Market Cap
$188.9B
CRM
Salesforce, Inc.
$233.70 ▼ -1.26%
Prev close $236.69Market cap$188.9B
ConsensusBuy
12-mo target$283.36 (+21.2%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional ExitsCongressional Activity (4) Cloud & SaaS
Snapshot
The big-picture read on CRM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (75%)
Inst. Holders
50 funds
Inst. Value
$83.5B
Inst. Activity
29 buys / 21 sells
Insider Activity
$999.5K buy / $1.2M sell
Insider Net $
-$173.3K
Social Sentiment
57° Neutral
SEC Reports
17
Congressional
17 trades
Price chart 30d -9.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 Insider
Milano Miguel acquired via exercise 1,015 shares
President and COO
Sep 22, 2026 Insider
Milano Miguel surrendered for taxes 400 shares
President and COO @ $233.28 ($93.3K)
Sep 22, 2026 Insider
Milano Miguel acquired via exercise 1,526 shares
President and COO
Sep 18, 2026 short_volume
Short Volume: CRM — 68.8% short (2.4M / 3.5M)
Short: 2,389,775 | Exempt: 8,983 | TRF Vol: 3,472,396 | Short Ratio: 68.8% | Off-exchange volume (da
Aug 14, 2026 Congress
Tony Wied buy
$15,001 - $50,000 — House
Aug 10, 2026 Congress
Jul 21, 2026 SEC Ro Khanna buy
$1,001 - $15,000 — House
Morgan Stanley downgrades CRM to Equal-Weight — PT $185 (-35.5%)
ANALYST-DOWNGRADE — Impact 4/10
CLSA initiates CRM at Hold — PT $165 (-3.4%)
ANALYST-UPGRADE — Impact 4/10
Analyst ratings buy % -1.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
75% rate it Buy or better · 59 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Sep 18, 2026 | Stephens & Co. | REITERATE | Equal-Weight | 54% |
| Sep 18, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 17, 2026 | Freedom Broker | MAINTAIN | Buy | 66% |
| Sep 17, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Sep 17, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 17, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Sep 17, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 17, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 17, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 14 | 30 | 13 | 1 | 1 | 75% | |
| Aug 1, 2026 | 14 | 29 | 13 | 1 | 1 | 74% | |
| Jul 1, 2026 | 13 | 31 | 12 | 1 | 1 | 76% | |
| Jun 1, 2026 | 12 | 31 | 13 | 1 | 1 | 74% | |
| May 1, 2026 | 13 | 31 | 13 | 0 | 1 | 76% | |
| Apr 1, 2026 | 14 | 30 | 13 | 0 | 1 | 76% | |
| Mar 1, 2026 | 14 | 30 | 13 | 0 | 1 | 76% | |
| Feb 1, 2026 | 15 | 29 | 13 | 0 | 1 | 76% |
Price targets
Where 54 covering analysts think CRM trades over the next 12 months.
$283.36 +21.2% upside Strong Buy
Current$233.70 Low$160.00 Median$282.50 High$475.00 54 analysts
$160.00$475.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood -9.1%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Apollo: AI Adoption Is Spreading. AI Spending Is Concentrating
▲ 1 · 💬 1· ⚡ 0.5
Dario's Comments and Hedging
▲ 1 · 💬 8· ⚡ 0.5
My completely regarded analysis of the AI trade. Read before you buy 0DTEs.
▲ 1 · 💬 5· ⚡ 0.5
My completely regarded analysis of the AI trade. Read before you buy 0DTEs.
▲ 1 · 💬 0· ⚡ 0.5
CRM Gain
▲ 1 · 💬 4· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 4 bullish, 3 bearish, 2 mixed, 8 neutral · avg impact 3.8/10.
BULLISHANALYST-UPGRADE3/10
Guggenheim upgrades CRM to Buy from Neutral — PT $228 (+45.5%)
Jul 1, 2026
BEARISHANALYST-DOWNGRADE4/10
Morgan Stanley downgrades CRM to Equal-Weight — PT $185 (-35.5%)
Jul 21, 2026
BEARISHANALYST-UPGRADE4/10
CLSA initiates CRM at Hold — PT $165 (-3.4%)
Jul 20, 2026
MIXEDINST-CLUSTER5/10
Salesforce (CRM) saw a mixed institutional cluster in Q2 2026: 15 buyers accumulated $2.21B in new h
Aug 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
short_volume
Short Volume: CRM — 68.8% short (2.4M / 3.5M)
Short: 2,389,775 | Exempt: 8,983 | TRF Vol: 3,472,396 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: CRM — 55.6% short (2.9M / 5.2M)
Short: 2,869,468 | Exempt: 5,174 | TRF Vol: 5,163,685 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: CRM — 64.3% short (2.3M / 3.5M)
Short: 2,277,296 | Exempt: 12,397 | TRF Vol: 3,540,683 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: CRM — 67.3% short (3.1M / 4.6M)
Short: 3,066,047 | Exempt: 13,698 | TRF Vol: 4,552,724 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: CRM — 63.2% short (1.8M / 2.8M)
Short: 1,786,583 | Exempt: 4,406 | TRF Vol: 2,824,659 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.45 | $3.39–$3.85 | 6.0% | +0.5% | 34↑ 4↓ | $11.5B | 42 |
| Next Q | $3.56 | $3.45–$4.01 | -6.7% | +0.3% | 6↑ 30↓ | $12.3B | 41 |
| Current FY | $16.75 | $16.67–$17.60 | 33.8% | +1.9% | 45↑ 0↓ | $46.3B | 52 |
| Next FY | $16.02 | $14.66–$18.12 | -4.4% | +0.7% | 37↑ 8↓ | $50.8B | 53 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.446 | — |
