Salesforce（CRM）株式概要
セールスフォース・インクは、米国、欧州、アジア太平洋地域で企業と顧客を結びつける顧客関係管理テクノロジーサービスを提供している。 詳細
報酬
リスク分析
CRM リスクチェックを通過した。
CRM Community Fair Values
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Analyst Price Targets
Top Community Narratives
Salesforce, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$177.51 |
| 52週高値 | US$278.81 |
| 52週安値 | US$163.52 |
| ベータ | 1.14 |
| 1ヶ月の変化 | -1.48% |
| 3ヶ月変化 | -11.01% |
| 1年変化 | -35.69% |
| 3年間の変化 | -20.53% |
| 5年間の変化 | -24.34% |
| IPOからの変化 | 4,028.14% |
最新ニュース
Seeking Alpha • 14h
Salesforce: Nobody Dares Buy It But I Will
Summary Salesforce reported $1.2B in Agentforce ARR, up 205% year-over-year—the number that confirms AI is creating revenue, not destroying it. cRPO grew 14% year-over-year, matching guidance and keeping the H2 organic reacceleration thesis intact. The stock is down 3–4% after hours, suggesting the market is skeptical but no longer panicking. In this article, I explain why the mispricing is becoming harder and harder to ignore. Read the full article on Seeking Alpha
新しいナラティブ • May 20
Salesforce Future Value Could Reach $263 as Market Remains Short-Sighted
Salesforce still looks mispriced to me. At around $174, the market is acting as if growth has structurally broken, while the underlying business still throws off very serious cash.Recent updates
Seeking Alpha • 14h
Salesforce: Nobody Dares Buy It But I Will
Summary Salesforce reported $1.2B in Agentforce ARR, up 205% year-over-year—the number that confirms AI is creating revenue, not destroying it. cRPO grew 14% year-over-year, matching guidance and keeping the H2 organic reacceleration thesis intact. The stock is down 3–4% after hours, suggesting the market is skeptical but no longer panicking. In this article, I explain why the mispricing is becoming harder and harder to ignore. Read the full article on Seeking Alpha新しいナラティブ • May 20
Salesforce Future Value Could Reach $263 as Market Remains Short-Sighted
Salesforce still looks mispriced to me. At around $174, the market is acting as if growth has structurally broken, while the underlying business still throws off very serious cash.
ナラティブの更新 • May 02
CRM: Debt Sale For Buybacks And AI Fears Will Shape Outlook
The analyst fair value estimate for Salesforce has been adjusted from $190 to $194. This reflects updated views on revenue growth, profit margins, and valuation multiples following a wave of Street research that recalibrated price targets around mixed core performance and a growing focus on Agentforce and broader AI adoption.
ナラティブの更新 • Apr 18
CRM: Debt-Funded Buybacks Will Support AI Execution And Margin Discipline
The analyst price target for Salesforce has been reduced by about $50 to reflect slightly lower modeled fair value, a higher discount rate, more conservative assumptions on revenue growth and profit margins, and a trimmed future P/E multiple, in line with a broad set of recent price target cuts that cite softer organic growth, sector multiple compression, and a wait for clearer payoff from Agentforce-driven AI products. Analyst Commentary Street research around Salesforce has shifted toward tighter valuation assumptions, but it also highlights a set of execution and product drivers that bullish analysts see as underappreciated.ナラティブの更新 • Apr 04
CRM: Debt-Funded Buybacks And AI Disruption Fears Will Shape Risk Balance
Analysts have reduced their Salesforce price targets, with several cuts of $50 to $100 or more, reflecting softer organic growth expectations, sector-wide multiple compression, and increased scrutiny of how quickly Agentforce-driven demand can translate into faster revenue growth. Analyst Commentary Recent research highlights a split view on Salesforce, with many firms cutting price targets while still acknowledging potential upside from Agentforce and other AI driven products.ナラティブの更新 • Mar 21
CRM: AI Execution Debt-Funded Buybacks And AI Fears Will Shape Risk Balance
Analysts have kept the fair value estimate for Salesforce steady at $190, while slightly adjusting assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect mixed Q4 trends, widespread price target cuts across the Street, and increasing focus on the potential of Agentforce and AI driven offerings, alongside softer near term organic growth expectations. Analyst Commentary Street research around the latest Q4 report has turned more cautious, even as many firms still see potential in Salesforce's AI and Agentforce roadmap.ナラティブの更新 • Mar 07
CRM: AI Adoption And FY27 Execution Will Drive Balanced Risk Outlook
Our updated Salesforce narrative reflects a lower fair value estimate, from about $232.85 to $190.00, as analysts reset price targets around $200 and trim assumed profit margins and future P/E multiples, while still pointing to Agentforce and potential revenue reacceleration in fiscal 2027 as key supports to the long term story. Analyst Commentary Across recent research, you see two clear threads on Salesforce.
