Salesforce Inc.

5 hours ago · zacks.com

TWLO's faster growth and direct AI communications exposure give it an edge over CRM despite a richer valuation and margin pressures.

8 hours ago · marketbeat.com

Early in 2026, markets saw software stocks as among the biggest losers from AI adoption. The advent of “vibe coding" largely drove this, as it significantly increased software development productivity.

2 days ago · seekingalpha.com

Software leaders like Salesforce, ServiceNow, Palantir, and HubSpot are dispelling AI monetization fears, as software has emerged from the ashes. CRM's AIForce offering enables seamless Anthropic integration, creating new monetization levers and reinforcing enterprise SaaS value.

3 days ago · 247wallst.com

Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually move the stock?

3 days ago · 247wallst.com

Six Wall Street firms just raised their Salesforce price targets in a cluster, and the reasoning behind the coordinated move points to a fundamental shift in how analysts now value enterprise AI software.

3 days ago · cnbc.com

The headliners at Dreamforce this week are at the center of the debate on AI safety and whether model development needs to be slowed down. But on the ground at Salesforce's annual mega-conference, attendees said they're just trying to figure out how to take advantage of AI models that are currently available.

3 days ago · benzinga.com

Salesforce Inc. (NYSE:CRM) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns.

3 days ago · businesswire.com

NEW YORK--(BUSINESS WIRE)--Stensul, the Governed Creation™ Platform for enterprise marketing, today announced the beta availability of an integration with Marketing Cloud Next, building on its longstanding support for Salesforce. The new integration gives enterprise marketing teams and AI agents a governed way to create and personalize email campaigns using Salesforce audiences and data, without exposing underlying customer information to campaign builders. Teams can assemble campaign content a.

3 days ago · seekingalpha.com

Salesforce, Inc. (CRM) Analyst/Investor Day Transcript

4 days ago · seekingalpha.com

Salesforce, Inc. remains a Buy as AI tailwinds drive robust growth and strong demand despite market fears of a 'SaaSpocalypse.' Q2 revenue grew 11% YoY to $11.3B, Agentforce ARR soared 240%+, and constant currency cRPO growth accelerated to 14%, signaling strengthening enterprise demand. AIforce and Koa launches at Dreamforce reinforce Salesforce's strategic AI leadership and support management's $63B+ revenue target by 2030.