
Enterprise software is taking the brunt of a fresh pullback in AI-linked stocks, and some of the sector's biggest names are leading the way lower.
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
| Revenue (TTM) | $43.94B |
| Gross Profit (TTM) | $33.96B |
| EBITDA | $12.90B |
| Operating Margin | 21.40% |
| Return on Equity | 19.40% |
| Return on Assets | 5.70% |
| Revenue/Share (TTM) | $49.20 |
| Book Value | $46.63 |
| Price-to-Book | 5.00 |
| Price-to-Sales (TTM) | 4.51 |
| EV/Revenue | 5.06 |
| EV/EBITDA | 13.57 |
| Quarterly Earnings Growth (YoY) | 118.90% |
| Quarterly Revenue Growth (YoY) | 10.80% |
| Shares Outstanding | $823.00M |
| Float | $797.54M |
| % Insiders | 2.98% |
| % Institutions | 87.31% |
Volatility is currently expanding

Enterprise software is taking the brunt of a fresh pullback in AI-linked stocks, and some of the sector's biggest names are leading the way lower.

Salesforce (CRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

A flat denial of takeover talk is lifting one of the biggest names in enterprise software. ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $146.

SAN FRANCISCO--(BUSINESS WIRE)--Demandbase, the AI GTM leader defining the next era of agentic marketing, today announced that it has been named a launch partner for Salesforce's Hunter, a new AI-powered outbound sales agent. This announcement builds on Demandbase's broader work with Salesforce to bring its account intelligence into AI-powered revenue workflows. Demandbase is also a featured MCP partner on AgentExchange, enabling Salesforce agents to access Demandbase insights within the envir.

While Salesforce consistently generated higher total revenue over the last eight quarters, ServiceNow is expanding its top line at a faster rate year over year. ServiceNow posted consistent quarter-over-quarter revenue gains without experiencing any seasonal drops, whereas Salesforce recorded a generally upward overall trajectory that featured occasional mild sequential declines.

CRM and NOW expand their AI businesses, but stronger earnings estimate revisions, rapid AI growth and a lower valuation give Salesforce the edge.

Apple and Salesforce both crushed earnings estimates, but investors keep asking the same uncomfortable question about whether agentic AI can actually move the needle on profit.

Docusign expands its Salesforce partnership, making its IAM platform natively available to all AI agents across Salesforce and Slack SAN FRANCISCO, Oct. 13, 2026 /PRNewswire/ -- Docusign (Nasdaq: DOCU) today announced the next chapter in its more than 20-year partnership with Salesforce (NYSE: CRM). The expanded partnership brings the Docusign Intelligent Agreement Management (IAM) platform natively into Salesforce, Agentforce, and Slack, helping revenue teams move agreements forward without ever leaving the tools they already work in.

Both Adobe and Salesforce beat earnings and both call AI a growth engine, yet one stock has shed nearly a third of its value this year while the other holds up.

Enterprise software stocks are under pressure this year as investors question whether traditional cloud providers can monetize artificial intelligence (AI) or will be left behind by it. Salesforce NYSE: CRM has navigated an approximate 12% year-to-date decline amid these broader sector concerns.
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