Salesforce (CRM)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$222.41-2.07%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
Research Workspace
Put CRM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 11% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 14%.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 43% in its worst 12-month stretch.
View RiskSalesforce's AI engine has to keep compounding to justify the price. Revenue grew 11% year over year in the latest quarter. The company beat earnings estimates by 151% in that period. It trades at 14x earnings versus a 26x peer median. The price reflects less growth than we forecast. A guidance cut would be a meaningful negative for the stock. Peer multiples imply a price roughly in line with where it trades. This read is provisional.
Trailing returns as of 2026-11-05. CRM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 56 analysts currently covering CRM (as of Nov 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CRM in the last 4 months.
Continue this research
Compare CRM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CRM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CRM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Execute $25B Accelerated Share Repurchase
Credit downgrade signals rising leverage risk from buybacks.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Current $222.41
The last 12 months of price, then the range of analyst 12-month targets from today’s $222.41.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported acquisition expands Salesforce’s defense presence, but its strategic and financial impact remains unquantified.
Usage-based AI billing and Agent Fabric controls support monetizing and governing AI agents.
Reported Braze acquisition could expand customer engagement capabilities, but price and integration effects are unclear.
Reported $5.66 billion Braze deal may expand engagement capabilities; strategic and financial impact remains uncertain.
Advances: Integrate Informatica acquisition to enhance AI and data capabilities
AI integration supports growth and enhances competitive positioning.
Advances: Accelerated share repurchase of $25 billion
Reported $50 billion repurchase materially exceeds the tracked $25 billion capital-return objective.
Advances: Integrate Informatica acquisition to enhance AI and data capabilities
AWS native Salesforce data connectors broaden AI data access, supporting the Informatica-enabled data strategy.