Burry Buys the Dip in Salesforce and Software Stocks Amid AI Sell-off
Hedge fund manager Michael Burry reportedly purchased the dip in Salesforce and other software stocks after an AI-driven market sell-off.
Tag
Salesforce
All articles tagged with #salesforce
Salesforce shifts pay strategy: no raises for senior staff as stock-based incentives rise
Salesforce will skip base salary raises for directors and above this year, opting to boost stock grants and bonuses for top performers; pay details will be revealed during performance reviews that begin later this month, with more directors receiving stock grants, higher average grants, and a 103% funded bonus pool, in a move aligned with a broader tech pivot toward equity-based compensation amid a roughly 37% drop in Salesforce stock over the past year.
Salesforce Leaders Say They’re Listening After ICE Joke Backlash
Salesforce President Robin Washington told staff at an all-hands meeting that the company is listening to employees and is ‘appropriately adjusting’ after Marc Benioff’s February ICE joke, a remark that drew criticism from staff and cofounder Parker Harris; Benioff did not address the incident on the earnings call.
Nvidia Boosts Market Pulse as Salesforce Trails on Soft Forecast
Stocks rose in the regular session with the S&P 500 up ~0.8%, the Nasdaq ~1.3%, and the Dow ~0.6% as tech led gains. Nvidia beat Q4 expectations with $68.13 billion in revenue and strong data-center demand, while Salesforce slid more than 4% after guiding for weaker fiscal 2027 revenue. After-hours futures were mixed, with the Dow down ~0.1% and S&P 500/Nasdaq futures roughly flat, as investors weigh AI disruption fears against software-sector resilience and await upcoming results from Warner Bros. Discovery, Dell, and CoreWeave along with jobless claims and PPI data.
Salesforce Extends AI Push With Record FY2026 Q4, Boosts FY27 Outlook
Salesforce posted a record fourth quarter of fiscal 2026 with revenue of $11.2 billion and full-year revenue of $41.5 billion, driven by rapid AI-enabled growth in Agentforce and Data 360, strong cash flow (operating cash flow of $15.0B, free cash flow $14.4B), and a new $50 billion share-repurchase authorization plus a dividend increase to $0.44. The company issued FY27 guidance of $45.8–$46.2 billion in revenue (about 10–11% organic CC growth) with GAAP operating margin around 20.9% and non-GAAP about 34.3%, plus Informatica integration contributing to growth. Salesforce highlighted industry momentum for its Agentic Enterprise platform, AWUs, and continued AI product releases as it aims to reach roughly $63B in revenue by FY30.
Salesforce Posts Q4 Beat, Unveils $50B Buyback as Stock Slips
Salesforce (CRM) beat fiscal Q4 expectations with adjusted EPS of $3.81 on $11.2B revenue (up 12%), aided by a 13% rise in subscription revenue and Informatica’s $399M contribution; RPO hit a record $72.4B and ARR for Agentforce/Data 360 surpassed $2.9B. The company announced a $50B share repurchase plan, raised its quarterly dividend to $0.44, and issued upbeat FY guidance (revenue of $45.8–$46.2B; adjusted EPS of $13.11–$13.19; Q1 revenue of $11.03–$11.08B). Despite the beat, CRM declined about 5% after hours as investors weigh the outlook. A Moderate Buy consensus remains from analysts.
Salesforce Q4 Earnings Looms: Options Traders Bet on Roughly a 9.6% Move
CRM is set to report Q4 after hours on Feb 26; current options price in an about 9.6% post-earnings move as investors weigh AI monetization, margins, and cloud spend. Analysts expect around $11.19B in revenue and $3.05 per share, with guidance of $11.13–$11.23B revenue and $3.02–$3.04 EPS. A strong beat could boost Salesforce’s AI roadmap momentum, while softer guidance could spark volatility. Street consensus remains a Moderate Buy with roughly 60% upside to about $299.
AI Disruption Saps Software Stocks as Forecasts Lag Behind
Artificial intelligence is reshaping the software industry, weighing on shares of former winners like Workday and Salesforce even as analysts have been slow to raise earnings forecasts. Goldman Sachs notes that software stocks tracked by IGV have fallen about 24% in three months, while two-year forward earnings estimates for the group have risen roughly 5%, highlighting a gap between price action and fundamentals. Valuations have fallen from around 35x to under 20x, prompting warnings that disruption could spill into other sectors. Despite the pullback, IGV carries a Strong Buy consensus with an average target of $128.86, implying about 59% upside.”,
Salesforce CTO Pushes Back on ICE Joke from Benioff
Parker Harris addressed Marc Benioff’s ICE jokes in an internal Salesforce meeting, saying the remarks were a 'very bad joke' and that he is 'not OK with it.' He urged colleagues to discuss the issue privately and referenced the Code of Conduct, amid Slack backlash and employee outrage, while Benioff has not publicly commented.
Salesforce Overhauls Leadership to Accelerate AI and Slack Push
Salesforce is restructuring its leadership, naming six new leaders and promoting executives to run Slack and its Agentforce AI platform as part of a broader shake-up following multiple high-profile departures since December, including the former head of Agentforce Adam Evans. New roles include Iain Mulholland as chief security officer from Google, Patrick Stokes as chief marketing officer, Dave Ward as chief architect, Joe Inzerillo overseeing enterprise and AI technology (Slack and Agentforce), and promotions for Rob Seaman and Madhav Thattai to executive VP roles for Slack and Agentforce, respectively.
Salesforce trims workforce as leadership shake-up unfolds
Salesforce cut fewer than 1,000 roles across marketing, product, and data teams, including positions tied to its Agentforce AI product, as part of a broader executive shake-up that added six new leaders to replace five departing executives since December.
Tech Glitches Upend Salesforce/MrBeast and AI.com During Super Bowl 2026
During Super Bowl 2026, high-profile tech ads were marred by glitches: Salesforce/MrBeast’s signup emails lagged amid overwhelming interest, AI.com’s site crashed after its ad, and Kalshi faced deposit/transfer delays due to heavy traffic, illustrating that even tech brands can stumble on the big night.
AI Reckoning Fuels Worst Software Selloff in 25 Years, Ives Warns
Analyst Dan Ives says the software selloff is the worst in 25 years as Microsoft and Salesforce confront a harsh AI-driven valuation reset and shifting investor expectations for AI profitability.
AI Stock Rally Persists Into 2026: Nvidia Tops the Picks, With Microsoft and Salesforce Close Behind
AI stock sentiment remains strong into 2026, with about 90% of investors planning to hold or boost exposure; Nvidia leads the AI data-center push, Microsoft powers enterprise AI, and Salesforce trades at a bargain amid AI fears, making Nvidia, Microsoft, and Salesforce top picks for the year as AI's growth potential remains vast.
Salesforce Boosts Revenue Outlook Amid AI Adoption and Investor Skepticism
Salesforce reports a strong revenue outlook for the current period, exceeding analyst estimates, driven by increased adoption of its AI tools like Agentforce, which has secured over 9,500 paid deals. The company's revenue is expected to be between $11.1 billion and $11.2 billion, with growth partly fueled by its recent $8 billion acquisition of Informatica. Despite some challenges in customer adoption and competition, Salesforce remains optimistic about the future impact of its AI products.