The Market Is Wrong About Salesforce: Why AI Is An Opportunity, Not A Threat
Salesforce (CRM) is undervalued due to market fears that AI will make CRM software obsolete, but fundamentals remain strong. CRM is transitioning from high growth to a mature, highly profitable SaaS model, with improving margins, buybacks, and robust cash flow. Agentforce 360, CRM's AI platform, is growing rapidly and offers significant advantages over DIY solutions in data integration, privacy, and maintenance.
Why Salesforce.com (CRM) Dipped More Than Broader Market Today
In the most recent trading session, Salesforce.com (CRM) closed at $256.64, indicating a -2.57% shift from the previous trading day.
Salesforce vs. Adobe: Which Cloud-Software Stock Is the Stronger Buy?
CRM's AI momentum, profitability gains and resilient performance make it the stronger buy over ADBE in the cloud software race.
Trump calls for National Guard deployment in San Francisco loom over city's AI-driven resurgence
President Trump reiterated his call on Sunday to deploy the National Guard to San Francisco. However, evidence continues to mount that the city is undergoing a post-pandemic resurgence.
The A-List Turned on Marc Benioff. Now He's Sorry.
The Salesforce CEO apologized for his comments on the National Guard
Salesforce CEO Marc Benioff apologizes for saying Trump should send National Guard to San Francisco
“My earlier comment came from an abundance of caution around the event, and I sincerely apologize for the concern it caused," Benioff wrote on X.
Cory Johnson on CRM's Path to Monetizing Agentic A.I. & ORCL's "Staggering" Growth
As Salesforce (CRM) wraps up its Dreamforce event, Cory Johnson talks about the software giant's path forward. He notes the importance of free cash flow and the role agentic A.I.
Salesforce Is Now A Value Stock, Buy With Confidence
Salesforce is undervalued compared to AI leaders like MSFT and NVDA, with shares down ~25% year-to-date. CRM recently set a new FY30 revenue target of $60+ billion, implying a 10% organic CAGR from FY26-FY30. New AI-driven products and strong bookings growth are expected to drive future revenue acceleration for CRM.
Salesforce bets on AI agents to reignite growth and widen margins
It has been a while since Salesforce Inc (NYSE:CRM, ETR:FOO), the US software group best known for its customer management tools, had investors properly excited. But Goldman Sachs thinks that may be about to change.
Salesforce.com (CRM) Soars 4.0%: Is Further Upside Left in the Stock?
Salesforce.com (CRM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Salesforce's Long-Awaited Inflection is Here: Rally On!
Salesforce's NYSE: CRM share price has struggled with traction because its heavy investment in agentic AI has yet to pay off. Those days are over.
Marc Benioff's call for troops in SF leads tech investor Ron Conway to leave Salesforce Foundation board
Startup investor Ron Conway resigned from the board of the Salesforce Foundation after comments Marc Benioff made supporting President Trump potentially sending federal troops to San Francisco. Conway, a major Democratic donor, is known for early bets on Google, Airbnb and Stripe.
