DJT & bitcoin, Wingstop upgrade, Salesforce–Informatica deal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 27 2025
0mins
Should l Buy CRM?
Source: Yahoo Finance
Stock Movements: Trump Media & Technology Group's stock declines as it announces plans for a large Bitcoin treasury, while Wingstop's stock rises following an upgrade from Truist, which increased its price target significantly.
Market Updates: Informatica shares increase after Salesforce reveals an $8 billion acquisition aimed at enhancing its data capabilities, contributing to a positive trend in US stocks led by the Nasdaq.
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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: 176.530
Low
223.00
Averages
326.40
High
405.00
Current: 176.530
Low
223.00
Averages
326.40
High
405.00
About CRM
Salesforce, Inc. is a customer relationship management (CRM) technology company. Its artificial intelligence (AI) powered Agentforce 360 Platform offers sales, service, marketing, commerce, collaboration, data management, integration, analytics, and information technology (IT) service solutions. It enables customers to build and deploy digital labor for employees and customers, leveraging autonomous AI agents across business functions. Its service offerings include Agentforce Sales, Agentforce Service, Agentforce 360 Platform, Slack and Others. The Agentforce Sales provides sales capabilities and tools built for organizations across prospecting, sales engagement, team collaboration, sales analytics and AI, sales programs, sales performance, partner management, and revenue and orders. The Agentforce Service provides field service solutions that enable companies to connect service agents, dispatchers and mobile employees through platform to schedule, dispatch and manage jobs.
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.
Salesforce Updates Revenue Reporting Structure for FY 2027
- Revenue Reporting Update: Salesforce has announced an update to its revenue reporting structure for fiscal year 2027, categorizing revenues into two main segments: Agentforce Apps and Data 360, Platform & Other, aimed at enhancing transparency and investor confidence by reflecting the evolution of its product architecture.
- Historical Data Recasting: To ensure year-over-year comparability, the company will provide recast disaggregated revenue data for fiscal years 2025 and 2026, a move that not only aids investors in understanding changes in revenue sources but also strengthens expectations for future performance.
- Agentic Enterprise Transformation: Salesforce emphasizes the transformation of customer interactions through the deep embedding of Agentforce across applications, indicating the company's strategic commitment to leveraging AI and data platforms to enhance customer service efficiency.
- Platform Integration Advantage: By integrating humans, agents, apps, and data on a unified platform, Salesforce aims to help organizations of all sizes achieve unprecedented growth and innovation, further solidifying its leadership position in the AI CRM space.
See More
Wall Street Hits New Historic Highs Amid Strong Earnings
- Strong Market Performance: The S&P 500 and Nasdaq Composite rose by 0.9% and 1.1% respectively over the past five trading sessions, achieving record highs on Monday, Thursday, and Friday, reflecting investor confidence in economic data and corporate earnings.
- Limited Impact from Oil Price Fluctuations: Despite a spike in Brent and West Texas Intermediate crude oil prices due to tensions in the Middle East, investors did not sell off stocks, as evidenced by record highs on both Monday and Thursday, indicating confidence in economic resilience.
- Mixed Reactions to Tech Earnings: While Meta, Microsoft, Alphabet, and Amazon all reported better-than-expected earnings, market reactions varied significantly, with Meta's stock plunging 8.55% due to increased capital expenditure outlook, while Alphabet surged nearly 10% on strong cloud business growth.
- Economic Data Supports Optimism: The Federal Reserve's decision to keep interest rates unchanged, coupled with the lowest unemployment insurance claims since 1969, underscores the resilience of the U.S. economy, further validated by Visa and Mastercard's earnings reports highlighting stable consumer spending.
See More
U.S. Stocks Close: S&P 500 Hits All-Time High
- S&P 500 Strong Performance: The S&P 500 index rose by 0.29%, reaching an all-time high, driven by Apple's forecast of stronger-than-expected Q2 revenue, which boosted market sentiment and indicated increased investor confidence in tech stocks.
