Jefferies Sees Salesforce's Acquisition of Fin Accelerating AI Adoption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Jefferies believes the acquisition of Fin will help accelerate AI adoption in Salesforce's installed base. While Fin has been most successful among SMBs, its pivot to AI, own LLM, rapid deployment, outcome-based pricing, and early enterprise wins should benefit the broader Salesforce portfolio, the firm argues. Jefferies also notes that 15 M&A deals since May 2025 are helping accelerate innovation as Salesforce seeks to reinvent itself against AI displacement narratives. The firm says $3.6B cash looks reasonable and leaves $6.7B in 2026 ending cash. Jefferies has a Buy rating on Salesforce.
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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: 155.020
Low
223.00
Averages
326.40
High
405.00
Current: 155.020
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.
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See More
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