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Customer relationship management software provider Salesforce Inc. (NYSE:CRM)’s shares are down by 19% over the past year and by 22% year-to-date. It is one of the most commonly discussed stocks by Jim Cramer. For instance, in May, Cramer revealed that Salesforce Inc. (NYSE:CRM) was one of his smallest positions because the “market hates software.” However, […]

Salesforce stock is down 22.6% year to date, yet the current valuation checks and intrinsic value estimate suggest the shares may be pricing in more pessimism than the fundamentals imply. The 22.6% year to date decline has pulled Salesforce back after prior gains and has put renewed focus on whether the current price underestimates the business. Recent AI related developments such as Agentforce 360's U.S. Department of Defense authorization can support long term cash flow expectations, while...

Salesforce spent most of 2026 in freefall while the broader market rewarded every AI story except its own, but something shifted recently and now one major Wall Street bank is changing its tune in a big way.

Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building.

Salesforce gains agentic AI traction as Agentforce adoption rises, leveraging its CRM base to challenge Microsoft and Oracle in enterprise AI.

Dali Rajic, who served as president and COO of Wiz before its $32 billion acquisition by Google, will lead OpenAI's global revenue organization

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]

JPMorgan resumed coverage of Salesforce with an ‘Overweight’ rating and $250 price target, implying an upside of more than 24%.

Samik Chatterjee expects core growth to accelerate in the half ending January

Investing.com -- OpenAI announced Thursday that Chief Revenue Officer Denise Dresser is leaving the artificial intelligence company less than a year after joining, marking another senior departure as the firm prepares for its initial public offering.

Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO

HubSpot faces slower buying cycles, but strong growth and rising AI adoption could shape whether its enterprise momentum endures.

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

Vmake AI has rebranded to Vmake Labs, transitioning from solely an AI UGC video generator to a comprehensive social video studio. This evolution aims to assist small businesses, e-commerce sellers, and creators in producing tailored social video content that enhances brand presence and supports sales. Vmake Labs introduces a variety of proven social video styles, allowing users to create engaging content that aligns with current trends and platform requirements. This streamlined approach is...

Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly repositioning ahead of the next market move.

Investing.com -- JPMorgan initiated Salesforce (CRM) at Overweight, saying concerns weighing on the stock are "overblown" and that the shares are pricing in further deceleration rather than progress toward the company's Rule of 50 target.

2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...

Salesforce (CRM) reached $193.26 at the closing of the latest trading day, reflecting a -2.13% change compared to its last close.

After a steep fall from its highs, Salesforce looks cheap next to the market, forcing investors to decide if the software giant is a bargain or a broken business.

Salesforce (CRM) could temper expectations for an acceleration in second-half revenue amid mixed cus

ServiceNow just delivered one of enterprise software's strongest quarters on record, yet the stock sits 25% below its 52-week high. Something in that disconnect is driving a bold call from our analysts, and the reasoning behind it challenges the market's entire read on AI monetization.

Atlassian's AI investments, slower ARR growth and strong competition pressure on profitability, while its premium valuation adds risk.

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

For some tech icons, issuing labor criticism while expanding an AI agent job-killing strategy is just another day at the office.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Microsoft's business is firing on all cylinders, yet its stock has lagged its peers. The market is either seeing a problem ahead or offering a rare opportunity.

The market has punished this software giant’s stock as if its business model were cracking, yet its financial engine continues to run with remarkable efficiency.

In early August 2026, Salesforce announced that President and Chief Engineering and Customer Success Officer Srini Tallapragada had stepped down, moving into a one-year Special Advisor role to support product, technology, business development, and customer transitions while his existing equity awards continue to vest. Around the same time, U.S. Army Human Resources Command chose Missionforce National Security to deploy AI agents powered by Salesforce’s IL5-authorized Agentforce platform,...

Bandwidth's Q2 beat and higher 2026 outlook put its AI strategy to the test as customer deployments and usage scale.

Curative ends a major Salesforce (NYSE:CRM) contract and rolls out its own in-house, AI-powered CRM platform for healthcare operations. The company cites cost and speed advantages from its internal system compared with Salesforce's tools. Salesforce responds by highlighting ongoing security and compliance challenges for AI driven platforms in regulated sectors such as healthcare. The move raises fresh questions for investors about how generative AI could affect traditional SaaS models and...