Salesforce Investment Narrative Recap <\/p>\n
To own Salesforce, you generally need to believe that its Agentforce and Data 360 stack becomes a core automation layer inside large enterprises, driving higher contract values and sticky, multi-cloud workflows. The expanded Google Cloud partnership directly supports that thesis by making cross-platform AI agents more usable, but it does not change the near term catalyst, which is proof that AI features can translate into durable revenue growth, or the key risk from intensifying competition with hyperscalers.<\/p>\n
Among recent developments, Salesforce\u2019s planned shift to reporting revenue in just two buckets, \u201cAgentforce Apps\u201d and \u201cData 360, Platform & Other,\u201d feels especially relevant. It will give investors a much clearer view of how quickly the AI agent and data businesses are scaling relative to the legacy cloud portfolio, which matters if you are watching how announcements like the Google and Unisys deals show up in the numbers rather than just in product demos.<\/p>\n
Yet while Agentforce momentum is encouraging, investors should still be aware of how fast AI automation could erode the value of Salesforce\u2019s traditional CRM franchise and…<\/p>\n
Read the full narrative on Salesforce (it’s free!)<\/a><\/p>\n Salesforce’s narrative projects $51.9 billion revenue and $10.3 billion earnings by 2028. This requires 9.6% yearly revenue growth and a $3.6 billion earnings increase from $6.7 billion today.<\/p>\n Uncover how Salesforce’s forecasts yield a $317.21 fair value<\/a>, a 73% upside to its current price.<\/p>\n Exploring Other Perspectives Some of the most optimistic analysts were already assuming Salesforce could reach about US$58.9 billion in revenue and US$11.6 billion in earnings by 2029, so you should expect those views on AI driven lock in and long term growth to be tested and possibly revised as partnerships like Google Cloud either reinforce or challenge those higher expectations.<\/p>\n Explore 38 other fair value estimates on Salesforce<\/a> – why the stock might be worth just $200.91!<\/p>\n Reach Your Own Conclusion <\/p>\n Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.<\/p>\n A great starting point for your Salesforce research is our analysis highlighting 4 key rewards<\/a> that could impact your investment decision.<\/p>\n Our free Salesforce research report<\/a> provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Salesforce’s overall financial health at a glance.<\/p>\n Seeking Other Investments? <\/p>\n These stocks are moving-our analysis flagged them today. Act fast before the price catches up:<\/p>\n Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 31 best rare earth metal stocks<\/a> of the very few that mine this essential strategic resource.<\/p>\n Uncover the next big thing with 24 elite penny stocks<\/a> that balance risk and reward.<\/p>\n Capitalize on the AI infrastructure supercycle with our selection of the 37 best ‘picks and shovels’ of the AI gold rush<\/a> converting record-breaking demand into massive cash flow.<\/p>\n This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n Companies discussed in this article include CRM<\/a>.<\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"In recent weeks, Unisys announced an expanded collaboration with Salesforce to deploy Agentforce 360 across more than 120…\n","protected":false},"author":2,"featured_media":25152,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[405,7537,132,3303,2942,17004],"class_list":{"0":"post-25151","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-agentic-ai","8":"tag-ai-agents","9":"tag-artificial-intelligence-agents","10":"tag-google","11":"tag-revenue-growth","12":"tag-salesforce","13":"tag-unisys"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/25151","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=25151"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/25151\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/25152"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=25151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=25151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=25151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"CRM](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/05\/4dea44836648f57ea77b67d6f40cbfe6.png\")
<\/a> CRM 1-Year Stock Price Chart <\/p>\n