Key Points Salesforce has 10 times the revenue of Palantir and is poised to deliver steady revenue growth. Its artificial intelligence (AI) tools are providing it with more opportunities for growth. Given its earnings potential, Salesforce has a strong chance to eclipse a market cap of $1 trillion within the next 10 years. 10 stocks we like better than Salesforce › Artificial intelligence (AI) is slowly getting embedded into all types of enterprise software. Based on its promise to automate tasks ...

Core Insights - Salesforce, Inc. (CRM) is experiencing a slowdown in revenue growth, transitioning from double-digit increases to single-digit growth over the past year, prompting a focus on enhancing AI capabilities and the Data Cloud business to regain momentum [1][11] Data Cloud Strategy - The Data Cloud is central to Salesforce's strategy, enabling customer data integration across its products, with a reported 140% year-over-year increase in customer adoption in Q2 of fiscal 2026 [2][11] - Over half of the Fortune 500 companies are utilizing the Data Cloud platform, indicating strong demand from large enterprises for unified data and effective AI usage [2][11] - Salesforce is integrating the Data Cloud with tools like Agentforce, Tableau, and Slack, which is expected to facilitate data analysis and drive higher-value contracts, contributing to top-line growth [3][11] Revenue Generation Potential - Salesforce's data-related business is estimated to generate approximately $7 billion annually, with significant revenue growth potential due to a consumption-based pricing model for the Data Cloud platform [4][11] - The Zacks Consensus Estimate for fiscal 2026 and 2027 indicates year-over-year revenue growth in the high single-digit range, with the impact of Data Cloud adoption on overall revenue expected to be observed in the coming quarters [5][11] Competitive Landscape - Salesforce faces increased competition in the Data Cloud service space from Microsoft Corporation (MSFT) and Snowflake Inc. (SNOW) [6][11] - Microsoft integrates its Azure Data platform with productivity tools like Power Platform and Dynamics 365, leveraging its existing cloud user base to attract new clients [7] - Snowflake focuses solely on data services, offering robust cloud-based data warehousing and analytics tools, which differentiates it from Salesforce [8] Stock Performance and Valuation - Salesforce shares have declined by 31.8% year-to-date, contrasting with a 10.6% growth in the Zacks Computer – Software industry [9][11] - The company trades at a forward price-to-earnings ratio of 18.4, significantly below the industry average of 29.52, indicating potential undervaluation [13] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings suggests year-over-year increases of approximately 11.4% and 11.2%, respectively, with recent revisions showing upward adjustments for fiscal 2026 and downward adjustments for fiscal 2027 [16]

Salesforce, Inc. (NYSE:CRM) is one of the Best Fundamentally Strong Stocks to Buy. On November 7, Salesforce, Inc. (NYSE:CRM) announced that it signed a definitive agreement for the acquisition of Spindle AI, which is a leading agentic analytics platform. Spindle AI’s technology tends to combine advanced AI agents and ML with powerful data modeling to support businesses in making faster and more effective data-driven decisions. Salesforce, (CRM) Signs Definitive Agreement for Acquisition of Spindle AI No ...

Core Insights - Salesforce, Inc. has announced an expanded partnership with OpenAI to enhance employee and consumer experiences through the Agentforce 360 platform and OpenAI frontier models [1][2] Group 1: Partnership Details - The partnership will enable companies to utilize Agentforce 360 directly within ChatGPT, allowing users to query sales records, review customer conversations, and create Tableau visualizations through simple text inputs [2] - Users will have access to OpenAI's latest frontier models, including GPT-5, to develop AI agents and prompts within the Salesforce platform [3] Group 2: New Commerce Experience - A new commerce experience will be introduced, allowing customers to sell products to millions of ChatGPT users in the US while maintaining control over their processes, data, and customer relationships [3] Group 3: Company Overview - Salesforce, Inc. is a leading American AI cloud-based software company specializing in customer relationship management (CRM) solutions, offering a range of software, tools, services, and applications for various business functions [4]

