Salesforce (NYSE:CRM) is once again making waves in the AI arena. With the launch of Agentforce 3, the company is leaning hard into its vision of enterprise AI—revamping how organizations interact with data, automation, and customer experiences. As excitement builds, the Salesforce stock forecast is once again under the microscope. Will this new rollout reinvigorate investor confidence or fuel more volatility?
Agentforce 3: A Major AI Milestone for Salesforce
The updated Agentforce 3 platform is designed to streamline enterprise-level AI adoption. The addition of a Command Center and support for the Model Context Protocol (MCP) now allows Salesforce users to integrate more seamlessly with services from other tech giants like Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), PayPal (NASDAQ:PYPL), and Box (NYSE:BOX).
Salesforce also plans to support additional AI models, including Anthropic’s Claude in July and Google’s Gemini in early 2025. These enhancements aim to give businesses more control, customization, and agility as they build AI-driven workflows.
Since its launch, the Agentforce platform has closed more than 8,000 deals, with around half of those being paid subscriptions—a signal that the AI strategy is gaining real traction in the enterprise space.
Salesforce Stock Forecast: Short-Term Dip, Long-Term Growth?
Salesforce shares are down nearly 20% year-to-date as of mid-2025. The dip is largely due to investor concerns about the pace of AI monetization and cautious enterprise spending amid global economic uncertainty. Yet, despite the turbulence, Salesforce stock has still posted a gain of 11% over the past 12 months, showcasing its long-term resilience.
CRM’s fundamentals remain strong. In Q1 fiscal 2026, Salesforce reported:
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Revenue of $9.8 billion (up 8% YoY)
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Operating margin (non-GAAP) at 32.3%
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Free cash flow of $6.3 billion
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Non-GAAP EPS of $2.58 (up from $2.44 last year)
Annual recurring revenue (ARR) from its AI and Data Cloud solutions exceeded $1 billion, growing over 120% year-over-year. Moreover, nearly 60% of Salesforce’s top 100 enterprise deals now include AI or Data Cloud products—indicating AI is no longer a side feature but a core revenue driver.
Analyst Outlook: Salesforce Stock Forecast Brightens
The analyst consensus for Salesforce stock is overwhelmingly positive. Out of 49 analysts:
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35 rate it a “Strong Buy”
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3 rate it a “Moderate Buy”
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9 say “Hold”
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2 suggest “Strong Sell”
The average price target is $354.93, implying a 30.9% upside from current levels. The most bullish projections go as high as $440, representing a 62.3% potential gain.
Salesforce has raised its fiscal 2026 revenue guidance to a range of $41 billion to $41.3 billion, while maintaining a non-GAAP operating margin target of 34%. Analysts forecast earnings per share to grow 8.4% to $8.55 this year and another 13.1% to $9.67 in fiscal 2027.
Bottom Line: Is Salesforce Stock a Buy Right Now?
The Salesforce stock forecast for 2025 hinges on one core question: can the company effectively monetize its AI innovation at scale? While short-term volatility may persist as markets digest the AI rollout and macro headwinds, Salesforce’s strong fundamentals, massive cash flow, and bold product strategy offer compelling reasons to hold—or even accumulate—CRM shares for the long term.
Investors looking for a tech stock at the intersection of cloud, AI, and enterprise transformation may find Salesforce worth a closer look.
As the enterprise AI race heats up, Salesforce is positioning itself not just as a participant, but as a leader. That could be the catalyst CRM stock needs to rebound—and thrive—in the quarters ahead.
As competition in enterprise AI intensifies, Salesforce’s continued investment in innovation and customer-centric platforms like Agentforce 3 could solidify its leadership position. While the market may remain cautious in the short term, long-term investors might see current volatility as a strategic entry point for growth-focused tech exposure.
Featured Image: Freepik
