Salesforce

OpenAI announced Dali Rajic as its new Chief Revenue Officer, replacing Denise Dresser after less than a year. Rajic, former COO of Wiz and Zscaler, will lead revenue scaling as OpenAI reports 1 billion weekly users and 2 million business customers. Dresser’s departure follows that of former COO Brad Lightcap and other executives, raising investor concerns ahead of OpenAI’s planned IPO and $852 billion valuation. The company also partnered with RPT Partners to strengthen its go-to-market team.

15 reports · 5 sources · Updated Aug 26, 10:35 AM UTC

The U.S. Defense Department and Army Human Resources Command have approved Salesforce’s autonomous AI agents on the Missionforce National Security platform for handling sensitive unclassified missions. The platform received Impact Level 5 authorization, enabling access to controlled unclassified information. The AI agents will automate routine administrative tasks, potentially saving $6 million annually while managing over 55 million conversations per month. The Air Force has already deployed the system for fleet management.

6 reports · 2 sources · Updated Aug 7, 12:39 PM UTC

The Dow Jones Industrial Average surged 659 points (1.3%) on Tuesday, July 28, 2026, driven by strong earnings from Coca-Cola and Sherwin-Williams. Coca-Cola stock rose 5% after beating revenue and earnings estimates and raising its full-year guidance. Sherwin-Williams jumped 8% after topping Q2 estimates. Salesforce also gained 5%. A broad rotation out of technology stocks into other sectors fueled the rally, with the Technology Select Sector SPDR Fund hitting its lowest since May 7, while healthcare and financials ETFs hit record highs. Chip stocks continued to decline, with the VanEck Semiconductor ETF dropping over 3% for a fourth straight session. Micron fell 8% and AMD shed 7%. Falling oil prices added support, with WTI crude falling 5% to $78/barrel amid reports of Iran-Saudi-Oman talks over the Strait of Hormuz. The Federal Reserve is set to announce its rate decision on Wednesday, with markets pricing in a quarter-point hike in September.

1 reports · 1 sources · Updated Jul 28, 05:03 PM UTC

On Friday, the Department of Veterans Affairs awarded Salesforce a $1.6 billion contract for its Agentic Enterprise License Agreement, centered on the company's AI agent products, including Agentforce Public Sector and Agentforce Health. The contract also includes Slack, MuleSoft, Tableau, and Data 360 through Salesforce's government cloud business, Missionforce. The VA plans to use Agentforce for virtual contact center support, patient triage, benefits verification, and scheduling, aiming to reduce appointment scheduling from 28 days to minutes. The agreement is structured as one base year with two one-year renewal options, meaning the $1.6 billion is a ceiling, not a committed spend. Salesforce shares rose over 4% on the news. The article notes that Agentforce annual recurring revenue reached $1.2 billion in the fiscal first quarter of 2027, up 205% year over year, indicating rapid scaling of the AI agent business.

1 reports · 1 sources · Updated Jul 27, 07:29 PM UTC

Enterprise software stocks staged a sharp rebound on July 27, 2026, with Salesforce up 7%, ServiceNow up 8%, and Workday up 10% in midday trading. The rally was driven by a rotation out of AI-chip stocks like NVIDIA (down 5%) and AMD (down 7%) into oversold software names. The move was supported by strong AI monetization results: Salesforce's Agentforce ARR surged 205% to $1.2 billion, ServiceNow's AI business crossed $1 billion in annual contract value, and Workday reported over 4,000 customers using agentic AI products. All three companies beat earnings estimates. Lower oil prices and easing rate concerns also favored higher-multiple software stocks. Analysts caution the bounce could reverse quickly if chip sentiment recovers.

1 reports · 1 sources · Updated Jul 27, 06:36 PM UTC

Darwinbox, a global HR technology platform, has appointed Akshay Murthy as Country Head for India. Murthy, who brings over 24 years of experience from Salesforce, Oracle, and IBM, will lead the company's enterprise growth in its home market. His appointment comes as Indian enterprises rapidly adopt AI in HR, with Deloitte reporting 40% of Indian firms using AI significantly versus a 28% global average. Darwinbox has responded by launching AI-native features like Super Agent and becoming the first HCM platform to launch a Model Context Protocol server. Murthy aims to close the gap between legacy HR systems and AI-native technology. Co-founder Rohit Chennamaneni highlighted that India serves as a model for fast-growing, multilingual markets globally. The company, founded in 2015, serves over 4 million employees across 130 countries.

