Salesforce, Inc. (NYSE:CRM) is one of the best agentic AI stocks to buy now. It comes out on top on our list based on our methodology of hedge fund sentiment. As of Q3, it has the highest number of hedge funds at 119 holding stake in it. On December 9, 2025, Morgan Stanley maintained an Overweight rating on Salesforce and trimmed its price target to $398 from $405. The note framed the change as a recalibration after the company’s strong quarterly print, with estimates and valuation updated across the soft ...

### Key Takeaways* Salesforce is set to post its latest quarterly earnings report after the closing bell today, with analysts expecting rising revenue and profits.* Options pricing suggests traders expect Salesforce's stock could move up to 7% in either direction by the end of the week.Salesforce is scheduled to report earnings after the market closes later today, with traders anticipating a big move in the software giant's stock.Options pricing suggests traders expect Salesforce ([CRM](https://www.investop ...

Core Viewpoint - Salesforce Inc. shares are currently undervalued, yet investor sentiment remains negative due to concerns over artificial intelligence impacting the company's growth prospects [1][6]. Financial Performance - Salesforce is set to report earnings, with a forecast of double-digit revenue growth in the coming years, but Wall Street remains skeptical about the impact of these results on the stock's cautious narrative [2][6]. - The company's stock price has dropped 30% in 2025, making it the second-worst performer in the Dow Jones Industrial Average and among the 25 worst in the S&P 500 Index [4]. - The market valuation of Salesforce has reached its lowest point since the company went public in 2004, trading at less than 19 times estimated earnings for the next 12 months, significantly below its 10-year average of 47 and the S&P 500's multiple of approximately 22 [5]. Investor Sentiment - Analysts indicate that a change in investor sentiment is necessary for the stock to regain attention, which will depend on stability and improvement in top-line growth [3]. - Despite Salesforce's optimistic forecast, concerns about AI-native companies reducing demand for its services and pricing power persist, which may hinder a turnaround in sentiment [6]. AI Product Development - Salesforce has introduced AI products like Agentforce, which automates certain workloads, but investors are not yet expecting significant financial contributions from these products, leading to doubts about the company's ability to compete in the AI landscape [7]. - There is interest in Agentforce/Data Cloud, but production remains limited, and analysts are awaiting wider rollouts and evidence of commercialization before becoming more positive on the stock [8].

Core Insights - Jim Cramer has recently expressed increased optimism about Salesforce, Inc. (NYSE:CRM) following his attendance at the Dreamforce conference, emphasizing the need for long-term faith in the company [2] - The current sentiment surrounding enterprise software is not very positive, which may delay analysts' reassessment of Salesforce's potential [2] - Major companies utilizing Salesforce's software, such as Dell, William Sonoma, FedEx, and Pepsi, have demonstrated improved revenue and reduced expenses, contributing to a 15% stock price increase [3] Company Overview - Salesforce, Inc. is an enterprise software company specializing in customer relationship management software [2] - The company is currently facing a challenging market environment, which may impact investor sentiment and stock performance in the short term [2] Market Context - The overall sentiment in the enterprise software sector is currently subdued, which could affect the perception of Salesforce's growth potential [2] - Despite the potential of Salesforce as an investment, there is a belief that certain AI stocks may offer better returns with lower risk [3]

Group 1 - Salesforce announced the acquisition of Informatica for $8 billion to enhance its capabilities in artificial intelligence [1][2] - The acquisition aims to integrate Informatica's data management services with Salesforce's Agentforce platform, focusing on creating autonomous and trustworthy AI agents [2] - The deal will be financed through a mix of cash from Salesforce's balance sheet and new debt [3]