Salesforce (CRM) has slipped into a potentially attractive setup, trading near levels where past pullbacks have often turned into strong rebounds. With the stock hovering around $230, this is a pivotal moment to gauge whether weakness is setting up another opportunity — or signaling more volatility ahead.
Bill Nygren's legendary Oakmark fund made some remarkable moves in the third quarter, to say the least.
AI spending is moving into its next phase, and Wedbush analysts expect it will mark the start of a major monetization cycle beginning next year The analysts pointed to a pickup in deal activity across cloud providers, noting that around 20% of the AI-related projects it tracks at hyperscalers have sped up in recent weeks. “2026 will be another strong year for the tech trade with the AI Revolution front and center,” the analysts wrote, pointing to infrastructure built throughout 2025 that they expect will enable “transformational monetization opportunities into 2026 and beyond.
Salesforce Inc (NYSE:CRM) stock was last seen up 1.5% to trade at $234.08, brushing off a price-target cut to $300 from $315.
CRM's Q3 results are expected to reflect the benefits of accelerated AI and cloud adoptions. However, macro headwinds and slower deal cycles may limit the upside.
Salesforce (CRM) reports earnings Wednesday, with focus on growth, AI impact, and its competitive moat amid historically low valuation. AI is reshaping retail, with U.S. retail site traffic up 805% year-over-year and Black Friday online sales hitting a record $11.8B.
The first week of the year has a full slate of earnings reports and economic data.
After a strong, short Thanksgiving week for U.S. stocks, a busy schedule of economic indicators and corporate earnings awaits.
Salesforce has underperformed the market and the Magnificent 7 in 2025, but I see no major disruption in the business model and believe negative sentiment is undeserved. CRM is poised to benefit from AI-driven growth, with accelerating revenues in the Platform & Other and Integration & Analytics segments. The stock trades at a historically low valuation, below the S&P 500.
Salesforce enters Q3 with the market fixated on one number: whether growth can break a psychological threshold investors no longer ignore. AI has flipped the narrative. Instead of excitement, it's now fueling doubts about CRM's moat and the long-term payoff of Agentforce. Margins, guidance, and a softening top line all converge into a tense setup where fear seems to matter more than fundamentals.
Shares of Salesforce Inc. ( NYSE: CRM ) lost 10.69% over the past month after gaining 4.89% the month prior.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Salesforce.com (CRM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.