SalesforceCRM shares increased on Thursday as Wall Street analysts considered new financial projections that anticipate a 10% rise in organic subscription revenue by fiscal 2030, with a revenue goal of $60 billion. Salesforce stock has dropped 28% in 2025, but analysts believe the long-term outlook may boost investor confidence as the next year approaches.
The company that produces enterprise software revised its projections during an investor event on Wednesday.
Morgan Stanley analyst Keith Weiss highlighted in a report the potential for Agentic's business to once again boost revenue growth, driven by enhanced product quality, appropriate sales resources, and adaptable pricing models that cater to customer needs, with internal AI improvements boosting profitability.
On the stock market today, Salesforce stock increased by more than 7% to 253.60 during morning trading. Salesforce held its Dreamforce conference this week. The stock declined on Tuesday and Wednesday following new updates regarding its artificial intelligence product strategy.
By the year 2030, Salesforce stated it anticipates its operating margin to rise to 40%, up from 34% in fiscal 2026.
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We particularly emphasize the net new annual order value resuming growth and laying the groundwork for subscription revenue to stabilize or accelerate over the next 12 to 18 months," said Evercore ISI analyst Kirk Materne in a report. "Although we anticipate some doubt regarding the 10% organic subscription revenue target by fiscal 2030, if Salesforce can demonstrate stabilizing subscription revenue growth and continue to build momentum with Agentforce, we believe there is potential for sentiment to become more favorable.
AI Agent Pricing Strategy
Seeking to increase the use of artificial intelligence solutions among business clients, Salesforce highlighted its 2021 purchase of Slack Technologies during Dreamforce. Through the newly launched Agentforce 360 platform, Salesforce users will be able to create and implement AI agents using a conversational user interface.
In the July quarter, Salesforce reported approximately $440 million in AI-related annual recurring revenue, an increase from $100 million in the prior quarter. "Agentforce is still in its early stages, but partners generally believe that Agentforce is expected to become more significant over the next 1 to 1.5 years rather than 3 to 5 years," Materne added.
At Jefferies, analyst Brent Thill stated in a report: "Salesforce's CFO anticipates revenue will begin to turn around over the next 12 to 18 months and mentioned this is a cautious projection."
Numerous software firms are concentrating on assisting businesses in updating their internal data to tailor artificial intelligence solutions. They are also creating self-operating, objective-oriented "AI agents."
At Truist Securities, analyst Terry Tillman mentioned in a report that Salesforce is adjusting its pricing approach for AI offerings to encourage broader use by businesses.
Tillman mentioned that Salesforce offers customers multiple choices for financing agentic technology. A new Agentic Enterprise License Agreement (AELA) includes a fixed cost for full access to Data 360, Agentforce 360, and MuleSoft.
Opponent Sierra to Organize Meeting
In an effort to enhance its artificial intelligence approach, Salesforce has recently finalized a deal to acquire a data management software company.InformaticaINFA acquired in a cash-only transaction worth $8 billion.
At the Dreamforce event, Salesforce introduced the Agentforce 360 platform, an AI-powered enhancement to the existing Customer 360 platform, which integrates all Salesforce applications and company data.
"ALEA plays a crucial role in the implementation of Agentforce 360 and Data 360, as well as the overall expansion of Salesforce, because it marks a significant shift in both pricing and usage for customers, allowing them to implement more agent scenarios with cost predictability," Tillman said.
In addition to established software companies, Salesforce encounters strong competition from AI startups, notably Sierra, which was founded by Bret Taylor, a former co-CEO of Salesforce. Sierra, which is well-supported financially, is holding its inaugural customer conference on November 5.
Salesforce Stock Technical Ratings
Additionally, Salesforce stock is amongAI stocks to watch.
In the meantime, CRM stock has a below-average Composite Rating of 60 out of a maximum of 99, according toIBD Stock Checkup.
Salesforce's stock has an Accumulation/Distribution Rating of D-plus. This rating evaluates price and volume fluctuations in the stock during the last 13 weeks of trading. An A+ indicates significant institutional buying; an E represents substantial selling. Consider a C as a neutral score.
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