Salesforce Inc. and Anthropic Enhance Claude with Trusted Business Context and AI Actions via Slack and Agentforce 360
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14h ago
0mins
Should l Buy CRM?
Source: moomoo
Sales Force Inc. Announcement: Sales Force Inc. has introduced a new initiative aimed at enhancing business trust and context in the sales process.
Coand Antropic Collaboration: The company is collaborating with Coand Antropic to extend its actions and services to improve customer engagement.
Focus on Cloud Solutions: The initiative emphasizes the importance of cloud solutions in modern business practices.
Agent Force 360 Integration: The integration of Agent Force 360 is a key component of this strategy, aimed at streamlining operations and enhancing customer interactions.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRM is 326.95 USD with a low forecast of 223.00 USD and a high forecast of 405.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
42 Analyst Rating
31 Buy
10 Hold
1 Sell
Moderate Buy
Current: 212.290
Low
223.00
Averages
326.95
High
405.00
Current: 212.290
Low
223.00
Averages
326.95
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.
Salesforce's 2025 Performance Review and Outlook
- Performance Decline Reasons: Despite Salesforce's 9% year-over-year revenue growth in 2025, its stock fell 33.7% due to missing Wall Street's growth expectations, contrasting sharply with the S&P 500's 16% rise, indicating market concerns about its growth potential.
- Client Success Stories: Salesforce's clients, including FedEx and Formula 1, achieved a 2000% return on investment and an 80% improvement in customer service response times through AI, respectively, showcasing the effectiveness of its software and strong market demand.
- Financial Health Status: With total debt at $11.6 billion and net cash at $7.2 billion, Salesforce's 78% gross margin and 22% operating margin indicate robust profitability, suggesting that its debt levels are manageable and future growth remains promising.
- Valuation and Market Outlook: Currently, Salesforce's P/E ratio stands at 34.7, lower than Microsoft and Oracle, suggesting its stock is undervalued; following market corrections, a rebound is anticipated in 2026, reflecting its fundamentally strong position.
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- Technical Analysis Tool: Comparing the current share price to the 200-day moving average can provide investors with insights into market trends, although the specific moving average value is not provided in the article.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on investor demand, impacting liquidity and market performance.
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Salesforce Inc. and Anthropic Enhance Claude with Trusted Business Context and AI Actions via Slack and Agentforce 360
Sales Force Inc. Announcement: Sales Force Inc. has introduced a new initiative aimed at enhancing business trust and context in the sales process.
Coand Antropic Collaboration: The company is collaborating with Coand Antropic to extend its actions and services to improve customer engagement.
Focus on Cloud Solutions: The initiative emphasizes the importance of cloud solutions in modern business practices.
Agent Force 360 Integration: The integration of Agent Force 360 is a key component of this strategy, aimed at streamlining operations and enhancing customer interactions.
See More
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- Surge in AI Investments: OpenAI and Anthropic are raising tens of billions in funding, with Anthropic increasing its target to $20 billion and Amazon negotiating a $50 billion investment in OpenAI, indicating that major tech companies remain optimistic about AI's future, even amid bubble concerns.
- Semiconductor Sector Gains: As software stocks tumble, semiconductor stocks emerge as winners in the AI boom, with funds raised by OpenAI and Anthropic expected to be spent on Nvidia GPUs, further driving growth in the semiconductor industry and highlighting the potential of AI infrastructure development.
- Uncertain Market Outlook: While the software pullback may persist, as long as money continues to flow into OpenAI and Anthropic and their revenues soar, fears of an AI bubble will seem unwarranted, potentially providing new opportunities for investors.
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AI Bubble Concerns Rise as Software Stocks Plummet
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- Investor Confidence Shaken: Despite reporting solid growth, investors are worried that AI could enable customers to build equivalent tools in-house, threatening the market positions of traditional software companies, leading to a sell-off in the software sector.
- Surge in AI Startup Funding: AI startups like OpenAI and Anthropic are attracting massive investments, with Anthropic raising its fundraising target to $20 billion and Amazon negotiating a $50 billion investment in OpenAI, indicating confidence in the AI sector despite bubble fears.
- Semiconductor Sector Benefits: The decline in software stocks is seen as a positive for the semiconductor industry, as the funding raised by OpenAI and Anthropic is expected to be spent on Nvidia GPUs, further driving gains in semiconductor stocks and suggesting that the massive infrastructure buildout will eventually be profitable.
See More
Salesforce and SentinelOne Executives Increase Stock Purchases
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- Attractive Valuation for Salesforce: Currently, Salesforce trades at a forward price-to-sales ratio of 4.7 and a price-to-earnings ratio around 17.5, making it compellingly cheap despite the SaaS sector being undervalued, with significant potential in the agentic AI space that could attract investors.
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Salesforce's 2025 Performance Review and Outlook
- Performance Decline Reasons: Despite Salesforce's 9% year-over-year revenue growth in 2025, its stock fell 33.7% due to missing Wall Street's growth expectations, contrasting sharply with the S&P 500's 16% rise, indicating market concerns about its growth potential.
