Salesforce, Inc.'s fiscal Q3 outperformance demonstrates ongoing execution consistency on Agentforce-led monetization. However, the stock remains undervalued, mispricing the broader economic efficiency that the strategy enables for Salesforce. Agentforce is more than a standalone AI upsell lever for Salesforce. Instead, its increasing adoption across Salesforce's installed base is unlocking sca...
Microsoft looks set to be a major beneficiary from artificial-intelligence spending, but the news isn't so good for Salesforce, according to a KeyBanc survey.
Salesforce (CRM) remains a Buy, with the market underappreciating its profitable growth and resilience amid AI disruption fears. CRM's topline growth guidance of 9–10% lags AI peers, but its focus on profitability and improving margins is increasingly pivotal. Agentforce + Data 360 ARR surpassed $1.4B, up over 100%, signaling healthy adoption of Salesforce's AI-driven initiatives.
The shares of two significant software companies, Salesforce (NYSE: CRM) and Adobe (NASDAQ: ADBE), experienced notable increases in the week concluding on December 5, 2025. Salesforce jumped by around 13% following its impressive Q3 fiscal 2026 earnings report published on Wednesday, December 3.
Salesforce, Inc. ( CRM ) Raymond James TMT & Consumer Conference December 8, 2025 10:00 AM EST Company Participants Susan Emerson Conference Call Participants Brian Peterson - Raymond James & Associates, Inc., Research Division Presentation Brian Peterson Raymond James & Associates, Inc., Research Division Good morning, everyone. My name is Brian Peterson.
Salesforce is starting to see solid AI agent traction with its Agentforce platform. However, this hasn't yet led to a meaningful acceleration in its overall revenue growth.
Salesforce posted another quarter of strong revenue growth as its adjusted operating margin continued to expand. The company's AI offerings are seeing explosive growth.
Salesforce shares popped 5% on Friday after the company posted better-than-expected third quarter earnings on Wednesday despite falling short of Wall Street's revenue estimates. The company is headed for its best week since 2023.
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