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Salesforce Connectors From Redpanda Put Focus On CRM Valuation Gap
10.04.2026 01:20
Redpanda has launched Salesforce connectors that enable real-time, bidirectional data integration between Salesforce and enterprise data systems. The rollout includes native processors and connectors designed to bypass traditional middleware and support continuous data streaming into and out of Salesforce. This update positions Salesforce (NYSE:CRM) more directly as a data hub connecting CRM records with wider operational systems across an organization. For you as an investor looking at...
NET Down 12%, SNOW Down 9%, NOW Down 7%: The Market Just Repriced the Entire Software Sector on AI Agent Fears
09.04.2026 16:34
Investors scrolling their feeds this morning are shocked by today’s carnage in enterprise software stocks. Social media chatter has blamed routine insider stock sales for Cloudflare‘s (NYSE:NET) brutal decline, but that’s not the full story. What’s actually happening is a sector-wide repricing event driven by a far more consequential fear: managed AI agents from Anthropic ... NET Down 12%, SNOW Down 9%, NOW Down 7%: The Market Just Repriced the Entire Software Sector on AI Agent Fears
ClearBridge Large Cap Growth Strategy Exited Salesforce (CRM) Due to Slowing Growth
09.04.2026 14:26
ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Following the outbreak of the Middle East conflict, the market experienced a significant decline in growth stocks, resulting in substantial losses. In the quarter, the S&P 500 Index fell 4.3% […]
Navatar Unveils AI-Powered M&A CRM Operating Model for Investment Banks and Boutique Advisors
09.04.2026 05:00
New Salesforce-based AI Deal Engine helps M&A banks boost deal origination, buyer and sponsor research, and end to end mandate execution without manual CRM workNEW YORK and LONDON, April 09, 2026 (GLOBE NEWSWIRE) -- Navatar today announced an AI-powered CRM operating model for M&A investment banks and boutique advisory firms, designed to help bankers originate more relevant deals, deepen coverage, and execute mandates with greater speed and discipline. McKinsey’s recent research on corporate and
Software sector may be iffy, but this stock is still worth buying
08.04.2026 10:30
Jensen Investment Management managing director and portfolio manager Allen Bond joins Yahoo Finance Markets and Data Editor Jared Blikre on Good Buy or Goodbye to explain why he recommends buying Veeva (VEEV) and tells investors to stay away from ADP (ADP).
Salesforce, Inc (CRM) Partners With A Key Cloud Communications Provider
08.04.2026 09:45
Salesforce, Inc. (NYSE:CRM) is one of the Ridiculously Cheap Stocks to Buy According to Wall Street Analysts. On March 27, Salesforce, Inc. (NYSE:CRM) announced a partnership between its newly launched Agentforce Contact Center and Bandwidth Inc. Bandwidth is a cloud communications provider. The partnership aims to deliver infrastructure for the Salesforce Contact Center. The line […]
Salesforce Security Breach Tests Conviction In AI Agent Growth Story
08.04.2026 00:24
Security researchers have linked a breach of Cisco data in Salesforce-managed CRM systems to the ShinyHunters group, raising fresh questions about data protection on large enterprise platforms. At the same time, NYSE:CRM is seeing partners expand AI use cases, including Accordion’s purchase of a global Salesforce consultancy and Metazoa’s launch of an intelligent assistant on the AppExchange. Salesforce is also deepening direct AI deployment through Agentforce for the US Department of Labor,...
A Look At Salesforce (CRM) Valuation As AI Agentforce Progress And Expanded Buybacks Signal Confidence
07.04.2026 00:19
What the latest AI and buyback moves mean for Salesforce stock Salesforce (CRM) is back in focus after management highlighted improving bookings, expanding use of its Agentforce AI platform, and a larger stock buyback plan that together signal clear intentions around capital allocation and product direction. For you as an investor, the combination of stronger customer activity, deeper AI adoption by large clients such as the U.S. Department of Labor, and an accelerated repurchase program...
