Should New AI Integrations From Partners Prompt Action From Salesforce (CRM) Investors?

• In October 2025, multiple Salesforce partners including Verato, Opsera, and Coupa announced new integrations and AI-driven solutions on the Salesforce platform, enhancing identity intelligence, DevOps automation, and contract management within regulated and enterprise sectors.
• These announcements reinforce Salesforce’s role as a central hub for business workflows, while also highlighting growing client demand for advanced AI-driven automations across healthcare, procurement, and development functions.
• We'll explore how the rapid adoption of AI-powered partner solutions within Salesforce impacts its investment thesis and long-term growth outlook.

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Salesforce Investment Narrative Recap

To hold Salesforce shares, an investor needs confidence that the company’s integration of AI across its CRM and workflow ecosystem will drive sustained client adoption and higher-value contracts, offsetting risks from competition and shifting software trends. While the recent news of new AI-powered partner integrations supports Salesforce’s platform leadership, it does not significantly alter the near-term focus: accelerating AI adoption for revenue growth, while monitoring the risk of customer attrition and market share erosion from aggressive rivals.

Among the recent announcements, the integration of Verato’s Identity Intelligence Agent into Salesforce for healthcare stands out. This development boosts the value of Salesforce’s AI-driven ecosystem, addressing compliance-critical sectors and showing tangible use cases for AI in regulated industries, directly aligning with management’s key growth catalysts and helping reinforce Salesforce’s differentiation in complex enterprise environments.

However, it’s important to consider that, despite recent wins, investor attention should remain on the risk that as larger technology companies integrate similar AI and CRM workflows...

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

Salesforce’s current analysis expects revenue to reach $51.9 billion and earnings to grow to $10.3 billion by 2028. This is based on an assumed annual revenue growth rate of 9.6% and an earnings increase of $3.6 billion from today's $6.7 billion earnings.

Uncover how Salesforce's forecasts yield a $334.68 fair value, a 29% upside to its current price.

Exploring Other Perspectives

Community members at Simply Wall St have shared 41 fair value estimates for Salesforce, ranging from US$223.99 to US$345.60 per share. When weighing these viewpoints, bear in mind the ongoing risk that traditional CRM and workflow offerings could face commoditization as AI-driven automation becomes more widespread, possibly affecting Salesforce’s future pricing power and growth.

Explore 41 other fair value estimates on Salesforce - why the stock might be worth 14% 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.

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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.

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