Salesforce Option Alert: Jun 20 $280 Puts Sweep (48) near the Bid: 427 vs 3953 OI; Earnings 5/28 After Close 

Salesforce Option Alert: Jun 20 $280 Puts Sweep (48) near the Bid: 427 @ $14.754 vs 3953 OI; Earnings 5/28 After Close Ref=$280.26

Salesforce Option Alert: Nov 21 $280 Puts Sweep (3) near the midpoint: 241 vs 50 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Nov 21 $280 Puts Sweep (3) near the midpoint: 241 @ $28.717 vs 50 OI; Earnings 5/28 After Close [est] Ref=$275.735

Salesforce Option Alert: Jan 16 $270 Puts at the Ask: 450 vs 1364 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Jan 16 $270 Puts at the Ask: 450 @ $28.2 vs 1364 OI; Earnings 5/28 After Close [est] Ref=$273.73

Salesforce (NYSE:CRM) 株価情報

SALESFORCE INC

Salesforce

Salesforce provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

Salesforce.com

オフィスに戻って仕事することを求める会社が増えている。チームで作業をする会社では、従業員の表情が見えないことを問題視する傾向がある。本来の職場環境を取り戻す動きとして、コロナ収束以降、会社のオフィスにて仕事をするよう求めるになった。

「オフィス復帰命令」自宅勤務に慣れた社員が辞職の事態に

News

Trading Ideas

過去10年間において、Salesforce（NYSE:CRM）は、年率で約4.74%の利益をもたらし、年間平均リターンは15.38%となっている。現在、Salesforceの時価総額は2,335.3億ドルである。

10年前にSalesforceに100ドルを投資したときのリターン

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CreditRiskMonitor.com Inc

These eleven mid-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>LZ Technology Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LZMH#NASDAQ">LZMH</a>) shares surged 78.57% last week.</li>
<li>Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) shares rose 36.22% as President Donald Trump signed a suite of executive orders aimed at <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">reviving the U.S. nuclear industry.</a></li>
<li>e.l.f Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) stock escalated 35.89% after it reported better-than-expected quarterly results and announced it would acquire Hailey Bieber&#8217;s <a href="https://www.benzinga.com//node/45677382" target="_blank" rel="noreferrer noopener">Brand Rhode for $1 billion</a>. Analysts raised the <a href="https://www.benzinga.com/quote/elf/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Merus N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRUS#NASDAQ">MRUS</a>) stock increased 34.78%.</li>
<li>Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) stock was up 32.73% due to executive orders signed by Trump to <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">revive the U.S. nuclear industry.</a></li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) shares upped 26.32%.</li>
<li>Informatica Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) shares jumped 25.05% after the company announced that Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) would acquire them for approximately $8 billion, and analysts <a href="https://www.benzinga.com//node/45647236" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>BRP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOOO#NASDAQ">DOOO</a>) stock escalated 22.29% after the company reported better-than-expected first-quarter results. Additionally, the company announced that its president, CEO, and chair of the board will retire <a href="https://www.benzinga.com//node/45664327" target="_blank" rel="noreferrer noopener">by the end of the fiscal year</a>. Analysts raised the <a href="https://www.benzinga.com/quote/dooo/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast/ rating on the stock</a>.</li>
<li>Box (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOX#NYSE">BOX</a>) stock grew 20.99% after the company reported better-than-expected first-quarter financial results, and analysts revised the <a href="https://www.benzinga.com//node/45646700" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) stock upped 17.77% after the company announced closing a <a href="https://www.benzinga.com//node/45643642" target="_blank" rel="noreferrer noopener">$250 million investment</a> from Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>).</li>
<li>C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) shares rose 16.98% after the company reported better-than-expected fourth-quarter financial results and announced a renewal and expansion of its joint venture with Baker Hughes for accelerated AI-driven transformations <a href="https://www.benzinga.com//node/45657936" target="_blank" rel="noreferrer noopener">in the energy and industrial sectors</a>. Analysts revised the <a href="https://www.benzinga.com/quote/ai/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
</ol>
Photo by LisaChi via Shutterstock

Mid Cap

Movers

DOOO

INFA

JOBY

LZMH

MRUS

OKLO

e.l.f Beauty, Box And Joby Aviation Are Among Top 11 Mid-Cap Gainers Last Week (May 26-May 30): Are Others In Your Portfolio?

