salesforce(US:CRM) 智通财经网·2025-06-26 07:43Group 1 - Morgan Stanley maintains an "Overweight" rating for Salesforce (CRM.US) with a target price of $404 [1] - Investor discussions focused on the potential for Salesforce to achieve a growth rate of 11% to 13%, while profit margins were considered a secondary factor [1] - Management highlighted various aspects such as new innovations, pricing and packaging, and booking dynamics, which bolstered confidence in future growth [1] Group 2 - Management detailed multiple facets of Salesforce's strategy, paving the way for accelerated growth by fiscal year 2027 [2] - Morgan Stanley emphasized the importance of patience for investors, noting a price-to-earnings ratio of 16 times based on the company's 2026 cash flow [2] - The stock is considered attractive with over 50% upside potential, making it worthwhile for investors to wait for accelerated growth in fiscal year 2027 [2]