CRM

CRM surged 22.6% on fiscal Q2 results showing $11.35B revenue and $5.90 adjusted EPS, with Agentforce and Data 360 ARR combined reaching $3.9B.

Salesforce lifted full-year guidance and unveiled Claudeforce, a new AI product integrating Anthropic's Claude into its platform, signaling SaaS will benefit from—not be disrupted by—AI.

The cloud giant posted 87 percent net income growth, 81 percent free cash flow beat, and $1.5B Agentforce run-rate—the market is underestimating the AI upside.

Analyst Samik Chatterjee sees 29 percent upside from current levels, betting a core-business rebound in late fiscal 2027 will force a market re-rating.

Salesforce's new Agentforce Operations platform addresses the critical workflow challenges hindering enterprise AI adoption, aiming to unlock significant value and establish a new competitive moat in the burgeoning market.