<a href="https://www.benzinga.com/news/large-cap/25/05/45612832/sap-capgemini-mistral-ai-unite-for-offering-solutions-for-regulated-industries">Mistral AI</a>, a Paris-based startup founded by former Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) researchers Guillaume Lample and Timothée Lacroix, is rapidly emerging as a key player in the open-source AI space, and it's doing so with <a href="https://www.benzinga.com/25/05/45609982/elon-musk-rival-ray-kurzweils-beyond-imagination-lands-100m-deal-as-tesla-nvidia-meta-race-toward-ai-powered-humanoid-robots">Meta</a>&#8216;s top talent.
The tech giant is contending with a major loss of talent within its AI division as the architects behind its flagship Llama models exit the company. According to<a href="https://www.businessinsider.com/meta-llama-ai-talent-mistral-2025-5"> Business Insider</a>, only three of the 14 researchers credited on the 2023 Llama paper remain employed at Meta.
Five of the Llama paper's co-authors have joined Mistral in the past 18 months, intensifying scrutiny around Meta's ability to retain top-tier AI personnel, Business Insider reports.
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<h2 class="wp-block-heading">Mistral AI's Rise Comes With $2B Backing And Open-Source Momentum</h2>
Backed by $2 billion in funding, Mistral AI is rapidly gaining ground as one of the most aggressive challengers in the open-source AI space. As reported by <a href="https://techcrunch.com/2025/05/23/what-is-mistral-ai-everything-to-know-about-the-openai-competitor/">TechCrunch</a>, the company is supported by premier venture firms including Andreessen Horowitz, Lightspeed Venture Partners, and Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), all known for placing high-stakes bets on transformative technologies. Other notable backers include Bpifrance, Xavier Niel, Eric Schmidt, General Catalyst, and BNP Paribas, reflecting deep institutional and individual confidence in Mistral's long-term vision.
Founded in 2023, Mistral is building advanced open-weight AI models that directly compete with Meta's Llama family. Its approach appeals to developers seeking transparency and customization in contrast to the closed nature of proprietary systems. With former Meta researchers such as Marie-Anne Lachaux, Thibaut Lavril, and Baptiste Rozière now working alongside Mistral's founders, the company may lead the next wave of open-source innovation, Business Insider reports.
Trending: <a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a>&nbsp;
Meta's previous dominance in this space was largely defined by its decision to release Llama models with open access to their architecture and training data. According to Business Insider, that move helped validate open-weight large language models as viable alternatives to proprietary giants like OpenAI and Google. But with the original architects of Llama now working elsewhere, Meta's early lead is under pressure.
<h2 class="wp-block-heading">Meta Reshuffles Leadership As Behemoth Model Faces Delays</h2>
Meta's internal AI leadership is undergoing a shift as well. In April, longtime executive Joelle Pineau stepped away from her role leading the Fundamental AI Research group after eight years. Taking over the position is Robert Fergus, a FAIR co-founder and former DeepMind scientist, marking a return to Meta following a five-year stint at Google's AI lab, Business Insider says.
Separately,<a href="https://www.wsj.com/tech/ai/meta-is-delaying-the-rollout-of-its-flagship-ai-model-f4b105f7"> The Wall Street Journal</a> reported that Meta's largest AI model to date, dubbed Behemoth, has been delayed due to internal concerns over performance and direction. Meanwhile, Business Insider notes that developers are increasingly turning to faster-evolving alternatives such as Qwen and DeepSeek following the Llama 4 release.
See Also: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
Despite investing billions into AI infrastructure, Meta still lacks a model explicitly focused on reasoning tasks, such as multi-step problem-solving or tool use. According to Business Insider, competitors like OpenAI and Anthropic are moving quickly to prioritize those capabilities, and without that strategic leap, Meta's influence over the open-source ecosystem may continue to decline.
Of the 11 researchers who left Meta since the Llama paper's publication, most had been with the company for more than five years, according to LinkedIn profiles reviewed by Business Insider. Some departed as recently as February. Their exits mark a significant shift in Meta&#8217;s AI capabilities and raise questions about the company&#8217;s ability to maintain its leadership in the field.
Read Next: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.30/share!</a>
Image: Shutterstock

Meta's Llama AI Team Suffers Talent Exodus As Top Researchers Join $2B Mistral AI, Backed By Andreessen Horowitz And Salesforce

Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) has outperformed the market over the past 15 years by 5.91% on an annualized basis producing an average annual return of 18.07%. Currently, Salesforce has a market capitalization of $253.42 billion. 
Buying $1000 In CRM: If an investor had bought $1000 of CRM stock 15 years ago, it would be worth $11,841.59 today based on a price of $265.08 for CRM at the time of writing.
<h3>Salesforce's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748640629_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 15 Years Ago, You Would Have This Much Today

Citigroup analyst Tyler Radke maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Neutral and lowers the price target from $320 to $295.

Price Target

Analyst Ratings

Citigroup Maintains Neutral on Salesforce, Lowers Price Target to $295

Stephens &amp; Co. analyst Brett Huff maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Equal-Weight and lowers the price target from $311 to $309.

Stephens & Co. Maintains Equal-Weight on Salesforce, Lowers Price Target to $309

Wells Fargo analyst Michael Turrin maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Equal-Weight and raises the price target from $255 to $275.

Wells Fargo Maintains Equal-Weight on Salesforce, Raises Price Target to $275

Wall Street hovered slightly higher by midday Thursday, giving up a chunk of strong overnight gains in futures markets that were triggered by a federal court ruling suspending a large portion <a href="https://www.benzinga.com/government/regulations/25/05/45672421/tariffs-blocked-by-court-but-goldman-sachs-says-trump-could-reimpose-them-within-days">of President Donald Trump&#8217;s tariffs.</a>
Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) led the market after reporting a better-than-feared quarter. The artificial intelligence leader showed resilience in the face of export restrictions. Shares rose 4.3%, ranking as the second-best performer on the S&amp;P 500 and climbing to their highest level in more than three months.
By midday: 
<ul class="wp-block-list">
<li>The S&amp;P 500 was up 0.3% at 5,900.</li>
<li>The Nasdaq 100 gained 0.5%.</li>
<li>The Dow Jones Industrial Average traded flat.</li>
</ul>
<h3 class="wp-block-heading">Fresh Economic Data Adds To Mixed Tone</h3>
First-quarter U.S. gross domestic product shrank 0.2%, slightly improving from the initial 0.3% estimate. Still, it marked a sharp slowdown compared to the 2.4% growth in the last quarter of 2024, reflecting slower consumer spending and higher imports ahead of the tariffs impact.
More concerning was the labor market. Initial jobless claims for the week ending May 24 jumped to 240,000, exceeding expectations and reaching their highest level in nearly four months. Continuing claims also rose to levels last seen in November 2021, indicating potential softening in employment trends.
The U.S. dollar pulled back, nearly wiping out gains from the prior two sessions as traders reassessed the outlook for interest rates. Meanwhile, Treasury yields dropped, with the 30-year note falling to 4.92% and the 10-year yield easing to 4.42%.
Federal Reserve Chair Jerome Powell met with Trump at the White House, the Fed confirmed.
The meeting focused on recent economic developments, including inflation, employment and growth. Powell reiterated that the Fed&#8217;s policy path would remain dependent on incoming data but refrained from commenting on future rate decisions.
Gold climbed 1.1% to $3,320 per ounce, buoyed by lower yields and dollar weakness. Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) fell below $107,000, giving up recent gains as risk appetite moderated in crypto markets.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices </td>
<td>Price</td>
<td>1-day %Chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,414.87</td>
<td>0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,906.48</td>
<td>0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,069.76</td>
<td>0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,091.08</td>
<td>0.0%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:55 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.3% up to $589.37.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased 0.1% to $420.98.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.4% to $520.87.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) flattened at $205.62.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 0.4%; the&nbsp;Communication Services&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>) lagged, down 1.1%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
<ul class="wp-block-list">
<li>Shares of E.l.f. Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) surged 26% Thursday afternoon, following the company&#8217;s announcement of its acquisition of lifestyle cosmetics brand Rhode.</li>
<li>Sentinel One Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>) tumbled 11% after BofA Securities downgraded&nbsp;the stock from &#8216;Buy&#8217; to &#8216;Neutral&#8217; citing &#8220;weak trends and lackluster guidance&#8221; while lowering its price target from $24 to $21. </li>
</ul>
Stocks reacting to earnings included: 
<ul class="wp-block-list">
<li>Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) down 5.42%</li>
<li>Synopsys, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) up 0.20%</li>
<li>Veeva Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>) up 18.45%</li>
<li>Agilent Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/A#NYSE">A</a>) up 3.17%</li>
<li>HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>) down 8.23%</li>
<li>Hormel Foods Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>) down 0.35%</li>
<li>Burlington Stores, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) down 3.22%</li>
<li>Best Buy Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) down 7.90%</li>
<li>Nordson Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDSN#NASDAQ">NDSN</a>) up 5.65%</li>
<li>Hamilton Lane Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HLNE#NASDAQ">HLNE</a>) down 11.21%</li>
<li>Roivant Sciences Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROIV#NASDAQ">ROIV</a>) up 5.50%</li>
<li>Bath &amp; Body Works, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) down 6.24%</li>
<li>Foot Locker, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>) up 0.10%</li>
</ul>
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">Nvidia Stock Has &#8216;Significant Upside&#8217; As AI &#8216;Godfather&#8217; Jensen Huang Delivers Another &#8216;Robust Quarter&#8217; </a></li>
</ul>
Image: Shutterstock

