Salesforce Stock News

Salesforce, Inc. (NYSE:CRM ) Q2 Product & Innovation Overview Webinar Company Participants Michael Spencer - Executive Vice President of Investor Relations Madhav Thattai Raveendrnathan Loganathan Joseph Inzerillo Andy White Anna Le Presentation Michael Spencer Executive Vice President of Investor Relations Good morning. Thank you for joining us.

Customer relationship management (CRM) titan Salesforce (CRM 2.62%) was walking tall as the trading week came to an end, with a share price gain of nearly 3% on Friday. The company hasn't been shy in sharing its profit with investors, and on its latest dividend announcement, folks piled into the stock.

Salesforce's NYSE: CRM Q3 and full-year revenue guidance were underwhelming, sparking a significant pullback in the share price that technology investors will want to take advantage of. Underwhelming is a relative term; in this case, it means that the guidance was as expected: sustained double-digit growth, margin strength, and robust cash flow drove its capital return.

Salesforce beat 2Q FY2026 revenue and EPS estimates, but forward guidance is largely in line with the consensus, triggering a post-earnings pullback. Although AI-related revenue is growing strongly, it still accounts for only a small portion of total revenue and will take several quarters to meaningfully lift top-line growth. The forward guidance implies flat YoY growth in cRPO and operating ma...

Jobs data is softening, making a September Fed rate cut highly likely, but inflation remains stubbornly high, creating tension for markets. Gold and silver are surging as investors seek inflation hedges, while most equities struggle and stock picking becomes more important.

Guidewire is quietly bringing AI to an overlooked corner of the market: insurance providers.

Veeva's Q2 FY26 earnings beat expectations, with 17% YoY revenue growth and raised full-year guidance, supporting a strong growth outlook. I believe Salesforce's commentary on “killing Veeva” is highly exaggerated, as Veeva's strength lies in building deep industry applications. Coupled with Veeva AI, I believe Veeva will have a lead in industry-specific agents, unlike Salesforce's “toolkit-bas...

In this video, I will cover Salesforce's (CRM 2.21%), Gitlab's, and Figma's recent earnings reports. Watch the short video to learn more, consider subscribing, and click the special offer link below.