Jim Cramer Has Reservations About One of These Software Comebacks
On October 1, Jim Cramer discussed Veeva Systems Inc. (NYSE:VEEV) while reviewing the third-quarter recovery in software stocks. He mentioned that he prefers Salesforce, Inc.
Posts Tagged ‘NYSE:CRM’
85% of Salesforce Customers Have Tried Agentforce. Oppenheimer Says One Thing Is Missing
Salesforce, Inc. (NYSE:CRM) received a vote of confidence from Oppenheimer, though the survey data came with a catch.
Salesforce vs. ServiceNow: Which AI Software Stock Offers the Better Cash-Flow Deal?
Salesforce, Inc. (NYSE:CRM) and ServiceNow, Inc. (NYSE:NOW) both want enterprise customers to pay for AI that completes work.
Jim Cramer Says Software Was the Story of Q3. The Numbers Agree
Salesforce, Inc. (NYSE:CRM) rose 46% over the third quarter, and Microsoft Corporation (NASDAQ:MSFT) rose 37%.
10 Best Cloud Computing Stocks to Buy According to Billionaires
Cloud infrastructure spending reached $143.4 billion in the second quarter of 2026, according to Synergy Research Group's July 30 market update.
Salesforce vs. UiPath: Which AI Automation Stock Gives Investors More for Their Money?
UiPath costs about $13 a share. Salesforce costs more than $230.
11 Best Agentic AI Stocks to Buy Right Now
Agentic AI is pushing enterprise software toward systems that can carry work through several steps: find the relevant information, decide which tool to use, execute a task and...
10 Stocks With New Strategic Partnerships Investors Should Watch
Strategic partnerships are becoming an important route from artificial intelligence ambition to commercial delivery.
Salesforce (CRM) Shares Declined Despite a Durable Enterprise Software Franchise
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”.
What is Salesforce’s (CRM) Economic Moat, and is it Widening or Narrowing?
Salesforce, Inc. (NYSE:CRM) closed at $238.22 on September 24. The company is worth about $195.53 billion and trades near twenty-one times earnings.
Wells Fargo Raises Salesforce’s Price Target. Can $1.5 Billion Agentforce ARR Drive Growth?
Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business.
“The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge Microsoft
Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different.
Can Max Turn AI Adoption into Continued Growth for ServiceTitan (TTAN) Stock?
The field-service software market continues to transition towards AI-powered platforms capable of automating workflows, improving technician productivity, and supporting contractors...
Salesforce (CRM) Has a $3.9 Billion AI Engine. But the $63 Billion Target Is the Real Test
Salesforce, Inc. (NYSE:CRM) is no longer simply positioning AI as a future opportunity.
Jim Cramer on Salesforce (CRM): “It’s Been Very Strong of Late”
On the Mad Money episode aired on September 11, Jim Cramer highlighted Salesforce, Inc.
Snowflake’s Blowout Quarter Adds to a Software Sector Already Rallying on AI
For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc.
GPT-6 Astra Wiped 4%-5% Off Salesforce and ServiceNow in a Day. Is Wall Street Pricing a SaaS Extinction Event?
Salesforce, Inc. (NYSE:CRM) fell roughly 4% and ServiceNow, Inc.
Jim Cramer Believes This Stock’s AI Products Have “Really Taken Off”
Salesforce, Inc. (NYSE:CRM)'s shares closed a whopping 22.6% higher on August 27th.
Adobe Beat and Raised but Fell. Salesforce Shows What Investors Now Demand From AI Software
Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof.
Is Salesforce (CRM)’s Agentforce Growth Enough to Outpace F5 (FFIV)’s AI Security Momentum?
On September 2, F5, Inc. (NASDAQ:FFIV) announced a key integration with MuleSoft, a Salesforce, Inc.
Docusign Is Opening Its AI Tools to Every Agent. What It Means for Salesforce
Docusign said on September 4 that its Model Context Protocol server will become generally available worldwide on September 30.
Salesforce (CRM)’s AI Numbers Just Gave Benioff His Swagger Back
CNBC reported that Salesforce, Inc. (NYSE:CRM) reported fiscal second-quarter revenue of $11.35 billion, up 11% year over year and above the $11.32 billion analysts expected.
