Salesforce Inc (CRM)
Up Approximately 8,000% the Past 20 Years, This Stock Just Shot Higher on Increased Guidance. Can the Momentum Continue?
In early December 2004, Salesforce (CRM 0.17%) was trading at a split-adjusted price of under $4. After the stock climbed following its most recent strong earnings report to over $360, the stock is now up more than 90 times in the past 20 years as of this writing.
Salesforce: What 2024 Taught Us About Market Expectations
Salesforce's share price reaction to the most recent earnings release might seem surprising, but there is a good reason why the stock skyrocketed. The company's ability to grow organically would be in the spotlight in calendar 2025 as the end-goal remains high GAAP operating margins. I remain cautiously optimistic about the stock's performance in 2025 as continued reliance on acquisitions deviates from the "Oracle Playbook" for profitable organic growth.
Salesforce: $53.1B Backlog And Rapid Adoption Of Agentforce
Salesforce's Q3 2025 earnings showcased strong revenue growth, driven by the rapid adoption of AI-powered Agentforce and robust profit margins, prompting a Buy rating. Agentforce's unprecedented adoption by major enterprises like FedEx and IBM highlights its efficiency and cost-saving potential, driving significant future revenue growth. Salesforce's $53.1 billion backlog and expanding margins, including a 20% GAAP operating margin, underscore its financial strength and operational excellence.
Salesforce: Q4 Guidance Signals Continued Deceleration In Revenue Growth
Salesforce rallied over 10% despite missing EPS consensus and providing lower YoY revenue growth guidance in 4Q, driven by strong 3Q bookings growth and optimism around Agentforce. Its subscription and support revenue growth is projected to decelerate further to 8.2% YoY in 4Q, and its non-GAAP EBIT margin is expected to see a slight sequential decline. Management indicated that Agentforce is currently in its early adoption phase and will not materially contribute to cRPO growth in 4Q.
Salesforce Q3 Review: Growth Is Still Slowing
Salesforce's revenue growth is slowing due to increasing competition, particularly from AI-driven sales tools, which pressures margins and market share. Despite a 35% rise in stock price since my last publication, Salesforce's premium P/E ratio is unjustified given the deceleration in growth and negative earnings revisions. I believe CEO Marc Benioff's optimism about AI agents is misplaced; the AI sales-tech space is becoming commoditized, further threatening Salesforce's market position.
Salesforce, Inc. (CRM) UBS Global Technology and AI Conference (Transcript)
Salesforce, Inc. (NYSE:CRM ) UBS Global Technology and AI Conference December 5, 2024 10:15 AM ET Company Participants Bill Patterson - EVP of Corporate Strategy Conference Call Participants Karl Keirstead - UBS Karl Keirstead Foggy from hanging out at the Thirsty Camel, a little bit too late. I'm a total lightweight, but I had a couple of beers and I'm still a little foggy, but I got, I pulled myself together for you, Bill.
Salesforce soars on investor excitement for new Agentforce offering
Salesforce Inc (NYSE:CRM, ETR:FOO) shares are up almost 10% in the last five days as investors welcomed strong early demand signals for the software provider's AI agent offering Agentforce, released in late October. The company closed more than 200 deals for Agentforce during the third quarter with “thousands” more in the pipeline, it revealed when reporting its quarterly earnings earlier this week.
Should You Buy, Sell or Hold Salesforce Stock After Q3 Earnings?
Salesforce, Inc. CRM delivered a mixed set of third-quarter fiscal 2025 results, with revenues surpassing expectations but earnings per share (EPS) falling slightly short. Despite this, the company raised its full-year revenue guidance, which buoyed investor confidence.
Salesforce: Defiantly An AI Play And Mr. Market Agrees
Salesforce delivered a strong Q3 with $9.44 billion in revenue, 8.3% YoY growth, and increased forward guidance, despite a slight EPS miss. CRM's A.I. initiatives, particularly Agentforce, are expected to drive future growth and increase net dollar retention, validating my bullish investment thesis. Despite risks from competitors and potential market volatility, CRM's valuation remains attractive, with significant free cash flow and shareholder returns through buybacks and dividends.
S&P 500 Gains and Losses Today: Salesforce Stock Pops as AI Offering Impresses
Major U.S. equities indexes moved higher Wednesday, boosted by outperformance from the technology sector.
Salesforce stock price is surging today. Here are 3 reasons why
One of the most-watched stocks in premarket trading this morning is Salesforce (NYSE: CRM). Shares are currently surging before the opening bell after the software giant reported its Q3 results for fiscal year 2025.
Salesforce has 'leverage' for AI, margin growth: Analyst
Salesforce (CRM) shares are gaining Wednesday morning coming off of its mixed third quarter results, initially up by over 11% in pre-market trading but later holding onto 9% gains in the regular trading session at the time of this video's posting. While the cloud company fell short of earnings expectations, it topped revenue estimates and posted $9.44 billion for its last quarter, driven by enthusiasm for its Agentforce AI tool released in October.