Core Insights - Salesforce, Inc. (CRM) has experienced a slowdown in growth, transitioning from double-digit revenue increases to single-digit growth over the past year, prompting inquiries about future growth drivers [1][10] - The Data Cloud business is identified as a potential key contributor to restoring double-digit revenue growth, with significant customer adoption and integration with other Salesforce products [1][3][10] Financial Performance - In Q2 of fiscal 2026, Salesforce reported a 140% year-over-year increase in customer adoption of its Data Cloud platform, with over half of Fortune 500 companies utilizing it [2][10] - The Data Cloud business is estimated to generate approximately $7 billion annually, indicating substantial revenue growth potential due to its consumption-based pricing model [4] Competitive Landscape - Salesforce faces competition from Microsoft Corporation (MSFT) and Snowflake Inc. (SNOW) in the data cloud service sector [6] - Microsoft integrates its Azure Data platform with existing productivity tools, enhancing user experience and attracting new clients [7] - Snowflake specializes in cloud-based data warehousing, focusing solely on data management and analytics, which differentiates it from Salesforce [8] Valuation and Estimates - Salesforce shares have declined by 23.8% year-to-date, contrasting with a 21.2% growth in the Zacks Computer – Software industry [9] - The company trades at a forward price-to-earnings ratio of 20.72, significantly lower than the industry average of 33.24 [12] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings suggests year-over-year increases of approximately 11.4% and 11.3%, respectively, with recent revisions indicating upward adjustments for fiscal 2026 and downward adjustments for fiscal 2027 [13]

Core Insights - Data is a key driver of growth for modern enterprises, with companies having strong data strategies being 23 times more likely to acquire customers and 19 times more likely to achieve profitability [1] Group 1: What is Data Strategy - Data strategy is a structured approach that outlines how a business collects, organizes, and utilizes data to achieve its goals, ensuring data quality, accessibility, and security [2][3] - It transforms data into a practical tool for informed decision-making, operational improvement, and value creation [2] Group 2: Key Components of Data Strategy - Data governance establishes rules and responsibilities for data handling throughout its lifecycle, ensuring data consistency and compliance [4][5] - Data architecture defines how data is collected, stored, organized, and accessed, facilitating timely decision-making and analysis [6][8] - Data management focuses on maintaining data accuracy, consistency, and accessibility, ensuring reliable information for reporting and analysis [9][10] - Analytics and business intelligence convert raw data into actionable insights, guiding business strategy and improving performance [11][12] Group 3: Steps to Develop an Effective Data Strategy - Step 1: Assess current data capabilities to identify gaps and areas for improvement [14][15] - Step 2: Define business and data goals to ensure alignment with organizational priorities [16][17] - Step 3: Plan for data collection and integration to ensure comprehensive and accurate data availability [18][19] - Step 4: Implement data governance and security measures to protect sensitive information [20][21] - Step 5: Establish analytics and reporting systems to generate insights that support decision-making [22][23] - Step 6: Create a data strategy roadmap to prioritize initiatives and allocate resources effectively [24][25] Group 4: Data Strategy Templates and Frameworks - Data strategy templates provide a structured approach for planning and executing data strategies, ensuring consistency and clarity [27][28] - A data strategy framework defines the principles, processes, and tools necessary for effective data management and utilization [30][31] Group 5: Best Practices for Successful Data Strategy - Align data strategy with business objectives to ensure measurable outcomes [34][36] - Ensure data quality and consistency through regular monitoring and validation processes [37][38] - Foster a data-driven culture by training teams to interpret data insights and make informed decisions [39][40] - Leverage technology and automation to enhance data strategy efficiency and accuracy [41][42] Group 6: Common Challenges in Data Strategy - Data silos and integration issues can hinder comprehensive access and analysis of data [44][45] - Data security and compliance challenges require robust measures to protect sensitive information [46][47] - Resistance to data-driven decision-making can impede the implementation of data strategies [48][49] Group 7: Tools and Technologies for Data Strategy - Data strategy tools support planning, execution, and monitoring of data initiatives, ensuring alignment with business goals [52][53] - Data management platforms help collect, organize, and maintain large volumes of data, ensuring accuracy and accessibility [54][55] - Business intelligence and analytics tools transform raw data into actionable insights through visualization and reporting [56][57] - Cloud and big data solutions enable efficient storage and processing of large datasets, providing scalability and advanced capabilities [58][60] Group 8: Real-World Examples of Effective Data Strategy - A retail chain improved customer experience by integrating online and in-store data, leading to personalized marketing and better inventory management [62][63] - A healthcare institution enhanced patient care and operational efficiency through centralized patient record management and analytics [64][65] - A financial institution strengthened risk management and fraud detection by combining transaction data with analytics and machine learning [66][67] Group 9: Measuring ROI of Data Strategy - Identify key performance indicators (KPIs) that reflect the impact of data strategy on business objectives [70][71] - Assess the business impact of data strategy by comparing performance before and after implementation [72][73] - Utilize dashboards and reporting tools for real-time visibility into performance metrics [74][75] - Emphasize continuous improvement to maximize the value of data strategy [78][79]

