Core Insights - The discussion marks the retirement of Kasthuri Rangan, who has had a significant career spanning 31 years, including 5 years at Goldman Sachs [2][3]. - Marc Benioff acknowledges Rangan's contributions to the industry, particularly in creating the Software as a Service (SaaS) sector [4]. Company and Industry Summary - Kasthuri Rangan's retirement is timed to coincide with the last day of the fiscal year, indicating a strategic decision [2]. - Rangan expresses a desire for a new chapter in life, leaving the future open-ended [4]. - The conversation highlights the impact of Rangan's work on the software industry, emphasizing the importance of his role in shaping the SaaS landscape [4].

Summary of Salesforce (NYSE: CRM) 2025 Conference Call Company Overview - **Company**: Salesforce - **Industry**: Software as a Service (SaaS), Cloud Computing Key Points and Arguments Company Growth and Transformation - Salesforce has evolved from $50 million in revenue at its inception to a projected trajectory of $40 billion, aiming for $50 billion in the near future [16][17] - The company is experiencing a significant transformation in enterprise software, driven by advancements in AI and the introduction of Agentforce, which has already attracted 12,000 customers [19][45] AI Integration and Customer Engagement - Salesforce has integrated AI into its customer support operations, with 1.5 million conversations handled by digital AI agents, achieving comparable customer satisfaction scores to human agents [20][21] - The concept of "agentic service" has emerged, where humans and AI collaborate to enhance customer service, marking a significant shift in how Salesforce operates [21][24] Product Development and Innovation - The company is focusing on creating an "agentic enterprise," where AI agents work alongside human employees across various business functions, including sales and service [33][56] - Salesforce is developing a three-layer architecture consisting of an application layer, a data layer, and an agentic layer to support scalability and functionality [53][54] Financial Performance and Future Outlook - Salesforce is projected to deliver approximately $15 billion in cash flow, with a strong focus on profitability and customer engagement through the agentic layer [58][77] - The company aims to return to double-digit growth rates while navigating the post-pandemic software landscape, which has seen an overabundance of software sales [63][64] Market Position and Competitive Landscape - Salesforce is positioning itself as a leader in the AI-driven SaaS market, emphasizing the importance of being a trusted advisor to customers undergoing digital transformation [43][69] - The company is exploring various business models, including seat-based and consumption-based pricing, to cater to diverse customer needs [39][42] Challenges and Change Management - The integration of AI is expected to change job roles within the company, but not necessarily eliminate jobs, as employees will need to adapt to new technologies [61][62] - Salesforce acknowledges the need for change management as customers transition to more automated and AI-driven operations [32][36] Strategic Acquisitions and Partnerships - The company has made strategic acquisitions, such as Informatica, to enhance its AI foundation and integrate it into its existing applications [76][77] - Salesforce is committed to responsible growth, balancing organic and inorganic strategies to achieve its long-term revenue goals [76][78] Additional Important Insights - The upcoming Dreamforce event is anticipated to showcase the latest innovations and the integration of AI across Salesforce's product offerings [24][33] - The CEO's personal engagement with customers highlights the company's commitment to understanding and addressing client needs in the evolving tech landscape [72][75]

Core Insights - Salesforce Inc (NYSE:CRM) has been highlighted as a significant stock in recent analyst calls, emphasizing the importance of trusting company leadership during challenging times [1] - Despite a decent quarterly report, Salesforce shares have declined by 24% this year due to weak guidance and concerns over trade tensions and AI monetization [2] Group 1: Company Performance - For the third quarter, Salesforce expects revenue between $10.24 billion and $10.29 billion, which is below Wall Street estimates at the midpoint [2] - The company has faced pressure on its stock as investors are worried about the potential negative impacts of trade tensions and tariffs on the global economy [2] Group 2: Competitive Position - Mar Vista U.S. Quality Select Strategy expressed confidence in Salesforce's strong competitive position and deep customer relationships despite current market challenges [2] - Salesforce's newly launched generative AI-enabled chatbot, AgentForce, is designed to automate customer service tasks and significantly reduce costs compared to traditional call center solutions [2]

