Salesforce Management
Management criteria checks 3/4
Salesforce's CEO is Marc Benioff, appointed in Feb 1999, has a tenure of 27.25 years. total yearly compensation is $49.38M, comprised of 3.1% salary and 96.9% bonuses, including company stock and options. directly owns 2.69% of the company’s shares, worth $3.89B. The average tenure of the management team and the board of directors is 2.9 years and 10 years respectively.
Key information
Marc Benioff
Chief executive officer
US$49.4m
Total compensation
| CEO salary percentage | 3.14% |
| CEO tenure | 27.3yrs |
| CEO ownership | 2.7% |
| Management average tenure | 2.9yrs |
| Board average tenure | 10yrs |
Recent management updates
Recent updates
Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4%
Apr 30
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.
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.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.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.
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.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.Salesforce, Inc. (NYSE:CRM) May Have Run Too Fast Too Soon With Recent 28% Price Plummet
Feb 06
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.
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.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.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.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.Salesforce, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next
Dec 07CRM: 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.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.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.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.Are Investors Undervaluing Salesforce, Inc. (NYSE:CRM) By 30%?
Aug 02
Is Salesforce (NYSE:CRM) A Risky Investment?
Jul 07Shareholders Will Probably Hold Off On Increasing Salesforce, Inc.'s (NYSE:CRM) CEO Compensation For The Time Being
May 29Salesforce: Software Has Crashed, Buy The Bursting AI Bubble
Apr 27Salesforce's Bet On Agentic AI Is Just Getting Started
Apr 19Salesforce's Rare Buying Opportunity Is Here, Thanks To The Much Needed Selloff
Mar 27Salesforce Q4: Growing Data Cloud And AI, Upgrade To 'Buy'
Feb 27Salesforce Is Likely To Beat Earnings Again
Feb 20Salesforce: Waiting For A Major Catalyst In February
Feb 11CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jan 31 2026 | US$49m | US$2m | US$7b |
| Oct 31 2025 | n/a | n/a | US$7b |
| Jul 31 2025 | n/a | n/a | US$7b |
| Apr 30 2025 | n/a | n/a | US$6b |
| Jan 31 2025 | US$55m | US$2m | US$6b |
| Oct 31 2024 | n/a | n/a | US$6b |
| Jul 31 2024 | n/a | n/a | US$6b |
| Apr 30 2024 | n/a | n/a | US$5b |
| Jan 31 2024 | US$40m | US$2m | US$4b |
| Oct 31 2023 | n/a | n/a | US$3b |
| Jul 31 2023 | n/a | n/a | US$2b |
| Apr 30 2023 | n/a | n/a | US$379m |
| Jan 31 2023 | US$30m | US$2m | US$208m |
| Oct 31 2022 | n/a | n/a | US$278m |
| Jul 31 2022 | n/a | n/a | US$536m |
| Apr 30 2022 | n/a | n/a | US$1b |
| Jan 31 2022 | US$29m | US$2m | US$1b |
| Oct 31 2021 | n/a | n/a | US$2b |
| Jul 31 2021 | n/a | n/a | US$2b |
| Apr 30 2021 | n/a | n/a | US$4b |
| Jan 31 2021 | US$26m | US$2m | US$4b |
| Oct 31 2020 | n/a | n/a | US$4b |
| Jul 31 2020 | n/a | n/a | US$2b |
| Apr 30 2020 | n/a | n/a | -US$167m |
| Jan 31 2020 | US$26m | US$2m | US$126m |
Compensation vs Market: Marc's total compensation ($USD49.38M) is above average for companies of similar size in the US market ($USD14.54M).
Compensation vs Earnings: Marc's compensation has been consistent with company performance over the past year.
CEO
Marc Benioff (60 yo)
27.3yrs
Tenure
US$49,379,252
Compensation
Mr. Marc R. Benioff Co-Founded Salesforce.com, Inc. in February 1999 and had been its Chief Executive Officer February 2020 until November 30, 2021 and served as its Co-Chief Executive Officer since Novemb...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$49.38m | 2.69% $ 3.9b | |
| President & Chief Revenue Officer | 2.9yrs | US$18.70m | 0.0023% $ 3.4m | |
| President | 1.2yrs | US$28.45m | 0.0059% $ 8.5m | |
| President | 6.4yrs | US$20.58m | 0.0084% $ 12.1m | |
| President and Chief Strategy Officer | no data | US$15.19m | no data | |
| Co-Founder | 27.3yrs | US$14.55m | 0.24% $ 344.9m | |
| President | less than a year | no data | no data | |
| President | 2.8yrs | US$14.08m | 0.0010% $ 1.5m | |
| President & Chief Marketing Officer | less than a year | no data | no data | |
| Executive VP & Chief Accounting Officer | 4.7yrs | no data | 0.0017% $ 2.5m | |
| Senior Vice President of Technology | no data | no data | no data | |
| Executive Vice President of Investor Relations | no data | no data | no data |
2.9yrs
Average Tenure
58yo
Average Age
Experienced Management: CRM's management team is considered experienced (2.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$49.38m | 2.69% $ 3.9b | |
| President | 12.7yrs | US$28.45m | 0.0059% $ 8.5m | |
| Co-Founder | 7.8yrs | US$14.55m | 0.24% $ 344.9m | |
| Chairperson & CEO of ASEAN | 6.1yrs | no data | no data | |
| Lead Independent Director | 3.2yrs | US$504.82k | 0.00063% $ 909.8k | |
| Independent Director | 20.6yrs | US$374.85k | 0.0011% $ 1.6m | |
| Independent Director | 19.7yrs | US$374.85k | 0.00042% $ 606.5k | |
| Independent Director | 10yrs | US$399.85k | 0.00095% $ 1.4m | |
| Independent Director | 12.7yrs | US$424.85k | 0.0020% $ 2.9m | |
| Independent Director | 3.2yrs | no data | no data | |
| Chairman of the Board - ALS ONE | no data | no data | no data | |
| Independent Director | 3.2yrs | US$424.85k | 0.00055% $ 794.3k |
10.0yrs
Average Tenure
65.5yo
Average Age
Experienced Board: CRM's board of directors are seasoned and experienced ( 10 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/01 04:02 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Salesforce, Inc. is covered by 78 analysts. 53 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |