How Emergent’s GSA Deal and Seismic’s Aura AI Upgrade Have Changed Salesforce's (CRM) Public Sector Story

• In August 2025, Emergent, LLC announced it had added Salesforce solutions, including the AI-powered Agentforce platform, to its GSA contract, increasing accessibility for U.S. federal agencies; meanwhile, Seismic revealed expanded integration of its Aura AI product into Salesforce's Agentforce ecosystem, aiming to streamline sales workflows and boost productivity for enterprise customers.
• These developments highlight Salesforce's efforts to strengthen its presence in the public sector while enriching its AI-driven offerings for revenue teams through collaborative partnerships and expanded procurement channels.
• We'll explore how making Agentforce available through GSA contracts could accelerate Salesforce’s growth in public sector digital transformation initiatives.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

Salesforce Investment Narrative Recap

To be a Salesforce shareholder, you need to believe in the company’s ability to scale its AI and unified CRM platforms across sectors, while managing fierce competition and adapting to new pricing models. The Emergent and Seismic announcements could improve government and enterprise adoption of Agentforce in the short term, reinforcing Salesforce’s efforts to accelerate growth through ecosystem expansion, but do not materially ease risks around competition and the need for Agentforce to meet revenue expectations. Still, the biggest risk remains whether new AI-driven products like Agentforce can deliver enough revenue to support long-term projections.

Among recent company updates, Emergent’s addition of Salesforce’s Agentforce to its active GSA Contract is especially relevant, as it directly addresses the public sector’s demand for secure, compliant, and scalable AI solutions. By simplifying procurement for federal agencies and expanding access through trusted partners, Salesforce gains a stronger foothold in government digital transformation, supporting a key business catalyst around broader Agentforce adoption.

Yet, while the headlines appear promising, investors should pay careful attention to the higher competitive pressure in AI software markets and what that could mean for Salesforce’s pricing power if...

Read the full narrative on Salesforce (it's free!)

Salesforce's narrative projects $50.8 billion revenue and $10.2 billion earnings by 2028. This requires 9.6% yearly revenue growth and a $4.0 billion earnings increase from $6.2 billion currently.

Uncover how Salesforce's forecasts yield a $345.01 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members offered 36 unique fair value estimates for Salesforce, ranging from US$223.99 to US$345.01. With such a wide spectrum, it underscores how differences in growth expectations and the importance of Salesforce’s new AI products can shift views on fair value, take this as your invitation to examine more of these opinions before making your own call.

Explore 36 other fair value estimates on Salesforce - why the stock might be worth 13% less than the current price!

Build Your Own Salesforce Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Salesforce research is our analysis highlighting 4 key rewards that could impact your investment decision.
• 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.

Contemplating Other Strategies?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• Find companies with promising cash flow potential yet trading below their fair value.
• AI is about to change healthcare. These 28 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• Rare earth metals are the new gold rush. Find out which 28 stocks are leading the charge.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com