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Macro Economic Events

Regulations

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Broad U.S. Equity ETFs

Treasuries

Economics

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$BTC

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SPDR Dow Jones Industrial Average ETF Trust

HLNE

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Select Sector SPDR-Consumer Discretionary

Stocks Edge Higher After Court Stifles Trump Tariffs, Nvidia Rallies To 3-Month Highs, Bitcoin Dips Below $107K: What's Driving Markets Thursday?

Piper Sandler analyst Brent Bracelin maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Overweight and raises the price target from $315 to $335.

Piper Sandler Maintains Overweight on Salesforce, Raises Price Target to $335

Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) shares are trading lower on the heels of the company&#8217;s first-quarter financial results. GAAP earnings guidance and mixed analyst reactions appear to be weighing on shares. Here&#8217;s what you <a href="https://www.benzinga.com/25/05/45663035/salesforce-declares-multitrillion-dollar-opportunity-with-digital-labor-revolution-jim-cramer-says-crm-is-doing-exciting-things">need to know</a>. 
What Happened: Salesforce beat <a href="http://benzinga.com/quote/crm/earnings">estimates</a> on the top and bottom lines in the first quarter with revenue of $9.83 billion coming in ahead of estimates of $9.75 billion, and adjusted earnings of $2.58 per share beating estimates of $2.55 per share. 
Total revenue was up 8% on a year-over-year basis and free cash flow increased 4% year-over-year to $6.3 billion.
Salesforce guided for second-quarter revenue of $10.11 billion to $10.16 billion versus estimates of $10.01 billion. The company also forecasted second-quarter adjusted earnings of $1.80 to $1.82 per share versus estimates of $1.71 per share.
Full-year revenue guidance of $41 billion to $41.3 billion was also stronger than analyst expectations, but full-year GAAP earnings guidance appears to be a soft spot in the report. Salesforce guided for full-year 2026 GAAP earnings of $7.15 to $7.21 per share versus estimates of $7.24 per share. On an adjusted basis, the company expects full-year earnings of $11.27 to $11.33 per share versus estimates of $11.16 per share. 
Analysts had mixed reactions to the print with RBC Capital analyst Rishi Jaluria downgrading Salesforce from Outperform to Sector Perform and lowering the price target from&nbsp;$420&nbsp;to&nbsp;$275. DA Davidson and Bernstein raised price targets ranging from $225 to $255, but both firms maintained Underperform ratings. Meanwhile, Goldman Sachs maintained a Buy rating and raised its target to $385 and Needham reiterated Buy and maintained its price target of $400. 
CEO Marc Benioff said in the earnings release that the company has built a deeply unified enterprise AI platform that is &#8220;unmatched&#8221; in the industry.
&#8220;With Agentforce, Data Cloud, our Customer 360 apps, Tableau, and Slack all built on one trusted, unified foundation, companies of every size can build a digital labor force — boosting productivity, reducing costs and accelerating growth," Benioff said.
CRM Price Action: <a href="http://benzinga.com/quote/CRM">Salesforce shares</a> initially surged more than 5% on the report, climbing above the $290 level before pulling back. The stock was down 5.45% at $261.08 at the time of publication Thursday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
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Photo: courtesy of Salesforce.

