Salesforce (CRM) continues to draw optimism from Top Wall Street analysts following its Analyst Day at Dreamforce 2025, where the cloud software company revealed bullish targets for Fiscal 2030. Analysts see strong potential in the company’s AI strategy and core business fundamentals.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
TD Cowen Says CRM Stock Is Undervalued
TD Cowen analyst Derrick Wood reaffirmed a Buy rating and a $335 price target on CRM stock. “LLMs will not take your business logic needs away,” Wood noted, referencing the role of large language models in enterprise AI to manage complex workflows.
While adoption of Salesforce’s AI assistant platform, Agentforce, remains modest, Wood believes new pricing models and toolsets might help customers better understand its value. He sees Salesforce as well-positioned thanks to its strong data and application layers, and believes the stock is currently undervalued.
BMO Capital Sees Margin Expansion Ahead
BMO Capital’s Keith Bachman also reiterated a Buy rating with a $280 price target, expressing optimism about Salesforce’s growth trajectory.
Following Salesforce’s Financial Analyst Day, the analyst is more optimistic about the company’s long-term growth and margin potential.
Bachman said, “Salesforce’s established business logic and data in core product offerings, combined with improving Agentforce capabilities and expanding pricing structures offer the potential for improving growth.”
Meanwhile, he acknowledged that Agentforce adoption is still early, and stronger demand may not show up until Fiscal 2027.
Is CRM a Buy, Sell, or Hold?
Turning to Wall Street, CRM stock has a Moderate Buy consensus rating based on 30 Buys, nine Holds, and one Sell assigned in the last three months. At $330.36, the average Salesforce stock price target implies a 34.64% upside potential.
