Is Salesforce Stock Deeply Undervalued At $175 - Trefis

Wall Street is worried Salesforce is growing too slowly. You're worried it's doing too much of everything except what you actually need.

The analyst chatter right now is about Salesforce's stock sitting around $175 and whether slowing contract growth signals trouble ahead. Investors are parsing metrics like "current remaining performance obligation" — which is a fancy way of asking how much future revenue is already locked in.

Here's what that means in plain terms: Salesforce is still enormous, still expensive, and still betting its future on AI features and enterprise deals. The mid-market operator isn't the priority. You never were.

If you've already been through a Salesforce implementation — or any major CRM rollout — you know the pattern. The platform promises flexibility, the consultants promise efficiency, and six months later you're paying for capabilities you don't use while the thing you actually needed got added to a roadmap that moves at its own pace.

A stock being "undervalued" doesn't mean the software got simpler, the contracts got cheaper, or your team suddenly stopped needing a specialist to change a field label.

The vendors who get press coverage aren't the ones building for how your business actually runs — they're building for the analyst narrative.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #RevOps

Original Source

The market reaction to Salesforce (CRM) centers on a mild deceleration in top-line metrics. Current remaining performance obligation (cRPO) growth ...