ナラティブの更新 • Feb 21
CRM: AI Overhang And 2026 Setup Will Support Long Term Upside
Our updated analyst price target for Salesforce edges down by about $10, reflecting slightly higher discount rate assumptions and modestly lower projected profit margins, even as analysts continue to cite mixed signals around AI products like Agentforce, along with broader software sector multiple compression. Analyst Commentary Recent Street research around Salesforce has turned more cautious on valuation, with several firms cutting price targets, but the tone is not uniformly negative.ナラティブの更新 • Feb 06
CRM: AI And 2026 Setup Will Support Durable Long Term Value
Narrative Update: Salesforce Analysts have made a modest trim to their Salesforce price target, reflecting a fair value move of about US$2 to US$328. This adjustment factors in slightly lower valuation multiples, alongside supportive views on profit margins and the potential impact of artificial intelligence on key performance indicators.分析記事 • Feb 06
Salesforce, Inc. (NYSE:CRM) May Have Run Too Fast Too Soon With Recent 28% Price Plummet
Salesforce, Inc. ( NYSE:CRM ) shareholders won't be pleased to see that the share price has had a very rough month...ナラティブの更新 • Jan 23
CRM: AI Adoption And 2026 Setup Will Support Durable Long Term Shareholder Value
Salesforce's analyst price target edges higher by $8 to $338, as analysts highlight a supportive 2026 setup for software, stable macro and IT spending, relatively low sector valuations, and potential benefits from artificial intelligence adoption alongside improving company key performance indicators. Analyst Commentary Recent research points to a generally constructive tone around Salesforce, with several firms updating their views as they look ahead to 2026 and the role artificial intelligence could play in the broader software group.新しいナラティブ • Jan 23
Salesforce's Market Dominance and AI Pivot Will Drive Earnings Re-acceleration
The Core: A Resilient, "Sticky" Legacy Base Salesforce remains the undisputed heavyweight of the CRM world, commanding a 21% market share , more than triple that of its nearest competitor, Microsoft (6%). This dominance creates a formidable moat: the high cost and operational risk of switching CRM providers makes Salesforce incredibly sticky within the Fortune 500.ナラティブの更新 • Jan 09
CRM: Mixed Ratings Set Stage For Future AI Monetization Reappraisal
Narrative Update on Salesforce The analyst price target for Salesforce has shifted modestly, with fair value moving from about US$430.00 to roughly US$435.32. Analysts are factoring in updated expectations for revenue growth, profitability, and future P/E in the context of mixed sentiment, including Salesforce being replaced on one firm's conviction list and a recent downgrade to Market Perform with a US$264 price target.ナラティブの更新 • Dec 20
CRM: Expanding AI Customer Engagement Will Drive Durable Long Term Shareholder Value
Analysts have inched up their Salesforce price target, with fair value rising roughly $3 to about $330 per share, as modestly stronger long term revenue growth assumptions and a slightly lower discount rate more than offset a marginally softer profit margin outlook amid shifting competitive dynamics in customer engagement and AI driven marketing tools. Analyst Commentary Analyst sentiment on Salesforce remains mixed as the competitive backdrop in customer engagement and AI driven marketing tools evolves rapidly, leading to both upward and downward adjustments to growth and execution assumptions embedded in valuation models.ナラティブの更新 • Dec 17
Salesforce Stock: When CRM Becomes the Brain of the Enterprise
Salesforce (NYSE: CRM) has spent years convincing enterprises to centralize customer data. That mission is largely complete.分析記事 • Dec 07
Salesforce, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders of Salesforce, Inc. ( NYSE:CRM ) will be pleased this week, given that the stock price is up 13% to US$261...ナラティブの更新 • Dec 06
CRM: Expanding AI In Customer Engagement Will Drive Long Term Shareholder Value
Analysts have modestly reduced their Salesforce price target to approximately $327 from about $331, citing a slightly higher discount rate, a lower assumed future P/E multiple, and competitive shifts in the CRM and customer engagement software landscape, even as they nudge up long term revenue growth and margin expectations. Analyst Commentary Recent Street commentary around Salesforce reflects a more balanced stance, with some shifting enthusiasm toward specialized customer engagement platforms while acknowledging Salesforce's scale and diversified product portfolio.ナラティブの更新 • Nov 22
CRM: Expanding AI Offerings Will Drive Shareholder Value Amid Competitive Pressures
Salesforce's analyst price target has edged lower, with analysts now projecting fair value at approximately $330.59 per share. This marks a decrease of about $4 from prior estimates, as recent research reflects lingering concerns over subdued core cloud growth and cautious near-term guidance, despite progress in AI-driven offerings.新しいナラティブ • Nov 04
Salesforce Stock: AI-Fueled Growth Is Real — But Can Margins Stay This Strong?