- Client Success Stories: Salesforce's clients, including FedEx and Formula 1, achieved a 2000% return on investment and an 80% improvement in customer service response times through AI, respectively, showcasing the effectiveness of its software and strong market demand.
- Financial Health Status: With total debt at $11.6 billion and net cash at $7.2 billion, Salesforce's 78% gross margin and 22% operating margin indicate robust profitability, suggesting that its debt levels are manageable and future growth remains promising.
- Valuation and Market Outlook: Currently, Salesforce's P/E ratio stands at 34.7, lower than Microsoft and Oracle, suggesting its stock is undervalued; following market corrections, a rebound is anticipated in 2026, reflecting its fundamentally strong position.
See More
Analysis of IGV ETF's 52-Week Price Fluctuations
- Price Range Analysis: The IGV ETF has a 52-week low of $76.68 and a high of $117.99, with the last trade at $91.06, indicating volatility and shifts in investor sentiment within the current market.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average can provide investors with insights into market trends, although the specific moving average value is not provided in the article.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on investor demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the performance of the underlying stocks held within the ETFs, though specific inflow and outflow data is not detailed in the article.
See More
Salesforce Inc. and Anthropic Enhance Claude with Trusted Business Context and AI Actions via Slack and Agentforce 360
Sales Force Inc. Announcement: Sales Force Inc. has introduced a new initiative aimed at enhancing business trust and context in the sales process.
Coand Antropic Collaboration: The company is collaborating with Coand Antropic to extend its actions and services to improve customer engagement.
Focus on Cloud Solutions: The initiative emphasizes the importance of cloud solutions in modern business practices.
Agent Force 360 Integration: The integration of Agent Force 360 is a key component of this strategy, aimed at streamlining operations and enhancing customer interactions.
See More
Software Stocks Plunge Amid AI Bubble Concerns
- Software Stock Decline: At the start of 2023, the iShares Expanded Tech-Software Sector ETF (IGV) fell 16%, primarily due to investor fears that AI could disrupt the enterprise software market, leading to double-digit declines in stocks of industry leaders like Microsoft, ServiceNow, and SAP, despite their solid earnings reports.
- Surge in AI Investments: OpenAI and Anthropic are raising tens of billions in funding, with Anthropic increasing its target to $20 billion and Amazon negotiating a $50 billion investment in OpenAI, indicating that major tech companies remain optimistic about AI's future, even amid bubble concerns.
- Semiconductor Sector Gains: As software stocks tumble, semiconductor stocks emerge as winners in the AI boom, with funds raised by OpenAI and Anthropic expected to be spent on Nvidia GPUs, further driving growth in the semiconductor industry and highlighting the potential of AI infrastructure development.
- Uncertain Market Outlook: While the software pullback may persist, as long as money continues to flow into OpenAI and Anthropic and their revenues soar, fears of an AI bubble will seem unwarranted, potentially providing new opportunities for investors.
See More
AI Bubble Concerns Rise as Software Stocks Plummet
- Software Stock Plunge: As concerns about an AI bubble rise, software stocks have dropped 16% at the start of the year, with industry leaders like Microsoft, ServiceNow, and SAP experiencing double-digit declines post-earnings, reflecting market fears of AI disrupting enterprise software.
- Investor Confidence Shaken: Despite reporting solid growth, investors are worried that AI could enable customers to build equivalent tools in-house, threatening the market positions of traditional software companies, leading to a sell-off in the software sector.
- Surge in AI Startup Funding: AI startups like OpenAI and Anthropic are attracting massive investments, with Anthropic raising its fundraising target to $20 billion and Amazon negotiating a $50 billion investment in OpenAI, indicating confidence in the AI sector despite bubble fears.
- Semiconductor Sector Benefits: The decline in software stocks is seen as a positive for the semiconductor industry, as the funding raised by OpenAI and Anthropic is expected to be spent on Nvidia GPUs, further driving gains in semiconductor stocks and suggesting that the massive infrastructure buildout will eventually be profitable.
See More
Salesforce and SentinelOne Executives Increase Stock Purchases
- Insider Buying Activity: Salesforce Director David Blair Kirk purchased over 1,900 shares in mid-December for more than $500,000, indicating strong confidence in the company's future, while activist firm ValueAct also acquired $25 million worth of Salesforce stock in December, highlighting market recognition of its growth potential.
- Attractive Valuation for Salesforce: Currently, Salesforce trades at a forward price-to-sales ratio of 4.7 and a price-to-earnings ratio around 17.5, making it compellingly cheap despite the SaaS sector being undervalued, with significant potential in the agentic AI space that could attract investors.
- SentinelOne Executive Purchases: Director Mark Peek bought nearly $600,000 worth of shares in mid-December, reflecting confidence in the company's future, and despite a 23% revenue growth last quarter, its forward price-to-sales ratio remains below 4.5, indicating undervaluation.
- Market Potential and Partnership Opportunities: SentinelOne's partnership with Lenovo is ramping up, expected to drive growth for its Singularity platform, while its Singularity Data Lake product presents new opportunities in the data query market, enhancing its competitive edge in AI security and data leakage.
See More