Earnings

Guidance

Downgrades

Investors Are Wondering Why Salesforce Stock Is Down After Beating Q1 Estimates: Here's What You Need To Know

Oppenheimer analyst Brian Schwartz maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Outperform and lowers the price target from $380 to $370.

Oppenheimer Maintains Outperform on Salesforce, Lowers Price Target to $370

Northland Capital Markets analyst Nehal Chokshi maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Outperform and lowers the price target from $423 to $396.

Northland Capital Markets Maintains Outperform on Salesforce, Lowers Price Target to $396

Morgan Stanley analyst Keith Weiss maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Overweight and raises the price target from $393 to $404.

Morgan Stanley Maintains Overweight on Salesforce, Raises Price Target to $404

Shares of Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) tanked in early trading on Thursday, despite the company Wednesday reporting <a href="https://www.benzinga.com/news/earnings/25/05/45657851/salesforce-q1-earnings-revenue-beat-eps-beat-raised-guidance-momentum-in-agentic-ai-shares-surge">strong first-quarter results</a>.
Here are some key analyst takeaways.
<ul class="wp-block-list">
<li>Goldman Sachs <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58c6ab8db85e9300015f1ae0/kash-rangan">analyst Kash Rangan</a> reaffirmed a Buy rating, while lifting the price target from $340 to $385.</li>
<li>Needham <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587635595064ed000140010c/scott-berg">analyst Scott Berg</a> maintained a Buy rating and price target of $400.</li>
<li>JPMorgan <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58d5296ab85e930001416e5a/mark-murphy">analyst Mark Murphy</a> reiterated an Overweight rating and price target of $380.</li>
<li>Bank of America Securities <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/59ca95686ab12400018386cb/brad-sillshttps:/www.benzinga.com/analyst-stock-ratings/analyst/59ca95686ab12400018386cb/brad-sills">analyst Brad Sills</a> reaffirmed a Buy rating and price target of $350.</li>
</ul>
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Goldman Sachs: Salesforce's reported solid quarterly results and raised its full-year revenue guidance, Rangan said in a note. Shares came under pressure due to margin concerns, he added.
Salesforce's margins have typically expanded amid tough demand environments and contracted back as the macro improves, the analyst stated. While the company's margins have expanded, this trend may continue instead of reversing, given "management's strong emphasis on profitable growth at scale today," even when the macro recovery begins, he further wrote.
Needham: Salesforce reported revenues and earnings of $9.83 billion and $2.58 per share, Berg said. Total revenues grew 7.6% year-on-year, driven by 8.3% subscription revenue, with "strength in Data / AI oriented clouds and products along with pricing and packaging in sales and service," he added.
Data Cloud and AI annual recurring revenue crossed $1 billion, up more than 120%, the analyst stated. "cRPO (current remaining performance obligation), our favorite sales metric, grew 12.1% Y/Y (11% in CC) versus 10% guidance," he further wrote.
JPMorgan: Salesforce's cRPO grew 11% to $29.6 billion, flat versus the previous quarter, Murphy said. However, the second-quarter cRPO growth guidance came in around 30bps below Street expectations, he added.
The company delivered an "uncharacteristic" miss on operating margins, the analyst stated. Total revenue of $9.83 billion, up 8% in constant currency terms, surpassed consensus, "driven by 9% growth in Subscription &amp; Support revenue," he further wrote.
BofA Securities: Salesforce's first-quarter results suggest "a stable demand environment, with continued strength in the Agentforce new product cycle," Sills wrote in a note.
Management reiterated their outlook for subscription growth of 9% in constant currency terms for fiscal 2026, which was "a welcome relief," given that channel checks suggested a guide down, the analyst stated. The timing of growth acceleration remains unclear, he added.
Price Action: Shares of Salesforcehad declined by 5.85% to $259.89 at the time of publication on Thursday.
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<li><a href="https://www.benzinga.com/25/05/45663035/salesforce-declares-multitrillion-dollar-opportunity-with-digital-labor-revolution-jim-cramer-says-crm-is-doing-exciting-things">Salesforce Declares &#8216;Multitrillion Dollar Opportunity&#8217; With Digital Labor Revolution: Jim Cramer Says CRM Is Doing &#8216;Exciting Things&#8217;</a></li>
</ul>
Image: Shutterstock

Analyst Color

Earnings Beats

Reiteration

Salesforce Posts Q1 Beat As AI Crosses $1B, But How Concerned Should Investors Be About Margins?

