$CRM

Salesforce Inc

15 analysts · 2 active debates
SENTIMENT
73% BULL
STANCE FLIPS · 7d
0
LAST VERDICT
BULL
NEXT EARNINGS
See filings
AS OF MAY 8

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WHERE ANALYSTS DISAGREE ON CRM
updated 13D AGO
$CRM
13d

Long-Term Salesforce Buy Thesis

BULL CASE

"CRM should be viewed as a value opportunity even with AI-agent anxiety because free cash flow is solid and the company is still growing (just slower), yet the market is punishing it on a “low-quality” earnings beat and guidance that falls below its ~15% 5-year average."

Everything MoneyANALYST
“3 Most Undervalued Stocks to Buy Now (Massive Upside Potential)”
Apr 28, 2026
BEAR CASE

"Salesforce is acting like a relative-weakness name in this rally — I’ve been profiting from puts as it underperforms the broader up-move."

Stocks with JoshANALYST
“LOCK OUT RALLY 🚀 Winners & Lossers 💲 Don't Ignore these STOCKS”
Apr 9, 2026
ANALYST SENTIMENT · 10 TAKES
9 BULL · 90%10% · 1 BEAR
$CRM
14d

AI Skepticism Impact on SaaS

BULL CASE

"CRM is a value buy after a sharp drawdown because the AI narrative overstates the risk of Salesforce becoming obsolete, while fundamentals support upside via strong free cash flow (14.4B last year vs 7.4B net income) and cheap valuation (<12x last-year FCF)."

Everything MoneyANALYST
“Every Stock I'm Buying Right Now | 12 New Buys”
Apr 20, 2026
BEAR CASE

"CRM is cited as an example of software moats getting unwound by AI-driven abundance, implying valuation pressure even when reported earnings are still “fine.”"

BanklessANALYST
“AI Is Destroying Every Moat Except Bitcoin | Jordi Visser”
Apr 27, 2026
ANALYST SENTIMENT · 4 TAKES
1 BULL · 25%75% · 3 BEAR
STANCE FLASH · CRM
— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —
ANALYST COVERAGE
Everything Money — YouTube finance analystBankless — YouTube finance analystJoseph Carlson After Hours — YouTube finance analyst
— Covered by Everything Money · Bankless · Joseph Carlson After Hours

What is the latest research on CRM?

COMPLETE ANALYSIS HISTORY · 3 TAKES
EMEverything Money — YouTube finance analystEverything Money13d ago
BULL$CRM

"CRM should be viewed as a value opportunity even with AI-agent anxiety because free cash flow is solid and the company is still growing (just slower), yet the market is punishing it on a “low-quality” earnings beat and guidance that falls below its ~15% 5-year average."

@ ~$400.38
"3 Most Undervalued Stocks to Buy Now (Massive Upside Potential)"
BBankless — YouTube finance analystBankless14d ago
BEAR$CRM

"CRM is cited as an example of software moats getting unwound by AI-driven abundance, implying valuation pressure even when reported earnings are still “fine.”"

@ ~$216.61
"AI Is Destroying Every Moat Except Bitcoin | Jordi Visser"
JCJoseph Carlson After Hours — YouTube finance analystJoseph Carlson After Hours20d ago
BEAR$CRM

"CRM is in the gutter and I’m not convinced the promised Cenamed Agent Albert / Agentforce upgrade fixes the underlying weakness, even as management claims it will boost adoption and word-of-mouth."

@ ~$670.91
"Analyst Warns Things Could Get Much Worse"