Is the Market Missing the Point on Salesforce Inc (CRM)’s AI Positioning?

Salesforce Inc (NYSE:CRM) is one of the best stocks to buy in 2026 according to billionaire George Soros.

On May 1, Barclays named Salesforce Inc (NYSE:CRM) as one of its top stock picks in the infrastructure software space amid the AI shift. According to the investment bank, AI is reshaping the enterprise software landscape, and Salesforce is among the companies that stand to benefit from this shift.

Is the Market Missing the Point on Salesforce Inc (CRM)’s AI Positioning?

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Pushing back on the concerns around AI disruptions of incumbent enterprise software vendors, Barclays said that AI will be an additive force, not a replacement. According to the investment bank, enterprise software incumbents like Salesforce have built a solid competitive position. The firm noted that this position is supported by data gravity, security and compliance standards, and switching costs.

For Salesforce in particular, Barclays noted that embedded workflows and a massive customer base have led to switching costs that shield the company amid AI integration into existing enterprise systems.

Barclays’ views on Salesforce and AI align with those of TD Cowen, which on April 24 identified Salesforce as a key beneficiary of enterprise AI adoption. According to TD Cowen, incumbent software vendors like Salesforce stand to benefit more from AI than markets currently reflect.

Salesforce Inc (NYSE:CRM) is a provider of customer relationship management software. Its software is used in applications like sales, marketing automation, analytics, and customer service. Salesforce was founded in 1999 and is based in California.

While we acknowledge the risk and potential of CRM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CRM and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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