Jim Cramer Gives Salesforce a Chance Amid Bearish Analyst Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16 hours ago
0mins
Source: CNBC
- Analyst Downgrade: Bank of America analysts have downgraded Salesforce to a sell-equivalent rating with a $160 price target, citing concerns over slowing new customer growth, weakening pricing power, and a lackluster monetization strategy for its AI product, Agentforce, which could place Salesforce at a competitive disadvantage.
- Support from Jim Cramer: Despite the bearish analyst call, Jim Cramer expressed optimism during Monday's Morning Meeting, suggesting that Salesforce's stock still has room to rebound, especially given its nearly 40% decline, and he questioned whether it is wise to sell now.
- Agentforce Market Performance: Since its launch, Salesforce's Agentforce has closed over 29,000 deals and is pacing for $800 million in annual recurring revenue, indicating strong demand, even as Benioff faces skepticism regarding the AI strategy amid fears of disruption to traditional software businesses.
- Competitive Pressure: Analysts highlighted that Salesforce is under pressure from AI code-writing tools that may lead customers to develop in-house applications, potentially impacting Salesforce's revenue model, particularly as its reliance on seat-based licenses could be challenged.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CRM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 173.510
Low
223.00
Averages
326.40
High
405.00
Current: 173.510
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.
AusNet Launches Unified Customer Connections Platform
- Efficiency Through Integration: AusNet's collaboration with IBM and Salesforce has resulted in a unified platform that allows customers and electricians to centrally submit, track, and manage electricity connection requests, thereby enhancing service speed and transparency to meet rising grid demands.
- Significant Process Automation: The new system has automated 51% of applications end-to-end, reduced validation times by over 80%, and decreased guaranteed service level infringements, significantly alleviating manual workloads and strengthening compliance.
- Industry Recognition Highlights Achievements: The collaboration between AusNet and IBM was honored at the 2025 Salesforce Partner Innovation Awards, underscoring their significant accomplishments in enhancing customer experience and redefining industry standards, further solidifying their market position.
- Future Development Plans: AusNet intends to expand the existing platform into intelligent contact center capabilities and deeper asset planning integration, supporting Australia's long-term decarbonization and electrification goals, showcasing its vision as a next-generation, service-led utility.
See More
ServiceNow Stock Surges After Trump Investment News
- Stock Rebound: ServiceNow (NOW) surged 8.8% on Monday, closing at $103.42 and reclaiming the key $100 level for the first time in a month, marking a strong rebound with a three-day gain of 19% after months of selling pressure.
- Investor Sentiment Shift: Retail sentiment on Stocktwits shifted from 'bullish' to 'extremely bullish' following Bank of America's reinstatement of a 'Buy' rating on NOW, indicating a renewed interest in software stocks.
- AI Opportunity: Bank of America set a $130 price target for ServiceNow, implying over 20% upside from the last close, asserting that NOW is positioned to benefit from AI advancements rather than being replaced, enhancing its unique role in IT and customer workflows.
- Trump's Influence: Trump's investment of $1 million to $5 million in ServiceNow during Q1 emerged as a key catalyst for retail investor sentiment, despite NOW being down 32.3% year-to-date, highlighting potential for recovery and market interest.
See More
Finding Buying Opportunities Amid Market Volatility
- Market Volatility Strategy: Jim Cramer advises investors to use sharp pullbacks as buying opportunities during market volatility instead of chasing short-lived rallies, emphasizing the need to focus on the top ten largest losers in the S&P 500 for potential investments.
- Software and Hardware Rotation: The three major indexes ended mixed on Monday as investors rotated back into software stocks, with Salesforce and ServiceNow rising approximately 3.4% and 8.8%, respectively, while Nvidia fell 1.3%, indicating a market lacking clear conviction.
- Micron Investment Opportunity: Cramer highlighted Micron as a standout investment opportunity after its 6% drop on Monday, noting its reasonable valuation and critical role in AI development, with Micron currently trading at less than 12 times earnings.
- Gradual Position Building Advice: Cramer recommends that investors avoid making large purchases all at once and instead gradually build positions, suggesting buying some shares at the current price and waiting for an additional 2-3% decline to buy more, using this strategy to navigate market fluctuations.
See More
Investors Should Use Market Pullbacks to Buy Quality Stocks
- Market Pullback Strategy: CNBC's Jim Cramer advises investors to selectively buy quality stocks during market pullbacks rather than chasing short-term rallies, a strategy that helps seize investment opportunities amid rapid sector rotations.
- Chip Stock Recommendation: Cramer specifically highlighted Micron Technology, which fell 6% on Monday, yet its reasonable valuation (below 12 times earnings) makes it an attractive investment opportunity, especially given its critical role in AI development.
- Software and Hardware Rotation: The market ended mixed on Monday, with software stocks like Salesforce and ServiceNow rising 3.4% and 8.8%, respectively, while Nvidia fell 1.3%, indicating a back-and-forth between software and hardware that reflects a lack of clear market conviction.
- Gradual Position Building Advice: Cramer recommends that investors adopt a gradual approach to buying, avoiding lump-sum purchases, and suggests waiting for an additional 2-3% decline from current levels before increasing positions to mitigate risk and optimize investment costs.
See More
Jim Cramer Gives Salesforce a Chance Amid Bearish Analyst Call
- Analyst Downgrade: Bank of America analysts have downgraded Salesforce to a sell-equivalent rating with a $160 price target, citing concerns over slowing new customer growth, weakening pricing power, and a lackluster monetization strategy for its AI product, Agentforce, which could place Salesforce at a competitive disadvantage.
- Support from Jim Cramer: Despite the bearish analyst call, Jim Cramer expressed optimism during Monday's Morning Meeting, suggesting that Salesforce's stock still has room to rebound, especially given its nearly 40% decline, and he questioned whether it is wise to sell now.
- Agentforce Market Performance: Since its launch, Salesforce's Agentforce has closed over 29,000 deals and is pacing for $800 million in annual recurring revenue, indicating strong demand, even as Benioff faces skepticism regarding the AI strategy amid fears of disruption to traditional software businesses.
- Competitive Pressure: Analysts highlighted that Salesforce is under pressure from AI code-writing tools that may lead customers to develop in-house applications, potentially impacting Salesforce's revenue model, particularly as its reliance on seat-based licenses could be challenged.
See More
NextEra's Acquisition of Dominion Drives Stock Surge
- Acquisition Impact: NextEra Energy's announcement of an all-stock acquisition of Dominion Energy led to a more than 9% surge in Dominion's shares, positioning the combined entity as the world's largest regulated electric utility, significantly enhancing market presence.
- Cruise Industry Recovery: Viking Holdings' stock rose nearly 2% after Wells Fargo upgraded its rating to overweight, with 2027 advanced bookings up 31% from the previous year, indicating strong demand despite concerns over the U.S.-Iran conflict.
- Stock Buyback Plan: Cognizant Technology Solutions saw its shares increase by nearly 7% after doubling its stock repurchase target to approximately $2 billion for this year, which is expected to boost investor confidence and enhance shareholder value.
- Medical Device Investment: Boston Scientific's shares rose over 3% as it announced a $2 billion accelerated stock repurchase plan and a $1.5 billion investment in MiRus, allowing it to re-enter the transcatheter aortic valve replacement market, demonstrating strategic expansion in the medical field.
See More
AusNet Launches Unified Customer Connections Platform
- Efficiency Through Integration: AusNet's collaboration with IBM and Salesforce has resulted in a unified platform that allows customers and electricians to centrally submit, track, and manage electricity connection requests, thereby enhancing service speed and transparency to meet rising grid demands.
- Significant Process Automation: The new system has automated 51% of applications end-to-end, reduced validation times by over 80%, and decreased guaranteed service level infringements, significantly alleviating manual workloads and strengthening compliance.
- Industry Recognition Highlights Achievements: The collaboration between AusNet and IBM was honored at the 2025 Salesforce Partner Innovation Awards, underscoring their significant accomplishments in enhancing customer experience and redefining industry standards, further solidifying their market position.
- Future Development Plans: AusNet intends to expand the existing platform into intelligent contact center capabilities and deeper asset planning integration, supporting Australia's long-term decarbonization and electrification goals, showcasing its vision as a next-generation, service-led utility.
See More
ServiceNow Stock Surges After Trump Investment News
- Stock Rebound: ServiceNow (NOW) surged 8.8% on Monday, closing at $103.42 and reclaiming the key $100 level for the first time in a month, marking a strong rebound with a three-day gain of 19% after months of selling pressure.
- Investor Sentiment Shift: Retail sentiment on Stocktwits shifted from 'bullish' to 'extremely bullish' following Bank of America's reinstatement of a 'Buy' rating on NOW, indicating a renewed interest in software stocks.
- AI Opportunity: Bank of America set a $130 price target for ServiceNow, implying over 20% upside from the last close, asserting that NOW is positioned to benefit from AI advancements rather than being replaced, enhancing its unique role in IT and customer workflows.
- Trump's Influence: Trump's investment of $1 million to $5 million in ServiceNow during Q1 emerged as a key catalyst for retail investor sentiment, despite NOW being down 32.3% year-to-date, highlighting potential for recovery and market interest.
See More
Finding Buying Opportunities Amid Market Volatility
- Market Volatility Strategy: Jim Cramer advises investors to use sharp pullbacks as buying opportunities during market volatility instead of chasing short-lived rallies, emphasizing the need to focus on the top ten largest losers in the S&P 500 for potential investments.
- Software and Hardware Rotation: The three major indexes ended mixed on Monday as investors rotated back into software stocks, with Salesforce and ServiceNow rising approximately 3.4% and 8.8%, respectively, while Nvidia fell 1.3%, indicating a market lacking clear conviction.
- Micron Investment Opportunity: Cramer highlighted Micron as a standout investment opportunity after its 6% drop on Monday, noting its reasonable valuation and critical role in AI development, with Micron currently trading at less than 12 times earnings.
- Gradual Position Building Advice: Cramer recommends that investors avoid making large purchases all at once and instead gradually build positions, suggesting buying some shares at the current price and waiting for an additional 2-3% decline to buy more, using this strategy to navigate market fluctuations.
See More
Investors Should Use Market Pullbacks to Buy Quality Stocks
- Market Pullback Strategy: CNBC's Jim Cramer advises investors to selectively buy quality stocks during market pullbacks rather than chasing short-term rallies, a strategy that helps seize investment opportunities amid rapid sector rotations.
- Chip Stock Recommendation: Cramer specifically highlighted Micron Technology, which fell 6% on Monday, yet its reasonable valuation (below 12 times earnings) makes it an attractive investment opportunity, especially given its critical role in AI development.
- Software and Hardware Rotation: The market ended mixed on Monday, with software stocks like Salesforce and ServiceNow rising 3.4% and 8.8%, respectively, while Nvidia fell 1.3%, indicating a back-and-forth between software and hardware that reflects a lack of clear market conviction.
- Gradual Position Building Advice: Cramer recommends that investors adopt a gradual approach to buying, avoiding lump-sum purchases, and suggests waiting for an additional 2-3% decline from current levels before increasing positions to mitigate risk and optimize investment costs.
See More
Jim Cramer Gives Salesforce a Chance Amid Bearish Analyst Call
- Analyst Downgrade: Bank of America analysts have downgraded Salesforce to a sell-equivalent rating with a $160 price target, citing concerns over slowing new customer growth, weakening pricing power, and a lackluster monetization strategy for its AI product, Agentforce, which could place Salesforce at a competitive disadvantage.
- Support from Jim Cramer: Despite the bearish analyst call, Jim Cramer expressed optimism during Monday's Morning Meeting, suggesting that Salesforce's stock still has room to rebound, especially given its nearly 40% decline, and he questioned whether it is wise to sell now.
- Agentforce Market Performance: Since its launch, Salesforce's Agentforce has closed over 29,000 deals and is pacing for $800 million in annual recurring revenue, indicating strong demand, even as Benioff faces skepticism regarding the AI strategy amid fears of disruption to traditional software businesses.
- Competitive Pressure: Analysts highlighted that Salesforce is under pressure from AI code-writing tools that may lead customers to develop in-house applications, potentially impacting Salesforce's revenue model, particularly as its reliance on seat-based licenses could be challenged.
See More
NextEra's Acquisition of Dominion Drives Stock Surge
- Acquisition Impact: NextEra Energy's announcement of an all-stock acquisition of Dominion Energy led to a more than 9% surge in Dominion's shares, positioning the combined entity as the world's largest regulated electric utility, significantly enhancing market presence.
- Cruise Industry Recovery: Viking Holdings' stock rose nearly 2% after Wells Fargo upgraded its rating to overweight, with 2027 advanced bookings up 31% from the previous year, indicating strong demand despite concerns over the U.S.-Iran conflict.
- Stock Buyback Plan: Cognizant Technology Solutions saw its shares increase by nearly 7% after doubling its stock repurchase target to approximately $2 billion for this year, which is expected to boost investor confidence and enhance shareholder value.
- Medical Device Investment: Boston Scientific's shares rose over 3% as it announced a $2 billion accelerated stock repurchase plan and a $1.5 billion investment in MiRus, allowing it to re-enter the transcatheter aortic valve replacement market, demonstrating strategic expansion in the medical field.
See More
