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CRMNYSE/information technology

Salesforce, Inc.

$171.22Up+7,90 (+4,84%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Salesforce, Inc. operates in Application Software within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
165,92
Hoch
172,76
Tief
165,92
Marktkapitalisierung
140,23 Mrd.
KGV
19.86
52-Wochen-Hoch
--
Dividende
1.080%
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Growing Agentforce and Data 360 usage can deepen customer adoption and expand consumption-based revenue across Salesforce's installed base. The base case remains conditional on ai competition and execution staying manageable.
Bull case
Growing Agentforce and Data 360 usage can deepen customer adoption and expand consumption-based revenue across Salesforce's installed base. Integrating Informatica can strengthen Salesforce's enterprise data foundation and broaden the addressable opportunity for trusted agentic workflows. Expansion in current and total remaining performance obligations provides forward revenue visibility if customers deploy contracted services as expected.
Bear case
Rapid AI platform change and intense competition may require sustained investment without guaranteeing that new products achieve expected adoption or monetization. The Informatica acquisition increases integration complexity, acquired-intangible costs and financing obligations, creating execution and balance-sheet risk. Long enterprise sales cycles, spending scrutiny, service disruption, cybersecurity incidents or misuse of customer data could slow bookings and damage trust.
Thesis invalidation
Reassess the thesis if rapid AI platform change and intense competition may require sustained investment without guaranteeing that new products achieve expected adoption or monetization.

Key catalysts

  • Agentforce adoption

    Growing Agentforce and Data 360 usage can deepen customer adoption and expand consumption-based revenue across Salesforce's installed base.

  • Informatica integration

    Integrating Informatica can strengthen Salesforce's enterprise data foundation and broaden the addressable opportunity for trusted agentic workflows.

  • Contracted backlog

    Expansion in current and total remaining performance obligations provides forward revenue visibility if customers deploy contracted services as expected.

Principal risks

  • AI competition and execution

    Rapid AI platform change and intense competition may require sustained investment without guaranteeing that new products achieve expected adoption or monetization.

  • Acquisition integration and leverage

    The Informatica acquisition increases integration complexity, acquired-intangible costs and financing obligations, creating execution and balance-sheet risk.

  • Enterprise demand and trust

    Long enterprise sales cycles, spending scrutiny, service disruption, cybersecurity incidents or misuse of customer data could slow bookings and damage trust.

Latest earnings research

Q1 FY2027

Salesforce reported results for the quarter ended April 30, 2026, highlighting growth in subscription and support revenue, remaining performance obligations, Agentforce activity and Data 360 usage while raising the midpoint of full-year revenue guidance.

Valuation interpretation

  • A premium growth interpretation depends on Agentforce and Data 360 converting product usage into durable organic expansion beyond acquisition contributions.
  • Margin durability and cash generation should be weighed against integration costs, financing commitments and the investment required to compete in enterprise AI.

Peer research

ADBEPLTRSHOP

Recent news

Simply Wall St. · vor 3 Stunden

How a Major U.S. Air Force Fleet Deal At Salesforce (CRM) Has Changed Its Investment Story

Barrons.com · vor 6 Stunden

Why AppLovin Is One of the Worst S&P 500 Stocks Today

24/7 Wall St. · vor 7 Stunden

Ignore Wall Street and Buy Salesforce for its Agentic AI

Barrons.com · vor 8 Stunden

The AI Trade Has Flip Flopped (At Least for Today)

24/7 Wall St. · vor 8 Stunden

Forget Palantir as It Bounces Back and Get in Salesforce Before Wall Street Wakes Up to Real Value

Trefis · vor 9 Stunden

MSFT Stock Has Bounced From This Price Before. Now What?

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Salesforce Delivers Record First Quarter Fiscal 2027 ResultsSalesforce, Inc. · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/27 0:00:00

Open original source
Salesforce Investor RelationsSalesforce, Inc. · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended April 30, 2026Salesforce, Inc. · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/27 0:00:00

Open original source

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