Salesforce Disassembled by AI Fear! The Stock is Slowly Recovering and There is Still Room for Growth!

Agentforce and Data 360 are already growing to recurring revenues in the billion-dollar range! AI is thus increasingly a revenue driver instead of a threat!
Andreas Wimbauer
A. Wimbauer
Reading Time: 2 minutes

Hardly any large software stock embodied the fear of AI disruption as strongly as Salesforce (i)(CRM) recently. Agents could replace traditional SaaS interfaces, make CRM software redundant, and allow customers to work directly through Claude, Gemini, or ChatGPT, at least that is the concern. At one point, Salesforce lost more than 40% in 2026. However, the latest quarterly figures have significantly shaken this thesis for the first time. After the report for Q2 2027, the stock jumped from around 205 to 252 USD, an increase of more than 22%. Salesforce...

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