Salesforce (NYSE: CRM) delivered another strong quarter, proving it can grow revenue while expanding profitability—something investors have demanded for years. For Q2 fiscal 2026 (ended July 31, 2025), revenue climbed 10% year-over-year to $10.2 billion , with subscription and support revenue up 11% to $9.7 billion.ナラティブの更新 • Sep 04
AI Automation And Digital Reinvention Will Drive Industry Transformation
Amid concerns about softer near-term demand, subdued enterprise renewals, and limited immediate AI revenue impact—offset by long-term optimism around new product themes and margin expansion—analyst sentiment on Salesforce has turned more cautious, resulting in a consensus price target that remains unchanged at $344.64. Analyst Commentary Analysts are lowering price targets amid softer near-term demand signals, partner feedback indicating underwhelming Q2 activity, and subdued expectations for renewal business, particularly at the enterprise level.分析記事 • Aug 02
Are Investors Undervaluing Salesforce, Inc. (NYSE:CRM) By 30%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Salesforce fair value estimate is US$359 Current share price...分析記事 • Jul 07
Is Salesforce (NYSE:CRM) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 29
Shareholders Will Probably Hold Off On Increasing Salesforce, Inc.'s (NYSE:CRM) CEO Compensation For The Time Being
Key Insights Salesforce will host its Annual General Meeting on 5th of June CEO Marc Benioff's total compensation...Seeking Alpha • Apr 27
Salesforce: Software Has Crashed, Buy The Bursting AI Bubble
Summary Salesforce has become a cash flow story. Despite recent market volatility, I view CRM as being recession-resistant and a clear buying opportunity due to its robust business model. Consensus estimates may be optimistic, but I expect CRM to sustain 35%-40% net margins, offering potential for double-digit returns and possible multiple expansion. I reiterate my buy rating for CRM stock. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
Salesforce's Bet On Agentic AI Is Just Getting Started
Summary Salesforce's AI-powered Agentforce platform drives efficiencies, boosts customer satisfaction, and is seeing strong early adoption, with over 3,000 customers onboarded and significant internal productivity gains. Transitioning to a hybrid pricing model, Salesforce's consumption-based approach for AI agents and data usage introduces revenue unpredictability but aligns with industry trends and supports scalability. Salesforce reported robust financials for FY25, with $37.9 billion in revenue, a 33% non-GAAP operating margin, and a 50% YoY net income increase, showcasing strong operational leverage. Key growth catalysts include the upcoming launch of Agentforce 2dx and AgentExchange, expanding Salesforce's AI capabilities and creating new monetization opportunities through a developer ecosystem and pre-trained AI agents. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Salesforce's Rare Buying Opportunity Is Here, Thanks To The Much Needed Selloff
Summary CRM's recent selloff presents a compelling buying opportunity, supported by the durable enterprise demand for agentic AI products and the expanding margins. Thanks to the high double digits growth prospects observed in the global Agentic AI and Customer Relationship Management end markets, the company is likely to remain a clear market leader. Despite the mixed FY2026 guidance, CRM's growing multi-year RPO, robust cash flow, and healthy balance sheet already position it for robust long-term growth. This is significantly aided by the cheaper valuations, moderating short interest volume, and robust bullish support at the $270s ranges, with it offering investors with an excellent margin of safety. If anything, CRM has been utilizing its rich Free Cash Flow generation to return great value to long-term shareholders, with it highlighting the stock's highly compelling investment thesis. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy'
