Salesforce delivered record Q1 FY2027 results, with $11.13B in revenue (+13.27% YoY) and non-GAAP EPS of $3.88 (+50% YoY), beating estimates. CRM's AI and data business ARR surged to $3.4B (+200% YoY), with Agentforce alone at $1.2B ARR (+205% YoY), signaling strong adoption and expansion. The company executed a $27.5B capital return, including a $25B accelerated buyback, reducing diluted share count by 10% YoY and raising FY2027 guidance.
CRM trades near a 52-week low after a 33.8% YTD slide. Agentforce ARR soars, growth re-accelerates, and valuation looks cheap.
Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
Salesforce laid off employees in a new round of cuts this week. An internal document shows Salesforce's standard severance offer for U.S. employees.
Salesforce laid off employees, according to a WARN notice. Agentforce has had challenges, but annualized revenue surpassed $1 billion recently.
Bridgewater Associates walking away from Salesforce (NYSE:CRM | CRM Price Prediction) is exactly the kind of institutional exit that often coincides with entry points for long-duration holders evaluating durable compounders, and CRM offers characteristics long-term holders look for, with a recurring revenue base, expanding free cash flow, and a disciplined capital return program that together function as a quiet workhorse for patient capital.
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Salesforce, Inc. (CRM) Presents at 2026 Evercore Global TMT Conference Transcript
CRM's Agentforce ARR jumps 205% year over year and reaches $1.2B in Q1'27, showing surging automation demand and growth momentum.
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Salesforce is deeply undervalued, as I believe the current valuation reflects a flat or even negative long-term growth outlook, resulting in a low terminal value that seems too pessimistic. The company can thrive in an agentic AI world due to its large-scale enterprise data advantage. Agentforce and Data 360 ARR surged 26% in 1Q FY2027, following 200% YoY growth in 4Q FY2026, with over half of bookings coming from existing customers, showing strong retention.
Salesforce, Inc. (CRM) Presents at Bank of America 2026 Global Technology Conference Transcript