Salesforce (CRM) Grew Agentforce and Data 360 ARR More Than 200%. Is AI Finally Becoming Material to Growth?
Salesforce, Inc. (NYSE:CRM) reported fiscal 2027 second-quarter revenue of $11.345 billion, up 11% year over year.
Salesforce May Have Found an Answer to the AI Disruption Threat, Cantor Says
One Wall Street firm sees Salesforce Inc. (NYSE:CRM) as an early enterprise-AI winner based on its open-platform strategy.
Jim Cramer Breaks Down the Enterprise Software Rebound for Salesforce (CRM) and Veeva (VEEV)
During the August 31 episode of Mad Money, Jim Cramer examined the sharp rotation back into enterprise software following the forced unwinding of bearish hedge fund positions.
Salesforce Raised Guidance Again. Now It Has to Deliver the Revenue Acceleration
Salesforce Inc. (NYSE:CRM) reported robust Q2 results recently, driven by strong demand for AI tools such as Agentforce.
Agentforce: Scaling the Next Generation of Salesforce (CRM)
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Salesforce (CRM) Bets Its Next Chapter On An Unlikely AI Marriage
Salesforce (NYSE:CRM) spent its fiscal 2027 second quarter proving a point it has been arguing for months: that artificial intelligence is expanding its business rather than replacing...
Salesforce Just Jumped 23%. Did the “SaaSpocalypse” Trade Finally Break?
Salesforce, Inc. (NYSE:CRM) jumped 22.6% on August 27 after earnings, and the move did more than rescue one software stock.
Jim Cramer Says Salesforce’s (CRM) Anthropic Partnership Silences AI Disruption Fears
On the Mad Money episode aired on August 26, Jim Cramer recently highlighted Salesforce, Inc.
Jim Cramer Explained Why Salesforce Inc. (NYSE:CRM)’s Shares Rose Ahead Of Earnings
Salesforce Inc. (NYSE:CRM)'s shares surged by a whopping 21% on August 27th, the day after the firm reported its second quarter earnings.
Q2 Earnings Blowouts: Stocks Exceeding Analyst Estimates
Around 100 companies posted their earnings results on Wednesday, August 26, giving a broader look at the performance across different parts of the market.
Salesforce (CRM) Has a $315 Bull Case, but Earnings Need to Prove One Thing
Citizens is heading into Salesforce Inc. (NYSE:CRM)'s fiscal second-quarter 2027 print with a bullish view.
Is Salesforce (CRM) an Undervalued AI Opportunity Despite Slower Growth?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded...
Jim Cramer Said Affirm Holdings, Inc. (NASDAQ:AFRM) Was The One To Buy
Buy now, pay later products provider Affirm Holdings, Inc. (NASDAQ:AFRM) is one of Cramer's favorite stocks.
Jim Cramer Was Worried About Potential Impact On Salesforce Inc. (NYSE:CRM)’s Dreamforce Conference
Customer relationship management software provider Salesforce Inc. (NYSE:CRM)'s shares are down by 19% over the past year and by 22% year-to-date.
Salesforce (CRM) Loses Favor as AI Opportunities Shift
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter.
Salesforce (CRM) Declined as Market Questions SaaS Resilience
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
What Salesforce’s (CRM) $1.6 Billion VA Contract Signals for Its Government Cloud Strategy
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services.
Jim Cramer Said Trouble Was Brewing As Salesforce Inc. (NYSE:CRM)’s Shares Rose
Salesforce Inc. (NYSE:CRM)'s shares, like other stocks, haven't performed well in today's AI era. They are down by 30.9% over the past year and by 29.6% year-to-date.
Salesforce’s (CRM) Impact on AI Deployment in Corporate Environments
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter.
Salesforce’s Agentforce Bet Made It the Dow’s Worst Performer. Is the Market Overreacting?
Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they've become one of the major sources of buyer distrust.
Key Catalysts Behind Salesforce’s (CRM) Compelling Outlook
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Here’s Why This Fund Sold Salesforce (CRM) in Q2
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter.
12 Best Stocks to Buy for the AI Boom in the Second Half of 2026
In this article, we will discuss the 12 Best Stocks to Buy for the AI Boom in the Second Half of 2026.
Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play
In this article, we will discuss: Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play.
Hedge Fund Resource Center
