Salesforce (NYSE:CRM) Price Target Cut to $250.00 by Analysts at Stifel Nicolaus

Salesforce (NYSE:CRM) had its target price trimmed by Stifel Nicolaus from $300.00 to $250.00 in a report issued on Thursday morning,Benzinga reports. The brokerage currently has a buy rating on the CRM provider’s stock.

A number of other analysts have also recently weighed in on CRM. Robert W. Baird lowered their price target on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. KeyCorp lowered their target price on shares of Salesforce from $400.00 to $300.00 and set an “overweight” rating for the company in a research note on Tuesday. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Evercore decreased their price objective on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Finally, DA Davidson raised their price objective on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and an average target price of $284.06.

Salesforce Stock Performance

Shares of CRM stock opened at $199.38 on Thursday. The firm has a market cap of $186.82 billion, a price-to-earnings ratio of 25.53, a PEG ratio of 1.31 and a beta of 1.27. Salesforce has a 52-week low of $174.57 and a 52-week high of $304.92. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The company’s 50 day moving average is $225.28 and its 200 day moving average is $238.59.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a return on equity of 15.28% and a net margin of 17.96%.The business’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, sell-side analysts anticipate that Salesforce will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s dividend payout ratio is 22.16%.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director David Blair Kirk purchased 1,936 shares of the stock in a transaction on Wednesday, December 17th. The shares were bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the acquisition, the director owned 10,677 shares in the company, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Salesforce

A number of hedge funds and other institutional investors have recently made changes to their positions in CRM. Rockland Trust Co. raised its holdings in Salesforce by 1,145.6% during the third quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock worth $3,097,000 after purchasing an additional 12,017 shares in the last quarter. Alps Advisors Inc. increased its position in shares of Salesforce by 98.3% during the 3rd quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock valued at $5,085,000 after purchasing an additional 10,633 shares during the period. Midwest Trust Co raised its stake in shares of Salesforce by 2.3% in the 3rd quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock worth $44,336,000 after buying an additional 4,233 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of Salesforce by 15.1% in the third quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock valued at $113,420,000 after buying an additional 61,270 shares during the period. Finally, AGF Management Ltd. boosted its stake in Salesforce by 42.2% during the third quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock valued at $66,610,000 after buying an additional 83,403 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 results showed a big non‑GAAP EPS beat and double‑digit revenue growth, with Agentforce cited as a key growth driver — the earnings strength is the main bullish catalyst. Salesforce Crushed Earnings by 25% and Still Can’t Get Any Respect
• Positive Sentiment: Management authorized a $50 billion buyback, raised FY30 revenue ambition to ~$63B and increased the quarterly dividend — these capital‑return moves support EPS per‑share upside and signal confidence from the board. Salesforce targets $63B revenue by FY30 while expanding Agentforce and $50B buyback
• Positive Sentiment: Some brokers (e.g., Wedbush) reiterated bullish views and called CRM a long‑term AI winner, supporting a recovery narrative despite the recent sell‑off. Salesforce Stock Climbs After Earnings. Wedbush Calls It ‘Long-Term Winner’ of the AI Boom
• Neutral Sentiment: Wall Street reacted with many price‑target resets — several firms trimmed targets but maintained Buy/Overweight ratings, leaving consensus upside but also a wider target dispersion to watch. Salesforce’s AI Bet Is Paying Off—the Buyback Proves It
• Negative Sentiment: Revenue outlook/near‑term guidance was viewed as soft by some investors — the quarter’s guidance cadence (mid‑year weakness) pressured shares in after‑hours trading. Salesforce tops Q4 estimates but softer revenue guidance pressures shares
• Negative Sentiment: Analysts flagged mixed cloud momentum and cautioned on a near‑term growth slowdown even as AI adoption builds — raises the risk of cyclical softness before the AI inflection fully materializes. Salesforce faces near-term growth slowdown as AI inflection builds, Jefferies says
• Negative Sentiment: Several firms cut price targets (examples include Sanford Bernstein’s move to Underperform and multiple downward adjustments across banks), which can cap near‑term upside until guidance clarity improves. Analyst price target updates

Salesforce Company Profile

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.