Salesforce (NYSE:CRM) Given New $225.00 Price Target at BMO Capital Markets

Salesforce (NYSE:CRM) had its price target cut by equities researchers at BMO Capital Markets from $235.00 to $225.00 in a report released on Thursday. The firm currently has an “outperform” rating on the CRM provider’s stock. BMO Capital Markets’ price target would suggest a potential upside of 17.07% from the company’s previous close.

A number of other brokerages have also recently issued reports on CRM. BTIG Research reiterated a “buy” rating on shares of Salesforce in a report on Thursday. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Macquarie Infrastructure upped their price objective on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Wolfe Research reissued an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. Finally, Wall Street Zen raised Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. One investment 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 company currently has an average rating of “Moderate Buy” and a consensus price target of $298.39.

Salesforce Stock Performance

Shares of CRM opened at $192.19 on Thursday. The company’s 50 day moving average price is $226.45 and its 200 day moving average price is $238.86. The company has a market capitalization of $180.08 billion, a PE ratio of 25.66, a PEG ratio of 1.26 and a beta of 1.27. Salesforce has a 52 week low of $174.57 and a 52 week high of $313.70. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.76. The business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.Salesforce’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same period last year, the company 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. Research analysts expect 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 business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director directly owned 7,299 shares of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction 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 transaction, the insider 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 position. The SEC filing for this sale provides additional information. Insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Salesforce

A number of hedge funds have recently added to or reduced their stakes in CRM. Aspire Growth Partners LLC increased its holdings in shares of Salesforce by 1.2% in the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after purchasing an additional 39 shares in the last quarter. Lifeworks Advisors LLC increased its holdings in Salesforce by 2.9% in the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock valued at $387,000 after purchasing an additional 40 shares during the last quarter. Benchmark Financial Wealth Advisors LLC increased its stake in shares of Salesforce by 4.4% in the 2nd quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock valued at $270,000 after acquiring an additional 42 shares during the last quarter. Abacus Planning Group Inc. raised its position in shares of Salesforce by 3.1% in the 3rd quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock valued at $337,000 after acquiring an additional 43 shares during the period. Finally, Byrne Asset Management LLC boosted its stake in Salesforce by 1.0% during the 4th quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock worth $1,147,000 after acquiring an additional 43 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 results beat on the bottom line and revenue held up — adjusted EPS $3.81 vs. $3.05 consensus and revenue $11.20B (~12% YoY). Strong EPS beat is the main near-term catalyst. MarketBeat Q4 Results
• Positive Sentiment: Management raised earnings guidance sharply — FY‑2027 EPS guide of ~13.11–13.19 and Q1 EPS guide above consensus — which supports valuation and helped lift sentiment despite mixed revenue wording. Reuters Guidance Report
• Positive Sentiment: Share buyback — company committed to a large repurchase program (reported as $50B), which is a strong capital-return signal and typically supports near-term stock demand. CNBC Buyback Article
• Positive Sentiment: Dividend increase — quarterly payout raised to $0.44 (5.8% hike), modest yield but a sign of shareholder-friendly policy. (Company announcement)
• Neutral Sentiment: Wall Street split — Wedbush reiterated Outperform with a high target, showing continued bull conviction, while other firms adjusted targets; these mixed analyst views leave momentum uneven. Wedbush Reiterate
• Neutral Sentiment: KeyCorp trimmed its price target (from a higher prior level to $300) but kept an overweight stance — reduces upside expectations from some bulls but still signals confidence. KeyCorp PT Change
• Negative Sentiment: Revenue growth/guidance nuance and AI fears weigh — some investors focused on mixed/timid revenue language and the sector-wide worry that AI could compress long-term SaaS pricing, which pressured the stock after the print. Proactive: Softer Revenue Guidance
• Negative Sentiment: After‑hours pressure and critique of metrics — third‑party coverage highlighted some metrics below expectations and increased cautious commentary (including reports of post‑earnings weakness), keeping volatility elevated. QuiverQuant Post‑Earnings Coverage

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.