Summary I am upgrading Salesforce, Inc. to a “Buy” rating with a fair value of $320 per share due to its promising Data Cloud & AI growth. Salesforce reported 9% revenue growth and 13% adjusted operating profit growth, with a focus on margin improvement and cost management. Data Cloud & AI achieved $900 million in annual recurring revenue, representing 2.5% of total revenue, with significant future growth potential. Salesforce's guidance for FY 2026 includes 7%-8% revenue growth and 10%-11% operating cash flow growth, supported by margin expansion and strategic M&A. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Salesforce Is Likely To Beat Earnings Again
Summary Salesforce remains an attractive growth opportunity. I expect it to beat Q4 FY2025 consensus expectations despite recent EPS weakness and slowing cRPO growth. CRM's focus on cost control and robust free cash flow growth supports continued share repurchases and increasing dividends, enhancing shareholder value. Agentforce's early success and the massive potential of the AI agents market position Salesforce to be a major player in this expanding niche. Despite risks, including potential slower revenue impact from Agentforce and cRPO deceleration, CRM's undervaluation suggests a fair value with ~25% upside potential. Read the full article on Seeking Alpha株主還元
| CRM | US Software | US 市場 | |
|---|---|---|---|
| 7D | -1.4% | -1.0% | 1.3% |
| 1Y | -35.7% | -9.4% | 27.7% |
業界別リターン: CRM過去 1 年間で-9.4 % の収益を上げたUS Software業界を下回りました。
リターン対市場: CRMは、過去 1 年間で27.7 % のリターンを上げたUS市場を下回りました。
価格変動
| CRM volatility | |
|---|---|
| CRM Average Weekly Movement | 5.8% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: CRM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CRMの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 83,334 | Marc Benioff | www.salesforce.com |
セールスフォース社は、米国、欧州、アジア太平洋地域において、企業と顧客をつなぐ顧客関係管理テクノロジーサービスを提供しています。Agentforceは、エンタープライズグレードの自律型AIエージェントを大規模に構築、導入、管理し、人間とエージェントの協業を可能にします。Agentforce Salesは、人間の力とAIエージェントを統合したプラットフォームで、営業チームの販売、管理、営業プロセス全体の自動化を支援します；AIエージェントにコンテキストを提供し、顧客がサービスを統一するための基盤となるデータエンジン「Data 360」、ハイブリッド環境やマルチクラウド環境において、信頼できるデータを大規模に発見、統合、管理、提供できるAIデータ管理プラットフォーム「Informatica」、人とエージェントが連携し、知識、行動、データをリアルタイムにつなげるエージェント型企業のための会話型インターフェース「Slack」。また、マーケティング・プラットフォーム、さまざまな顧客接点でのショッピング体験を強化するコマース・サービス、統合および分析ソリューション、販売、サービス、マーケティング、コマースを一体化した中小企業向けスイート「セールスフォース・スターター」、サービス・エージェント、派遣業者、モバイル従業員を1つの集中型プラットフォームで結びつけ、作業のスケジュールや派遣、追跡、管理を可能にするフィールド・サービス・ソリューションも提供している。金融サービス、ヘルスケア、ライフサイエンス、製造業、自動車、政府部門にサービスを提供している。セールスフォース・インクは1999年に設立され、カリフォルニア州サンフランシスコに本社を置いている。
Salesforce, Inc. 基礎のまとめ
| CRM 基礎統計学 | |
|---|---|
| 時価総額 | US$146.50b |
| 収益（TTM） | US$7.46b |
| 売上高(TTM) | US$41.53b |
19.5x
PER（株価収益率3.5x
P/SレシオCRM は割高か？
公正価値と評価分析を参照収益と収入
| CRM 損益計算書（TTM） | |
|---|---|
| 収益 | US$41.53b |
| 売上原価 | US$9.27b |
| 売上総利益 | US$32.26b |
| その他の費用 | US$24.80b |
| 収益 | US$7.46b |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 9.12 |
| グロス・マージン | 77.68% |
| 純利益率 | 17.96% |
| 有利子負債／自己資本比率 | 24.4% |
CRM の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.0%
現在の配当利回り21%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/27 12:16 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Salesforce, Inc. 51 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。79
| アナリスト | 機関 |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |