Salesforce Inc (CRM)
Value Growth Investors Should Do This With Salesforce
Salesforce just staged one of its biggest single-session rallies in years, but the real question is whether that move already priced in everything the AI story has to offer or left something on the table for investors willing to be
Salesforce Eyes Faster Growth as AI, Slack and Agentforce Gain Momentum
Salesforce NYSE: CRM Deputy CFO and Head of Finance Mike Spencer said the company's second-quarter performance and updated outlook reflected several quarters of execution against its strategy, including its goal of returning to faster organic growth in the second half of the fiscal year.
Jim Cramer says Nvidia and Salesforce earnings upended two bear narratives
CNBC's Jim Cramer said strong earnings from Nvidia and Salesforce shattered two major bear cases that had weighed on the tech stocks. He said Salesforce's earnings pushed back on fears that AI will make traditional software obsolete, while Nvidia's results challenged concerns that demand for its AI chips is slowing.
Salesforce, Inc. (CRM) Presents at Deutsche Bank 2026 Technology Conference Transcript
Salesforce, Inc. (CRM) Presents at Deutsche Bank 2026 Technology Conference Transcript
Salesforce: Anthropic And Claudeforce Crush The Bear Thesis
Salesforce remains a strong buy, driven by resilient growth and a transformative partnership with Anthropic to enhance its AI capabilities. CRM delivered 11% YoY revenue growth and raised full-year guidance to $46.4 billion, with management expressing optimism about the Claudeforce AI launch. Despite margin contraction from acquisitions, I anticipate expanding net margins to at least 40% over time, supported by AI-driven efficiencies.
Salesforce: Don't Be Easily Fooled By This Dead Cat Bounce
Salesforce, Inc. surged +20% post-earnings, dissipating imminent disruption fears and regaining valuation above its 1Y average of 16.4x. CRM's Q2 revenue grew 11% YoY, cRPO re-accelerated 14%, and AI ARR nearly reached $4B, highlighting improving AI monetization prospects. Claudeforce's integration with Anthropic Claude is pivotal, but structural risks remain unresolved if Anthropic controls the orchestration layer, potentially limiting CRM's long-term upside.
Salesforce: The SaaSpocalypse Argument Just Got Weaker
Salesforce, Inc. delivered a strong Q2 FY2027 with 11% revenue growth, 12% subscription growth, and raised full-year guidance to $46.1–$46.4 billion. cRPO accelerated 14% in constant currency, free cash flow grew 81%, and Agentforce/Data 360 ARR reached nearly $3.9 billion, signaling real AI traction. I rate CRM stock a Buy, as the quarter weakens the bear case that AI is undermining the SaaS model; core demand and retention remain robust.
Salesforce Q2 Earnings Beat on Investment Gains, Revenue View Raised
CRM's Q2 earnings more than double as investment gains boost profit, while revenues rise 10.8%, and fiscal 2027 guidance is increased.
Salesforce leads software rally, rocketing 20% on track for second-best day ever
Shares of Salesforce skyrocketed after the company reported a beat on second-quarter earnings and expanded its partnership with Anthropic. The software giant's stock is pacing for its second-best day ever.
Salesforce Rewarded The Brave: Now Sell And Take Your Gains (Rating Downgrade)
Salesforce surged 13% post-Q2 FY27, but recent gains are driven by noisy, non-recurring EPS items and inorganic growth. cRPO growth outpaced revenue, signaling near-term acceleration, yet organic revenue guidance was only modestly raised amid acquisition-driven boosts. CRM's recent acquisitions are multiple-dilutive, with initial ROIC below cost of debt, making integration and competitive impact critical.
Salesforce Stock Soars After Strong Results, Raised Outlook
Salesforce stock is rallying after the enterprise software maker's second-quarter results topped expectations.
Salesforce, Inc. (CRM) Q2 2027 Earnings Call Transcript
Salesforce, Inc. (CRM) Q2 2027 Earnings Call Transcript