- Atlassian Stock Surge: Atlassian's stock soared over 29% after reporting Q3 revenue of $1.79 billion, exceeding the market expectation of $1.69 billion, highlighting a robust recovery in the software sector that may attract more investor interest.
- Oil Price Volatility Impacting Markets: WTI crude oil prices fell more than 3%, easing inflation concerns, although trade tensions resurfaced with President Trump's threat to raise tariffs on EU auto imports, potentially negatively affecting market sentiment.
- Economic Data Influencing Stocks: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, indicating signs of economic slowdown, despite the majority of companies reporting Q1 earnings that exceeded expectations, leaving the overall market facing uncertainty.
See More
S&P 500 Hits Record Highs, AI Stocks Shine
- S&P 500 Performance: The S&P 500 is on track to close at another record high after its best month since November 2020, indicating strong market confidence in economic recovery as of Friday.
- AI Stock Surge: AI-related stocks like Arm, Broadcom, and Alphabet saw significant gains in April, with Arm surging nearly 40% and others rising over 30%, reflecting sustained investor enthusiasm and strong demand for AI technologies.
- Impact of Rising Memory Prices: Companies like Meta and Microsoft have raised their capital expenditure guidance due to surging memory prices, with Microsoft projecting $190 billion in capex for 2026, of which $25 billion is attributed to rising component costs, highlighting the tightness in the memory market.
- Multi-Year Supply Agreements: SanDisk has signed five multi-year supply agreements valued at over $11 billion, ensuring stable demand for its customers and indicating strong bargaining power for memory manufacturers, which could impact future sales and margins.
See More
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the expected 9.1%, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 20%, which not only boosted the software sector but also enhanced investor confidence in tech stocks.
- Oil Price Volatility: WTI crude oil prices fell more than 3% due to developments in the US-Iran agreement, temporarily easing inflation concerns and contributing to stock market gains, highlighting the energy market's influence on the overall economy.
- Weak Manufacturing Data: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, while the prices paid sub-index rose to a four-year high of 84.6, indicating increasing price pressures that could impact Federal Reserve policy decisions.
See More
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market Sentiment
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the 9.1% estimate, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 25%, which not only boosted the software sector's performance but also enhanced investor confidence in tech stocks.
- Oil Price Fluctuations: WTI crude oil prices fell more than 1% after Iran responded to the latest US amendments on the agreement, despite an early advance, indicating that inflation concerns may be easing, but geopolitical factors remain a potential risk for oil prices.
- Overall Market Performance: So far, 81% of the 303 S&P 500 companies that reported Q1 earnings have beaten estimates, with overall Q1 earnings projected to climb 12% year-over-year, suggesting that improving corporate profitability may continue to support stock market gains.
See More
Salesforce Updates Revenue Reporting Structure for FY 2027
- Revenue Reporting Update: Salesforce has announced an update to its revenue reporting structure for fiscal year 2027, categorizing revenues into two main segments: Agentforce Apps and Data 360, Platform & Other, aimed at enhancing transparency and investor confidence by reflecting the evolution of its product architecture.
- Historical Data Recasting: To ensure year-over-year comparability, the company will provide recast disaggregated revenue data for fiscal years 2025 and 2026, a move that not only aids investors in understanding changes in revenue sources but also strengthens expectations for future performance.
- Agentic Enterprise Transformation: Salesforce emphasizes the transformation of customer interactions through the deep embedding of Agentforce across applications, indicating the company's strategic commitment to leveraging AI and data platforms to enhance customer service efficiency.
- Platform Integration Advantage: By integrating humans, agents, apps, and data on a unified platform, Salesforce aims to help organizations of all sizes achieve unprecedented growth and innovation, further solidifying its leadership position in the AI CRM space.
See More
Wall Street Hits New Historic Highs Amid Strong Earnings
- Strong Market Performance: The S&P 500 and Nasdaq Composite rose by 0.9% and 1.1% respectively over the past five trading sessions, achieving record highs on Monday, Thursday, and Friday, reflecting investor confidence in economic data and corporate earnings.