1 reports · 1 sources · Updated Jul 27, 01:07 PM UTC

Salesforce (CRM) shares surged on July 24, 2026, after the company announced a $1.6 billion contract with the U.S. Department of Veterans Affairs (VA). Under the Agentic Enterprise License Agreement (AELA), the VA will deploy Salesforce's AI agents, data platforms, and collaboration tools—including Agentforce, Slack, MuleSoft, Data 360, and Tableau—to modernize healthcare delivery for veterans. The deal aims to automate benefits verification, streamline patient triage, and reduce appointment scheduling from 28 days to minutes. This contract follows other major federal deals, including a $5.6 billion U.S. Army agreement and a $72 million Air Force contract. Despite the positive news, Salesforce stock remains down approximately 38% year-to-date. Wall Street analysts maintain a 'Moderate Buy' rating with a mean price target of $249, implying over 60% upside from current levels.

1 reports · 1 sources · Updated Jul 24, 06:22 PM UTC

Enterprise software stocks ServiceNow (NOW) and Salesforce (CRM) surged on Friday, July 24, 2026, driven by government AI contract wins. ServiceNow jumped 6% after reporting strong Q2 results, with AI annual contract value crossing $1 billion ahead of schedule and subscription revenue rising 24.5% to $3.88 billion. Salesforce climbed 4% after landing a $1.6 billion, three-year Department of Veterans Affairs Agentforce deal aimed at reducing veteran appointment scheduling from 28 days to minutes. The gains come after both stocks fell over 40% year-to-date, representing an oversold rebound. The broader rotation from AI infrastructure to application-layer software is supported by Oracle's $7 billion Pentagon deal. Multiple analysts raised price targets on ServiceNow, though UBS cut its rating to Neutral citing mixed demand.

1 reports · 1 sources · Updated Jul 24, 05:38 PM UTC

OpenAI's launch of a new product called Presence has caused a sharp decline in software stocks, including Workday, Atlassian, and HubSpot. The tool, which allows companies to set guardrails and permissions for AI agents using corporate data, intensifies OpenAI's competition with established SaaS vendors. The sell-off occurred amid broader market pressures from rising oil prices, bond yields, and disappointing Big Tech earnings. TD Cowen analysts identified the Presence announcement as a major factor behind a 3% drop in the IGV software index. The tool directly targets customer service and sales automation, areas where SaaS companies have been vulnerable. This follows a similar market reaction in October when OpenAI showcased internal AI tools resembling SaaS offerings. OpenAI did not comment on the report.

1 reports · 1 sources · Updated Jul 23, 10:14 PM UTC

ServiceNow (NYSE: NOW) is set to report Q2 2026 earnings on July 22, 2026, with analysts predicting a potential stock surge if the company confirms its raised AI revenue run rate of $1.5 billion for Now Assist. The stock has fallen roughly 50% over the past year but has gained 7.39% in the last month. 24/7 Wall St. has a buy rating with a $331.60 price target, implying 225% upside. Key metrics include subscription revenue of $3.671 billion in Q1, RPO of $27.7 billion, and non-GAAP operating margin of 32%. Multi-product AI deals grew nearly 70% year-over-year. Risks include a 61x trailing P/E, margin compression from AI infrastructure investment, and past post-earnings drops despite beats.

1 reports · 1 sources · Updated Jul 22, 04:15 PM UTC

The article analyzes the Vanguard U.S. Value Factor ETF (VFVA), an actively managed fund holding 666 undervalued U.S. stocks across all market caps. It has gained 28.5% in the past year, outperforming the S&P 500 and Nasdaq-100. The fund charges a 0.13% expense ratio and has delivered 10.96% annualized returns since its 2018 inception. Top holdings include EOG Resources, Bristol Myers Squibb, Salesforce, Cigna, and Intuit. Vanguard research predicts U.S. value stocks will outperform growth stocks by 1.6-3.6 percentage points annually over the next decade. The article discusses pros and cons, noting the fund didn't make the list of best value ETFs and that cheaper alternatives exist. It also includes a promotional pitch for Motley Fool's stock recommendations.