| 7d ago | $3.446 | — |
| 30d ago | $3.428 | +0.018 |
| 60d ago | $3.364 | +0.083 |
| 90d ago | $3.363 | +0.083 |
Institutional ownership
Which big funds own CRM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $83.5B total value (532,503,894 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 72,748,909 | $11.4B | 13.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 52,065,228 | $8.2B | 9.8% | — |
| STATE STREET CORP | 44,869,478 | $7.1B | 8.4% | — |
| MORGAN STANLEY | 23,311,316 | $3.7B | 4.4% | TRIM -26.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 19,814,297 | $3.1B | 3.7% | — |
| HARRIS ASSOCIATES L P | 16,151,269 | $2.5B | 3.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,104,722 | $2.5B | 3.0% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13,278,612 | $2.1B | 2.5% | — |
| BANK OF AMERICA CORP /DE/ | 12,218,090 | $1.9B | 2.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,928,100 | $1.9B | 2.2% | DOUBLED +606.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 31,675,603 | 23,311,316 | -26.4% | $3.7B |
| JPMORGAN CHASE & CO | DOUBLED | 5,021,730 | 10,440,961 | +107.9% | $1.6B |
| NORGES BANK | NEW | — | 8,844,418 | — | $1.4B |
| Capital World Investors | TRIM | 16,711,525 | 8,687,365 | -48.0% | $1.4B |
| Capital International Investors | TRIM | 12,624,458 | 8,152,033 | -35.4% | $1.3B |
| Independent Franchise Partners LLP | ADD | 4,035,050 | 5,818,837 | +44.2% | $911.6M |
| Alyeska Investment Group, L.P. | NEW | — | 4,662,005 | — | $730.3M |
| CITIGROUP INC | ADD | 2,403,517 | 3,875,801 | +61.3% | $607.2M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 2,463,082 | 3,793,799 | +54.0% | $594.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 517,141 | 3,651,180 | +606.0% | $572.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$173.3K — $999.5K bought, $1.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Milano Miguel | President and COO | EXERCISE | 1,015 | — | — |
| Sep 22, 2026 | Milano Miguel | President and COO | TAX W/H | 400 | $233.28 | $93.3K |
| Sep 22, 2026 | Milano Miguel | President and COO | EXERCISE | 1,526 | — | — |
| Sep 22, 2026 | Milano Miguel | President and COO | TAX W/H | 601 | $233.28 | $140.2K |
| Sep 22, 2026 | Niles Sabastian | President and CLO | EXERCISE | 1,015 | — | — |
| Sep 22, 2026 | Niles Sabastian | President and CLO | TAX W/H | 562 | $233.28 | $131.1K |
| Sep 22, 2026 | Niles Sabastian | President and CLO | EXERCISE | 1,017 | — | — |
| Sep 22, 2026 | Niles Sabastian | President and CLO | TAX W/H | 563 | $233.28 | $131.3K |
| Sep 22, 2026 | Washington Robin L | President and COFO | EXERCISE | 1,831 | — | — |
| Sep 22, 2026 | Washington Robin L | President and COFO | TAX W/H | 908 | $233.28 | $211.8K |
Congressional trades
CRM trades disclosed by members of Congress, with disclosure delay.
9 members · 10 buys / 7 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tony Wied | R | HOUSE | BUY | $15,001 - $50,000 | salesforce.com Inc | Sep 7, 2026(25d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | salesforce.com Inc | Sep 7, 2026(29d) |
| Jul 14, 2026 | Tony Wied | R | HOUSE | SELL | $15,001 - $50,000 | salesforce.com Inc | Aug 19, 2026(37d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $15,001 - $50,000 | salesforce.com Inc | Aug 12, 2026(37d) |
| Jun 9, 2026 | Tony Wied | R | HOUSE | BUY | $15,001 - $50,000 | salesforce.com Inc | Aug 10, 2026(63d) |
| Jun 2, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | salesforce.com Inc | Jul 8, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | salesforce.com Inc | May 13, 2026(31d) |
| Apr 6, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | salesforce.com Inc | May 11, 2026(36d) |
| Mar 30, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | salesforce.com Inc | Apr 9, 2026(11d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | salesforce.com Inc | Jul 22, 2026(117d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CRM.
Shares short
32,348,247
Settlement Sep 15, 2026
Change vs prior
+10.7%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All CRM filing & press-release reports (17)
- Guggenheim upgrades CRM to Buy from Neutral — PT $228 (+45.5%)Jul 1, 2026
- Morgan Stanley downgrades CRM to Equal-Weight — PT $185 (-35.5%)Jul 21, 2026
- CLSA initiates CRM at Hold — PT $165 (-3.4%)Jul 20, 2026
- INST-CLUSTER reportAug 16, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJul 3, 2026
- INST-CLUSTER reportJun 25, 2026
- 8-K reportJun 1, 2026
- COURT-RULING reportJun 1, 2026
- 8-K reportMay 27, 2026
- COURT-RULING reportMay 16, 2026
- COURT-RULING reportMay 3, 2026
- DEFA14A reportApr 16, 2026
- CLUSTER reportMar 25, 2026
- CLUSTER reportMar 19, 2026
- INST-CLUSTER reportFeb 28, 2026