Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst

Salesforce (NYSE:CRM) presently trades astatine $184.02, portion the Wall Street statement terms people sits astatine $241.72. That implies astir 31% upside from existent levels.

Salesforce sells cloud-based CRM bundle and has repositioned itself arsenic the operating strategy for what CEO Marc Benioff calls the "agentic enterprise," with Agentforce and Data 360 driving growth. Wall Street has spent 2026 debating whether AI monetization tin reaccelerate integrated growth. The banal has been punished adjacent arsenic net kept beating, which is wherefore the spread matters.

The Selloff That Erased a Year of Gains

CRM is down 30.17% twelvemonth to day and 28.15% implicit the past year, sliding from the mid-$240s successful precocious 2025 to a 52-week debased of $146.32.

Two catalysts drove the decline. Morgan Stanley downgraded connected a slower-than-expected inflection constituent for integrated gross growth, flagging that Agentforce accounts for lone 2.6% of full revenue. Noncurrent indebtedness jumped from $10.4B to $39.3B to money a $25 cardinal accelerated stock repurchase, which pulled the diluted stock number from 970 cardinal to 871 cardinal but stacked leverage connected apical of Informatica integration risk.

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Why Analysts Aren't Blinking, and One Sees 100%+ Upside

The bull thesis rests connected Agentforce monetizing faster than the marketplace credits. Q1 FY27 EPS came successful astatine $3.88 versus a $3.13 estimate, a 24.08% bushed and the 5th consecutive 4th of exceeding expectations. Revenue grew 13.3% twelvemonth implicit twelvemonth to $11.13 billion, Agentforce ARR reached $1.2 cardinal (up 205% YoY), and combined Agentforce positive Data 360 ARR deed astir $3.4 billion. Management raised FY27 gross guidance to $45.9 cardinal to $46.2 cardinal and reaffirmed the $63 cardinal FY30 gross target.

Of the 52 analysts covering CRM, the ratings divided is:

• Strong Buy: 6

• Buy: 34

• Hold: 10

• Sell: 0

• Strong Sell: 2

Institutional buying reinforced the bull view: Bank of America added 2.56 cardinal shares successful Q1 to a presumption present worthy astir $2.19 billion.