Roth Mkm Lowers Salesforce (NYSE:CRM) Price Target to $325.00

Salesforce (NYSE:CRM) had its target price lowered by equities researchers at Roth Mkm from $395.00 to $325.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the CRM provider’s stock. Roth Mkm’s price target points to a potential upside of 65.43% from the stock’s previous close.

CRM has been the topic of several other reports. KeyCorp dropped their target price on shares of Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a report on Tuesday. Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 target price on shares of Salesforce in a report on Thursday, December 4th. Weiss Ratings restated a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. Oppenheimer decreased their price objective on Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday. Finally, BMO Capital Markets cut their target price on Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $288.86.

Salesforce Trading Up 2.5%

Shares of NYSE:CRM traded up $4.70 during mid-day trading on Thursday, reaching $196.45. The stock had a trading volume of 16,657,056 shares, compared to its average volume of 12,253,600. The firm has a market cap of $184.08 billion, a PE ratio of 26.19, a price-to-earnings-growth ratio of 1.26 and a beta of 1.27. The firm has a 50 day simple moving average of $226.45 and a two-hundred day simple moving average of $238.86. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce has a twelve month low of $174.57 and a twelve month high of $304.92.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The business’s quarterly revenue was up 12.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.78 earnings per share. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, research analysts predict that Salesforce will post 7.46 EPS for the current fiscal year.

Insider Activity

In other news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total value of $31,605,171.40. Following the completion of the sale, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Salesforce

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CRM. Rockland Trust Co. increased its stake in Salesforce by 1,145.6% in the third quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock valued at $3,097,000 after acquiring an additional 12,017 shares during the last quarter. Alps Advisors Inc. increased its stake in shares of Salesforce by 98.3% in the 3rd quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock valued at $5,085,000 after purchasing an additional 10,633 shares during the last quarter. Midwest Trust Co raised its holdings in shares of Salesforce by 2.3% during the 3rd quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock worth $44,336,000 after buying an additional 4,233 shares in the last quarter. Jones Financial Companies Lllp lifted its position in shares of Salesforce by 15.1% during the 3rd quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock worth $113,420,000 after buying an additional 61,270 shares during the last quarter. Finally, AGF Management Ltd. boosted its stake in Salesforce by 42.2% in the third quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock valued at $66,610,000 after buying an additional 83,403 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 earnings beat and AI traction — Salesforce reported non-GAAP EPS of $3.81 (well above consensus) and revenue roughly in line with expectations; management highlighted Agentforce (agentic AI) momentum as a driver of commercial traction. Salesforce Q4 Earnings Beat
• Positive Sentiment: Big capital return boost — Management authorized a $50 billion buyback and raised the quarterly dividend (~5.8% increase), signaling confidence and supporting EPS per-share upside. CNBC: $50B Buyback
• Positive Sentiment: Upbeat FY27 EPS guide — Salesforce raised FY27 EPS guidance (13.11–13.19) and issued Q1 EPS guidance above Street estimates, suggesting margin leverage and near‑term earnings strength. Company Press Release
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Wedbush) reiterated bullish ratings while others kept holds; the street consensus remains polarized between Buy and Hold views. TipRanks / Citi Hold
• Neutral Sentiment: Macro/sector context — Broader SaaS volatility and AI‑disruption debate continue to drive sentiment swings that can amplify moves in CRM despite company-level fundamentals. MarketBeat: SaaS sector context
• Negative Sentiment: Price-target cuts and downgrades — Multiple analysts cut targets this morning (RBC 290→210; Barclays 265→252; Stifel 300→250; BMO 235→225), which can cap upside and sustain selling pressure. Benzinga: Analyst Target Changes
• Negative Sentiment: Near-term revenue/growth concerns — Some outlets flagged guidance/revenue commentary as softer than hoped, and ongoing investor worry that AI could compress long-term SaaS pricing/usage is keeping multiple investors cautious. Proactive: Softer Revenue Reaction

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.