Salesforce (CRM) News Today

Salesforce Inc. (NYSE:CRM) shares are reacting to a mix of bullish investor bets, strategic partnerships, valuation views and insider activity:

• Positive Sentiment: Unusual options activity saw investors acquire 90,805 call contracts—up 92% from the average volume—signaling bullish sentiment on the stock.
• Positive Sentiment: Activist investor Starboard Value boosted its stake by over 50%, purchasing more than 400,000 shares in Q2, a sign of confidence in Salesforce’s strategic direction. Article Title
• Positive Sentiment: Salesforce and NICE expanded their AI-powered customer service partnership, driving deeper product integration and upsell opportunities. Article Title
• Positive Sentiment: Investors AMD, Nvidia and Salesforce doubled down on Cohere’s latest $500 million round, lifting its valuation to $6.8 billion and underscoring Salesforce’s commitment to AI innovation. Article Title
• Positive Sentiment: A Seeking Alpha report rates Salesforce as a blue-chip company at an attractive valuation, suggesting upside potential for long-term investors. Article Title
• Positive Sentiment: Zacks highlights Salesforce’s Data Cloud adoption—22 trillion data points and 120% ARR growth in Q1—as central to its AI-driven growth strategy. Article Title
• Neutral Sentiment: DA Davidson upgraded CRM from “underperform” to “neutral,” though its $225 price target implies a 7.3% downside from current levels. Article Title
• Neutral Sentiment: Midday market data noted Salesforce among mixed stock movers as U.S. equities reacted to strong retail sales. Article Title
• Neutral Sentiment: A Security Boulevard post-incident forensics piece discusses deploying AppOmni as a best practice for CRM security, but it has unclear near-term impact on stock performance. Article Title
• Negative Sentiment: Salesforce CEO Marc Benioff sold 2,250 shares for $527,940, marking continued insider selling that can weigh on investor sentiment. Article Title
• Negative Sentiment: A MarketBeat alert notes CRM shares fell 1.1% after an analyst downgrade, highlighting sensitivity to sell-side views. Article Title
• Negative Sentiment: American Banking News reports Salesforce hit a 12-month low amid insider sales, a technical trigger for some momentum traders. Article Title