CRM gears up for Q4 results as AI-driven cloud tools aim to lift revenues to $11.2B, while cost cuts may have boosted EPS growth.
With Salesforce's (NYSE: CRM) Q4 FY2026 earnings due February 25, three major Wall Street firms slashed their price targets on the stock Monday morning, raising a pointed question for investors: is it a stock that's dangerous to overlook, or simply dangerous to own?
Founded in March 1999, Salesforce was among the first companies with a native SaaS business model. What was once viewed as revolutionary is now called into question. After reaching an all-time high of $369.00 in December 2024, Salesforce reached a multi-year low of $180.24 last week, the equivalent of a ~50% drop in just over a year. The growth of agentic AI is a key element behind my 'strong buy' rating. While market participants are worried about disruption, Salesforce is aggressively capitalizing on this massive opportunity.
| Software Industry | Information Technology Sector | Marc R. Benioff CEO | XMUN Exchange | US79466L3024 ISIN |
| US Country | 76,453 Employees | 18 Dec 2025 Last Dividend | 18 Apr 2013 Last Split | 23 Jun 2004 IPO Date |
Salesforce, Inc., a pioneer in Customer Relationship Management (CRM) technology, plays a crucial role in bridging the gap between companies and their customers globally. Since its inception in 1999, Salesforce has been headquartered in San Francisco, California, and has consistently innovated its offerings to cater to the evolving needs of businesses of all sizes, across various industries. The company's CRM technology is designed to help companies store critical data, monitor leads and progress, forecast opportunities, and gain valuable insights through advanced analytics and artificial intelligence. Salesforce's commitment to delivering personalized and trusted customer support at scale exemplifies its customer-centric approach. Through its comprehensive suite of services and platforms, Salesforce enables businesses to build customer-focused workflows and applications, engaging learning platforms, effective marketing strategies, personalized commerce experiences, and robust analytics solutions. Additionally, Salesforce's integration services and vertical-specific services ensure customers in industries like financial services, healthcare, and government can leverage tailored solutions to meet their unique needs.