Recent Changes in AI and Competition are Transforming Salesforce's Narrative
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 06 2025
0mins
Should l Buy CRM?
Source: Yahoo Finance
Salesforce Fair Value Estimate: The fair value estimate for Salesforce has been slightly reduced from $331 to $327 per share, reflecting a modest adjustment in long-term growth expectations, with a slight increase in revenue growth assumptions from 9.47% to 9.65%.
Analyst Perspectives: Oppenheimer remains bullish on Salesforce, citing potential benefits from AI-driven demand, while Northland downgraded the stock, indicating reduced confidence in its near-term upside, and Needham removed it from its Conviction List in favor of other companies.
Operational Changes: Salesforce will cease direct operations of Slack in China, opting for a partnership with Alibaba due to regulatory challenges, and has taken a firm stance against ransom demands following a recent security incident.
AI Integration Initiatives: The company has launched Missionforce, a unit focused on integrating AI into defense workflows, targeting improvements in personnel management and logistics, while also emphasizing the importance of monitoring competitive risks and evolving market narratives.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRM is 326.95 USD with a low forecast of 223.00 USD and a high forecast of 405.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
42 Analyst Rating
31 Buy
10 Hold
1 Sell
Moderate Buy
Current: 189.970
Low
223.00
Averages
326.95
High
405.00
Current: 189.970
Low
223.00
Averages
326.95
High
405.00
About CRM
Salesforce, Inc. is a provider of customer relationship management (CRM) technology. The Company helps organizations of any size reimagine their business for the world of artificial intelligence (AI). With Agentforce, its platform, organizations can bring humans together with AI agents to drive customer success on one deeply unified platform. With the Salesforce platform, it delivers a single source of truth, connecting customer data with integrated AI across systems, apps and devices to help companies sell, service, market and conduct commerce from anywhere. Agentforce is a new layer of the Salesforce platform that enables companies to build and deploy AI agents that can respond to inputs, make decisions and take action autonomously across business functions. Agentforce includes a suite of customizable agents for use across sales, service, marketing and commerce. Datablazer is a data-driven innovator, which leverages the Company’s platform to unlock insights and drive decisions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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