price Performance

CRM traded up $6.30 on Thursday, hitting $198.05. 17,668,164 shares of the company’s stock were exchanged, compared to its average volume of 12,284,541. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The firm has a 50-day moving average price of $226.45 and a 200-day moving average price of $238.86. The stock has a market cap of $185.58 billion, a price-to-earnings ratio of 26.47, a P/E/G ratio of 1.26 and a beta of 1.27. Salesforce has a fifty-two week low of $174.57 and a fifty-two week high of $304.92.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. During the same quarter in the previous year, the company posted $2.78 EPS. The company’s revenue was up 12.1% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, equities analysts anticipate that Salesforce will post 7.46 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider Parker Harris sold 134,662 shares of the firm’s 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 completion of the transaction, the insider owned 139,767 shares in the company, valued at approximately $32,803,314.90. This trade represents a 49.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. 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 price of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the acquisition, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.00% of the company’s stock.

Institutional Trading of Salesforce

Hedge funds have recently bought and sold shares of the company. TD Capital Management LLC boosted its position in shares of Salesforce by 89.3% in the fourth quarter. TD Capital Management LLC now owns 212 shares of the CRM provider’s stock worth $56,000 after buying an additional 100 shares during the period. Tempo Wealth LLC purchased a new stake in Salesforce in the 4th quarter worth about $1,134,000. Thryve Wealth Management LLC acquired a new stake in Salesforce during the 4th quarter worth about $446,000. MidFirst Bank purchased a new position in Salesforce during the 4th quarter valued at about $6,495,000. Finally, DGS Capital Management LLC lifted its position in shares of Salesforce by 90.6% in the fourth quarter. DGS Capital Management LLC now owns 1,683 shares of the CRM provider’s stock worth $446,000 after purchasing an additional 800 shares in the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 beat and operating momentum — Salesforce reported strong Q4 results (non‑GAAP EPS $3.81 vs. ~ $3.05 consensus) and healthy revenue growth (~$11.2B, ~12% YoY), showing improving margin and cash generation that underpin the rally. Zacks: Q4 Beat
• Positive Sentiment: Big capital return commitment and dividend raise — management authorized an additional $50B buyback and raised the quarterly dividend (~+5.8%), signaling confidence in cash flow and supporting per‑share metrics. That buyback news is a major bullish catalyst for investors focused on returns. CNBC: Buyback & Dividend
• Neutral Sentiment: Guidance is mixed — Salesforce raised FY‑27 EPS guidance well above consensus, but revenue cues were read variably (some outlets call revenue guidance slightly below expectations while others show modest beats/in‑line). That ambiguity explains the split market reaction. Reuters: Guidance Summary
• Neutral Sentiment: AI/Agentforce narrative remains pivotal — management points to Agentforce/AI traction as the growth driver; some analysts and commentary see evidence of commercial adoption, but market skepticism about AI replacing SaaS persists. Seeking Alpha: AI Take
• Negative Sentiment: Wave of analyst price‑target cuts and at least one downgrade — several firms cut targets (e.g., Roth Mkm, Wells Fargo, RBC, Barclays, Stifel, BMO) and Sanford Bernstein moved to underperform with a $194 target, increasing near‑term selling pressure despite the beat. Benzinga: Analyst Changes
• Negative Sentiment: After‑hours/early‑session weakness and some metric misses — parts of the release (quarterly revenue slightly under certain consensus slices, mixed EPS/GAAP vs. non‑GAAP reads) prompted an initial downleg in extended trading for some investors. Proactive: Market Reaction
• Negative Sentiment: Insider selling and institutional repositioning flagged — reporting shows material insider share sales and large institutional flows that can add pressure if investors interpret actions as liquidity events rather than diversification. QuiverQuant: Insider & Institutional Activity

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.