Salesforce’s Market Performance and AI Strategy Amid Earnings Debate
On February 28, 2026, Salesforce (CRM) shares fell 2.35% to close at $194.79, after a post-earnings rally. Investors are split on Salesforce’s AI strategies—are they a new growth avenue or merely an added expense? This is pivotal for the company as it introduces AI “agents” to enhance task automation within its subscription model, traditionally seen as stable.
Despite promising AI advancements, Salesforce projected fiscal 2027 revenue below Wall Street expectations, citing tighter budgets in enterprise software. With Agentforce generating $800 million in annual recurring revenue, Salesforce emphasizes its AI’s potential for broader adoption.
The tech sector faced downward pressure from a strong producer-price report, complicating outlooks for companies like Salesforce. As the market anticipates a March 6 jobs report, the critical discussion revolves around AI’s impact on traditional business models. Executives will address these trends at an upcoming Morgan Stanley conference.
