Latest news with #SalesCloud
Yahoo
3 days ago
- Business
- Yahoo
Salesforce, Inc. (CRM): A Bull Case Theory
We came across a bullish thesis on Salesforce, Inc. (CRM) on Compounding Your Wealth's Substack. In this article, we will summarize the bulls' thesis on CRM. Salesforce, Inc. (CRM)'s share was trading at $265.37 as of 30th May. CRM's trailing and forward P/E were 41.53 and 23.47 respectively according to Yahoo Finance. Pixabay/Public Domain Salesforce delivered solid Q1 FY2026 results, posting $9.83 billion in revenue, up 11% year-over-year, with subscription and support revenue growing 12% in constant currency. Remaining performance obligations (RPO) reached $60.9 billion, up 13%, reflecting strong demand visibility. Operating cash flow rose 4% to $6.5 billion. Salesforce reaffirmed its full-year guidance, including a 34% non-GAAP operating margin and 9–10% free cash flow growth. Sales Cloud drove 80% of large enterprise deals, with strength in verticals like financial services, healthcare, and retail. Account executive headcount is set to expand by 22% this year. Internationally, growth was robust in Canada, the UK, France, and South Asia, while Japan showed signs of acceleration. The company's AI initiatives are scaling rapidly—AgentForce, a generative AI product, now has over 4,000 paying customers and was featured in 800+ customer deployments, with potential to reach $1 billion in annualized revenue. Data Cloud surpassed $1 billion in ARR and is processing 22 trillion records, up 175% year-over-year. Tableau, MuleSoft, and Slack were also prominent in major deals, as customers increasingly adopt cross-cloud solutions. Salesforce highlighted Slack's evolution into an enterprise AI interface, improving lead routing times dramatically from 20 minutes to 19 seconds. The recent Informatica acquisition aims to enhance data harmonization and accelerate AI capabilities. Salesforce introduced Flex Credits, a usage-based pricing model reflecting early-stage but growing AI consumption. Notable customer wins included PepsiCo, OpenTable, and Takeda. The company raised its FY26 revenue outlook to $41.3 billion, underscoring its transformation toward data, AI, and unified platform-driven growth. Previously, we have covered Salesforce, Inc. (CRM) in April 2025 wherein we summarized a by Quality Equities on Substack. In the article, Salesforce (CRM) was highlighted as a structurally resilient, high-margin software business undervalued due to macroeconomic fears. The article argued that the market was underestimating Salesforce's long-term free cash flow growth, despite strong fundamentals, improving margins, and rising AI-driven innovation. Since our last coverage, the stock is up 13% as of 30th May. Salesforce, Inc. (CRM) is on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 140 hedge fund portfolios held CRM at the end of the first quarter which was 162 in the previous quarter. While we acknowledge the potential of CRM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
Salesforce, Inc. (CRM) – Agentforce and Sales Cloud to Drive CRM Growth Beyond 12%, Says BofA
We recently published a list of . In this article, we are going to take a look at where Salesforce, Inc. (NYSE:CRM) stands against other AI stocks surging on news and ratings. According to Daniel Ives, global head of technology research at Wedbush Securities, the US- China agreement is once again creating a bull market environment for tech. 'If you are a tech investor, this is a dream scenario,' Ives noted on CNBC's 'Worldwide Exchange.' On Monday, the U.S. and China announced that they would temporarily reduce tariffs on each other for 90 days. Following the news, Wall Street's three major indexes surged sharply on the same day, with the S&P 500 marking its highest level since early March. READ ALSO: and The U.S. said it will cut tariffs imposed on Chinese imports to 30% from 145% while China said it would cut duties on U.S. imports to 10% from 125%. Investors saw this as a big positive surprise. 'It's a relief rally because there was a lot of anxiety and angst about tariffs between the U.S. and China. They are going to scale it down to much more reasonable levels so the fall-out from tariffs will probably be more manageable and limited.' Unfortunately, the rally in US stock futures paused as investors focused on a key inflation report and lingering economic concerns. 'The challenges are not over. The de-escalation was a lot stronger than even the best hopes, but you have to remember that the US economy still faces average of effective tariffs of more than 13%.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A customer service team in an office setting using the company's Customer 360 platform to communicate with Inc. (NYSE:CRM) is a cloud-based CRM company that has gained popularity after it unveiled its AI-powered platform called Agentforce. On May 12, Bradley Sills from Bank of America Securities maintained a 'Buy' rating on the stock with a price target of $350.00. Sills' buy rating stems from the company's steady growth in its Sales Cloud business. He noted how Sales Cloud is an important component of Salesforce's growth strategy, and that factors such as increased adoption of its AI-powered platform Agentforce and upselling opportunities with Revenue Cloud and Industry Cloud could boost growth from a steady 9-10% to a sustainable 12%. Being the core of Salesforce's CRM platform, Sales Cloud has the potential to lead the market. The company is also likely to experience significant industry growth on the back of its integrated platform, business intelligence capabilities, and AI innovations. Overall, CRM ranks 5th on our list of AI stocks surging on news and ratings. While we acknowledge the potential of CRM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
