The Bull Case For Salesforce (CRM) Could Change Following New Perficient Partnership Focused on AI Transformation

• Perficient recently announced a partnership with Salesforce to advance AI-powered enterprise transformation, emphasizing joint initiatives to help businesses modernize customer and employee experiences using Salesforce's Agentforce and Data Cloud platforms.
• This collaboration underlines Salesforce's expanding AI ecosystem and focus on agent-based solutions, positioning its technology at the core of next-generation enterprise automation and productivity enhancements.
• With this renewed AI partnership at the forefront, we'll consider how Salesforce's deepening AI integration could shift its long-term investment narrative.

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Salesforce Investment Narrative Recap

To be a Salesforce shareholder today, you have to believe in the company's ability to maintain its technology leadership with AI-powered CRM and agent-based automation, translating recent momentum into sustained revenue and margin growth. The new Perficient partnership reinforces Salesforce's AI ecosystem and broadens client use cases, but it does not materially alter the company’s main short-term catalyst: accelerating adoption of native AI solutions driving higher contract values from the existing customer base. The most important risk, intensifying competition from large technology vendors bundling CRM and AI, remains in focus, with the latest news unlikely to change the near-term balance of risk and reward.

Among recent innovations, the launch of Agentforce 3 stands out as particularly relevant to the Perficient collaboration. This release introduced advanced observability and industry-specific features, supporting the broader AI partnership narrative while directly underpinning Salesforce’s push to deepen enterprise automation, a key performance driver in the current environment.

But looking ahead, investors should be attuned to the risk as hyperscalers and IT giants increase their investments in CRM and AI, pressuring Salesforce’s margins and market share...

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 implies a 9.6% annual revenue growth rate and a $3.6 billion increase in earnings from the current level of $6.7 billion.

Uncover how Salesforce's forecasts yield a $334.68 fair value, a 39% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members submitted 43 independent fair value estimates for Salesforce, ranging from US$223.99 to US$349.99 per share. As competition heats up in enterprise AI and bundled CRM offerings, these contrasting outlooks remind you to examine a wide variety of perspectives before making your own call.

Explore 43 other fair value estimates on Salesforce - why the stock might be worth 7% 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.

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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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