Barclays analyst Raimo Lenschow maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Overweight and lowers the price target from $425 to $347.

Barclays Maintains Overweight on Salesforce, Lowers Price Target to $347

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>DA Davidson analyst Tom White upgraded eXp World Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPI#NASDAQ">EXPI</a>) from Neutral to Buy and announced a $10.75 price target. eXp World shares closed at $7.67 on Wednesday. <a href="https://www.benzinga.com/quote/expi/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Stephen Baxter upgraded Tenet Healthcare Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) from Equal-Weight to Overweight and raised the price target from $150 to $195. Tenet Healthcare shares closed at $164.67 on Wednesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Stephen Baxter upgraded HCA Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) from Underweight to Equal-Weight and raised the price target from $320 to $385. HCA Healthcare shares closed at $378.44 on Wednesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying EXPI stock? Here&#8217;s what analysts think: 
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Photo via Shutterstock

Upgrades

Markets

EXPI

This Tenet Healthcare Analyst Turns Bullish; Here Are Top 3 Upgrades For Thursday

WIIM

Salesforce shares are trading lower after the company issued FY26 GAAP EPS guidance below estimates. Additionally, RBC Capital downgraded the stock from Outperform to Sector Perform and cut its price target from $420 to $275.

DA Davidson analyst Gil Luria maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Underperform and raises the price target from $200 to $225.

DA Davidson Maintains Underperform on Salesforce, Raises Price Target to $225

Goldman Sachs analyst Kash Rangan maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Buy and raises the price target from $340 to $385.

Goldman Sachs Maintains Buy on Salesforce, Raises Price Target to $385

Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) reported better-than-expected first-quarter financial results after the <a href="https://www.benzinga.com/quote/crm/earnings">market close on Wednesday.</a>
Salesforce reported first-quarter revenue of $9.83 billion, beating the consensus estimate of $9.75 billion. The company reported first-quarter adjusted earnings of $2.58 per share, beating analyst estimates of $2.55 per share, according to Benzinga Pro.
"We've built a deeply unified enterprise AI platform — with agents, data, apps and a metadata platform — that is unmatched in the industry. With Agentforce, Data Cloud, our Customer 360 apps, Tableau, and Slack all built on one trusted, unified foundation, companies of every size can build a digital labor force — boosting productivity, reducing costs and accelerating growth," said Marc Benioff, chair and CEO of Salesforce.
Salesforce said it expects second-quarter revenue to be in the range of $10.11 billion to $10.16 billion versus estimates of $10.01 billion. The company anticipates second-quarter adjusted earnings of $1.80 to $1.82 per share versus estimates of $1.71 per share.
Salesforce also raised its fiscal-year 2026 revenue guidance to a range of $41 billion to $41.3 billion versus estimates of $40.83 billion. The company raised its full-year adjusted earnings guidance to $7.15 and $7.21 per share versus estimates of $7.24 per share
Salesforce shares fell 0.4% to close at $276.03 on Wednesday.
These analysts made changes to their price targets on Salesforce following earnings announcement.
<ul class="wp-block-list">
<li>RBC Capital analyst Rishi Jaluria downgraded Salesforce from Outperform to Sector Perform and lowered the price target from $420 to $275.</li>
<li>Bernstein analyst Mark Moerdler maintained Salesforce with an Underperform rating and raised the price target from $243 to $255.</li>
</ul>
Considering buying CRM stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="594" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29093421/image-392-1024x594.png" alt="" class="wp-image-931626" style="width:535px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29093421/image-392-1024x594.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29093421/image-392-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29093421/image-392-768x445.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29093421/image-392.png 1092w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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</ul>
Photo via Shutterstock