13-05-2025
- Business
- Yahoo
Salesforce, Inc. (CRM) – Agentforce and Sales Cloud to Drive CRM Growth Beyond 12%, Says BofA
We recently published a list of . In this article, we are going to take a look at where Salesforce, Inc. (NYSE:CRM) stands against other AI stocks surging on news and ratings. According to Daniel Ives, global head of technology research at Wedbush Securities, the US- China agreement is once again creating a bull market environment for tech. 'If you are a tech investor, this is a dream scenario,' Ives noted on CNBC's 'Worldwide Exchange.' On Monday, the U.S. and China announced that they would temporarily reduce tariffs on each other for 90 days. Following the news, Wall Street's three major indexes surged sharply on the same day, with the S&P 500 marking its highest level since early March. READ ALSO: and The U.S. said it will cut tariffs imposed on Chinese imports to 30% from 145% while China said it would cut duties on U.S. imports to 10% from 125%. Investors saw this as a big positive surprise. 'It's a relief rally because there was a lot of anxiety and angst about tariffs between the U.S. and China. They are going to scale it down to much more reasonable levels so the fall-out from tariffs will probably be more manageable and limited.' Unfortunately, the rally in US stock futures paused as investors focused on a key inflation report and lingering economic concerns. 'The challenges are not over. The de-escalation was a lot stronger than even the best hopes, but you have to remember that the US economy still faces average of effective tariffs of more than 13%.' For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A customer service team in an office setting using the company's Customer 360 platform to communicate with Inc. (NYSE:CRM) is a cloud-based CRM company that has gained popularity after it unveiled its AI-powered platform called Agentforce. On May 12, Bradley Sills from Bank of America Securities maintained a 'Buy' rating on the stock with a price target of $350.00. Sills' buy rating stems from the company's steady growth in its Sales Cloud business. He noted how Sales Cloud is an important component of Salesforce's growth strategy, and that factors such as increased adoption of its AI-powered platform Agentforce and upselling opportunities with Revenue Cloud and Industry Cloud could boost growth from a steady 9-10% to a sustainable 12%. Being the core of Salesforce's CRM platform, Sales Cloud has the potential to lead the market. The company is also likely to experience significant industry growth on the back of its integrated platform, business intelligence capabilities, and AI innovations. Overall, CRM ranks 5th on our list of AI stocks surging on news and ratings. While we acknowledge the potential of CRM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Hans India
26-04-2025
- Business
- Hans India
AI-Powered 10 Best Marketing Platforms : An evolution in marketing industry
Introduction In today's dynamic digital marketing landscape, it is quite challenging to stand out from the noise. Consumers demand personalized, timely, and relevant content—and marketers are under pressure to deliver on all Artificial Intelligence plays a vital role by automating the processes, predicting consumer behavior, and enhancing personalization at scale, AI has become an essential tool in modern marketing arsenals. From content generation to customer segmentation and predictive analytics, AI-powered platforms are redefining how brands engage with their audiences. Before we deep dive and understand the top 10 game-changing AI marketing tools to watch in 2025, let's understand about AI marketing tools. What is an AI Marketing Tool ? AI marketing tool is simply a tool which is designed to assist in marketing tools are used in various forms like AI writing tools, which helps in creating content for marketing campaigns , Keyword research AI tools to find the best words to target in website copy and blog this section, we are sharing top 10 game changing AI-powered marketing tools which has changed the 360 view of marketing. Top 10 Game Changing AI Marketing Tools 1- HubSpot - AI plays an important role in streamlining the marketing,sales and service processes. Predictive lead scoring, chatbots, content strategy suggestions, and customer segmentation are few AI capabilities in Hub Spot which makes the platform useful for growing businesses who are seeking an all-in-one CRM and marketing suite. CEO- Yamini Rangan Headquarter- Cambridge ,Massachusetts, US Best For: Marketing automation, CRM, email campaigns Why It Stands Out: Seamless integration of AI within a full-funnel marketing ecosystem 2- Salesforce Einstein - Salesforce has become a dominant global leader in CRM due to Einstein AI platform being seamlessly integrated across its Sales Cloud, Service Cloud and Marketing Cloud Einstein provides insights and recommendations for sales forecasting, lead scoring, customer segmentation, personalised marketing journeys and customer service automation. Due to its extensive customer base, Einstein's AI capabilities have a broad