CNBC · Aug 29, 2026
Op-ed: Salesforce just revealed the next battleground in AI — and it's not the models
For the past year, markets have vaporized roughly $2 trillion in software value by asking the wrong question about AI.
NYSE · CRM
Salesforce, Inc.
Technology · Software - Application
$256.00
Up+$3.95 (+1.57%)
Updated Aug 31, 2026, 12:55 PM
SID Score
7.7/10
Composite research score
Smart Money
53/100
Neutral
- Market cap
- 250.77B
- P/E ratio
- 34.69
- Dividend yield
- 0.81%
- 52-week range
- $146.32 – $269.11
- Volume
- 34.36M
- Avg. volume
- 8.62M
Price performance
CRM price history
1M range · 20 trading sessions · Daily adjusted prices
CRM closed at $256.00 after 20 trading sessions, up 37.67% for the selected period.
- Last close
- $256.00
- Period change
- +37.67%
- Period low
- $185.95
- Period high
- $256.00
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 28, 2026 | $250.47 | $263.53 | $249.00 | $256.00 | 34.36M |
| Aug 27, 2026 | $230.05 | $254.48 | $230.05 | $252.05 | 55.52M |
| Aug 26, 2026 | $199.94 | $206.44 | $198.95 | $205.62 | 14.89M |
| Aug 25, 2026 | $205.85 | $210.31 | $204.76 | $205.69 | 10.09M |
| Aug 24, 2026 | $208.42 | $213.17 | $207.39 | $209.06 | 9.59M |
| Aug 21, 2026 | $205.58 | $211.07 | $204.7261 | $209.17 | 9.69M |
| Aug 20, 2026 | $205.22 | $207.8795 | $203.00 | $205.43 | 11.48M |
| Aug 19, 2026 | $194.21 | $207.95 | $194.21 | $206.09 | 17.84M |
| Aug 18, 2026 | $194.09 | $199.41 | $193.23 | $196.14 | 14.15M |
| Aug 17, 2026 | $193.83 | $194.94 | $189.91 | $190.97 | 14.38M |
| Aug 14, 2026 | $202.75 | $204.40 | $195.32 | $196.21 | 8.66M |
| Aug 13, 2026 | $196.835 | $202.99 | $191.39 | $201.37 | 15.06M |
| Aug 12, 2026 | $192.00 | $196.50 | $191.78 | $193.32 | 12.79M |
| Aug 11, 2026 | $196.94 | $199.39 | $195.5001 | $197.47 | 11.17M |
| Aug 10, 2026 | $190.17 | $198.184 | $190.00 | $197.51 | 9.71M |
| Aug 7, 2026 | $191.09 | $194.70 | $190.60 | $192.74 | 11.39M |
| Aug 6, 2026 | $183.44 | $187.02 | $183.00 | $186.77 | 13.3M |
| Aug 5, 2026 | $193.28 | $194.94 | $190.425 | $192.98 | 9.61M |
| Aug 4, 2026 | $183.09 | $191.285 | $183.00 | $190.99 | 9.33M |
| Aug 3, 2026 | $188.99 | $193.70 | $185.90 | $185.95 | 13.23M |
Latest CRM news
The latest Smart Investors Daily articles mentioning CRM.
Stock researchCompany · Overview
CRM research
Overview
Company profile and research snapshot.
Company profile
Salesforce provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $324.17
- Implied upside
- —
- Analysts
- 35
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 27, 2026 | RBC Capital | Sector Perform | — |
| Aug 27, 2026 | UBS | Neutral | — |
| Aug 27, 2026 | Truist Securities | Buy | — |
| Aug 27, 2026 | DA Davidson | Neutral | — |
| Aug 27, 2026 | Morgan Stanley | Equal-Weight | — |
News briefing
No generated briefing is available yet.
ChartMill · Aug 28, 2026
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Benzinga · Aug 28, 2026
QUICK SPARK: Salesforce Stock Books Best Week Since August 2020
Salesforce closed up 24.31% for the week, its strongest run since August 2020 and the top S&P 500 performer, after an 80% Q2 EPS beat and Anthropic AI deal.
SeekingAlpha · Aug 28, 2026
Why Salesforce's Alliance With Anthropic Changes Everything
Salesforce (CRM) jumps 22% on Q2 2027 results and Anthropic AI deal.
