Salesforce Inc

Salesforce Inc

CRM

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Market Cap$156.51B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Salesforce IncSalesforce Inc20.70.88%23%3.91.8

Earnings Call Q1 2027

May 27, 2026 - AI Summary

Strong quarter + profitability + cash generation (good) - Revenue $11.13B, +13% YoY nominal / +12% at constant currency (ahead of guide). - CRPO $33.6B, ~+14% nominal / +13% constant currency. - Profitability: non-GAAP operating margin 34.8% (+250 bps); GAAP operating margin 21.1% (+130 bps). - Cash flow: $6.7B operating cash flow (record cash flow messaging). - Shareholder returns: returned record levels; noted as confidence during “unusual time.”
AI agent momentum is the core growth engine (opportunity) - Huge adoption metrics: 28.6T tokens processed (+152% QoQ) and 3.8B “agentic work units” (+111% QoQ). - Agentforce demand strength: Agentforce ARR > $1B. - Platform expansion: BrentForce now powering every major application and is described as embedded across Salesforce apps. - Customer proof points (from prepared remarks + customer guests): - PenFed: call summarization and agentic workflow; reported ~30,000 minutes saved/day and ~3 minutes saved per conversation; also pre-procedure prep from 90 minutes to 90 seconds (via Slack-integrated workflows described in the video narrative). - UCLA Health: early-stage customer-facing chatbot/virtual concierge; emphasized oversight/testing protocols and scaling after an ~8-month first stage.
Financial outlook/forecast: modest revenue growth in Q2, cautious second-half assumptions, margins largely stable (key investor focus) - FY27 revenue guidance raised: to $45.9B–$46.2B (from prior guide). - Subscription & support growth expected ~11% YoY (constant currency). - Margin guidance: - Non-GAAP operating margin ~34.3%. - GAAP operating margin guidance ~20.6% (largely influenced by higher restructuring). - Q2 guidance: revenue $11.27B–$11.35B (~+10% at constant currency); CRPL growth expected ~+13% YoY constant currency. - They explicitly framed second-half reacceleration as enabled by Agentforce + Data 360 + Slack, but partially offset by other business softness.

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$265.75

Target Price by Analysts

39.4% upsideSalesforce Target Price DetailsTarget Price
$340.00

Current Fair Value

78.4% upside

Undervalued by 78.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$156.51 Billion
Enterprise Value$209.82 Billion
Dividend Yield$1.69 (0.88%)
Earnings per Share$7.85
Beta1.14
Outstanding Shares868,000,000

Return

Return on Equity23.44%ROE
Return on Assets7.52%
Return on Invested Capital12.14%

Valuation & Multiples

P/E Ratio20.67P/E Ratio
PEG56.29PEG
Price to Sales3.89Price to Sales
Price to Book Ratio4.89Price to Book Ratio
Enterprise Value to Revenue4.9
Enterprise Value to EBIT21.82
Enterprise Value to Net Income26
Total Debt to Enterprise0.3
Debt to Equity1.82Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 3, 2026
EPS Estimate
$3.13
Average shareholder expectation
Revenue Estimate
$11.06 B
Average shareholder expectation

Next Earnings Call

Expected Date
September 2, 2026
EPS Estimate
$3.24
Average shareholder expectation
Revenue Estimate
$11.32 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8959▼ 0.15%
Total Calls38,199,073▲ 78.01%
Total Puts34,224,239▲ 77.72%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %77.27%▼ 7.46%
Total Invested$137.16B▼ 32.01%
Investors Holding2,796▼ 270.00%

ESG Score

No data

About Salesforce.Com Inc

49,000 employees
CEO: Marc Benioff

Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers.

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and analysis for all tax bills. Its work directly influences corporate tax structures, capital investment incentives, and the overall tax burden on large companies like Salesforce.

Finance

This powerful committee controls taxation and trade policy. As a large, global corporation, Salesforce's corporate valuations are directly affected by tax legislation and its international operations by trade policy.

Judiciary

This committee's jurisdiction over antitrust laws and intellectual property directly impacts 'Big Tech' companies like Salesforce, influencing potential mergers, market competition, and the protection of its core software assets.

Commerce, Science, and Transportation

As a 'Big Tech' company, Salesforce is directly impacted by this committee's jurisdiction over interstate commerce, data privacy regulations, telecommunications (cloud infrastructure), and consumer protection (FTC).

Homeland Security and Governmental Affairs

Salesforce is a major vendor of software solutions to government agencies (federal contracting), and its products increasingly incorporate Artificial Intelligence, an area this committee is regulating, particularly in financial markets.