reach, helping businesses leverage data to improve customer engagement, drive sales and enhance overall customer like Walmart, Amazon as well as few government organisations are leveraging Saleforce's Marketing Cloud technology and building a strong customer base. CEO - Marc Benioff Headquarters - San Francisco,California US Best for : CRM and customer journey automation What it stands Out - Predictive lead scoring, smart recommendations, dynamic campaign optimization 3- MailChimp - MailChimp is a veteran of digital and tech-driven marketing automation tools,which is widely used for email marketing and marketing offers features like audience segmentation, predicting engagement likelihood,suggesting content and optimising send times. MailChimps AI helps businesses personalize their email campaigns,target the right audiences,improve email deliverability , open rates and more conversions from email marketing efforts. CEO - Rania Succar Headquarters- Atlanta ,Georgia,US Best for- Email marketing & campaign automation Why its stands Out- Personalized content suggestions, send-time optimization, predictive segmentation. 4- Canva - It is a graphic design platform that allows users to create stunning visual content easily even without professional design skills. Canva was launched in 2013, it has grown into a powerful online tool used by individuals, marketers, small businesses, educators, and even large enterprises around the offers a wide range of templates and tools for creating visual integration with AI enhances the design and creative process and automatically generate designs based on user input. CEO - Melanie Perkins Headquarters - Sydney,New South Wales,Australia Best for : SMB,Social Media Managers, Marketing Teams,Educators & Students What it stands Out - All-in-One platform for design , copywriting, video editing and branding tool,accessibility , collaboration,speed. 5- Surfer SEO - Surfer SEO helps marketers create SEO-optimized content by analyzing top SERP competitors. It provides real-time suggestions for word count, keyword density, and structural optimization. When paired with Jasper AI, it becomes a powerful content creation and optimization combo. CEO - Michal Suski Headquarters - Wroclaw,Poland Best For: SEO-focused content writing Why It Stands Out: Data-driven, real-time optimization as you write 6- Jasper - Jasper AI (formerly Jarvis) is one of the leading AI copywriting tools which helps marketers in writing high-quality content, from blog posts and emails to product descriptions and ads. Jasper's tone customization, SEO-friendly suggestions, and integration with platforms like Surfer SEO make it a go-to for content marketers looking to scale. CEO - Dave Rogenmoser Headquarters : Austin,Texas,US Best For: Copywriting, blog content, product descriptions Why It Stands Out: High-quality output with minimal editing and powerful tone control 7- Adobe Marketing Cloud - Adobe Marketing Cloud is a collection of digital marketing tools which are designed to help businesses deliver personalized ,data driven customer experiences across multiple is part of Adobe Experience Cloud and is used by medium to large enterprises looking for advanced marketing capabilities. CEO - Shantanu Narayen Headquarters- San Jose,California,US Best for- Real-time content targeting, customer behavior analysis, and visual asset tagging Why its stands Out- Data Intelligence, Customer Journey Orchestration and Creative Power 8- Chat GPT - ChatGPT conversational AI is incredibly has transformed the way marketers brainstorm, write, and automate social media captions, ad copies, FAQs, or engaging customers through chat are few capabilities which help the marketers. CEO - Sam Altman Headquarters : San Francisco,US ,California Best For: Ideation, content generation, chatbot development Why It Stands Out: Context-aware, human-like responses and endless creative possibilities 9- Grammarly - Grammarly is usually known for its grammar checker capability, its AI-powered tone analysis, readability insights, and real-time suggestions are invaluable for marketers. Grammarly ensures your messaging is clear, concise, and aligned with your brand's tone when you're drafting an email campaign or creating social content. CEO: Rahul Roy Chowdhary Headquarters : San Francisco,US ,California Best For: Polishing marketing content Why It Stands Out: Intuitive interface with deep contextual suggestions and tone checks 10- Semrush - A powerful all-in-one digital marketing platform used for SEO, content marketing, competitor research, PPC, and social media marketing, provides data, tools, and insights to help businesses for the optimization of their online presence, grow organic traffic, and stay ahead of the competition. CEO - Oleg Shchegolev Headquarters - Boston,Massachusetts,US Best for : SEO Strategy Optimization,Competitor Analysis,Content Marketing What it stands Out - Competitive Intelligence , Massive Keyword Database, Powerful SEO Tools,Content Marketing excellence,Intuitive Dashboard,PPC Advertising and Insight. Conclusion AI is no longer the future—it's the present of marketing. Businesses that harness the power of these platforms are better equipped to meet evolving customer demands, outpace the competition, and create smarter, more impactful campaigns. Whether you're revamping your SEO strategy, automating emails, or creating thumb-stopping visuals, these 10 AI marketing tools are game-changers to watch—and adopt.
