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Salesforce rated Buy with strong profitability and AI strategy despite near-term growth concerns

Analyst Insights
17 Sep 2026
Seeking Alpha
View Source
Bullish
Salesforce rated Buy with strong profitability and AI strategy despite near-term growth concerns

Salesforce, Inc. is initiated at a Buy rating, trading at 15 times forward earnings with robust profitability metrics including a 21.5% operating margin and 40% free cash flow margin. The company’s AIForce strategy focuses on backend data and permissions rather than just user interface, aiming to protect its core CRM business amid AI disruption fears. Short-term revenue growth is limited by deferred monetization and free upgrades for top-tier customers, with the pace of customer migration to new pricing tiers being a key factor. Despite concerns about near-term earnings growth, analyst upgrades outnumber downgrades, making Salesforce’s stock valuation attractive for investors.

Salesforce (CRM) trades at USD 243.31 on Pluang as of Sep 17, 2026 19:43 WIB, down 2.71% in one day. The stock's market cap is $206.19 billion, with a 52-week high of $266.23 and low of $150.12. Pluang users show more selling interest, with 63% of orders to sell and 37% to buy. Typical hold time on Pluang is 88 days, reflecting moderate investor engagement.

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