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Salesforce: Agentic AI Beneficiary With Rule Of 44 Outperformance - Upgrade To Buy
Published: April 03, 2026 by: Seeking Alpha
Sentiment: Positive
CRM demonstrates robust Agentic AI monetization, with Agentforce and Data 360 ARR reaching $2.9B (+107% QoQ/+200% YoY), supporting their double-digit growth targets through FY2030. This is on top of the consistently richer profit margins and expanding Free Cash Flow generation, with it triggering the rich Rule of 44% outperformance (revenue growth/FCF margin). The SaaSpocalypse selloff has triggered CRM's discounted FWD P/E of 14.02x and the consequently expanded upside potential to my bull-case long-term price target of $364.30.
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April Dogs Of The Dow: One To Buy
Published: March 31, 2026 by: Seeking Alpha
Sentiment: Positive
Verizon (VZ) is the only Dow stock in April 2026 meeting the ideal of annual dividends from $1K invested exceeding its share price, supported by robust free cash flow. Analyst forecasts suggest the top ten Dow dividend stocks could deliver average net gains of 45.76% by April 2027, albeit with above-market volatility. Dividend dogcatcher strategy prioritizes stocks where dividends from $1K invested surpass share price; currently, only VZ qualifies, but more may reach this on market pullbacks.
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Salesforce (CRM) Down 6.9% Since Last Earnings Report: Can It Rebound?
Published: March 27, 2026 by: Zacks Investment Research
Sentiment: Negative
Salesforce (CRM) reported earnings 30 days ago. What's next for the stock?
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Salesforce, Inc. (CRM) Is a Trending Stock: Facts to Know Before Betting on It
Published: March 27, 2026 by: Zacks Investment Research
Sentiment: Positive
Salesforce (CRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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Salesforce isn't giving raises to director-level and above employees this year, internal memo shows
Published: March 25, 2026 by: Business Insider
Sentiment: Negative
Salesforce is skipping raises for director-level and above employees this year, according to an internal memo. The company said it is increasing stock and bonus pools for its "highest performing individuals.
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Salesforce: Market Is Pricing It At Doomsday Valuations
Published: March 25, 2026 by: Seeking Alpha
Sentiment: Negative
Salesforce's moat (CRM) remains highly resilient amid AI disruption fears, with no imminent threat to its enterprise software dominance. Not so easy to get rid of Salesforce's systems, yeah? Salesforce's revenue is projected to reach $46.1B by FY2027 and potentially $63B long-term, refuting the thought experience of the "2028 Global Intelligence Crisis." The Agentforce AI ARR surged to $800M, and the new agentic work unit (AWU) model highlights CRM's progress in AI-driven monetization. Nothing is over yet.
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ServiceNow and Salesforce Fall 5%: Is the Market Mispricing Both NOW and CRM?
Published: March 24, 2026 by: 24/7 Wall Street
Sentiment: Negative
ServiceNow (NYSE:NOW) stock and Salesforce (NYSE:CRM) stock are both sliding roughly 5% in Tuesday's session, a simultaneous drop that puts two of enterprise software's most prominent names in the same uncomfortable spotlight.
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Why Salesforce's 'AI Problem' Is Actually Its Greatest Opportunity
Published: March 23, 2026 by: Seeking Alpha
Sentiment: Negative
Salesforce is aggressively countering AI-driven sector pessimism with a $25 billion debt-funded share repurchase and accelerated AI integration. CRM trades at just 15x forward earnings, reflecting deeply negative sentiment and skepticism over AI threats and core growth deceleration. Management remains committed to shareholder returns, returning 99% of free cash flow and leveraging a conservative balance sheet to fund buybacks.
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Salesforce vs. Datadog: Which Cloud Software Stock Has an Edge?
Published: March 23, 2026 by: Zacks Investment Research
Sentiment: Positive
CRM gains edge over DDOG as AI-driven growth, strong earnings momentum and lower valuation boost its appeal versus slowing DDOG outlook.
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Salesforce issues $25 billion in debt to buy back stock. Should we be concerned?
Published: March 20, 2026 by: CNBC
Sentiment: Negative
Raising debt to repurchase shares is a move that deserves scrutiny.
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Salesforce: A Week After Earnings, the Market Has Spoken
Published: March 06, 2026 by: MarketBeat
Sentiment: Negative
Software giant Salesforce Inc NYSE: CRM has spent the past year on the defensive in a major way. Its shares fell as much as 50% from last year's highs before recovering and currently trade right around $200, reflecting widespread concerns that artificial intelligence (AI) could disrupt parts of the company's traditional business model.
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The Software Recovery Already Started: 5 Stocks to Buy Now
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive
Amid the sharp correction in software stocks, opportunities emerge. Salesforce, ServiceNow, AppLovin, HubSpot and The Trade Desk all stand out for there strong growth forecasts and reasonable valuations.
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Why Salesforce (CRM) is a Top Momentum Stock for the Long-Term
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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Salesforce (CRM) is a Top-Ranked Growth Stock: Should You Buy?
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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Rare Buying Opportunity: Elite Dividend Growth And Private Credit Machines Getting Too Cheap
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Positive
A major market fear is crushing valuations in one of the market's most powerful dividend growth sectors. Yields are near historic highs while long-term growth engines remain fully intact. The disconnect between sentiment and fundamentals may be creating a rare opportunity.
