Salesforce Inc (CRM)
Salesforce: Agentforce Is Turning The AI Threat Into A Growth Catalyst
I am initiating coverage of Salesforce with a Buy rating with a $430 price target, as AI is proving to be a monetization layer rather than a threat. My investment thesis is driven by Agentforce monetization, Data 360, and Informatica adoption, and modest acceleration across Salesforce's much larger application business. The valuation remains attractive despite the recent recovery, with CRM trading at a 0.97x forward non-GAAP PEG, roughly 19% below the sector median.
Salesforce AI ARR Surges as Agentforce Adoption and Outcome Pricing Gain Momentum
Salesforce NYSE: CRM said its artificial intelligence product adoption is expanding across its customer base, with management highlighting growing demand for agentic workflows, consumption-based offerings and industry-specific AI applications during its Q2 fiscal 2027 investor webinar.
Big Software Names Bounced Back in August. Can They Sustain Their Recent Rally?
August was a good month for tech stocks, especially software companies that had slumped earlier in the year.
Prediction: Salesforce Stock Will Trade at $300 on This Date
Salesforce just posted one of its best quarters ever, yet the stock sits down on the year and trades at a multiple reserved for slow-growth legacy vendors. Something in that gap has Wall Street scrambling to recalculate.
Salesforce Looks Overbought, But the Rally May Be Far From Over
After a gloomy first half to the year, shares of Salesforce Inc. NYSE: CRM have been enjoying quite the recovery of late. Since June, the stock has surged more than 70%, and last week's earnings poured fresh fuel on the fire.
ETFs to Buy as Salesforce Jumps on Q2 Earnings Beat, Anthropic Gains
Salesforce's Q2 beat, Anthropic gain and AI momentum send shares soaring, while CRM-heavy ETFs offer diversified exposure with less single-stock risk.
Understand The Current Buy Rationale for Salesforce
Salesforce just posted a quarter that silenced its loudest critics, but the investment case for buying at current prices is more complicated than the 22% weekly rally suggests.
Salesforce at $256: Should You Buy It?
Salesforce just ripped 36% in a month on its boldest AI bet yet, but the stock now sits exactly where analysts think it belongs, leaving buyers with no margin for error and one soft quarter away from a painful unwind.
International Markets and Salesforce (CRM): A Deep Dive for Investors
Examine the evolution of Salesforce's (CRM) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Salesforce (CRM) Stock Soars on Q2 Earnings: Is It Too Late to Buy?
The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.
Why Salesforce's Alliance With Anthropic Changes Everything
Salesforce surged over 22% after Q2 2027 results, driven by a transformative AI partnership with Anthropic and the launch of Claudeforce. CRM's forward P/E of 14.4 is seen as deeply undervalued for a high-margin software leader now positioned as a full AI player. The Anthropic alliance eliminates existential AI risks, providing Salesforce with advanced reasoning capabilities and a powerful growth catalyst.
Salesforce Q2 Earnings Call Focuses on AI-Led Reacceleration
CRM raises its fiscal 2027 revenue outlook as AI demand, stronger bookings and low attrition reinforce its case for organic reacceleration.
