salesforce(US:CRM) Zhi Tong Cai Jing·2025-06-11 06:52Group 1 - Oppenheimer maintains an "outperform" rating for Salesforce (CRM.US) with a target price of $370 after a meeting with the management [1] - Management expresses optimism regarding demand for various products, AI platform capabilities, Agentforce, and Data Cloud [1] - Salesforce announced an acquisition of Informatica (INFA.US) for $8 billion at $25 per share, expected to close at the beginning of fiscal year 2027 [1] Group 2 - Despite recent stock price pressures, analysts remain optimistic about Salesforce's long-term prospects [2] - Salesforce is well-positioned in the future of AI as a core record system provider, benefiting from strong demand for data cloud and AI technologies [2] - The company is expected to continue growing due to customer consolidation and IT vendor integration trends [2]