Salesforce, IncNYSE: CRM
Information Technology · Application Software
$184.10
+4.29%
Vol: 10.5M
Research Digest
Friday, May 1, 2026
Salesforce rose 5.02% on May 1 after launching Agentforce Operations on April 29 to automate back-office processes
Salesforce stock surged 5.02% on May 1 following the April 29 launch of Agentforce Operations, a new AI platform to reduce back-office cycle times and manual data entry. The company's Agentforce ARR hit $800M (up 169% YoY) across 29K deals. However, CRM faces significant headwinds: the stock is down 31% YTD amid sector-wide AI fears that autonomous agents could erode the per-seat licensing model. On April 28, Salesforce and Slack filed major antitrust litigation against Microsoft in London's High Court over Teams bundling. Competitive pressure from Microsoft Copilot and OpenAI agents remains a key concern.
Previous Market Intelligence
13 daysApr 30Salesforce Faces FMLA Lawsuit and Files Antitrust Action Against Microsoft; Stock Down 31% YTDNegative▶
Salesforce stock faces headwinds: former employee filed FMLA lawsuit April 28 alleging family leave retaliation; Salesforce and Slack filed London High Court antitrust action April 28 vs Microsoft Teams. CEO Benioff announced April 27 hiring 1,000 entry-level graduates for AI/Agentforce projects despite prior layoffs. Company reported Agentforce ARR $800M (+169% YoY), 29,000 deals, 2.4B work units. Stock down 31% YTD to $174-179 range. Valuation concern: trading 32% below analyst targets. Analyst consensus weak amid competition/valuation, though Agentforce momentum notable.
Apr 29Salesforce and Slack sue Microsoft at London High Court over anticompetitive practicesMixed▶
Salesforce and Slack sued Microsoft at London's High Court on April 29, alleging anticompetitive practices. Salesforce's AI-powered Agentforce 360 Platform continues expansion. FY2026 revenue reached $41.53B (+9.6% YoY) with earnings of $7.46B (+20.3% YoY). Company faces mixed analyst sentiment with concerns over AI competition and pricing amid challenging market environment. Analyst consensus: Mixed sentiment with focus on AI innovation potential. Stock trades at 23.25 P/E, 91.8% dividend yield.
Apr 16Salesforce stock rallies 4.4% on April 15 as tech sector gains amid geopolitical ceasefire optimism and AI momentum; board declares $0.44 dividendPositive▶
Salesforce shares jumped 4.4% on April 15 as the technology sector rallied on U.S.-Iran ceasefire optimism and AI positive sentiment, with the S&P 500 crossing 7,000. The company Board declared a quarterly dividend of $0.44 per share, a 5.8% year-over-year increase, payable April 23 to shareholders of record as of April 9. In fiscal 2026, Salesforce delivered $41.5 billion in revenue (+10% YoY) with Agentforce ARR reaching $800 million (+169% YoY) from 29,000 deals closed. The platform consumed nearly 20 trillion tokens converted into 2.4 billion agentic work units.
Apr 14Salesforce jumps 5.29%; J.P. Morgan initiates Buy; $50B buyback commitmentPositive▶
Rallied 5.29%. J.P. Morgan initiated Buy April 10. $50B buyback program announced. AI product updates for WhatsApp and Einstein. Consensus Buy $279.74 PT.
Apr 13Agentic AI fears pressure stock; Agentforce $800M ARR; earnings upcomingMixed▶
Salesforce down 4.1% April 10 after Anthropic Claude Agents and Meta AI launches stoked agentic AI disruption fears. Company counters: Agentforce closed 29K+ deals, $800M ARR; FY2027 guidance $45.8B revenue. Stock challenges from recent data breach, layoffs. Analyst avg Buy with target $279.74 (+69.58% upside).
Apr 10Salesforce launches $25B accelerated buyback and announces Agentforce rollout; dividend up 5.8%.Positive▶
Salesforce announced $25 billion accelerated share repurchase and 5.8% dividend increase to $0.44 per share payable April 23. Deployed Agentforce AI at U.S. Department of Labor contact center. Upcoming earnings show expected double-digit growth in both EPS and revenue.
