Salesforce’s (CRM) “Neutral” Rating Reaffirmed at UBS Group

Salesforce (NYSE:CRM)‘s stock had its “neutral” rating restated by stock analysts at UBS Group in a note issued to investors on Tuesday,MarketScreener reports.

A number of other analysts have also recently commented on CRM. DA Davidson dropped their price objective on Salesforce from $200.00 to $175.00 and set a “neutral” rating for the company in a research report on Thursday, May 28th. Stifel Nicolaus decreased their price target on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Mizuho cut their price objective on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a research report on Thursday, February 26th. Northland Securities reduced their price objective on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research note on Tuesday, March 10th. Finally, Morgan Stanley decreased their target price on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $259.26.

Salesforce Stock Down 1.7%

Shares of NYSE CRM opened at $161.74 on Tuesday. The firm’s 50-day moving average is $179.14 and its two-hundred day moving average is $205.79. The company has a market capitalization of $132.47 billion, a PE ratio of 18.72, a price-to-earnings-growth ratio of 1.02 and a beta of 1.16. Salesforce has a 12-month low of $160.50 and a 12-month high of $276.80. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. During the same period in the previous year, the firm posted $2.58 EPS. The company’s quarterly revenue was up 13.3% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Equities analysts anticipate that Salesforce will post 10.29 EPS for the current fiscal year.

Salesforce announced that its board has initiated a stock buyback program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization authorizes the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In related news, Director Laura Alber purchased 2,571 shares of the firm’s stock in a transaction on Thursday, March 19th. The shares were bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director directly owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at this link. 3.50% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in CRM. Brighton Jones LLC grew its holdings in shares of Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares during the period. Revolve Wealth Partners LLC lifted its position in Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after buying an additional 205 shares in the last quarter. Bison Wealth LLC lifted its position in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after buying an additional 106 shares during the period. Finally, United Bank grew its stake in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after buying an additional 500 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a $3.6 billion acquisition of Fin, an AI customer-service platform, which analysts say strengthens its Agentforce strategy and supports its push into the fast-growing agentic AI market. Salesforce to acquire AI customer service company Fin for $3.6B
• Positive Sentiment: Several analysts remained constructive, with buy ratings reaffirmed and price targets such as $225 and $250 implying meaningful upside from current levels. This Analyst Believes Salesforce (CRM) Stock Is Trading At A 52% Discount
• Positive Sentiment: Supportive commentary also pointed to record cash generation, improving margins, and Salesforce’s $50 billion buyback plan as evidence the company can keep rewarding shareholders while funding AI growth. Can CRM’s Record Cash Generation Support Robust Shareholder Returns?
• Neutral Sentiment: The latest quarter showed solid execution, with revenue up 13.3% year over year and EPS above expectations, but investors remain focused on whether growth can reaccelerate in the second half of fiscal 2027.
• Neutral Sentiment: Some reports framed Salesforce as a cheaper valuation play after its sharp selloff, but the market is still waiting for clearer proof that AI monetization can translate into faster top-line growth. Salesforce (CRM) Stock Sees Fair Value Cut As Analysts Question AI Growth Path
• Negative Sentiment: A research update cut Salesforce’s fair value estimate by about 19.5%, reflecting investor skepticism about the pace of AI-driven growth and potential execution risk. Salesforce (CRM) Stock Sees Fair Value Cut As Analysts Question AI Growth Path
• Negative Sentiment: The stock’s heavy decline this year and move toward annual lows suggest investors are still worried that Salesforce’s acquisition-heavy strategy may not be producing the expected payoff. Salesforce stock wipeout hits $212B as acquisition spree backfires

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.