Salesforce Stock News

Investors have lost money on Salesforce over the last five years. The company's business model is being challenged by artificial intelligence.

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After a strong, short Thanksgiving week for U.S. stocks, a busy schedule of economic indicators and corporate earnings awaits.

Salesforce has underperformed the market and the Magnificent 7 in 2025, but I see no major disruption in the business model and believe negative sentiment is undeserved. CRM is poised to benefit from AI-driven growth, with accelerating revenues in the Platform & Other and Integration & Analytics segments. The stock trades at a historically low valuation, below the S&P 500.

Salesforce enters Q3 with the market fixated on one number: whether growth can break a psychological threshold investors no longer ignore. AI has flipped the narrative. Instead of excitement, it's now fueling doubts about CRM's moat and the long-term payoff of Agentforce. Margins, guidance, and a softening top line all converge into a tense setup where fear seems to matter more than fundamentals.

Shares of Salesforce Inc. ( NYSE: CRM ) lost 10.69% over the past month after gaining 4.89% the month prior.

Online sales in the U.S. on the Thanksgiving holiday are expected to rise 6% compared with last year to reach $8.6 billion, data from Salesforce showed on Thursday, suggesting shoppers were lapping up steep discounts from retailers to splurge amid tariff-induced macroeconomic uncertainty.

The chief executive of Adecco said on Wednesday that its joint venture with Salesforce , named r.Potential, could help reduce the risk of an AI bubble by pushing companies into more concrete uses of the technology.