Apr 9Salesforce Stock Slides 3.7% Amid Market Volatility and Analyst CutsNegative▶
Salesforce shares fell 3.7% to $176.18 amid broader market volatility. Oppenheimer lowered price target to $250 from $275. Stock lagged sector and S&P 500 performance. Company announced $0.44 dividend with April 9 ex-date. Consensus price target $280.21 suggests moderate upside despite recent weakness.
Apr 8Salesforce delivers record FY2026 results; Agentforce ARR up 169% YoY to $800M; dividend +5.8%.Mixed▶
Salesforce reported record fiscal 2026: $41.5B revenue (+10% YoY), RPO $72.4B (+14% YoY). Agentforce ARR hit $800M (+169% YoY) with 29,000 deals (+50% QoQ). Board declared $0.44 dividend (+5.8% YoY) payable April 23. Stock down 6.9% since last earnings amid AI sector volatility. Trading near 52-week lows.
Apr 7Salesforce delivers record Q4 FY2026 revenue $11.2B (+12% YoY) with $25B accelerated buyback commencementPositive▶
Salesforce reported record Q4 FY2026 revenue $11.2B with 12% YoY growth (fastest in 2 years) and adjusted EPS $3.81. FY27 revenue guidance $45.8-46.2B (+10-11% YoY). Commenced $25B accelerated share repurchase on March 11 (largest ASR in company history). Quarter featured $811M gain on strategic investments with $330M into Anthropic. Completed $8B Informatica acquisition, announced $8B Informatica acquisition, signed definitive Momentum acquisition for Agentforce/Slack. Slack integrated AI-enabled Slackbot. Agentforce automates account research pre-meeting. Forward P/E 14.29 versus sector 19.28.
Apr 6Salesforce begins record $25B accelerated share repurchase; Agentforce AI rollout.Neutral▶
Salesforce commenced record $25B ASR in March 2026 with 103M shares prepaid (half of $50B program). Rolling out Agentforce agentic AI in healthcare. Unified Conversations for WhatsApp and Einstein IDP launched. Stock down 6.9% since last earnings. New Buy rating issued April 2.
Apr 3Salesforce records FY26 revenue of $41.5B with 10% YoY growth; launches $25B accelerated share repurchase.Mixed▶
Salesforce reported record FY26 revenue of $41.5B (+10% YoY), with Q4 revenue growth at 12%. Completed $8B Informatica acquisition. Commenced $25B accelerated share repurchase. Deployed AI-enabled Slackbot for paying customers; Agentforce now pulls insights from CRM and third-party data. Moved Heroku to sustaining engineering. Stock at $184; analysts target $279.74 (+49.45% upside) but faces AI sector headwinds.
Apr 1Salesforce approves $25B buyback program; stock down 30% in 2026 amid AI competition concerns.Mixed▶
Salesforce's Board approved a $25 billion share repurchase authorization on March 16, representing ~14.1% of outstanding shares. Q4 FY26 EPS beat consensus at $3.81 vs $3.05 forecast with revenue of $11.20B (+12.1% YoY). FY26 revenue reached $41.53B, with FY27 guidance of $45.8-$46.2B revenue (+10-11% YoY). However, CRM stock has crashed 30% in 2026 due to AI competition pressures. 36 analysts rate Buy with average price target of $279.74, implying 49.86% upside.
Mar 31Salesforce commenced $25B accelerated share repurchase; stock down 35% over past year amid AI pressures.Mixed▶
Salesforce commenced 103M share $25B ASR (largest in history). Acquired Cimulate for Agentforce Commerce. Agentic AI in 150+ VA medical centers. Stock at $185 declined 35% over past year. 36 analysts Buy with $279.74 target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ORCLORACLE | $171.78 | +6.44% | +10.9% | 20.1x | 1.60 | $464.2B |
| PLTRPALANTIR | $144.27 | +3.71% | -6.0% | 74.6x | 1.67 | $333.5B |
| APPAPPLOVIN | $461.07 | +3.30% | +8.2% | 21.9x | 2.50 | $150.1B |
| CRMSALESFORCE | $184.10 | +4.29% | -4.6% | 11.8x | 1.29 | $144.4B |
| INTUINTUIT | $398.68 | +2.62% | -6.9% | 14.7x | 1.21 | $108.1B |
| ADBEADOBE | $250.47 | +1.78% | +0.7% | 9.3x | 1.52 | $99.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.