1 reports · 1 sources · Updated Jul 22, 01:20 PM UTC

Morgan Stanley analyst Adam Wood downgraded Salesforce from Overweight to Equal Weight and slashed the price target from $287 to $185, a 35% reduction. The downgrade is driven by timing concerns rather than skepticism about Salesforce's AI strategy. While Agentforce, Salesforce's agentic AI platform, has reached a $3.4 billion annualized run rate, it represents only 7% of Salesforce's $46 billion revenue base and is not yet large enough to offset weakness in legacy segments like Commerce and Tableau. CRM stock fell 2.2% on the day of the downgrade and is down 35% year-to-date. The stock trades at roughly 12 times earnings, with buybacks providing a floor. Wood believes the AI inflection will take longer than expected, and the lower target reflects compressed software sector valuations.

1 reports · 1 sources · Updated Jul 22, 10:15 AM UTC

Salesforce shares fell up to 3.9% on Tuesday, diverging from a 1.4% rally in the Nasdaq Composite. The decline was triggered by a Morgan Stanley analyst downgrade from 'Overweight' to 'Equal Weight' and a price target cut from $287 to $185. Analyst Adam Wood acknowledged positive leading indicators for Salesforce's new Agentforce AI offerings but expressed concern that the AI transition is cannibalizing legacy subscription revenue. Agentforce currently accounts for only about 7% of Salesforce's projected $46 billion in annual revenue. Despite the downgrade, Salesforce trades at roughly $168 per share, below the new target, and at a valuation of just 12 times earnings, which some see as potentially undervalued if the company successfully navigates the AI transition.

1 reports · 1 sources · Updated Jul 21, 07:06 PM UTC

The Oakmark Equity And Income Fund (Investor Class) underperformed its 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index benchmark in Q2 2026, with the equity portfolio returning 6.84% versus 15.20% for the S&P 500. The fixed income portfolio returned 1.13% versus 0.67% for the bond index. The fund's allocation was 60.1% equities, 38.9% fixed income, and 1.0% cash. Health care and consumer discretionary were top sector contributors, while information technology and energy detracted. Top stock contributors included Alphabet, Centene, and Keurig Dr Pepper; top detractors were Accenture, Intercontinental Exchange, and Salesforce. The fund purchased Elevance Health and sold Phillips 66. The commentary notes persistent narrow market leadership favoring AI beneficiaries, while the fund remains focused on value investing. Alphabet performed well on strong AI-driven search and cloud results, while Accenture fell on weak bookings, which the fund views as transitory.

1 reports · 1 sources · Updated Jul 21, 05:18 PM UTC

CNBC's Jim Cramer reaffirmed support for Eli Lilly during the Investing Club's Morning Meeting on July 21, 2026, despite a lawsuit from rival Novo Nordisk. Novo alleged Lilly's GLP-1 drug ads mislead consumers about superior efficacy, citing outdated comparisons before a higher Wegovy dose was approved. Cramer and portfolio director Jeff Marks dismissed the lawsuit as a 'nothing burger,' focusing on Lilly's strong injectable business outside the U.S. and its oral obesity pill Foundayo. The broader market rose, led by chipmakers like Intel, which surged 7% after landing Fortinet as its first named customer for third-party manufacturing. Salesforce was downgraded by Morgan Stanley, while Microsoft retained a buy rating despite concerns over its OpenAI relationship and Xbox headwinds. Other stocks discussed included 3M, General Motors, Danaher, Halliburton, and D.R. Horton.