These Analysts Revise Their Forecasts On Salesforce Following Q1 Results

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Bernstein raised Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) price target from $243 to $255. Bernstein analyst Mark Moerdler maintained an Underperform rating. Salesforce shares closed at $276.03 on Wednesday. <a href="https://www.benzinga.com/quote/CRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan cut the price target for SentinelOne, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>) from $22 to $19. JP Morgan analyst Brian Essex downgraded the stock from Overweight to Neutral. SentinelOne shares closed at $19.67 on Wednesday. <a href="https://www.benzinga.com/quote/S/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays cut Aspen Aerogels, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASPN#NYSE">ASPN</a>) price target from $13 to $7. Barclays analyst David Anderson downgraded the stock from Overweight to Equal-Weight. Aspen Aerogels shares closed at $6.42 on Wednesday. <a href="https://www.benzinga.com/quote/ASPN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies increased the price target for GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) from $427 to $517. Jefferies analyst Julien Dumoulin-Smith downgraded the stock from Buy to Hold. GE Vernova shares closed at $485.01 on Wednesday. <a href="https://www.benzinga.com/quote/GEV/analyst-ratings">See how other analysts view this stock.</a></li>
<li>RBC Capital cut the price target for Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) from $420 to $275. RBC Capital analyst Rishi Jaluria downgraded the stock from Outperform to Sector Perform. Salesforce shares closed at $276.03 on Wednesday. <a href="https://www.benzinga.com/quote/CRM/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Raymond James cut Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) price target from $130 to $110. Raymond James analyst Srini Pajjuri maintained an Outperform rating. Marvell Technology shares settled at $64.59 on Wednesday. <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Telsey Advisory Group slashed Macy&#8217;s, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) price target from $15 to $14. Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating. Macy&#8217;s shares closed at $12.00 on Wednesday. <a href="https://www.benzinga.com/quote/M/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Rosenblatt boosted NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) price target from $178 to $200. Rosenblatt analyst Kevin Cassidy maintained a Buy rating. Nvidia shares closed at $134.81 on Wednesday.  <a href="https://www.benzinga.com/quote/NVDA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham raised the price target for Veeva Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NASDAQ">VEEV</a>) from $270 to $300. Needham analyst Ryan MacDonald maintained a Buy rating. Veeva shares settled at $234.49 on Wednesday. <a href="https://www.benzinga.com/quote/VEEV/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Ascendiant Capital slashed Banzai International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNZI#NASDAQ">BNZI</a>) price target from $26 to $24. Ascendiant Capital analyst Edward Woo maintained a Buy rating. Banzai International shares closed at $0.9975 on Wednesday. <a href="https://www.benzinga.com/quote/BNZI/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying NVDA stock? Here&#8217;s what analysts think: 
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</ul>
Photo via Shutterstock

ASPN

BNZI

MRVL

Nvidia To Rally Around 48%? Here Are 10 Top Analyst Forecasts For Thursday

Press Releases

Salesforce Unveils Life Sciences Partner Network to Accelerate Digital Labor and Data Programs

Proof Mark, Inc. Issues Fiduciary Letter to Salesforce CEO Marc Benioff Over Governance Concerns and Board Silence on Red Flags

Salesforce Introduces New Flexible Agentforce Pricing to Accelerate the Digital Labor Revolution

Small Cap

Opinion

New Healthcare AI Models Could Reshape Everything From Burnout to Diagnostics

Salesforce Engages with Takeda to Bring Cutting-Edge AI-Powered Customer Experience Platform to Life Sciences Industry

Indeed Deploys Agentforce to Streamline Employer Onboarding with AI-Powered Support

Salesforce Signs Definitive Agreement to Acquire Informatica

Johnson Fistel Investigates Fairness of Proposed Sale of Informatica

Salesforce Reports Record First Quarter Fiscal 2026 Results

NYSE Content Advisory: Pre-Market update + Nvidia, Salesforce beat on earnings

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NVDQ

ETF Opportunities Trust T-Rex 2X Long NVIDIA Daily Target ETF

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
10:46 AMMay 08, 2025	PUT	$280.00	Jun 20, 2025	18	445	427	11	3953	SWEEP	BULLISH
10:33 AMMay 07, 2025	PUT	$280.00	Nov 21, 2025	172	1075	241	2150	50	SWEEP	BEARISH
11:15 AMMay 06, 2025	PUT	$270.00	Jan 16, 2026	228	457	450	34	1364	TRADE	BEARISH

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