Stifel Lowers Salesforce Price Target to $325, Maintains Buy Rating

Stifel analyst Parker Lane lowers Salesforce's (CRM) price target to $325.00 from $375.00 while maintaining a "Buy" rating, reflecting cautious optimism. The new target is a 13.33% decrease from the prior target, with an average target price of $352.87 and a high estimate of $442.00, indicating a 52.32% upside from the current price. The estimated GF Value for Salesforce in one year is $304.56, suggesting a 31.47% upside from the current price.

Stifel analyst Parker Lane has lowered Salesforce's (NYSE:CRM) price target to $325.00 from the previous $375.00, while maintaining a "Buy" rating. This adjustment reflects a cautious optimism, with the new target representing a 13.33% decrease from the prior estimate. The average target price among analysts is $352.87, with the highest estimate at $442.00, indicating a 52.32% upside from the current price. Additionally, the estimated GF Value for Salesforce in one year is $304.56, suggesting a 31.47% upside from the current price [1].

The latest move by Stifel comes amid a mix of market sentiments surrounding Salesforce. While the company has seen a series of price target adjustments from various analysts, the overall consensus remains moderately bullish. Wells Fargo, Barclays, and JMP Securities have all recently adjusted their price targets, with Wells Fargo increasing its target to $275.00, Barclays lowering it to $347.00, and JMP Securities setting a target of $430.00 [1].

Insider transactions have also been a point of interest for investors. CEO Marc Benioff and other executives sold a total of 44,282 shares worth $11.5 million in the last three months, with Benioff selling 2,250 shares worth $585,675 in July [2]. While these sales were executed under Rule 10b5-1 plans, the frequency and volume of insider selling have raised questions about strategic confidence, especially amidst Salesforce's high-risk AI and blockchain pivots [2].

Salesforce's recent financial performance has been robust, with the company reporting $2.58 EPS for the quarter, exceeding analysts' estimates by $0.03. Revenue for the quarter was $9.83 billion, up 7.6% year-over-year. However, the company's pivot towards AI-driven analytics and digital assets, including the $8 billion acquisition of Informatica and a 98% capital allocation to SUI tokens, introduces execution risks [2].

Investors are advised to closely monitor Salesforce's AI platform adoption rates and institutional ownership shifts to better understand whether insider sales reflect routine liquidity or strategic doubts. The company's long-term stability and stock stability will depend on how effectively it navigates these high-stakes bets and execution risks.

References:

[1] https://www.marketbeat.com/instant-alerts/salesforce-nysecrm-given-new-32500-price-target-at-stifel-nicolaus-2025-08-13/
[2] https://www.ainvest.com/news/decoding-salesforce-insider-sales-barometer-investor-sentiment-long-term-stock-stability-2508/