Salesforce (CRM) News Today

Salesforce Inc. (NYSE: CRM) shares increased as investors responded to renewed optimism about the company’s artificial-intelligence strategy, although concerns about monetization and security risks remain.

• Positive Sentiment: Jefferies reaffirmed its “buy” rating, supporting the bullish view that Salesforce’s recent AI investments can drive a recovery in growth and valuation.
• Positive Sentiment: At Dreamforce 2026, Salesforce introduced AIforce, an open and provider-agnostic AI layer designed to connect Agentforce, Data Cloud 360, AWS, Google Cloud and other partner ecosystems. Investors may view this as strengthening Salesforce’s role as an enterprise AI platform and improving its ability to monetize AI products. Can Salesforce’s New AIforce Layer Deepen Its Ecosystem Moat and Monetization Story for CRM?
• Positive Sentiment: Wells Fargo raised its price target and highlighted strong customer interest in Agentforce. The firm’s bullish case depends on Agentforce reaching approximately $1.5 billion in annual recurring revenue and helping reaccelerate Salesforce’s growth. Wells Fargo Raises Salesforce’s Price Target
• Neutral Sentiment: The stock recently broke a six-session losing streak and has substantially outperformed the broader market over the past three months, indicating improving momentum but also raising expectations for continued AI execution. Salesforce Shares Break Six-Session Losing Streak
• Negative Sentiment: Zenity Labs reported three Agentforce vulnerabilities, dubbed “SalesBleed,” that could enable zero-click CRM data theft and AI-agent impersonation. Any confirmed exposure could increase customer concerns, remediation costs and regulatory risk. Zenity Labs Uncovers SalesBleed
• Negative Sentiment: Commentary continues to question whether Salesforce’s AI products can generate meaningful revenue quickly enough to offset pressure on its traditional seat-based software model. This leaves the stock sensitive to evidence that AI is accelerating growth rather than disrupting the core business. What Is Salesforce No Longer Telling You?