AI-Powered Agentforce Seen as Medium-Term Growth Engine for Salesforce (CRM)

Core Viewpoint - Salesforce, Inc. is recognized as a significant AI stock on Wall Street, with Goldman Sachs initiating coverage with a "Buy" rating and a price target of $330, driven by the anticipated success of its AI platform, Agentforce [1]. Group 1: Agentforce and Revenue Impact - Agentforce is an AI-powered platform that enables the creation and management of proactive, autonomous agents, positioning Salesforce favorably for the adoption of agentic AI in sales and services [2]. - The firm expects a 4% tailwind to Platform and Other revenue over the next 12 to 18 months, potentially leading to a revenue inflection as early as 2026 [3]. - Over the FY26-FY30 period, Agentforce is projected to contribute a 2% tailwind to overall business performance, despite ongoing share loss in Commerce and Marketing Cloud [4]. Group 2: Market Position and Investment Considerations - Salesforce has gained popularity as a cloud-based CRM company following the launch of Agentforce, which is expected to catalyze stock outperformance through increased customer momentum [4]. - While Salesforce is viewed as a potential investment, there are opinions that other AI stocks may offer greater upside potential with less downside risk [5].