Is CRM Undervalued? DCF Says Worth $433 - GuruFocus

Salesforce's stock might be undervalued at its current price. That's the conversation Wall Street is having right now.

A recent DCF analysis pegs Salesforce's intrinsic value around $433 per share — meaning investors may be sleeping on it. Analysts are debating whether the market has priced in too much risk for a company that still dominates enterprise CRM.

Here's what that actually tells you as an ops leader: Salesforce is not going anywhere. They will keep acquiring, keep expanding, and keep building a platform designed to serve Fortune 500 procurement teams — not your 200-person sales floor.

That gap matters. When a platform is built to justify a $433/share valuation, every feature decision gets made for the enterprise customer, not for you. The roadmap serves the investor narrative first. Your workflow workaround comes second, third, or never.

You've already been through the cycle — bought the promise, paid the consultants, watched the customization project drag into next quarter. The stock price going up doesn't fix the fact that your reps are still copy-pasting data between tabs.

The size of Salesforce's balance sheet has never been your problem. The fit has.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #RevOps

Original Source

On June 16, 2026, we delve into the discounted cash flow (DCF) analysis for Salesforce Inc (CRM), a company that has faced significant price ...