Group 1 - Salesforce, Inc. has seen its stock price increase by 34% from its all-time highs late last year, despite challenges in the enterprise sector due to the rise of artificial intelligence [1] - The company is recognized for its advancements in AI, particularly in the field of Agentics, where it holds a dominant position [1] - Salesforce provides a range of cloud-based CRM and AI-driven solutions, including products like Slack, Tableau, and Data Cloud [2] Group 2 - There is a belief that while Salesforce has potential, other AI stocks may offer greater upside potential and carry less downside risk [3]

dreamforce® Welcome to Investor Day at Dreamforce 2025 Welcome and Introduction Mike Spencer Executive Vice President of Investor Relations Forward looking statements "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This resentation contains forward-looking statements about, among other things, trend analyses and statements regarding future financial performance and events, anticipated growth and industry rospects, and our strategies, expectation or plans regarding product ...

Core Insights - The article discusses Salesforce's Dreamforce event, emphasizing the importance of AI in transforming enterprise software and the company's strong performance despite market challenges [1][10][35] Company Performance - Salesforce's stock has seen a significant increase, doubling 34% from its all-time highs late last year [1] - The company is experiencing unprecedented demand and excitement, with the largest pipeline seen to date [8][19] AI Integration - AI is being integrated across Salesforce's products, enhancing their capabilities and allowing customers to implement AI effectively [12][13][21] - Major companies, including FedEx and Dell, are utilizing Salesforce's AI-driven platform to improve their operations and profitability [17][19] Customer Engagement - The keynote at Dreamforce featured testimonials from top CEOs, showcasing how Salesforce's products are directly contributing to their financial success [4][28] - Customers are increasingly understanding how to deploy AI, indicating a shift in enterprise software adoption [9][10] Market Position - Salesforce is positioned as a leader in the AI and enterprise software market, with a vast customer base and innovative products [26][35] - The company is competing directly with established players like ServiceNow, highlighting its growing influence in the IT service management space [25][26]

Core Insights - Salesforce is increasing partnerships with generative AI leaders to mitigate business risks associated with rapid AI growth [1][4] - The company is integrating AI models from OpenAI and Anthropic into its Agentforce 360 software, expanding its capabilities beyond text to include voice calls [2][3] - Salesforce's stock has decreased by approximately 26% this year, contrasting with a 13% gain in the S&P 500, as investors seek faster revenue growth [4] Partnerships and Collaborations - Salesforce will collaborate with Anthropic to integrate Agentforce 360 into Claude, enhancing its AI capabilities [3][8] - The company is adopting Anthropic's Claude Code programming product within its engineering organization [8] - Other large software companies, such as Atlassian and Microsoft, are also forming partnerships with AI developers to enhance their offerings [5] Product Features and Developments - Agentforce 360 will allow users to access corporate information and create charts in Tableau via the ChatGPT assistant, which has over 800 million weekly users [6] - Companies working with both OpenAI and Salesforce will be able to utilize ChatGPT's instant checkout feature for product sales [7] - Salesforce plans to focus on regulated industries, starting with financial services, in collaboration with Anthropic [7] Market Position and Strategy - Salesforce's revenue from Agentforce has been described as "modest" by Morgan Stanley analysts, who maintain a buy rating on the company [4] - CEO Marc Benioff emphasizes the importance of Salesforce tools being utilized by next-generation AI companies, indicating a strong market position [9]