MarketBeat
Positive
9/21 4:41 PM
AI Is Reshaping SaaS—These 2 Software ETFs Offer Different Ways to Play It
Software spending continues to grow, with extra tailwinds in many cases thanks to AI, and a recent spate of earnings wins affirms this. Of course, as the landscape shifts with the influx of AI and the threat of a "SaaSpocalypse" that could eliminate or reduce the value proposition of many software-as-a-service (SaaS) firms, investors must be more cautious: strong revenue growth, expanding margins and free cash flow, customer and net revenue retention, and other factors all matter more than ever.
Zacks Investment Research
Positive
9/21 2:01 PM
Salesforce vs. Twilio: Which Customer Engagement Stock Has the Edge?
TWLO's faster growth and direct AI communications exposure give it an edge over CRM despite a richer valuation and margin pressures.
MarketBeat
Negative
9/21 11:26 AM
3 Software Stocks Rebounding as AI Fears Give Way to Growth
Early in 2026, markets saw software stocks as among the biggest losers from AI adoption. The advent of “vibe coding" largely drove this, as it significantly increased software development productivity.
24/7 Wall Street
Positive
9/18 7:03 PM
Why Salesforce's Homegrown AI Model Won't Move the Stock Until 2027
Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually move the stock?
24/7 Wall Street
Positive
9/18 11:30 AM
Six Analysts Turn Bullish on Salesforce, Signaling Major Re-Rating Ahead
Six Wall Street firms just raised their Salesforce price targets in a cluster, and the reasoning behind the coordinated move points to a fundamental shift in how analysts now value enterprise AI software.
CNBC
Neutral
9/18 11:00 AM
AI safety debate meets reality at Dreamforce as business leaders say last year's models are enough
The headliners at Dreamforce this week are at the center of the debate on AI safety and whether model development needs to be slowed down. But on the ground at Salesforce's annual mega-conference, attendees said they're just trying to figure out how to take advantage of AI models that are currently available.
Benzinga
Positive
9/18 10:21 AM
Agentforce Triggers Renewal Surge, Sparking Salesforce AI Boom: Analyst
Salesforce Inc. (NYSE:CRM) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns.
Business Wire
Neutral
9/17 9:15 PM
Stensul Brings Governed Creation to Salesforce Marketing Cloud Next
NEW YORK--(BUSINESS WIRE)--Stensul, the Governed Creation™ Platform for enterprise marketing, today announced the beta availability of an integration with Marketing Cloud Next, building on its longstanding support for Salesforce. The new integration gives enterprise marketing teams and AI agents a governed way to create and personalize email campaigns using Salesforce audiences and data, without exposing underlying customer information to campaign builders. Teams can assemble campaign content a.
Seeking Alpha
Neutral
9/17 8:58 PM
Salesforce, Inc. (CRM) Analyst/Investor Day Transcript
Salesforce, Inc. (CRM) Analyst/Investor Day Transcript
Seeking Alpha
Positive
9/17 7:37 PM
Salesforce Stock Looks Enticing After Dreamforce 2026
Salesforce, Inc. remains a Buy as AI tailwinds drive robust growth and strong demand despite market fears of a 'SaaSpocalypse.' Q2 revenue grew 11% YoY to $11.3B, Agentforce ARR soared 240%+, and constant currency cRPO growth accelerated to 14%, signaling strengthening enterprise demand. AIforce and Koa launches at Dreamforce reinforce Salesforce's strategic AI leadership and support management's $63B+ revenue target by 2030.
52W Range
$146.32 - $269.11
Salesforce, Inc. is a leading provider of customer relationship management (CRM) solutions, dedicated to connecting businesses and their clientele on a global scale. At its core, the Customer 360 platform empowers organizations to create seamless, integrated experiences for their customers. The company's extensive suite of services encompasses a wide array of functionalities: Sales: Tools designed to manage sales pipelines, track leads, forecast opportunities, extract data-driven insights through analytics, and streamline the creation of quotes, contracts, and invoices. Service: Capabilities enabling companies to deliver highly personalized, trustworthy, and scalable customer support. Platform: A versatile development environment, featuring intuitive drag-and-drop tools, that allows businesses of diverse sizes, locations, and industries to build tailored applications, thereby strengthening customer relationships. Learning: An online educational platform providing accessible training to acquire sought-after Salesforce skills. Slack: A comprehensive system for team collaboration and engagement. Marketing: Solutions for strategizing, personalizing, and optimizing individual customer marketing journeys. Commerce: Offerings that unify customer interactions across various channels, including mobile, web, social media, and physical retail stores. Tableau: A complete analytics solution addressing a broad spectrum of enterprise data analysis needs. MuleSoft: An integration platform designed to unlock and connect data residing across an organization's various systems. Salesforce's offerings cater to numerous sectors, such as financial services, healthcare, life sciences, and manufacturing, among others. Beyond its core products, the company also provides professional services and conducts both in-person and online courses to certify customers and partners in the architecture, administration, deployment, and development of its services. Its solutions are distributed through direct sales channels, as well as a network of consulting firms, systems integrators, and other strategic partners. Established in 1999, Salesforce, Inc. maintains its headquarters in San Francisco, California.
