SALESFOR INCDRNSALESFOR INCDRNSALESFOR INCDRN

SALESFOR INCDRN

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CRM I don't get it. I haven't found any negative news, and the stock is dropping. Do you have any ideas?

CRM Benioff needs to GO....

CRM
BMO increased their target. Stock is down 😔

CRM short at least 25% as a SF consultant I will say agentforce is bad. they are betting on forced adoption with something that is already behind the times. cheaper, faster and more robust AI solutions exist. Have you checked their Coral Demo? Would a hotel pay 4K a month to have a 2015 chatbot..that costs 15k to implement..ya it’s ugly. No practical ROI for SMB. Salesforce will lose the race due to greed and hype instead of fixing their platform to make it easier for admins and devs to actually build on the application efficiently.

Salesforce technical setup looks bullish at $263.05 (+0.50%). According to Osis.co indicators, the recent price increase of 6% for Enterprise and Unlimited Editions is a positive signal. Cantor Fitzgerald maintained an Overweight rating with a $325 price target, making calls an interesting play here.

Salesforce technical setup looks bullish at $275.13. Oppenheimer analysts see "strong momentum" in their AI platform Agentforce, maintaining a price target of $380. Consider going long, as 18 of 23 analysts have a "buy" rating with a consensus price target of $361.


CRM Salesforce exceeded expectations in Q1 FY26 (April quarter), reporting an 8% year-over-year revenue increase to $9.8 billion—$80 million above estimates—and adjusted earnings per share of $2.58, beating forecasts by $0.03. Its AI and Data Cloud services now have an annual recurring revenue over $1 billion, up 120% from the prior year, with more than 8,000 Agentforce deals secured since launch. Management raised its full-year revenue outlook by $400 million to a high-end target of $41.3 billion, and Q2 guidance also surpassed analyst projections, indicating growing momentum driven by AI-enhanced productivity.

To bolster its AI strategy, Salesforce announced an $8 billion acquisition of Informatica, a major player in data integration and master data management. While the acquisition won’t affect FY26 earnings, it underscores Salesforce’s commitment to building a “digital labor force” powered by reliable, AI-ready data.
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