Salesforce (CRM)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-07-07
$169.51+2.33%
Close 2026-07-07 · 1-day change
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Track CRM free→Salesforce grows revenue about 11% yearly, reaching $46 billion in FY27. Profit margins stay strong near 21%. The company plans a $25 billion accelerated share repurchase. Operating cash flow grows 9% to 10% in FY27, supporting financial strength.
Salesforce faces pressure from volatile management and a recent 19% price drop. Growth could slow below 11%, and margins might compress below 20%. Execution risks on the large share repurchase program could weigh on capital allocation.
The market price is about 35% below our fair value near $260 and reflects roughly 11% revenue growth. Our view aligns with consensus revenue growth but sees risk from recent share price weakness and management volatility.
Breaks if: Failure to execute or significant delay in $25 billion share repurchase
Salesforce has committed to repurchasing $25 billion of its common stock through accelerated share repurchase agreements.
Newly stated in 2026-Q1. Salesforce announced a $25 billion accelerated share repurchase program. This significant capital allocation move was disclosed in March 2026, indicating a strategic focus on returning capital to shareholders. The announcement marks a substantial commitment, but as it is newly stated, the trajectory of execution remains to be seen.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Salesforce announced the prepayment and initial share delivery under the $25 billion ASR agreements.”
Breaks if: Operating cash flow growth falls below 9% in FY27
Salesforce aims for a 9% to 10% year-over-year growth in operating cash flow for FY27.
Newly stated in 2026-Q1. Cash from operating activities increased from $6.24B in 2025-Q1 to $6.70B in 2027-Q1, supporting the FY27 operating cash flow growth guidance of 9% - 10%. The trajectory is delivering against the guidance.
“Initiates full year FY27 operating cash flow growth guidance of approximately 9% - 10% Y/Y.”
Breaks if: Operating margin falls below 20.9% in FY27
Salesforce aims for a 9% to 10% year-over-year growth in operating cash flow for FY27.
Newly stated in 2026-Q1. Cash from operating activities increased from $6.24B in 2025-Q1 to $6.70B in 2027-Q1, supporting the FY27 operating cash flow growth guidance of 9% - 10%. The trajectory is delivering against the guidance.
“Initiates full year FY27 operating cash flow growth guidance of approximately 9% - 10% Y/Y.”
Breaks if: Revenue falls below $45.9 billion in FY27
Salesforce has set its FY27 revenue guidance between $45.8 billion and $46.2 billion.
Stated in 2 of last 2 quarters. Revenue grew from $9.13B in 2025-Q1 to $11.13B in 2027-Q1, indicating progress towards the FY27 revenue guidance of $45.8B to $46.2B. The trajectory is delivering against the guidance.
“Raises midpoint of full year FY27 revenue guidance to $45.9 billion to $46.2 billion.”
“Initiates full year FY27 revenue guidance of $45.8 billion to $46.2 billion.”