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

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.

So hat man früher auch über Computer gedacht.. und heute? Diese Schnelligkeit die man mit den Computern im Vergleich zur Papierform hatte ist einfach zu groß dass man über paar maschinelle Fehler hinwegsieht Das gleiche wird auch mit KI früher oder später passieren, ich sehe da Salesforce sehr gefährdet, ist nicht so stark in den Firmen verankert wie zum Beispiel SAP

Unter 200e wird wieder nachgelegt. Teil des Markts geht davon aus, das KI ein CRM-System ersetzen kann. Eine Halluzination und deine von dee KI verwaltete Datenbank ist inkonsistent. Kein IT Leiter in nem vernünftigen Unternehmen würde da mitgehen.

Ich denke das ist der Grund

https://www.heise.de/news/Universal-Commerce-Protocol-Neuer-Standard-fuer-Online-Shopping-11137804.html

war leider kein Aktiensplit

Was da los

7% ???

Ich verstehe das nicht

Fragt sich nur, ob man heute noch einsteigen sollte?

Its going down down