Core Viewpoint - Salesforce, Inc. (NYSE:CRM) is recognized as a significant player in the AI sector, with analysts maintaining a positive outlook despite a price target reduction to $300 from $375, reflecting a strong buy rating [1][2]. Financial Summary - CFRA analysts have adjusted the 12-month price target to $300 based on a P/E ratio of approximately 21.3x the projected CY 27 EPS of $14.13, which is considered a substantial discount to historical averages [3]. - Following solid results for the July quarter, the FY 26 EPS estimate has been increased to $11.35 from $11.30, while FY 27 remains at $12.58, and FY 28 EPS is projected at $14.13 [3]. AI Integration and Market Position - Analysts believe that AI will enhance Salesforce's SaaS offerings rather than replace them, leveraging the company's access to enterprise data and solutions [4]. - A notable increase of 60% in customers transitioning from pilot to production for the Agentic AI offering indicates expanding use cases and scaling potential [4]. - The Agentic enterprise applications are expected to deliver significant productivity improvements and savings, which could lead to better monetization and pricing strategies [4]. Competitive Landscape - While Salesforce is viewed as a potential winner in the SaaS market amidst AI advancements, some analysts suggest that other AI stocks may present greater upside potential with less downside risk [5].

Salesforce, Inc. (NYSE:CRM) is one of the  Buzzing AI Stocks on Wall Street. On September 4, KeyBanc analyst Jackson Ader lowered the price target on the stock to $400.00 (from $440.00) while maintaining an Overweight rating. According to the firm, there is a persistently negative narrative surrounding the application software sector which also seems to be impacting Salesforce shares regardless of the company’s actual performance. It further noted how throughout the recent earnings season, software compa ...

Accessibility StatementSkip Navigation Salesforce will be the official Make-A-Wish donation match partner for Childhood Cancer Awareness Month in September PHOENIX, Sept. 9, 2025 /PRNewswire/ --Â Make-A-Wish America today announced a national partnership with Salesforce (NYSE: CRM), the world's #1 AI CRM, to bring hope and joy to children battling critical illnesses. As part of its support, Salesforce will serve as the official matching gift partner for Childhood Cancer Awareness Month (CCAM) this September ...

Key Takeaways Salesforce shares rose 8.5% in a month, beating the broader software industry's decline.Fiscal Q2 2026 results showed $10.2B revenues, up 10%, and EPS growth of 13.7%.The stock trades at a 20.81X P/E, below peers Microsoft, Oracle and SAP.Salesforce, Inc. (CRM) shares have soared 8.5% over the past month. This surge has significantly outperformed the broader Zacks Computer – Software industry, which declined 4.4% during the same period.The stock has also outpaced major enterprise software make ...

MIAMI, FL / ACCESS Newswire / September 9, 2025 / Silver Scott Health Inc., a division of Silver Scott Mines, Inc. (OTC Pink:SILS) today announced it has relaunched an expanded and revised Peachhim.com website. In addition, the Company will now focus on building a nationwide salesforce to help fuel growth for its sexual-wellness brands EggplantHer.com and PeachHim.com. ...

AI isn't killing software — it's giving it a "rebirth." "AI is going to work with software, and it's going to be a force multiplier for software," Goldman Sachs analyst Kash Rangan told Yahoo Finance at the firm's annual Communacopia + Technology conference on Monday. He likened today's AI moment to the rise of the web browser in the 1990s, which many thought would destroy existing software. Instead, it became a front end that expanded the industry. Today, Rangan believes the use of software will be even ...

Group 1 - Salesforce.com (CRM) shares have increased by 4.3% over the past four weeks, closing at $250.76, with a mean price target of $336.07 indicating a potential upside of 34% [1] - The average of 46 short-term price targets ranges from a low of $221.00 to a high of $430.00, with a standard deviation of $50.73, suggesting variability in analyst estimates [2] - Analysts are optimistic about CRM's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][9] Group 2 - The Zacks Consensus Estimate for the current year has increased by 0.3% over the last 30 days, with four estimates moving higher and no negative revisions [10] - CRM holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating potential upside [11] - While consensus price targets may not be reliable for predicting stock gains, they can provide guidance on price movement direction [12]