- Limited Impact from Oil Price Fluctuations: Despite a spike in Brent and West Texas Intermediate crude oil prices due to tensions in the Middle East, investors did not sell off stocks, as evidenced by record highs on both Monday and Thursday, indicating confidence in economic resilience.
- Mixed Reactions to Tech Earnings: While Meta, Microsoft, Alphabet, and Amazon all reported better-than-expected earnings, market reactions varied significantly, with Meta's stock plunging 8.55% due to increased capital expenditure outlook, while Alphabet surged nearly 10% on strong cloud business growth.
- Economic Data Supports Optimism: The Federal Reserve's decision to keep interest rates unchanged, coupled with the lowest unemployment insurance claims since 1969, underscores the resilience of the U.S. economy, further validated by Visa and Mastercard's earnings reports highlighting stable consumer spending.
See More
U.S. Stocks Close: S&P 500 Hits All-Time High
- S&P 500 Strong Performance: The S&P 500 index rose by 0.29%, reaching an all-time high, driven by Apple's forecast of stronger-than-expected Q2 revenue, which boosted market sentiment and indicated increased investor confidence in tech stocks.
- Atlassian Stock Surge: Atlassian's stock soared over 29% after reporting Q3 revenue of $1.79 billion, exceeding the market expectation of $1.69 billion, highlighting a robust recovery in the software sector that may attract more investor interest.
- Oil Price Volatility Impacting Markets: WTI crude oil prices fell more than 3%, easing inflation concerns, although trade tensions resurfaced with President Trump's threat to raise tariffs on EU auto imports, potentially negatively affecting market sentiment.
- Economic Data Influencing Stocks: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, indicating signs of economic slowdown, despite the majority of companies reporting Q1 earnings that exceeded expectations, leaving the overall market facing uncertainty.
See More
S&P 500 Hits Record Highs, AI Stocks Shine
- S&P 500 Performance: The S&P 500 is on track to close at another record high after its best month since November 2020, indicating strong market confidence in economic recovery as of Friday.
- AI Stock Surge: AI-related stocks like Arm, Broadcom, and Alphabet saw significant gains in April, with Arm surging nearly 40% and others rising over 30%, reflecting sustained investor enthusiasm and strong demand for AI technologies.
- Impact of Rising Memory Prices: Companies like Meta and Microsoft have raised their capital expenditure guidance due to surging memory prices, with Microsoft projecting $190 billion in capex for 2026, of which $25 billion is attributed to rising component costs, highlighting the tightness in the memory market.
- Multi-Year Supply Agreements: SanDisk has signed five multi-year supply agreements valued at over $11 billion, ensuring stable demand for its customers and indicating strong bargaining power for memory manufacturers, which could impact future sales and margins.
See More
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the expected 9.1%, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 20%, which not only boosted the software sector but also enhanced investor confidence in tech stocks.
- Oil Price Volatility: WTI crude oil prices fell more than 3% due to developments in the US-Iran agreement, temporarily easing inflation concerns and contributing to stock market gains, highlighting the energy market's influence on the overall economy.
- Weak Manufacturing Data: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, while the prices paid sub-index rose to a four-year high of 84.6, indicating increasing price pressures that could impact Federal Reserve policy decisions.
See More
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market Sentiment
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the 9.1% estimate, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 25%, which not only boosted the software sector's performance but also enhanced investor confidence in tech stocks.
- Oil Price Fluctuations: WTI crude oil prices fell more than 1% after Iran responded to the latest US amendments on the agreement, despite an early advance, indicating that inflation concerns may be easing, but geopolitical factors remain a potential risk for oil prices.
- Overall Market Performance: So far, 81% of the 303 S&P 500 companies that reported Q1 earnings have beaten estimates, with overall Q1 earnings projected to climb 12% year-over-year, suggesting that improving corporate profitability may continue to support stock market gains.
See More
