Salesforce Shares Slide Amid AI Talent Departures and Regulatory Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: Yahoo Finance
- Stock Price Decline: Salesforce shares fell 1.8% in the afternoon session, primarily driven by high-profile executive departures at Alphabet and regulatory pressures, which caused a broad decline across the communication services and software sectors, with Alphabet down approximately 6%.
- Market Panic: The market's persistent fear that AI agents could erode traditional enterprise software subscription models has intensified, with Salesforce's stock down about 43% year-to-date and nearing its 52-week low, reflecting deep investor concerns about future profitability.
- Industry Impact: The recent near-20% drop in Accenture's stock, following a cut in growth outlook and explicit mention of AI compressing demand for traditional IT services, has further validated the market's pessimistic outlook on software vendors, including Salesforce as a leading player.
- Buyback Plan and Valuation: Despite the pressures, Salesforce plans to repurchase 10% of its shares through a $25 billion buyback program and is acquiring usage-based billing platforms like m3ter to monetize AI agent actions, demonstrating the company's confidence in its future transformation.
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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: 150.120
Low
223.00
Averages
326.40
High
405.00
Current: 150.120
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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