1 reports · 1 sources · Updated Jul 21, 04:40 PM UTC

Salesforce (CRM) has fallen 34% year-to-date in 2026 despite five consecutive earnings beats, trading at $173.79. The decline is attributed to a sector-wide derating as enterprises shift software budgets toward AI infrastructure, impacting CRM alongside ServiceNow and Oracle. However, Wedbush analyst Dan Ives maintains a $475 price target, implying 173% upside, driven by the rapid growth of Agentforce, Salesforce's autonomous AI agent platform, which reached $1.2 billion in ARR (up 205% YoY). The company reported Q1 FY27 EPS of $3.88 (beating $3.13 consensus) and revenue of $11.13 billion (up 13.3% YoY). Management raised FY27 revenue guidance to $45.9-$46.2 billion. The article notes CRM trades at 13x forward earnings with 77% gross margins, and includes a promotional segment for a separate AI stock list.

1 reports · 1 sources · Updated Jul 21, 04:30 PM UTC

Salesforce (CRM) has fallen 34% year-to-date in 2026 despite five consecutive earnings beats, trading at $173.79. The decline is attributed to a sector-wide derating as enterprises shift software budgets toward AI infrastructure, with IBM's warning hitting CRM and peers like ServiceNow and Oracle. However, Wedbush analyst Dan Ives maintains a $475 price target, implying 173% upside, citing strong growth in Agentforce (ARR up 205% YoY to $1.2 billion) and Data Cloud. CRM trades at 13x forward earnings with 77% gross margins. Analysts are mostly bullish (40 buy ratings vs 2 strong sell), and management raised FY27 revenue guidance to $45.9-$46.2 billion with a $63 billion FY30 target. Insider buying has been net positive.

1 reports · 1 sources · Updated Jul 21, 04:30 PM UTC

Jim Cramer's daily market preview covers key movers and events for July 21, 2026. SK Hynix shares surge 6%, lifting Nasdaq futures, but Cramer questions if gains will hold. The Trump administration announces 50% tariffs on select Canadian imports (wine, hockey sticks, cement), excluding energy. Morgan Stanley's new analyst downgrades Salesforce, Adobe, and Intuit but maintains a buy on Microsoft ahead of earnings. 3M beats estimates on AI-driven demand. Wells Fargo raises Amazon's price target. Intel is expected to report a revenue beat. Ralph Lauren gets an upgrade, while Live Nation is downgraded. Kraft Heinz partners with Disney for product supply and character licensing. Cramer also comments on his patience with Microsoft and his belief in Kraft Heinz's turnaround.

1 reports · 1 sources · Updated Jul 21, 01:05 PM UTC

This article from Yahoo Finance, published on July 21, 2026, summarizes key Wall Street analyst research calls and market movements. Pre-market stock futures traded higher after a down day on Monday, with the Nasdaq, Dow, S&P 500, and Russell 2000 all closing lower. Geopolitical tensions with Iran and rising oil prices contributed to market uncertainty. Notable analyst actions include a downgrade of Adobe (ADBE) to Underweight with a $240 target, Morgan Stanley slashing Salesforce's (CRM) price target to $185 from $287, and Morgan Stanley initiating Microsoft (MSFT) with an Overweight rating and a $600 target. Fortinet (FTNT) saw its price target nearly doubled to $133. The article also covers Treasury yields, oil prices, gold, and cryptocurrency movements, noting Bitcoin rose to a one-month high of $65,400. The piece includes a promotional segment for a list of top 10 AI stocks.

1 reports · 1 sources · Updated Jul 21, 11:41 AM UTC

On Tuesday, July 21, 2026, Wall Street analyst research calls highlighted major upgrades and downgrades. Adobe (ADBE) was slashed to Underweight with a $240 target, while Morgan Stanley cut Salesforce (CRM) to $185 from $287. Morgan Stanley initiated Microsoft (MSFT) with Overweight at a $600 target and nearly doubled Fortinet (FTNT) to $133. Five Below (FIVE) was upgraded to Outperform. Market futures traded higher after Monday's declines, with the Nasdaq at 25,508, Dow at 51,839, and S&P 500 at 7,443. Iran's foreign ministry signaled openness to further discussions after U.S. attacks, easing geopolitical tensions. Treasury yields rose, with the 10-year note at 4.59%. Oil prices increased modestly (Brent $88.97, WTI $82.45), while gold fell to $4,005. Bitcoin rose to $66,215. The article also promotes a free list of top 10 AI stocks from an analyst who called NVIDIA in 2010.