Salesforce Returning to Faster Growth, Building AI Revenue, Expanding Margins Over Time, RBC Says
06.04.2026 15:32
Salesforce (CRM) could post faster growth in H2 as bookings improve, backlog supports subscription r
Is Globant S.A. (GLOB) A Good Stock To Buy Now?
06.04.2026 12:56
Is GLOB a good stock to buy? We came across a bullish thesis on Globant S.A. on MTC’s Substack. In this article, we will summarize the bulls’ thesis on GLOB. Globant S.A.’s share was trading at $44.52 as of March 27th. GLOB’s trailing and forward P/E were 19.52 and 7.13, respectively, according to Yahoo Finance. Globant (GLOB) is a leading end-to-end digital […]
Metazoa Announces Updates to Snapshot on Salesforce AppExchange
06.04.2026 12:00
SAN FRANCISCO, April 06, 2026--Metazoa introduces an AI assistant for Salesforce that analyzes metadata and takes action to manage complexity, reduce risk, and improve org health.
The World Is On Fire: Golden Buying Opportunities Abound
06.04.2026 09:30
The current geopolitical conflict, inflation, and AI bottlenecks are a contrarian buying opportunity, not a reason to exit markets. Click to read more.
A Rare Buying Window Is Opening In Asset Managers
05.04.2026 09:15
Asset managers fell with SaaS despite low exposure, as strong earnings and deep discounts now trigger heavy insider buying. Learn why the AI fears are overblown.
Salesforce: Agentic AI Beneficiary With Rule Of 44 Outperformance - Upgrade To Buy
03.04.2026 10:00
CRM demonstrates robust Agentic AI monetization, with Agentforce and Data 360 ARR reaching $2.9B (+107% QoQ/+200% YoY), supporting their double-digit growth...
Jim Cramer Says Salesforce “Is Putting Its Money Where Its Mouth Is”
03.04.2026 09:10
Salesforce, Inc. (NYSE:CRM) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer mentioned the company’s latest quarter and the market reaction to it, as he said: We all know it’s been a brutal period for anything related to enterprise software because Wall Street just somehow […]
People Have The Wrong Intuition,' Yale Economist Pascual Restrepo Says AI Could Cut Pay To $10 An Hour — But 'What You Can Buy' May Rise
02.04.2026 14:45
Artificial intelligence could lower wages without lowering living standards, Yale economics associate professor Pascual Restrepo said. Restrepo said that could happen if AI makes goods and services cheaper. "People have the wrong intuition when they say that if AI can do my job for ten dollars an hour, then my wage falls to $10 and my life is terrible," he said recently in Q&A with Yale University's Tobin Center for Economic Policy. The key question, Restrepo said, is whether lower prices would
Should Salesforce’s US$25 Billion Buyback and Ecosystem Push Reframe the Capital Story for CRM Investors?
02.04.2026 08:11
In recent days, Salesforce filed a US$41.18 million shelf registration for 220,624 common shares tied to its employee stock ownership plan and saw multiple partners and customers, including Solutions by Text, the U.S. Department of Labor, and Mister Spex, expand integrations on its platform. Together with Salesforce’s commencement of a US$25 billion accelerated share repurchase and AI-focused initiatives like Agentforce and Slack enhancements, these developments highlight the company’s push...
Salesforce CEO Benioff: Slack revenue expected to hit $3 billion this year
01.04.2026 11:11
Marc Benioff wants you to rethink what Slack actually is. On a recent appearance on Mad Money with Jim Cramer, the co-founder and CEO of Salesforce (NYSE:CRM) made a striking claim about the messaging platform Salesforce acquired five years ago. “Jim, you remember five years ago we bought Slack and it was an incredible company, ... Salesforce CEO Benioff: Slack revenue expected to hit $3 billion this year
These Analysts Slash Their Forecasts On nCino Following Q4 Results
01.04.2026 08:16
nCino Inc (NASDAQ:NCNO) reports strong Q4 results and issues upbeat guidance. Company also appoints new CRO. Analysts revise price targets.
AI Disruption Is Reshaping My Entire Investment Strategy
01.04.2026 07:15
AI adoption is early but already disrupting markets; SaaS fell first, and more sectors may follow. Click here to read how I'm adjusting my portfolio.