
Salesforce (CRM) Stock Forecast & Price Target
Salesforce (CRM) Analyst Ratings
Bulls say
Salesforce's strong financial performance is underscored by a remarkable 120% year-over-year growth in Data Cloud and AI annual recurring revenue (ARR), which reached $1.2 billion in the second quarter of fiscal year 2025. Additionally, the company reported a 9% increase in overall revenue year-over-year in constant currency, significantly exceeding consensus estimates by approximately $100 million. Notably, the Platform and Other Subscription & Support revenue, which encompasses Data Cloud and Agentforce, experienced a 16% year-over-year growth, indicating a positive trend in adoption and customer engagement.
Bears say
Salesforce is experiencing a concerning slowdown in its Marketing and Commerce Subscription & Support revenue, which decelerated to 3% year-over-year in constant currency, a decline from both the previous quarter and the same period last year. The company's outlook is further dampened by increasing competition from major players like Microsoft and ServiceNow, alongside significant risks from subscription revenue deceleration, customer retention challenges, and a potential downturn in overall macroeconomic conditions. Additional pressures arise from an inferior earnings multiple compared to growth-adjusted peers, signaling potential revaluation risks if sentiment shifts negatively, compounded by disappointing traction in new product offerings.
This aggregate rating is based on analysts' research of Salesforce and is not a guaranteed prediction by Public.com or investment advice.
Salesforce (CRM) Analyst Forecast & Price Prediction
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