Cantor Fitzgerald Reiterates Overweight on Salesforce (CRM), Keeps $325 Price Target After Dreamforce 2025

Core Insights - Salesforce, Inc. is recognized as a significant player in the AI sector, with Cantor Fitzgerald analyst Matthew VanVliet maintaining an Overweight rating and a price target of $325.00 following the company's ambitious growth targets presented at Dreamforce 2025 [1][4]. Group 1: Company Strategy and Growth - Salesforce is positioning itself as "the AI orchestration layer for the enterprise" with the introduction of Agentforce 360, which integrates enterprise data, agents, assistants, and workflow automation [2]. - The expansion of the company's platform architecture through Data 360 is expected to enhance value within its ecosystem, supported by partnerships with OpenAI and Anthropic, as well as integrations with 108 partners [2]. - The management's ambitious target is to achieve $60 billion in revenue by FY30, reflecting a compound annual growth rate (CAGR) of approximately 10%, compared to the 8.8% guidance for FY26 [4]. Group 2: Financial Projections - Analysts project that Salesforce can achieve over 10% organic revenue CAGR through fiscal year 2030, alongside improvements in operating profit margins [3]. - Key growth drivers include increased multi-cloud penetration, particularly through Data 360, the adoption and monetization of Agentforce, and strategic pricing and packaging [4].