1 reports · 1 sources · Updated Jul 21, 11:41 AM UTC

Curative CEO Fred Turner announced the cancellation of a $600,000 annual Salesforce contract after the health insurance company built its own CRM using 'vibecoding' in just two months. Speaking on the '20VC with Harry Stebbings' podcast, Turner said Curative plans to cut about 80% of its SaaS spending this year, redirecting funds to AI tools, particularly Anthropic. He highlighted a bespoke AI agent named Gwen that negotiates contracts with healthcare providers, reducing average costs from $1,500-2,000 to about $70 per contract. Turner acknowledged maintenance challenges but emphasized the economic benefits, noting Anthropic spending has surged from tens of thousands to millions of dollars monthly. The move reflects growing fears of a 'SaaSpocalypse' as companies replace expensive SaaS subscriptions with AI-built custom solutions. Salesforce pushed back, citing 150,000 companies still using its platforms and highlighting HIPAA compliance capabilities.

1 reports · 1 sources · Updated Jul 21, 09:07 AM UTC

ServiceNow shares fell about 0.7% to $102.50 on July 20 after CLSA initiated coverage with an Underperform rating and a $72 price target, implying roughly 30% downside. Analyst Bhavtosh Vajpayee acknowledged steady growth from enterprise AI adoption but argued the stock already prices in expectations of becoming a leading AI platform. CLSA's target is based on 25 times projected fiscal 2027 GAAP earnings, similar to Microsoft's multiple. The bearish call contrasts with recent bullish ratings from Oppenheimer ($140 target) and Guggenheim ($125 target). ServiceNow will report Q2 results on July 22, with key metrics including subscription revenue, current remaining performance obligations (cRPO), and operating margin—the latter impacted by the Armis acquisition. The company raised its 2026 AI annual recurring revenue target to $1.5 billion from $1 billion.

1 reports · 1 sources · Updated Jul 20, 11:37 PM UTC

This article from The Motley Fool predicts that Salesforce (CRM) stock will reach $250 per share by the end of 2028, up from its current price near $171. The analysis is based on the company's earnings guidance and a modest recovery in its valuation multiple. For fiscal 2027, Salesforce guided for revenue of $45.9-$46.2 billion (up 11% YoY) and adjusted EPS of $14.06-$14.12. The author assumes 10% annualized EPS growth over the following two years, yielding about $17 in EPS by fiscal 2029. At the current forward P/E of 12, this implies a stock price of ~$204. To reach $250, the multiple would need to recover to about 15, which the author argues is not a heroic assumption given the stock's history. Key growth drivers include AI products (Agentforce and Data 360) which reached nearly $3.4 billion in annual recurring revenue (up 200% YoY), and a $25 billion accelerated share repurchase program that retired about 11% of shares outstanding.

1 reports · 1 sources · Updated Jul 20, 07:46 PM UTC

ServiceNow (NYSE: NOW) shares have fallen 51% from their 52-week high to around $103, driven by Wall Street fears that generative AI will erode demand for enterprise software. The company reports Q2 earnings on July 22, 2026, which will serve as a key test of the AI-disruption thesis. Despite the sell-off, ServiceNow's Q1 results showed strong growth: subscription revenue rose 22% year over year to $3.67 billion, current remaining performance obligations (cRPO) grew 22.5% to $12.64 billion, and large deals over $5 million in net new annual contract value surged nearly 80%. The company's AI offering, Now Assist, saw customers with over $1 million in annual contract value grow more than 130%. Management guides for Q2 subscription revenue of $3.815 billion to $3.82 billion, representing about 22.5% growth. The article highlights cRPO as a key metric for bears to watch, as it could signal demand erosion before it hits reported revenue.

1 reports · 1 sources · Updated Jul 20, 07:46 PM UTC

Salesforce (CRM) stock trades around $171, offering a 9.9% free cash flow yield versus the S&P 500 median of 4.1%, despite a 33% decline over the past year. The company generated $42.83 billion in revenue (up 11% YoY) with a 22% operating margin. Management highlights strong AI adoption, processing 28.6 trillion tokens (up 152% QoQ) and achieving a $1 billion ARR run-rate for Agentforce. However, the market remains skeptical due to lagging overall bookings and softness in Tableau and Commerce Cloud. The key catalyst is management's promise to re-accelerate organic revenue in the second half of FY27. FY27 free cash flow growth guidance was lowered to 4-5%, but the current yield provides a valuation cushion. The article debates whether the stock is a buying opportunity or correctly priced for a slowdown.

