Salesforce (NYSE:CRM) is positioning itself as a leader in artificial intelligence (AI), signaling a transformative era for the company. With the world increasingly embracing AI, Salesforce’s pivot toward intelligent systems under the Agentforce brand could offer investors a compelling entry point.
Salesforce’s AI Evolution
Salesforce has already begun rebranding its product suite to reflect its AI-driven strategy. Sales now operates under Agentforce Sales, Service is Agentforce Service, and the platform has evolved into Agentforce 365 Platform. CEO Marc Benioff has hinted that the company could even adopt Agentforce as its overarching name, emphasizing a long-term commitment to AI.
This transition signals more than cosmetic changes—it highlights Salesforce’s (NYSE:CRM) move from traditional cloud-based solutions to autonomous, intelligent systems. For investors, this shift could mean fresh opportunities in the stock, particularly if the market continues to embrace AI innovations.
About Salesforce Stock
Based in San Francisco, California, Salesforce is a global CRM powerhouse with an expanding AI portfolio. Key offerings include Agentforce AI, Data Cloud, Salesforce Starter for SMBs, Slack, Tableau analytics, and industry-specific AI solutions.
Despite its technological strength, Salesforce stock has faced challenges this year. Shares have dropped 25.76% over the past 52 weeks, trailing behind the broader tech sector. However, recent gains—8.81% over the past month and 11.21% in the last five trading days—have renewed investor confidence, fueled by stronger-than-expected Q3 2026 earnings.
Currently, CRM trades at 22.05 times forward adjusted earnings and 5.87 times sales, both below their five-year averages. The stock also pays an annual dividend of $1.66, yielding 0.64%, with the next quarterly dividend of $0.416 scheduled for Jan. 8, 2026, to shareholders of record on Dec. 18, 2025.
Salesforce Q3 Earnings Highlights
Salesforce (NYSE:CRM) reported revenue of $10.26 billion in Q3 2026, up 8.6% year-over-year, narrowly missing analyst expectations of $10.27 billion. Adjusted EPS reached $3.25, surpassing estimates of $2.86, while non-GAAP net income rose 33.2% YOY to $3.1 billion.
Annual recurring revenue (ARR) from Agentforce and Data 360 surged 114% YOY to $1.4 billion. Agentforce alone crossed $500 million in ARR, a 330% increase YOY. Since launch, Salesforce has closed more than 18,500 Agentforce deals, including over 9,500 paid deals—a 50% quarter-over-quarter jump.
Backlog strength also supports growth. Current remaining performance obligation (cRPO) rose 11% to $29.4 billion, while total RPO increased 12% to $59.5 billion. Guidance for Q4 2026 anticipates adjusted EPS of $3.02–$3.04 and revenue between $11.13 billion and $11.23 billion. Fiscal year 2026 projections call for EPS of $11.75–$11.77 and revenue of $41.45–$41.55 billion.
Analyst Outlook on Salesforce AI Stock
Analysts are largely bullish on Salesforce stock. Needham’s Scott Berg maintains a “Buy” rating with a $400 price target. Among 49 analysts covering CRM, 34 recommend “Strong Buy,” two “Moderate Buy,” 12 “Hold,” and one “Strong Sell.”
The average price target of $327.19 implies potential upside of 25.4%, while the Street-high target of $405 suggests a gain of 55.2% from current levels. This optimism reflects confidence in Salesforce’s AI pivot and its growing presence in enterprise technology solutions.
Should Investors Buy the Dip?
Salesforce AI stock presents an intriguing opportunity for long-term investors. The combination of a strong product transition, impressive Q3 earnings, and positive analyst sentiment supports the case for a strategic entry point. Investors should weigh current valuation discounts, ongoing AI momentum, and upcoming guidance when considering a position.
As Salesforce accelerates its shift toward AI-driven solutions under Agentforce, the company’s stock could offer substantial growth potential for those willing to invest in the evolving CRM landscape.
As Salesforce accelerates its shift toward AI-driven solutions under Agentforce, the company’s stock could offer substantial growth potential for those willing to invest in the evolving CRM landscape.
Investors should monitor emerging AI trends, competitive dynamics, and Salesforce’s execution closely, as these factors will likely dictate how much upside the stock can achieve over the next several quarters.
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