Salesforce Reports $336.6 Billion in 2025 Cyber Week Sales
Written by Emily J. Thompson, Senior Investment Analyst
Source: Businesswire
Updated: 1 hour ago0mins
- Significant Sales Growth: Salesforce reported that global sales during the 2025 Cyber Week reached $336.6 billion, a 7% year-over-year increase, with U.S. sales accounting for $79.6 billion, indicating strong consumer demand during the holiday season despite rising global prices.
- AI-Driven Shopping Experience: AI and agents played a pivotal role in the shopping journey, driving $67 billion in sales and influencing 20% of all global orders, highlighting the immense potential of personalized recommendations and conversational customer service in enhancing conversion rates.
- Enhanced Customer Service Efficiency: Retailers utilizing Salesforce's Agentforce 360 experienced a 32% faster sales growth compared to those who did not, while agent interactions surged by 55%, underscoring the importance of AI in managing holiday inquiries effectively.
- Strengthened Order Management Capabilities: Salesforce's Agentforce Commerce processed 61 million orders during Cyber Week, with the Order Management System handling 76% more orders, demonstrating the platform's reliability and scalability during peak periods.
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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 326.47 USD with a low forecast of 221.00 USD and a high forecast of 430.00 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.
40 Analyst Rating
30 Buy
9 Hold
1 Sell
Moderate Buy
Current: 247.460
Low
221.00
Averages
326.47
High
430.00
Current: 247.460
Low
221.00
Averages
326.47
High
430.00
Baird
Outperform -> NULL
downgrade
$325 -> $315
2025-12-04
New
Reason
Baird
Price Target
$325 -> $315
2025-12-04
New
downgrade
Outperform -> NULL
Reason
Baird lowered the firm's price target on Salesforce to $315 from $325 and keeps an Outperform rating on the shares. The firm updated its model following mixed Q3 results, though Agentforce is showing signs of traction.
Evercore ISI
Kirk Materne
Outperform
to
Outperform
downgrade
$360 -> $340
2025-12-04
New
Reason
Evercore ISI
Kirk Materne
Price Target
$360 -> $340
2025-12-04
New
downgrade
Outperform
to
Outperform
Reason
Evercore ISI analyst Kirk Materne lowered the firm's price target on Salesforce to $340 from $360 and keeps an Outperform rating on the shares. Fiscal Q3 results were "solid," with revenue in line and EPS surpassing expectations, the analyst tells investors. The momentum in Agentforce, now over $500M in ARR, "underscores the potential heading into 2026," the analyst added in a post-earnings note.
BMO Capital
Outperform -> NULL
downgrade
$280 -> $275
2025-12-04
New
Reason
BMO Capital
Price Target
$280 -> $275
2025-12-04
New
downgrade
Outperform -> NULL
Reason
BMO Capital lowered the firm's price target on Salesforce to $275 from $280 and keeps an Outperform rating on the shares. The company reported a two percentage point beat in constant Remaining Performance Obligation, cRPO, primarily driven by bookings execution, though organic revenue results and guidance remained roughly in line with existing consensus estimates, the analyst tells investors in a research note. BMO adds however that despite solid CRPO growth, Salesforce will remain a "show-me" story until the company demonstrates better aggregate portfolio revenue performance in addition to solid bookings growth, which is possible in the second half of FY27.
Bernstein
Underperform
maintain
$221 -> $223
2025-12-04
New
Reason
Bernstein
Price Target
$221 -> $223
2025-12-04
New
maintain
Underperform
Reason
Bernstein raised the firm's price target on Salesforce to $223 from $221 and keeps an Underperform rating on the shares. The firm notes Salesforce delivered another in-line quarter and an in-line guidance excluding the impact from Informatica acquisition. With the stock being in the penalty box due to AI disruption concerns, this was not the quarter that answers the AI winner vs. loser controversy, Bernstein argues.
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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
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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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