AI Momentum Ignites Salesforce: Boosting Outlook and Injecting Stock Enthusiasm

Salesforce just threw gasoline on its AI fire—and Wall Street is loving the heat.

The AI Engine Revs Up

Forget slow-and-steady. The company's latest forecast isn't an adjustment; it's a declaration. They're betting the farm that their AI integrations aren't just features—they're the new core product. Every CRM drip is getting an intelligence injection, and customers are apparently buying it, literally.

Stock Gets a Shot of Adrenaline

The market's reaction was immediate. That 'outlook boost' translated into a classic momentum play, turning cautious analyst notes into bullish price target hikes overnight. It's the kind of enthusiasm that makes traditional valuation metrics blush—or get completely ignored. Another quarter where narrative outweighs napkin math.

The Real Test Ahead

Promising AI is one thing; delivering ROI that justifies the hype is another. Salesforce is now on the clock to prove its tools don't just generate cool demos, but actual, tangible revenue for its clients. If they succeed, this rally has legs. If not? Well, there's always next quarter's story to tell—the beauty of modern tech finance.

Key Takeaways

• Salesforce posted a quarterly profit that topped analysts' estimates, citing momentum from its AI offerings.
• The customer relationship management software leader also boosted its outlook.

Could a bit of fresh momentum from Salesforce's AI offerings be just what the company needed to kick-start a recovery in its stock?

Shares of Salesforce (CRM) were recently up 3% in extended trading Wednesday, after the software giant posted a better-than-expected quarterly profit and raised its outlook on the back of growth from its data products and AI offerings.

The customer relationship management software leader reported adjusted earnings per share of $3.25 for its fiscal 2026 third quarter, well above the $2.86 analysts were looking for. Its revenue, which jumped 9% year-over-year to $10.26 billion, was roughly in line with estimates compiled by Visible Alpha.

Why This Is Significant

The signs of AI-driven momentum could help reignite enthusiasm for Salesforce's stock, which has lingered in negative territory for the year amid some concerns about the adoption of its AI offerings and competition in the space.

CEO Marc Benioff said Salesforce's Agentforce, which helps companies build customized AI agents, was a major driver of growth, along with the company's data products. Annual recurring revenue from Agentforce and Data 360 offerings more than doubled year-over-year to $1.4 billion.

Looking ahead, Salesforce said it now sees full-year adjusted earnings of $11.75 to $11.77 on revenue of $41.45 to $41.55 billion, compared to its earlier forecast of EPS of $11.33 to $11.37 on revenue of $41.1 billion to $41.3 billion.

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The stronger outlook could help kick-start a rebound for the company's shares, which were down nearly 30% for 2025 heading into Wednesday's results after its prior outlook disappointed.