Salesforce (CRM) News Today

Salesforce Inc. (NYSE: CRM) is getting attention ahead of its fiscal first-quarter earnings report, with the stock moving lower as investors weigh whether the company can prove that its AI strategy is translating into stronger growth.

Overall, the latest headlines suggest a mixed setup: analysts still see solid fundamentals and possible upside, but there is also skepticism that AI will deliver the kind of near-term acceleration the market wants.

• Positive Sentiment: Jefferies expects an in-line Q1 and sees second-half growth as the key catalyst, pointing to partner survey data showing many customers finished the quarter on plan or above it, along with projected revenue growth of 12.5% and current remaining performance obligations growth of 14%. Salesforce earnings preview: Jefferies eyes in-line Q1, second-half growth key
• Positive Sentiment: Some bullish commentary argues Salesforce is undervalued and highlights strong margins, free cash flow, and accelerating AI monetization through Agentforce, which could support sentiment if management shows progress on earnings day. Salesforce: The Most Undervalued Stock In The Software Space
• Positive Sentiment: BTIG reaffirmed its buy rating and set a $255 price target, signaling Wall Street still sees meaningful upside from current levels. Benzinga report on BTIG rating
• Neutral Sentiment: Several previews frame upcoming earnings as a key test for Salesforce’s AI narrative, with investors waiting to see whether Agentforce can meaningfully improve bookings and subscription growth. Agentforce to Boost Salesforce's Subscription Revenue Growth in Q1
• Negative Sentiment: Bank of America downgraded Salesforce to Underperform, warning that AI may become a bigger risk for the company than a growth engine if monetization lags. ServiceNow Vs Salesforce: BofA Reveals Why AI Is 'Growth Engine' For One And 'Major Risk' For The Other
• Negative Sentiment: Recent coverage also notes that Salesforce shares have fallen sharply year to date, reflecting investor concern that the company has to deliver a stronger earnings and AI update to reverse the trend. Salesforce (CRM) Earnings Preview: Q1 Results Expected Wednesday Amid 32% YTD Decline

In short, CRM is under pressure because investors want proof that AI can reaccelerate growth, but the stock could rebound if earnings and guidance come in solid and management raises confidence in the second half of the year.