Salesforce (CRM) is one of the hardest-hit software stocks on the market in 2026, with a nearly 30% decline so far this year. Despite the slump, there is still optimism amongst insiders and investors that the stock will rebound tremendously. Two board directors bought in at the beginning of March as the company posted a Q4 EPS beat and authorised a $25B buyback. This prompted analysts to suggest that now is the time to buy Salesforce (CRM) shares for a solid return.
The two board directors bought CRM stock in March at prices around $194–$195 per share. Director Laura Alber — who also serves as CEO of Williams-Sonoma — purchased 2,571 CRM stock at just under $195 each on March 19, spending $451,166 in total. It was her first open-market purchase since joining the board in November 2021. Meanwhile, Fellow director David Kirk, a former chief scientist at Nvidia, bought 2,570 CRM stock at $194.62 each on March 18. Kirk now directly owns 13,689 CRM stock valued at roughly $2.5 million. At press time, CRM sits at $180 a share.
Salesforce has seen its revenue growth slow over the last few years, but there are signs of a reacceleration on the horizon. Net new annual order value (AOV) growth increased in the second half of fiscal 2026, which ended in January, relative to the second half of 2025. As Salesforce fulfills those contracts, it should see an increase in actual revenue growth. Management expects investors to see the acceleration in the second half of 2027, sooner than previously anticipated.
Management also sees potential for AI to expand its addressable market. Since agentic capabilities increase the return on investment a business gets from buying Salesforce software, more companies may be willing to buy more licenses. Additionally, management expects enterprise adoption of AI to increase token usage, allowing it to sell additional credits or unlimited access. What’s more, it should be able to keep those prices stable even as the cost per token declines.
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Furthermore, Management also updated its long-term guidance for fiscal 2030. It now sees revenue climbing to $63 billion, up from $41.5 billion in fiscal 2026. The strong guidance and continued, surging importance of the AI sector make Salesforce (CRM) a valuable investment, especially during dips in price like the one we’ve seen in 2026.
At $180, CRM is trading near the bottom of its 52-week range and below its 200-day simple moving average. However, 75% of the 55 analysts covering the stock surveyed by CNN rate CRM a buy, with a median forecast of 39% gains in 2026 to a high forecast of over 120% gains before the year ends. The high-end forecast projects CRM stock to rocket towards the $400 value, a new ATH.
