SALESFORCE WKN: A0B87V ISIN: US79466L3024 Forum: Aktien Thema: Hauptdiskussion

Heute geht's unter 200)

Ich versuche, so viele Informationen wie möglich weiterzugeben. Und was bekomme ich im Gegenzug?

SF gestern mit Slack KI Bot und heute mit weiter KI-News: Man unterstützt UCP von Google. https://www.salesforce.com/news/stories/google-universal-commerce-protocol-support-announcement/?utm_campaign=amer_cmrcaw&utm_content=Agentforce+Commerce__sprout-1768411043&utm_medium=organic_social&utm_source=linkedin

Ich bin voll SalesForce felsenfest überzeugt

Hopper58 hast du dein ganzes Geld investiert oder wieso lässt du keine Meinung von anderen zu?

Salesforce war gestern auf der JP Morgan Healthcare Conference. https://investor.salesforce.com/events-and-presentations/events/event-details/2026/JP-Morgan-2026-Healthcare-Conference-2026-3BXCwmn3ao/default.aspx

Salesforce Stock (CRM): Goldman Sees Strong Upside as Agentforce Takes Center Stage Radhika Saraogi Jan 12, 2026, 03:46 PM Goldman Sachs analysts have assumed coverage of Salesforce CRM with a Buy rating and a $330 price target, implying about 27% upside over the next year. The firm points to the cloud software giant’s expanding AI ambitions, specifically its Agentforce platform, as the most important catalyst over the medium term. Agentforce is Salesforce’s vision for “agentic” AI in the front office, where automated agents can take action and not just give recommendations. AI Tailwinds Build as Salesforce Works Through Early Challenges Goldman’s industry checks suggest that customers are responding well to Agentforce and that Salesforce is gradually removing early adoption hurdles. Instead of treating Agentforce as a make‑or‑break product, the firm expects it to add about 4% revenue growth to the Platform and Other segment over the next 12 to 18 months, potentially enough to help Salesforce’s overall revenue pick up again by 2026. Looking further ahead, Goldman expects Agentforce to add about 2% yearly growth to Salesforce’s overall business between FY26 and FY30. The firm remains positive on the stock despite challenges such as market share losses in Commerce and Marketing Cloud and changes in data‑architecture strategies that affect Data 360. Despite those headwinds, Goldman still sees a positive outlook. With customer momentum expected to improve through FY27 and a clearer path for AI-driven growth, the firm believes Salesforce is well-positioned to outperform in the coming years.

Lesen Sie mehr über Salesforces Behauptung, sie seien die Einzigen, die vom Kunden ausgehen. Und überzeugen Sie sich selbst von der Glaubwürdigkeit dieser Aussage. Ich will ihnen erst einmal glauben.

Salesforce Overweight 12.01.26 Salesforce Overweight LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat das Kursziel für Salesforce von 330 auf 338 US-Dollar angehoben und die Einstufung auf "Overweight" belassen. Die Voraussetzungen für 2026 seien gut im US-Softwaresektor, schrieb Analyst Raimo Lenschow am Montag. Das Konjunkturumfeld und die IT-Ausgaben zeigten sich stabil und die Bewertungen seien niedrig, da die Branchenwerte derzeit nicht gerade beliebt seien. Anziehende KI-Umsätze sollten bei Unternehmen wie Salesforce oder Oracle aber die Stimmung verbessern./tih/ag Veröffentlichung der Original-Studie: 12.01.2026 / 05:42 / GMT Erstmalige Weitergabe der Original-Studie: 12.01.2026 / 05:47 / GMT

Salesforce (CRM) Launches AI-Powered Slackbot to Enhance Workflow GuruFocus News 01/13/2026 14:58 Salesforce (CRM, Financial) introduces an AI-enhanced Slackbot to improve workplace communication. Salesforce's financial health is robust, with strong revenue growth and expanding margins. Valuation metrics suggest Salesforce is modestly undervalued, with a strong institutional ownership base. Salesforce (CRM) has unveiled an AI-enhanced version of its Slackbot, designed to streamline workplace communication and efficiency. The updated Slackbot integrates Slack conversations, files, and channels to expedite tasks through searching, summarizing, and more. It respects user permissions, accessing data from platforms like Salesforce, Google Drive, and Atlassian’s Confluence. Powered by Anthropic's Claude model, the AI tool is available to Business+ and Enterprise+ customers starting today, with a broader rollout planned. Salesforce acquired Slack for $27.7 billion in December 2020.

Salesforce and Adobe see their stocks slide as AI fears intensify The two software stocks were among the S&P 500’s biggest losers on Tuesday as investors considered the threat AI poses to their business models By Christine Ji Published: Jan. 13, 2026 at 4:35 p.m. ET Software stocks haven’t been able to shake off the narrative of artificial-intelligence disruption. In fact, those concerns seem to be deepening. Shares of Salesforce and Adobe were hit hard on Tuesday, suffering some of the steepest losses in the S&P 500. Salesforce’s stock was the biggest loser — down 6.5% on the day to record its largest percentage decline since May 30, 2024, according to Dow Jones Market Data. Adobe’s stock slid 5.4%, ranking as Tuesday’s third-worst daily performer on the S&P 500 and closing at its lowest level in more than three years. Investors are concerned that productivity enhancements from AI will reduce demand for these traditional software giants’ services. Additionally, the AI features that Salesforce and Adobe have rolled out are still in the early stages of adoption, leaving investors skeptical of their value. Adobe’s stock has shed more than 24% over the last year, while Salesforce’s stock has lost 23%. David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, characterized the negative sentiment as part of a “pair trade” where investors are rotating money out of software stocks to put into the more popular semiconductor space. Sentiment on Adobe continued to sour on Tuesday, as Oppenheimer analyst Brian Schwartz downgraded the stock to perform from outperform and removed his previous $430 price target. While Schwartz had previously been optimistic that Adobe’s AI initiatives could reaccelerate growth in its Digital Media business, “this did not play out as expected” in 2025, he wrote. A key concern for investors is Adobe’s increased competition, spanning AI-native creative platforms such as Canva and Figma to Google Gemini’s Nano Banana. Schwartz believes this “challenging operating environment” will make it difficult for Adobe to grow its top line. While Schwartz was more optimistic about Salesforce, he caveated that it’s still a “show-me stock,” meaning that the company will need to firmly demonstrate that its Agentforce product is receiving steady adoption. To dispel negative AI sentiment, software stocks “are going to have to execute over a few quarters” to convince investors of their long-term viability, Wagner told MarketWatch.

Das ist der entscheidende Punkt. Man muss sich hier die Frage stellen, ob man dieses Risiko eingehen möchte.