From Nasdaq: 2025-05-30 05:39:00

Salesforce (NYSE:CRM) reported Q1 fiscal 2026 results, with sales of $9.83 billion and EPS of $2.58, beating estimates. They acquired Informatica for $8 billion and raised full-year outlook to $11.27-$11.33 EPS and $41.0-$41.3 billion revenue. CRM stock is down 17% YTD, but the High Quality portfolio has gained over 91%.

Is CRM stock a buy at $280? Yes, based on valuation and operational performance. Salesforce shows strong growth, profitability, financial stability, and downturn resilience. Comparing CRM’s financials to the S&P 500, the stock looks reasonable.

Salesforce’s revenues have grown at a 12.7% average rate over the last 3 years, with recent quarterly revenues at $9.8 billion. Profit margins are solid, with operating income, OCF, and net income margins above S&P 500 levels. The balance sheet is strong, with a low debt-to-equity ratio and moderate cash-to-assets ratio.

During market downturns, CRM stock has shown mixed performance compared to the S&P 500. A detailed analysis on CRM’s performance during previous market crashes is available. Overall, Salesforce stock is rated as very strong, with good upside potential at its current valuation. The Trefis RV Portfolio has also outperformed its benchmarks. 1. The US economy added 850,000 jobs in June, exceeding expectations and marking a significant increase in job growth. Unemployment rate rose slightly to 5.9% as more people entered the job market. This positive trend is seen as a sign of recovery from the pandemic-induced economic downturn.

2. A heatwave is sweeping across the western US, with temperatures reaching record highs in several states. Death Valley in California recorded a temperature of 130 degrees Fahrenheit, possibly breaking the all-time record. The extreme heat has prompted warnings of dangerous conditions and increased risk of wildfires.

3. England has reached the Euro 2020 final after defeating Denmark in a tense semi-final match. The victory was secured in extra time with a goal from Harry Kane. This marks England’s first appearance in a major tournament final since winning the World Cup in 1966, sparking celebrations across the country.

4. The Tokyo Olympics will be held without spectators due to a surge in COVID-19 cases in Japan. The decision was made to prioritize the safety of athletes and residents. This will be a stark contrast to previous games and is expected to impact the atmosphere of the event, which is set to begin later this month.



Read more at Nasdaq: What’s Next For Salesforce Stock After Q1 Beat?