Yahoo
25-04-2025
- Business
- Yahoo
Why Bargain Basement Salesforce Stock (CRM) Offers Refuge From Trump Mania
Salesforce (CRM), the titan of cloud-based customer relationship management (CRM) systems, has long been a darling of growth investors. But recent quarters tell a story of slowing momentum, with revenue growth decelerating and management's outlook hinting at more negativity to come. Still, beneath the surface, Salesforce is refining its operating efficiency, boosting profitability, and introducing innovations that could reignite investor enthusiasm. In the meantime, at its current valuation, Salesforce's stock might just be a bargain hiding in plain sight. For these reasons, I am bullish on the stock. Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. Salesforce's revenue growth, once a blazing double-digit engine, has swiftly cooled. For FY2025, the company reported $37.9 billion in revenue, up 8.7% year-over-year, marking a steady deceleration from the 11.2%, 18.4%, and 24.7% in their respective 2022, 2023, and 2024 periods. The fourth quarter alone saw $10 billion, a 7.6% increase. Looking to FY2026, Salesforce projects revenue of ~$40.1 billion, which implies a modest 7.4% growth rate, well below the $41.35 billion Wall Street anticipated. Thus, deceleration is set to persist due to an increasingly cautious enterprise spending environment, intensified by elevated interest rates and a general economic uncertainty, which are crimping budgets for cloud software. However, while top-line growth slows down, Salesforce is quietly becoming a profitability powerhouse. Last quarter, the company's adjusted operating margin hit 33.1%, up from 31.4% the prior year, with full-year margins expanding to 33% from 30.5%. This leap comes from disciplined cost controls, including prior workforce reductions, and a focus on operational efficiency. For FY26, Salesforce expects margins to climb further to 34%, even as it invests heavily in AI. Beyond its recent focus on growing profits amid decelerating top-line growth, Salesforce is still planting seeds for future growth. Although its Agentforce platform is early in its journey, it is gaining traction, with 5,000 deals closed since October 2024, including 3,000 paid, for clients such as Pfizer and Singapore Airlines. This AI agent builder, embedded across Sales Cloud, Service Cloud, and Slack, automates tasks and enhances customer interactions, positioning Salesforce to capture a slice of the AI-driven enterprise market. Meanwhile, with $900 million in annual recurring revenue (up 120% year-over-year), the company's Data Cloud has doubled its data processing to 50 trillion records, quickly becoming a cornerstone for AI-driven insights. These developments suggest a pivot toward a broader, AI-powered ecosystem that could revive Salesforce's growth trajectory, especially since the tech giant already has the customer base on which it can expand vertically. The growth slowdown has undeniably rattled investor confidence, sending Salesforce's stock tumbling. Adding to the pressure, the recent Trump tariffs, which helped trigger a broader tech selloff, dragged CRM down with the rest of its sector peers. So after taking hits from multiple angles, the stock's now hanging near its 52-week lows. However, in my view, that drop hides a solid opportunity since Wall Street seems to overlook Salesforce's core strengths. For starters, the tariff worries feel overdone. Unlike hardware-heavy tech companies, Salesforce runs a cloud-based software model that doesn't depend much on physical supply chains. Most of its revenue comes from subscriptions tied to global enterprise deals, so it's pretty well shielded from the cost spikes tariffs usually bring. Also, about 3/4 of last year's revenue came from the Americas, with a notable portion locked into multi-year deals, providing a buffer against short-term economic policy shifts. Thus, any tariff-related sell-off seems transitory, not persistent. Moreover, at about 22.5x this year's expected EPS of $11.16, Salesforce trades at a multiple far below its historical average. With analysts projecting double-digit EPS growth through 2028, driven by a margin expansion and AI-driven efficiencies, I believe today's valuation is a steal for a giant of Salesforce's caliber. Even if the company's investment case softens in the near term, for any reason, I believe that the current valuation should also provide a rather wide safety net against further downside. Salesforce is currently covered by 42 analysts, with the consensus leaning toward a bullish outlook. CRM stock carries a Moderate Buy consensus rating according to 31 Buy, eight Hold, and three Sell ratings over the past three months. CRM's average price target of $362.35 implies a 38.5% upside potential over the next twelve months. Salesforce stands at an inflection point. Revenue growth is undeniably slowing, and this year's guidance further tempers expectations, reflecting a cautious market. Nonetheless, the company's margin expansion, boosted capital returns, and under-the-radar progress in Agentforce and Data Cloud paint a brighter picture. In the meantime, with a valuation that's increasingly hard to ignore, Salesforce's stock could be a rare opportunity for those willing to weather the near-term storm. Disclaimer & DisclosureReport an Issue
