Salesforce Aktie News

The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities for investors to position for a rebound in higher-quality stocks, strategists at JP Morgan said.

J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to CrowdStrike—it believes are positioned to rebound.

Salesforce stock (NYSE: CRM) has shown notable rally potential, achieving over 30% gains in less than two months on several occasions, particularly in 2010 and 2023. It experienced two instances of surging more than 50% within comparable timeframes, underscoring its ability for rapid appreciation.

With more than half of S&P 500® companies reporting thus far, EPS growth for Q4 2025 currently stands at 13%. This week, 1,662 companies are expected to report, including results from McDonald's, Cisco, CVS, Shopify, and Coca-Cola. Potential earnings surprises this week: Ford, T-Mobile, Quest Diagnostics, American Electric Power and more.

Salesforce made cuts to its workforce at the beginning of this month, with the reduction involving fewer than 1,000 roles, Business Insider reported on Monday, citing a person familiar with the matter.

Salesforce cut part of its workforce earlier this month. Staff in teams across marketing, product, and data were let go.

Salesforce has appointed new leaders in an executive shake-up. Six new hires and promoted executives will lead businesses like Agentforce and Slack.

Wedbush has moved to re-plant its flag in battered enterprise software, arguing the recent sell-off in Salesforce Inc and ServiceNow Inc has overshot reality as investors fret about AI disrupting traditional SaaS economics. The broker said the pair of big-cap enterprise software stocks were caught in what it views as an exaggerated “software Armageddon” trade, with the market “baking in a dooms...