Salesforce’s (CRM) “Outperform” Rating Reaffirmed at Wedbush

Salesforce (NYSE:CRM)‘s stock had its “outperform” rating reiterated by equities researchers at Wedbush in a research note issued on Tuesday,Benzinga reports. They currently have a $375.00 price objective on the CRM provider’s stock. Wedbush’s price objective would indicate a potential upside of 110.68% from the company’s previous close.

Other equities analysts have also issued reports about the company. Bank of America dropped their price target on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research note on Monday, November 17th. Arete Research raised Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. TD Cowen reiterated a “buy” rating on shares of Salesforce in a research report on Friday. DA Davidson raised their target price on shares of Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Finally, Mizuho decreased their price target on shares of Salesforce from $340.00 to $280.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $304.33.

Salesforce Trading Down 3.9%

Shares of CRM stock opened at $178.00 on Tuesday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The company has a market cap of $166.79 billion, a price-to-earnings ratio of 23.76, a PEG ratio of 1.26 and a beta of 1.27. Salesforce has a 1 year low of $174.57 and a 1 year high of $313.70. The firm has a fifty day moving average price of $229.16 and a 200-day moving average price of $239.57.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating the consensus estimate of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the business earned $2.41 earnings per share. Salesforce’s quarterly revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, equities analysts predict that Salesforce will post 7.46 earnings per share for the current year.

Insider Activity

In related 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 transaction of $929,259.10. Following the transaction, the director directly owned 7,299 shares in the company, 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 SEC, which is accessible through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction 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 position. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Salesforce

Large investors have recently bought and sold shares of the business. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce during the fourth quarter worth $25,000. Marquette Asset Management LLC bought a new stake in Salesforce during the 3rd quarter valued at about $26,000. Board of the Pension Protection Fund bought a new stake in Salesforce during the 4th quarter valued at about $26,000. Key Capital Management INC purchased a new stake in Salesforce in the 4th quarter valued at about $26,000. Finally, Gilpin Wealth Management LLC bought a new position in Salesforce in the 4th quarter worth about $26,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Acquisition and AI product build-out — Salesforce agreed to acquire Momentum to boost conversational and unstructured-data ingestion for Agentforce and Slackbot, expanding its “agentic AI” capabilities that management is selling as a key growth vector. This strengthens Salesforce’s product moat in AI-driven sales and support automation. Salesforce AI Deals Test Investor Patience As Valuation Screens Attractive
• Positive Sentiment: Partnerships and governance moves — New tie-ups (GoDaddy for identity verification, REI Systems for governance, deeper work with Asymbl) aim to de-risk enterprise AI adoption and integrate human+AI workflows, which can accelerate enterprise sales cycles if customers adopt. Salesforce AI Deals Test Investor Patience As Valuation Screens Attractive
• Neutral Sentiment: Earnings and near-term volatility — Salesforce reports quarterly results after the close Wednesday; markets expect a significant post-earnings move, so short-term direction will likely follow beats/misses on revenue, AI monetization progress and margin trends. Here’s How Much Salesforce Stock Is Expected to Move After Earnings Wednesday
• Neutral Sentiment: Analyst consensus and options flow — Coverage remains broad (31 analysts reviewed) and options activity shows traders positioning for large moves; that amplifies upside and downside risk around the print. Watch implied volatility and major analysts’ post-earnings reactions. A Glimpse Into The Expert Outlook On Salesforce Through 31 Analysts
• Negative Sentiment: Price-target cuts and near-term skepticism — Several major Wall Street firms cut Salesforce price targets ahead of the quarter, reflecting concerns about growth deceleration, margin sustainability and the timeline for AI revenue contribution. Those revisions are pressuring sentiment. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Investor patience and automation concerns — Coverage notes that job cuts/automation messaging and heavy AI spending create ambiguity about near-term returns; some investors are skeptical about timing and execution, which can weigh on the stock until clearer revenue/margin proof points emerge. Did Salesforce’s (CRM) AI Agent Push and Job Cuts Just Recast Its Automation-Driven Investment Narrative?

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.