The Bull Case For Salesforce (CRM) Could Change Following Agentforce 360 AI Platform and Major Partnerships Unveiling

• At its annual Dreamforce conference in October 2025, Salesforce unveiled the Agentforce 360 platform, introduced significant AI partnerships with Google, OpenAI, and Anthropic, and announced new long-term growth and profitability targets alongside a US$7 billion share repurchase program.
• This wave of innovation and collaboration marks Salesforce's evolution beyond traditional CRM, creating an integrated system where AI agents drive productivity, connect workflows across platforms like Slack and Google Workspace, and deliver new client success stories across industries.
• We'll explore how Salesforce's expanded AI ecosystem and Agentforce 360 launch could reshape its investment narrative and future growth prospects.

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Salesforce Investment Narrative Recap

To remain optimistic about Salesforce as an investment, you need to believe that the company can successfully pivot from traditional CRM to enterprise-scale AI and agentic automation, maintaining its differentiation even as the market shifts rapidly. The latest news underscores Salesforce's bold AI partnerships and platform launches, but the stock’s short-term catalyst remains whether these initiatives can quickly drive client adoption and revenue growth. The biggest risk still centers on intensifying competition from tech giants bundling similar capabilities; the recent announcements don’t materially alter that risk right now.

The recent Google partnership, which infuses Google's Gemini models and tight integration with Google Workspace into Agentforce 360, stands out for its relevance. This move enhances Salesforce’s AI-powered workflow automation, potentially strengthening client retention and increasing switching costs, both important as the company aims to solidify its position as an enterprise AI orchestration leader.

By contrast, what remains less discussed is the risk that major hyperscalers pushing bundled AI and CRM features could...

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

Salesforce's outlook anticipates $51.9 billion in revenue and $10.3 billion in earnings by 2028. This reflects a projected annual revenue growth rate of 9.6% and a $3.6 billion increase in earnings from the current $6.7 billion.

Uncover how Salesforce's forecasts yield a $334.68 fair value, a 32% upside to its current price.

Exploring Other Perspectives

Forty private investors in the Simply Wall St Community estimate Salesforce’s fair value from US$223.99 to US$345.51 per share. Many see the company's expanding agentic automation as a catalyst for long-term growth, but ongoing competition from tech heavyweights could affect that trajectory. Consider exploring multiple viewpoints as you form your own conclusion.

Explore 40 other fair value estimates on Salesforce - why the stock might be worth 12% 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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