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Salesforce (CRM) Stock Analysis

Technology Updated August 17, 2026
$191.04
52W $146.32 – $269.11
63/100
$160.70B
22.6
1.15
AI Committee Verdict
Buy
63/100
Conviction: Moderate · 67% agreement · 6 analysts
+4.4%
-1.3%
3.46:1
Moderate

Is CRM Bullish or Bearish?

Bullish. Innellis AI committee rates Salesforce (CRM) Buy with a composite score of 63/100 , based on 6 analysts with 67% agreement. Last updated August 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.62 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.38 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is vix regime is low -- calm backdrop supports risk-taking. Most analysts agree, and no major concerns are blocking a stronger rating.

Bull & Bear Case

Bull Case
  • EPS growing 35.1% YoY — Growth
  • 4 consecutive earnings beats -- consistent execution — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.25) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.20 across 144 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Current ratio of 0.76 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 28.0% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 17, 2026
Overall Committee Score
63/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 25%
of 284 Technology peers
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
Growth Analyst bullish
66 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 35.1% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
50 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.25) -- balance sheet can absorb a shock
− Current ratio of 0.76 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 144 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 63.7 to 63.4.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-16 to 2026-08-17 (1 day apart).

Technical Analysis

RSI (14)
60.0
Neutral
MACD Histogram
1.227
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$193.69
Resistance
$204.79
Bollinger %B
0.75
Inside Bands
Price vs Moving Averages
EMA 9
$193.48 Below
EMA 21
$185.80 Above
EMA 50
$179.31 Above
EMA 200
$198.87 Below

Fundamental Analysis

Valuation
72
Growth
70
Profitability
81
Financial Health
32
Cash Flow
70
Valuation
P/E Ratio 22.6×
P/B Ratio 4.97×
PEG Ratio 0.67
Dividend Yield 0.87%
52W High $269.11
52W Low $146.32
Quality & Growth
ROE 1260.9%
ROA 664.0%
Gross Margin 7764.4%
Operating Margin 2194.3%
Revenue Growth YoY
Debt / Equity 1.22
AI Fundamental Assessment
P/E ratio of 22.6 (inexpensive relative to a 15-40x range); Price-to-book of 5.0x; PEG ratio of 0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.6%; Return on assets of 6.6%; Net margin of 18.7%; Gross margin of 77.6%; Current ratio of 0.79 (tight short-term liquidity); Debt-to-equity of 1.22; Free cash flow per share is positive (16.89); Most recent quarter beat estimates by 23.2%; 4 consecutive earnings beats; EPS growth decelerating (+17.2% -> +1.8% QoQ); Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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