NYSE:CRMSoftware
Salesforce (CRM) Is Down 6.9% After Winning $5.6 Billion Army AI Deal Has The Bull Case Changed?
In late January 2026, Salesforce announced that its Computable Insights subsidiary had secured a 10‑year, US$5.60 billion IDIQ contract with the U.S. Army and Department of War to modernize data, cloud and AI systems, while also joining partners including Lockheed Martin and PG&E in launching the EMBERPOINT wildfire management venture.
These moves extend Salesforce well beyond its core CRM roots, positioning its Agentforce and Missionforce platforms as digital infrastructure for...