Salesforce, Inc.
CRM —Price and target zones价格与目标区间
What the company does公司做什么
Salesforce makes the software a company uses to manage its customers — tracking sales deals, handling support cases, and running marketing. Sales and support teams live in it daily. It now builds AI "agents" into these tools.Salesforce生产企业用来管理客户的软件——追踪销售交易、处理支持案件、开展市场营销。销售和支持团队每天都泡在里面。它现在还把AI"智能体"内置进这些工具里。
Earns from营收来源 cloud subscriptions. In FY2026, 95% of the $41.5 billion revenue was subscription and support.云订阅费。2026财年，415亿美元收入中有95%是订阅和支持费。
Read the full description查看完整介绍
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale, enabling humans and agents to work together; Agentforce Sales, an integrated platform that brings together the power of humans with AI agents to help sales teams for selling, managing, and automating entire sales processes; Agentforce Service, which enables companies in every industry to bring all of their customer, employee, IT, and field service needs onto one integrated AI-powered platform; Data 360, a data engine that gives AI agents their context and serves as the foundation for how customers unify service offerings, making their data actionable for both humans and agents; Informatica, an AI-powered data management platform that enables customers to discover, integrate, govern, and deliver trusted data at scale across hybrid and multi-cloud environments; and Slack, a conversational interface for the agentic enterprise where people and agents work together, connecting knowledge, actions, and data in real time. It also provides marketing platforms; commerce services, which empower shopping experiences across various customer touchpoints; integration and analytics solutions; Salesforce Starter, a suite for small and medium-sized businesses that brings sales, service, marketing, and commerce together; and a field service solution that enables companies to connect service agents, dispatchers, and mobile employees through one centralized platform to schedule and dispatch work, as well as track and manage jobs. It serves financial services, healthcare and life sciences, manufacturing, automotive, and government sectors. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.
What the company sells公司卖什么
Plus:此外： Service服务（Service） (25%) — Software that routes and resolves customer-support cases and manages field service对客户支持工单进行分派和解决、并管理现场服务的软件; Sales销售（Sales） (23%) — Software that runs the selling process — tracking prospects, deals, and forecasts运行销售过程的软件——追踪潜在客户、交易和预测; Platform, Slack and other平台、Slack 及其他 (22%) — Slack is workplace chat. The platform lets a company build custom apps and run AI agentsSlack 是职场聊天工具。该平台让公司能够搭建自定义应用并运行AI智能体; Integration and Analytics集成与分析 (16%) — MuleSoft connects different systems together. Tableau turns data into charts. Data Cloud unifies customer data from many systems into oneMuleSoft 把不同系统连接在一起。Tableau 把数据变成图表。Data Cloud 把来自多个系统的客户数据统一为一体; Marketing and Commerce营销与电商 (14%) — Software to run marketing campaigns and online stores运行营销活动和网上商店的软件.
Company facts公司资料
- Founded成立时间
- 1999
- Headquarters总部
- San Francisco, California
- Employees员工人数
- 83,334
- Industry行业
- Software - Application
- Country国家
- United States
Investment thesis投资逻辑 from the watchlist来自关注列表
📋 11.7x fwd, tgt $242. Agentforce catalyst. Add $155-170. Trim $250+.
📋 11.7x 前瞻，目标价 $242。Agentforce 催化剂。加仓 $155-170。$250 以上减仓。
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- 17%
- Revenue growth营收增长
- +13%
- Dividend yield股息率
- 0.96%
Competitors竞争对手
Why customers stay客户为什么留下
Salesforce becomes the master record of a company's customer data with the business logic running on top. To replace it is to rebuild those processes, so the revenue recurs. This is data-and-workflow lock-in, not just brand.Salesforce成为一家公司客户数据的主记录，业务逻辑就跑在它上面。要替换它就意味着重建那些流程，所以收入持续重复。这是数据和工作流程的锁定，不只是品牌。
Recent news近期新闻 last 7 days近7天
- What the Options Market Is Signaling About the Size of the Next Move in Salesforce StockTrefis
- CRM Upgraded Its Profit Engine. QuietlyTrefis
- Salesforce (CRM) Stock Declines While Market Improves: Some Information for InvestorsZacks
- Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.Motley Fool