Salesforce now trades at value multiples, driven by a strategic pivot toward profitability and disciplined operations amid sector-wide AI spending surges. CRM's AI-driven Agentforce product is a standout, with ARR up 330% y/y to $540 million, materially accelerating platform revenue growth. Robust backlog growth (RPO up 12% y/y) and a targeted 10% CAGR through FY30 underpin management's aggressive $60B revenue goal.
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Despite a recent 10% dip in share price, we believe Salesforce's investment thesis remains intact, even when the broader market debates the monetization of AI within the enterprise software space.
Salesforce, Inc. (CRM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
CRM leans on Data 360 to counter slowing growth, integrating AI tools to boost higher-value contracts as revenue growth cools to single digits.
Zacks.com users have recently been watching Salesforce.com (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The AI trade has grown quite volatile of late, but for investors who aren't deterred by the AI bubble concerns of others, I think there's a great opportunity to pursue a class of stocks that stand to gain from AI but aren't yet priced with such AI-driven catalysts in mind.
CRM shares are down 18% in a year, but AI momentum, enterprise expansion and discounted valuation suggest Salesforce may still be worth holding.
It was a nasty year for the software stocks in 2025, as investors pondered the disruptive impact of artificial intelligence (AI).
Salesforce NYSE: CRM is a top trade for 2026 because its position in the AI ecosystem drives accelerating growth, value is present, capital returns are healthy, and accumulation is underway.
Salesforce.com (CRM) reached $253.62 at the closing of the latest trading day, reflecting a -4.26% change compared to its last close.
Salesforce, Inc. is a top pick, poised for strong top line growth and robust margin expansion despite AI disruption fears. Agentforce ARR grew 330% YoY, signaling accelerating traction for CRM's generative AI integration and supporting future revenue momentum. CRM trades at a steep discount to historical multiples, with consensus estimates appearing overly conservative relative to management's growth targets.