Leverage Shares 2X Long CRM Daily ETF

Handelsbanken Increases Stake in Salesforce, Which Reports Beat Earnings and Approves $25B Buyback

Citibank 下调 Salesforce 目标价至 188 美元

German Enterprises Expand Agency Work via Salesforce

Wesbanco Bank Inc. Reduced Salesforce Holdings in Q4

FactSet: Salesforce target price median cut to $315

Citigroup Downgrades Salesforce Target Price to $197

OpenAI and Anthropic Launch AI Agent Tools to Challenge Microsoft and Salesforce Market Position

Renaissance Group LLC increased holdings in Salesforce Inc. stock

Piper Sandler downgrades Salesforce price target to $280

Salesforce Extends Startup Program to Malaysia and Philippines

Amesite

Meiwu Tech

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Generation Income Properties

MetaVia

NextNRG

Co-Diagnostics

Phoenix Asia

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

CRMG

NOWL

Software ETFs like IGV and WCLD are outperforming QQQ as ServiceNow and Salesforce rebound, gaining over 9% in the past month. This shift indicates a growing investor interest in software firms as beneficiaries of AI productivity gains, moving away from semiconductor-focused trades. The momentum suggests a potential new phase in the AI trade, emphasizing monetization of AI applications within enterprises.

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ServiceNow

Salesforce

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

Spdr Select Tech

GraniteShares 2x Long NOW Daily ETF

Snowflake

Adobe

Workday

Microsoft

Oracle

WisdomTree Cloud Computing Fund

Datadog

CrowdStrike

Nebius

NVIDIA

Invesco QQQ Trust

Alphabet

Alphabet - C

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

NVIDIA Corporation

The Forgotten AI Trade Is Back: Software ETFs Outpace QQQ As ServiceNow, Salesforce Rebound

Handelsbanken Fonder AB increased its stake in Salesforce Inc. (NYSE:CRM) by 0.9% in Q4, owning 360,207 shares valued at $95.42 million. Other hedge funds also adjusted their positions. Salesforce shares opened at $179.39, with a market cap of $146.78 billion. The company reported $3.81 EPS, exceeding estimates, and announced a quarterly dividend of $0.44 per share. Additionally, a $25 billion stock buyback plan was authorized.

Market Beat

NASDAQ Composite Index

Mizuho Financial

Wells Fargo

Mizuho Financial Group, Inc.

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

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WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Salesforce Inc. $CRM Shares Purchased by Handelsbanken Fonder AB

CLOU

Salesforce, Inc. (CRM) was expected to struggle due to AI disruption in enterprise software, but recent results indicate growth and traction in AI products. Despite market skepticism, the company's valuation may not reflect its potential for earnings growth. The bearish outlook on Salesforce stems from fears of reduced switching costs and subscription revenue pressure, but the author believes these concerns may be overblown, suggesting the stock is undervalued.

Tip Ranks

Global X Cloud Computing ETF

Salesforce (CRM) Was Meant to Be an AI Casualty. The Results Say Otherwise

Salesforce's India employee count has surpassed 17,000 in 2026, up from over 14,000 in November 2025, with a revenue increase of 47% to $1.5 billion. The company has pledged to skill 100,000 people in AI by 2026 and supports over 850 non-profits. Additionally, Salesforce launched Agentforce Voice in Hindi to enhance AI-powered customer experiences and signed Tata Realty as a new client.

Business Standard

Salesforce India employee base crosses 17,000 amid AI expansion push

Salesforce (NYSE:CRM) shares rose 3.4% to $179.39, following a $50 billion stock buyback announcement and better-than-expected earnings. Analysts have mixed views, with Bank of America initiating coverage with an 'underperform' rating and a $160 target, while others maintain a 'buy' stance. The stock has a consensus rating of 'Moderate Buy' and an average target price of $274.56. Salesforce reported a Q1 EPS of $3.81, exceeding estimates, and revenue of $11.20 billion, up 12.1% year-over-year.

Bank of America

Lam Research

Berkshire Hathaway B

JPMorgan Chase

ROYAL BANK OF CANADA

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Berkshire Hathaway

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Salesforce (NYSE:CRM) Trading Up 3.4%  - Still a Buy?

.DJI

The Dow Jones Industrial Average rose 130 points (0.3%) on Monday, driven by gains in shares of 3M and Salesforce, which contributed approximately 76 points to the index. 3M's shares increased by 4.4%, while Salesforce's rose by 3.5%. Other significant contributors included Chevron, McDonald's, and Visa.

MarketWatch Automated

Dow Jones Industrial Average

Chevron

McDonald's

Visa

Factset Research

Dow Rallies 130 Points On Gains For Shares Of 3M, Salesforce

Salesforce faces an AI-driven structural reset, receiving an Underperform rating from BofA analyst Tal Liani, who cites muted growth and competitive risks. The analyst notes challenges with the Agentforce AI suite, limited new customer additions, and a shift from high-growth to stable growth. Salesforce's growth is threatened by emerging competitors and a lack of monetization opportunities in an AI-native landscape.

Shopify 

AI Shake-Up Hits Salesforce: Analyst Sees Growth Reset

DTCR

XDAT

Salesforce consumed over 12 trillion AI tokens last year, with expectations to surpass this in two months. Chief Digital Evangelist Vala Afshar emphasized that AI is meant to augment human potential, not displace jobs. The company added 3,000 employees from other roles to sales, focusing on efficiency in AI token usage. An IDC study predicts $89 billion in new revenues and 1.8 million new jobs in India by 2028. Salesforce currently has 300 AI agents, expected to triple next year.

Proshares Big Data Refiners ETF

ISHRS S&P Glb It

Global X Data Center & Dgtl Infrs ETF

Franklin Exponential Data ETF

Salesforce burns 12 trillion AI tokens, says won't displace humans

Salesforce (CRM) stock has gained attention following AI-driven partnerships and a US Air Force contract, with a recent share price of $173.51. Despite a year-to-date decline of 31.59%, analysts suggest a fair value of $223.99, indicating potential undervaluation. However, risks include acquisition spending and competition affecting its market position. Investors are encouraged to explore additional opportunities in undervalued stocks and resilient companies.

Simplywall

Moderna

Ribbon Communications

Salesforce (CRM) Valuation Check As New AI Deals And Air Force Contract Lift Market Interest

Salesforce CEO Marc Benioff plans to invest $300 million in Anthropic's AI this year, praising its coding agents as transformative for software deployment and sales. Despite Salesforce's stock falling over 31% amid SaaS sector concerns, Benioff remains optimistic about Anthropic's potential, calling it a 'rocket ship.' Anthropic, valued at approximately $900 billion, is expected to go public soon.

OpenAI

Salesforce CEO Marc Benioff Goes All-In on 'Awesome' Anthropic With $300 Million Spend, Hails Coding Agents: 'I've Never Been...'

Leverage Shares 2X Long CRM Daily ETF(CRMG.US)