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In recent weeks, GoDaddy, REI Systems, and Asymbl have each announced new AI agent integrations and applications built on Salesforce platforms, while Salesforce itself cut nearly 1,000 jobs as it deepens its investment in artificial intelligence.
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Together, these moves highlight Salesforce’s push to make AI agents core to its ecosystem, enhancing governance, security, and workforce orchestration, even as that same automation begins to displace human roles.
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We’ll now examine how Salesforce’s intensified focus on Agentforce, AI governance, and automation reshapes its existing investment narrative and long-term thesis.
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To own Salesforce today, you need to believe its AI and agent-based automation push, led by Agentforce and Data Cloud, can offset slower core CRM growth and mounting competition. The most important near term catalyst remains proof that AI investments are translating into sustained, profitable revenue growth, while the biggest risk is that AI commoditizes CRM faster than Salesforce can differentiate. The latest partnerships and layoffs do not yet materially change that risk reward balance.
The GoDaddy integration with MuleSoft Agent Fabric stands out here, because it speaks directly to Salesforce’s attempt to make AI agents trusted, governable infrastructure rather than a loose collection of tools. By tying agent discovery and identity verification into the broader platform, Salesforce is reinforcing the kind of secure AI foundation that could support larger Agentforce deals and help justify the company’s renewed AI focus in the face of valuation pressure.
Yet against this AI promise, investors should also be aware that…
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Salesforce’s narrative projects $51.9 billion revenue and $10.3 billion earnings by 2028. This requires 9.6% yearly revenue growth and about a $3.6 billion earnings increase from $6.7 billion today.
Uncover how Salesforce’s forecasts yield a $317.21 fair value, a 71% upside to its current price.
CRM 1-Year Stock Price Chart
Compared with the consensus story, the most bearish analysts were already assuming only about 7.4% annual revenue growth to roughly US$48.9 billion and earnings of about US$9.7 billion by 2028, so you should expect that this new wave of AI agent launches and governance tools may either challenge or reinforce that more cautious view over time.
Explore 44 other fair value estimates on Salesforce – why the stock might be worth over 2x more than the current price!
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A great starting point for your Salesforce research is our analysis highlighting 4 key rewards that could impact your investment decision.
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Our free Salesforce research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Salesforce’s overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CRM.
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