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

Unglaublich, was hier passiert.

Ja, kann man tatsächlich die Uhr nach stellen.

Schon passiert

Denkt ihr die Amis werden den Anstieg Abverkaufen?

Ist Englisch. Billion auf Englisch heißt Milliarde. 😉

Die Milliarden sind dennoch auf 10 Jahre gestreckt, das ist nichts für Salesforce Die paar Millionen ändern kaum was Mal sehen, wann die großen Fische kommen, denn dann ändert sich was Salesforce schlägt nicht umsonst 60 MRD bis 2030 vor Da gibt es schon Gründe für

Schau mal die Beiträge von Hopper...

Hat jemand gesagt, dass es um Billionen geht?

Manchmal ist es gut solche Meldungen zu checken - es geht um 5,6 Milliarden Dollar, nicht Billionen - trotzdem mega positiv - gemessen am Jahresumsatz ca. 1/8 - da sind 2 Prozent Kursplus ein Witz😅😅😅. Ich bleib dabei 😊👍

Army Awards Salesforce $5.6 Billion Software Deal Military recruiters will get access to Slack as part of a contract that reflects the Pentagon’s drive to adopt commercial software tools By Marcus Weisgerber and Heather Somerville WSJ Jan. 26, 2026 7:42 pm ET

Salesforce (CRM) Secures $5.64 Billion Contract with Department of War GuruFocus News 01/26/2026 23:50 Computable Insights has been awarded a firm-fixed-price contract to implement a decentralized enterprise agreement involving Salesforce (CRM) products and services for the Department of War. This substantial contract is valued at $5.64 billion. The bidding process was conducted online, culminating in a single bid being received. The specific locations for work and associated funding will be assigned per order, with the enterprise agreement projected to be completed by June 26, 2035. The Army Contracting Command is the primary organization overseeing this contract.

Seit Erreichen ihres Allzeithochs Ende 2024 hat die Aktie von Salesforce deutlich zu kämpfen. Das Wachstum im globalen CRM-Markt wird zunehmend durch Wettbewerb und Marktreife begrenzt. Während die Profitabilität steigt, rückt für Investoren die Frage in den Vordergrund, ob das Unternehmen sein langfristiges Umsatzziel und eine zweistellige Wachstumsrate nachhaltig erreichen kann. https://www.finanznachrichten.de/nachrichten-2026-01/67525557-salesforce-aktie-massiv-unterbewertet-486.htm

Top Research Reports for Walmart, Morgan Stanley & SAP Mark Vickery Published on January 22, 2026 | 'SAP’s shares have underperformed the Zacks Computer - Software industry over the past six months (-22.5% vs. -15.6%). The company is facing weak software license revenue and stiff rivalry, along with U.S.-China trade tensions and tariffs, continue to pressure SAP’s license business. Nevertheless, SAP is riding on healthy Cloud ERP growth and uptake of its Rise with SAP and Grow with SAP solutions amid a volatile macro backdrop. Growing traction in SAP’s Business Suite, Business Data Cloud, AI-driven solutions and integrated platform innovations bodes well. SAP’s fourth-quarter and 2026 pipeline appear strong, driven by renewed momentum across industries. AI is poised to be a key catalyst in fueling double-digit total revenue growth through 2027. It raised its 2025 outlook, projecting higher profitability while keeping a cautious view on cloud revenue. Cloud revenue is expected near the low end of €21.6-€21.9 billion, with non-IFRS operating profit near the high end of €10.3-€10.6 billion.'

Salesforce Executives Outline Three-Stage Roadmap for Enterprise AI Adoption 20:19 22/01/2026 Salesforce Inc. executives recently discussed the critical challenges and strategies for enterprises navigating the “last mile” of AI adoption. Adam Evans, EVP & GM of Salesforce AI Platform, Madhav Thattai, COO of Salesforce AI, and Mark Wakelin, EVP of Forward Deployed Engineering, emphasized that the focus is shifting from AI’s feasibility to how quickly and securely it can be scaled for real business value. They highlighted that while generative AI excels at simple tasks, complex business processes require a combination of flexible large language models and strict deterministic workflows to ensure consistency and compliance—such as adhering to fixed refund policies. The executives also stressed the importance of executive sponsorship, clear business use cases, and legal and ethical compliance at the outset of AI projects. Additionally, they noted the emerging role of agent managers to monitor and improve AI agent performance at scale. Salesforce positions itself as the provider of essential tools and systems—the “traffic signs, maps, and security”—to safely guide organizations through the final stages of AI deployment and realize tangible ROI.

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