Salesforce (CRM) News Today

Salesforce Inc. (CRM) moved sharply this week after Dreamforce/Investor Day set a long‑term revenue target and buyback plan, but the rally met pushback from governance/legal headlines and insider selling — leaving investors weighing growth from agentic AI against short‑term reputation and regulatory risks.

• Positive Sentiment: Management raised its long‑term revenue goal (>$60B by 2030), pushed a profitable growth framework and flagged a large buyback/free‑cash‑flow trajectory — the core driver of the recent rally. Salesforce jumps as $60 billion forecast eases revenue growth concerns
• Positive Sentiment: Company pushed agentic AI (Agentforce) and new partnerships (Google/Gemini, Anthropic, OpenAI); customers/partners such as KPMG integration support faster AI monetization expectations. Salesforce’s Long-Awaited Inflection is Here: Rally On!
• Positive Sentiment: Several firms upgraded/reaffirmed bullish views (JMP’s market outperform with $430 PT, Needham, Wedbush, Cantor Fitzgerald), amplifying buy‑side interest after guidance. Salesforce (NYSE:CRM) Given "Market Outperform" Rating at JMP Securities
• Neutral Sentiment: Analyst views are mixed — several firms reiterated neutral/hold ratings with lower near‑term targets (Macquarie, DA Davidson) even as others raised long‑term forecasts; expect divergent estimates near term. Salesforce (NYSE:CRM) Given "Neutral" Rating at Macquarie
• Negative Sentiment: Reputational risk from CEO Marc Benioff’s comments about National Guard deployment led to an apology and at least one high‑profile board/foundation exit — a governance/headline risk that prompted investor caution. Salesforce CEO apologizes for saying Trump should send National Guard to San Francisco
• Negative Sentiment: Legal risk: a proposed class action alleges Salesforce used copyrighted books to train AI models — potential litigation, settlements or restrictions could pressure sentiment. Salesforce sued by authors over artificial intelligence software
• Negative Sentiment: Insider selling (CEO sales disclosed) and at least one new sell rating added downward pressure; several short‑term downgrades/estimate cuts also hit the tape. Insider Selling: Salesforce CEO Sells 2,250 Shares New Sell Rating for Salesforce (CRM), the Technology Giant

Investor takeaway: the stock’s near‑term direction will hinge on execution of the AI monetization story and buybacks vs. headline/legal risks. Traders may see continued volatility; longer‑term investors should track execution metrics (agentic AI revenue, bookings, FCF) and any legal/governance developments.