1 reports · 1 sources · Updated Jul 20, 03:18 PM UTC

Salesforce (CRM) stock is trading around $171 per share, offering a 9.9% free cash flow yield versus the S&P 500 median of 4.1%, despite a 33% decline over the past twelve months. The company generated $42.83 billion in revenue over the last twelve months, up 11% year-over-year, with a 22% operating margin. Management highlights strong AI adoption, processing 28.6 trillion tokens (up 152% quarter-over-quarter) and achieving over $1 billion in annual recurring revenue from its Agentforce products. However, the market remains skeptical due to lagging overall bookings trends and softness in Tableau and Commerce Cloud products. The key catalyst is management's promise to drive organic revenue re-acceleration in the second half of FY27. The article presents the stock as a potential opportunity for investors seeking cash-rich businesses at a discount, while acknowledging the risk that AI momentum may not be sufficient to reignite core growth.

1 reports · 1 sources · Updated Jul 20, 03:18 PM UTC

A Salesforce VP argues that enterprises are wasting 5-10 times more tokens than necessary due to architectural inefficiencies, not just model costs. The article identifies five key failure points in the AI pipeline: context bloat, ungoverned data access, using the wrong model, lack of persistent memory, and single-use semantics. It advocates for an architectural foundation that optimizes token usage through master data management, data governance, cost-routing models, structured memory, and caching. The piece concludes that token efficiency will become a competitive advantage as enterprises shift from maximalist AI adoption to cost-controlled, impactful outcomes.

1 reports · 1 sources · Updated Jul 20, 02:00 PM UTC

L1 Capital International Fund disclosed in its Q2 2026 investor letter that it sold its position in Salesforce (CRM) during the quarter. The fund, which returned +2.6% net of fees compared to a benchmark return of 12.5%, cited significant implications of artificial intelligence for Salesforce's business model as a key reason for the sale. The fund noted that while Salesforce is a clear leader in its software sub-segment with strong management and financials, management will need to respond with strong execution and adjustments. L1 Capital sold into a bounce in Salesforce's share price and used the proceeds to increase its investment in Nvidia. As of July 17, 2026, Salesforce shares closed at $170.77, with a one-month return of 13.76% but a 52-week loss of 34.89%. The fund's underperformance was attributed more to investments not held rather than those held.

1 reports · 1 sources · Updated Jul 20, 01:09 PM UTC

L1 Capital International Fund disclosed in its Q2 2026 investor letter that it sold its position in Salesforce (CRM) during the quarter. The fund, which returned +2.6% net of fees versus a 12.5% benchmark return, cited significant implications of artificial intelligence for Salesforce's business model as the primary reason for the sale. Despite acknowledging Salesforce as a clear leader in its software sub-segment with strong management and financials, the fund believes management must respond with strong execution and business model adjustments. The proceeds from the sale were used to increase the fund's investment in Nvidia. Salesforce shares closed at $170.77 on July 17, 2026, with a one-month return of 13.76% but a 52-week loss of 34.89%. The fund's underperformance was attributed more to holdings it did not own rather than poor stock selection.

1 reports · 1 sources · Updated Jul 20, 01:09 PM UTC

This financial analysis article from Yahoo Finance, published July 20, 2026, recommends three AI stocks beyond the typical mega-cap names like NVIDIA. It highlights Dell Technologies (DELL) as a key AI hardware play, noting its AI-optimized server revenue surged 757% YoY to $16.13 billion in Q1 FY27. Salesforce (CRM) is presented as an enterprise software beneficiary, with its Agentforce ARR growing over 200% to $3.4 billion, despite a 35% year-to-date stock decline. The article also mentions Arista Networks for its AI Fabrics target. The analysis frames these picks as capturing the second wave of AI infrastructure and software monetization, driven by hyperscaler CapEx and enterprise adoption.

1 reports · 1 sources · Updated Jul 20, 12:00 PM UTC