AI research layers
Interpretive context generated from the platform’s current data sources.
Salesforce, Inc. Stock Performance
Salesforce, Inc. shares are trading at $256.00, reflecting a one-day gain of approximately 0.98% per SID market data. Over the trailing one-month period, the stock has surged $41.66, while the three-month return stands at $33.96, indicating sustained upward momentum. On a twelve-month basis, CRM has posted a modest gain of $7.24, suggesting much of the recent rally has been concentrated in the near term. The stock is trading well above both its 50-day moving average of $180.89 and its 200-day moving average of $190.40, according to SID market data. The 14-day relative strength index registers at 80.4, placing the stock firmly in overbought territory. CRM carries a beta of 1.253, indicating higher volatility relative to the broader market. Average daily trading volume stands at approximately 8.62 million shares, reflecting robust liquidity for institutional participants.
Salesforce, Inc. Valuation Analysis
Salesforce currently commands a market capitalization of approximately $250.77 billion, positioning it among the largest enterprise software companies globally. The stock trades at a price-to-earnings ratio of 34.69, according to SID market data, which sits above the broader Technology sector median and reflects a premium valuation tied to growth expectations. However, the PEG ratio of 4.09 indicates that the current P/E significantly exceeds the company's projected earnings growth rate, per SEC filings. The price-to-book ratio stands at 4.17, consistent with asset-light software business models that derive value primarily from intellectual property and recurring revenue streams. Salesforce has introduced a dividend program with a current yield of approximately 0.63%, a relatively recent addition to its capital return strategy. At these valuation levels, the stock's pricing reflects elevated expectations for continued margin expansion and revenue growth across the Salesforce platform ecosystem.
Smart Money Activity for CRM
Salesforce registers a composite smart money score of 54 out of 100, reflecting a neutral overall signal per SID market data. Institutional positioning is notably strong, scoring a maximum 25 out of 25, indicating sustained conviction from major fund managers and asset allocators. Congressional trading activity scores 15.6 out of 25, suggesting moderate but notable interest from lawmakers with disclosed positions. Dark pool activity registers at 13.0 out of 25, pointing to average levels of off-exchange institutional block trading. Insider activity scores 0.0 out of 25, the lowest component, which aligns with recent transaction data. According to SEC Form 4 filings, there have been 20 insider trades in the last 90 days, comprising 8 purchases and 12 sales. The net selling bias among corporate insiders contrasts sharply with the perfect institutional score, creating a divergence between internal executives and external institutional holders. This split contributes to the overall neutral composite reading despite strong institutional backing.
Salesforce, Inc. Earnings Outlook
Salesforce has delivered a consistent pattern of earnings beats across recent quarters, according to company earnings reports. In the most recently reported quarter, the company posted earnings per share of $5.90 against a consensus estimate of $3.09, representing a substantial surprise of $2.81. The prior quarter showed EPS of $3.88 versus estimates of $2.96, a positive surprise of $0.92, while the quarter before that delivered $3.81 against expectations of $2.69, beating by $1.12. These three consecutive beats reflect significant margin expansion driven by cost discipline and operational efficiency initiatives. Looking ahead, analyst estimates project EPS of $3.09 for the upcoming quarter with results expected on September 2, 2026. The magnitude of recent surprises suggests consensus estimates may continue to lag actual performance, though the narrowing gap between estimates and actuals across sequential quarters indicates analysts are gradually adjusting their models upward.
Wall Street Analyst Ratings for CRM
Wall Street coverage of Salesforce following the latest earnings report reflects a predominantly cautious stance despite the company's strong operational results. According to SID consensus data, five analyst updates were issued on August 27, 2026, with the majority maintaining hold-equivalent ratings. RBC Capital reiterated its Sector Perform rating, while UBS maintained a Neutral stance and DA Davidson also held at Neutral. Morgan Stanley continued with an Equal-Weight designation. Truist Securities stood as the notable exception, reiterating a Buy rating on the stock. All five analysts maintained their prior ratings rather than issuing upgrades, indicating that the recent earnings beat and stock price appreciation had already been anticipated or priced in per Wall Street analyst reports. The concentration of neutral-leaning ratings from major banks such as Morgan Stanley and UBS suggests institutional analysts view the current valuation as fairly reflecting Salesforce's fundamentals, with limited catalysts for near-term multiple expansion at these elevated levels.