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Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
Published: March 03, 2026 by: Zacks Investment Research
Sentiment: Positive
Salesforce (CRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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Wall Street Roundup: Nvidia Beats And Drops In Edgy Market
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Neutral
Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.
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After a Brutal Selloff, Are These 3 SaaS Giants About to Bounce?
Published: February 27, 2026 by: MarketBeat
Sentiment: Negative
Wall Street's so-called “SaaSpocalypse”, that is, the sharp drop across traditional software companies in recent weeks, has been driven by one dominant fear: that artificial intelligence (AI) will automate away the very functions of these software companies. If AI can enable its customers to handle tasks such as marketing workflows, customer relationship management, and identity verification autonomously, why would they pay premium subscription fees to companies that provide software-as-a-service (Saas)?
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Nvidia's blowout results and Salesforce's Agentforce progress signal the AI software selloff has gone too far, says Wedbush
Published: February 27, 2026 by: Proactive Investors
Sentiment: Positive
Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first clean arguments against the doomsday narrative that has hammered software stocks all year It has been a rough start to 2026 for tech investors. A creeping fear that AI models from Anthropic, OpenAI and others would hollow out existing enterprise software has weighed on names from Salesforce to Microsoft to CrowdStrike, creating what Wedbush analysts call the "AI Ghost Trade," a wave of selling built on the premise that the software layer is about to be disintermediated by foundation models.
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Grab 3 Stocks That Announced Dividend Hikes Amid Market Volatility
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Negative
Amid 2026 market volatility, HSBC, STN and CRM stand out after announcing fresh dividend hikes, offering investors steady income as uncertainty lingers.
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2 Dividend Stocks We Are Buying On This Dip
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive
Market volatility has triggered indiscriminate selling across sectors. Rayonier trades at a deep discount despite strong long-term fundamentals. Blue Owl Capital sold off on credit fears, but results and insider buying tell a different story.
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Salesforce Q4 Results: Share Buybacks As Investor Worries Continue
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Negative
Shares in Salesforce were initially lower following the release of Q4 results that included lower-than-expected forward guidance. Results were otherwise positive, with notable growth from its AI product, Agentforce. Ahead of the release, the stock was down about 30% to start 2026.
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Salesforce faces near-term growth slowdown as AI inflection builds, Jefferies says
Published: February 26, 2026 by: Proactive Investors
Sentiment: Negative
Salesforce Inc (NYSE:CRM, XETRA:FOO) is facing a near-term growth slowdown even as early indicators of AI adoption begin to emerge, according to analysts at Jefferies. Remarking on Salesforce's fourth quarter earnings report released on Wednesday, the analysts highlighted that current remaining performance obligations (cRPO) growth of 13% in constant currency came in only in line with company guidance and below the typical upside investors have seen in recent quarters.
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Salesforce climbs on earnings beat as company commits $50 billion for buybacks
Published: February 26, 2026 by: CNBC Television
Sentiment: Positive
Salesforce shares climbed Thursday after the customer service software maker reported healthy results, although its fiscal 2027 revenue view trailed Wall Street projections. The company has allocated $50 billion for new share buybacks, “because these are some low prices,” CEO Marc Benioff said on a conference call with analysts.
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Salesforce's Q4 Proved AI Won't Kill Software - Still, I'm Not Buying The Dip Yet
Published: February 26, 2026 by: Seeking Alpha
Sentiment: Positive
Salesforce, Inc. delivered table-pounding Q4 results and strong guidance amidst the fears that enterprise AI adoption will make software companies like Salesforce obsolete. Revenue hit $11.2B (+12% y/y), the strongest growth since January 2023, with CRM's FY26 subscription growth slightly above 10%. The backlog looks healthy as well, with total RPO reaching $72B (+14% y/y), the highest growth since the July 2024 quarter.
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Salesforce hikes buyback to $50 billion
Published: February 26, 2026 by: CNBC Television
Sentiment: Positive
CNBC's Seema Mody delivers the latest news surrounding Salesforce and Snowflake.
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Salesforce's record $50 billion stock-buyback plan is proving controversial on Wall Street
Published: February 26, 2026 by: Market Watch
Sentiment: Neutral
Salesforce is looking to buy the dip with a $50 billion share-repurchase program as the software selloff continues to send its stock falling, but Wall Street is wondering if the money would be better spent investing in more artificial-intelligence capabilities.
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Salesforce Crushed Earnings by 25% and Still Can't Get Any Respect
Published: February 26, 2026 by: 24/7 Wall Street
Sentiment: Positive
Salesforce delivered a standout Q4 FY26, with non-GAAP EPS of $3.81 crushing the $3.05 consensus estimate by nearly 25%, while Agentforce momentum signaled that the company's AI pivot is generating real commercial traction.
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CRM Oversold Short-Term, Margin & AI Concerns Long-Term
Published: February 25, 2026 by: Schwab Network
Sentiment: Neutral
Landon Swan (@LikeFolio) talks about his firm's recent data on Salesforce (CRM) following the stunning sell-off in shares. He points to the general SaaS stock selling as overblown and expects Salesforce to bounce on its earnings.
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Salesforce Faces Its Defining Moment as Agentforce Moves From Hype to Hard Revenue
Published: February 25, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Salesforce (NYSE: CRM) reports Q4 FY2026 results after the bell tonight, and there is really only one number that matters.
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About Salesforce, Inc. (CRM)
- IPO Date 2004-06-23
- Website https://www.salesforce.com
- Industry Software - Application
- CEO Marc R. Benioff
- Employees 76453