Analysts update Salesforce stock outlook following important meeting
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 20 2025
0mins
Should l Buy CRM?
Source: Yahoo Finance
Salesforce's AI Initiatives: Salesforce is promoting its new AI platform, Agentforce, which aims to enhance customer support and sales, but faced backlash for removing the search feature from its Help section, prompting a commitment to reinstate it by November 15.
Financial Performance: In Q2 of fiscal 2026, Salesforce reported a revenue increase of 10% year-over-year to $10.2 billion, with a net income of $1.9 billion, and analysts have raised their free cash flow estimates for fiscal years 2027 and 2028.
Market Expansion Plans: CEO Marc Benioff announced plans to enter the IT service management market with Agentforce, leveraging existing resources, while analysts noted stable demand for Salesforce's Sales and Service Clouds.
Analyst Ratings and Risks: Analysts maintain a buy rating with a target price of $325 for Salesforce shares, citing potential risks from competition, integration challenges from acquisitions, and cyclical spending patterns in enterprise applications.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise
39 Analyst Rating
29 Buy
9 Hold
1 Sell
Moderate Buy
Current: 199.470
Low
223.00
Averages
326.40
High
405.00
Current: 199.470
Low
223.00
Averages
326.40
High
405.00
About CRM
Salesforce, Inc. is a provider of customer relationship management (CRM) technology. The Company helps organizations of any size reimagine their business for the world of artificial intelligence (AI). With Agentforce, its platform, organizations can bring humans together with AI agents to drive customer success on one deeply unified platform. With the Salesforce platform, it delivers a single source of truth, connecting customer data with integrated AI across systems, apps and devices to help companies sell, service, market and conduct commerce from anywhere. Agentforce is a new layer of the Salesforce platform that enables companies to build and deploy AI agents that can respond to inputs, make decisions and take action autonomously across business functions. Agentforce includes a suite of customizable agents for use across sales, service, marketing and commerce. Datablazer is a data-driven innovator, which leverages the Company’s platform to unlock insights and drive decisions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Earnings Beat Expectations: Salesforce reported a 12% revenue growth for the quarter, surpassing market expectations, which demonstrates the company's robust performance in a competitive landscape and boosts investor confidence.
- Strategic Positioning in AI Era: CEO Marc Benioff emphasized the company's relevance in the age of artificial intelligence, indicating that Salesforce will continue to innovate to adapt to market changes and maintain its leadership position in the industry.
- Positive Market Reaction: Following the earnings report, Salesforce shares rose, reflecting investor optimism about the company's future growth potential while alleviating concerns from the recent selloff in software stocks.
- Stable Growth Outlook: Salesforce anticipates stable revenue growth moving forward, a prospect that not only enhances the company's valuation but may also attract more long-term investors to its stock.
See More
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- Q4 Results Impact: The Q4 results played a significant role in influencing the stock market's perception of Salesforce's financial health.
- Future Outlook: The increase in share price suggests optimism about Salesforce's growth trajectory moving forward.
See More
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- Bank Stocks Plummet: The collapse of UK private lender Market Financial Solutions Ltd raised fears of rising defaults, leading to significant declines in bank stocks, with Morgan Stanley and Goldman Sachs both down over 7%, indicating instability within the financial sector.
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- Infrastructure Expansion: OpenAI will leverage Amazon Web Services (AWS) infrastructure, committing to deploy 2 gigawatts of Trainium AI chips, which not only boosts OpenAI's computational capabilities but also presents new growth opportunities for Amazon's cloud services business.
- Market Competitive Advantage: This partnership positions Amazon more favorably against competitors like Microsoft and Google in the AI market, particularly by gaining access to powerful AI models from OpenAI, which could drive innovation in its consumer products.
- Long-term Strategic Layout: The collaboration with OpenAI not only supplements existing AI technologies but may also foster further cooperation in emerging areas like agentic commerce, demonstrating Amazon's commitment to long-term investments in the AI domain.
See More
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- Market Turmoil Analysis: Steve Koenig, head of software and services research at Macquarie, highlights that the software industry is undergoing unprecedented turmoil due to recent AI-driven sell-offs, with companies like Salesforce (CRM) facing existential threats, coining terms like 'SaaS-pocalypse'.
- Industry Risk Assessment: Koenig expresses cautious optimism about the long-term outlook for the software sector, suggesting that while uncertainty looms, technological innovation will continue to drive industry growth, despite potential short-term volatility.
- Investor Sentiment Shift: The concept of 'SaaS-pocalypse' has shaken investor confidence in software companies, leading to increased stock price volatility, particularly for those operating under the SaaS model, which faces heightened scrutiny.
- Future Outlook: Despite the challenging market environment, Koenig believes that advancements in AI and other technologies could enable a recovery in the software industry, urging investors to focus on innovation and adaptability within the sector.
See More
