Salesforce, Inc. (NYSE:CRM) ranks among the best AI stocks to buy according to analysts. On December 4, Piper Sandler reaffirmed its Overweight rating and $315 price target for Salesforce, Inc. (NYSE:CRM) following the company’s third-quarter results, noting solid advancements in its artificial intelligence products. Pixabay/Public Domain The CRM powerhouse reported Q3 revenue of $10.3 billion, a 9% year-over-year rise, as well as operational cash flow of $2.3 billion, up 17% year-over-year, along with ...

Salesforce, Inc. (NYSE:CRM) is among the most undervalued tech giants to buy according to hedge funds. On December 24, TheFly reported that Barron’s, in its Stock Picks column, stated that although the software sector has been volatile over the past few years, Salesforce, Inc. (NYSE:CRM) could rally as AI-related concerns ease and the company’s management remains focused on improving profitability. The report cites research from prominent analysts, including Oakmark Funds portfolio manager Bill Nygren and ...

Group 1 - The core viewpoint is that while free trials are popular in the SaaS industry, they are not suitable for all products and can lead to significant cash flow issues for smaller teams [3][4][6] - Many small SaaS teams blindly follow larger companies in offering free trials, which can result in wasted resources on users who will never convert [6][8] - The article emphasizes that free trials can distort the perceived value of a product if users do not experience its core benefits [6][8] Group 2 - Five critical questions are proposed to determine if a product is suitable for a free trial: 1) Is the value release cycle short? 2) Is the product complexity high? 3) Is the user frequency high? 4) Can service costs per user be controlled? 5) Does the trial period match the core customer group? [9][11][13][16][18][19] - If a product does not fit the free trial model, alternative strategies such as expert-led demonstrations, free tools with paid upgrades, and tiered trial periods can be more effective [21][23][24][26][28] - The article concludes that a successful growth strategy in SaaS is not about copying competitors but finding the right approach for one's own product [30]

Core Viewpoint - Salesforce stock has experienced a correction of 22% year-to-date but has seen a recent rally of 15% in the last month due to strong Q3 results and a positive growth outlook, making it a potential investment for 2026 [1] Group 1: Company Performance - Salesforce reported Q3 2026 revenue of $10.3 billion and a GAAP operating margin of 21.3% [3] - The company has closed over 18,500 deals with Agentforce since its launch, including 9,500 paid deals, indicating strong customer intake acceleration [5] - Salesforce returned $4.2 billion to shareholders through dividends and share repurchases in Q3 2026, suggesting sustained value creation [6] Group 2: Analyst Insights - Evercore has identified Salesforce as a top enterprise software stock for 2026, citing momentum from its AI strategy and potential revenue re-acceleration [2] - Mizuho analyst Gregg Moskowitz noted that Salesforce is systematically addressing challenges related to Agentforce adoption, which is expected to lead to growth acceleration [2] Group 3: Stock Performance - CRM stock has remained relatively stable over the past six months, but the potential for growth acceleration makes it an attractive consideration [4]

Product Updates - Grok Business now supports Google Drive, Slack, Notion integration within the xAI API Console [1]

Taken together, Salesforce delivers a more intelligent and intuitive approach to managing customer relationships in a rapidly evolving digital landscape. Its ecosystem also includes well-known platforms such as Slack, Tableau, and MuleSoft. But even with its scale and influence in enterprise software, the company’s ride on Wall Street hasn’t been entirely smooth sailing in 2025.At the center of that shift is Agentforce, Salesforce’s most ambitious AI offering, which introduces autonomous AI agents capable o ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Microsoft dominated in enterprisewide AI due to its expansive partner and platform ecosystem, while Google’s integrated AI agent tech stack and scalable enterprise adoption support made it the company to beat in enterprise agentic AI, according to a Gartner report published Wednesday.The research firm highlighted current frontrunners across nearly 30 AI technol ...

2024年10月29日（星期二），赛富时（Salesforce）旗下即时通讯平台Slack首席执行官丹妮丝·德雷瑟（Denise Dresser）出席在美国加利福尼亚州旧金山举办的TechCrunch Disrupt大会。TechCrunch Disrupt大会为期三天，聚焦科技 行业前沿资讯与发展动态，汇聚引领行业变革的思想领袖。图片来源：David Paul Morris/Bloomberg via Getty Images OpenAI上周二宣布，已选定Slack首席执行官丹妮丝·德雷瑟担任其首任营收主管。此举向持谨慎态度的 投资者传递了一个信息：这家ChatGPT的创造者正认真致力于从其AI技术中盈利。 奥尔特曼曾表示，ChatGPT目前拥有超过8亿周活跃用户。但这家估值5000亿美元的公司并未盈利，并 且已承诺向其AI系统所依赖的云计算提供商和芯片制造商支付超过1万亿美元的财务款项。 OpenAI可能无法赚取足够资金以满足甲骨文（Oracle）和英伟达（Nvidia）等支持者期望的风险，加剧 了投资者对AI泡沫的担忧。 OpenAI通过ChatGPT的高级订阅服务获得收入，但大多数用户使用的是免费版 ...

Core Viewpoint - Salesforce is evolving its identity to reflect a stronger focus on artificial intelligence (AI), indicating a significant shift from its traditional cloud-centric model to autonomous, intelligent systems [1][2]. Group 1: Strategic Shift - The company has begun rebranding its product offerings under the Agentforce banner, which includes Agentforce Sales, Agentforce Service, and Agentforce 365 Platform, signaling a comprehensive pivot towards AI [2]. - CEO Marc Benioff suggested that the shift could be profound, hinting at the possibility of the entire corporation adopting the Agentforce name [2]. Group 2: Market Performance - Salesforce's stock has faced challenges, with a market cap of approximately $243.2 billion and a share price decline of 25.76% over the past 52 weeks, underperforming compared to the broader tech sector [4]. - Recently, the stock has shown positive momentum, increasing by 8.81% over the past month and 11.21% in the last five trading days, largely driven by a stronger-than-expected fiscal 2026 third-quarter earnings report [5]. Group 3: Valuation Metrics - Currently, Salesforce trades at 22.05 times forward adjusted earnings and 5.87 times sales, both of which are below their respective five-year average multiples, suggesting a potential valuation discount [6].

Group 1 - The core idea of the news is the establishment of the AI Agent Foundation (AAIF) by leading companies to create open-source technical standards related to AI agents, addressing the growing conflict between AI-based tools and the internet ecosystem [1][2] - The AAIF is operated under the Linux Foundation, ensuring that the development of technical standards is not controlled by individual companies, similar to the standardization efforts in cross-bank electronic payments [1] - Founding projects of the AAIF include Anthropic's MCP protocol, OpenAI's AGENTS.md design blueprint, and Block's open-source AI agent Goose, with significant participation from major tech companies like Google, Microsoft, and Amazon [2][3] Group 2 - The MCP protocol, released by Anthropic, provides a standardized way for AI models to connect to various data sources and tools, which is essential for achieving AI agent functionality [3] - Major tech companies, including Google, Microsoft, OpenAI, Alibaba, Tencent, and Baidu, have announced their support for the MCP protocol, although developers have reported issues, particularly regarding security vulnerabilities [3] - AGENTS.md is a format developed by OpenAI for instructing coding agents, while Goose is a locally run open-source AI agent developed by Block that does not require an internet connection [3]