How Salesforce's (CRM) $15 Billion AI Push and Agentforce 360 Could Reshape Its Investment Narrative

• Salesforce recently announced a US$15 billion investment into San Francisco over five years and the launch of Agentforce 360, a comprehensive AI platform for enterprises, coinciding with the Dreamforce 2025 conference.
• This initiative not only cements San Francisco's position as a hub for AI innovation but also marks a transformation in how businesses can use automation and AI for productivity and growth.
• We'll examine how the Agentforce 360 platform rollout could influence Salesforce's investment narrative around AI-driven enterprise evolution.

Outshine the giants: these 25 early-stage AI stocks could fund your retirement.

Salesforce Investment Narrative Recap

Investors considering Salesforce are essentially buying into the company's vision that AI-driven automation and data integration will enhance productivity, increase customer stickiness, and support long-term revenue growth, while also acknowledging risks from intensifying competition and pricing pressures in enterprise software. Salesforce's US$15 billion San Francisco investment and Agentforce 360 launch underscore its AI leadership, but these developments do not appear to materially shift the most immediate catalyst: broad adoption of agentic AI solutions. The main near-term risk remains the risk of commoditization as rivals bundle similar technologies, potentially eroding Salesforce’s product differentiation.

Among the latest client collaborations, Vonage’s adoption of both Data Cloud and Agentforce stands out as most relevant. This showcases concrete enterprise use of Salesforce’s unified AI-powered platform, directly linking the recent product launch to real-world customer transformation, an essential driver for AI-related growth expectations and a live example of the competitive edge Salesforce is seeking.

However, in contrast to these advances, investors should be aware that competitors are aggressively enhancing their own workflow automation...

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

Salesforce's narrative projects $51.9 billion revenue and $10.3 billion earnings by 2028. This requires 9.6% yearly revenue growth and a $3.6 billion earnings increase from $6.7 billion today.

Uncover how Salesforce's forecasts yield a $334.68 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Forty-two personal fair value estimates from the Simply Wall St Community span US$223.99 to US$341.14 per share. While these views vary widely, the possibility that AI automation in CRM software becomes more commoditized could influence performance for those watching closely.

Explore 42 other fair value estimates on Salesforce - why the stock might be worth 10% 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 3 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.

Interested In Other Possibilities?

Our top stock finds are flying under the radar-for now. Get in early:

• Find companies with promising cash flow potential yet trading below their fair value.
• The end of cancer? These 28 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• We've found 18 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

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