NYSE:CRMSoftware
Salesforce (CRM) Is Down 9.9% After Landmark U.S. Army AI Contract And EMBERPOINT Role - Has The Bull Case Changed?
In late January 2026, Salesforce announced a US$5.60 billion, 10‑year IDIQ contract with the U.S. Army and joined EMBERPOINT LLC alongside Lockheed Martin, PG&E and Wells Fargo to supply AI‑enabled data, cloud and coordination tools for defense and wildfire mitigation.
These moves highlight how Salesforce is positioning its Agentforce and data platforms at the core of mission‑critical government and public‑safety systems, even as software peers face mounting AI‑related business model...