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

Eventuell zieht es nach den Zahlen wieder etwas an.

Mein EK 184,40 😩

Herrlich die Kurse

Ich bin mittlerweile nur noch froh, wenn ich raus komme aus dem Sektor. Bei den Verlusten ist eh nicht mehr viel übrig

Ja, aber irgendwann muss es auch mal wieder gut sein.

Software eben

Was ist hier schon wieder passiert?

Salesforce (CRM) Integrates MuleSoft with GoDaddy for Enhanced AI Identity Verification GuruFocus News 02/19/2026 21:26 Salesforce (CRM) has partnered with GoDaddy to integrate its MuleSoft Agent Fabric, aiming to bolster trust and identity verification within the rapidly expanding digital ecosystem. This collaboration is designed to help companies confidently verify the identities of AI agents, facilitating broader and more accountable adoption of AI solutions. According to GoDaddy's chief technology officer, the integration is essential for scaling AI technologies with enhanced security and reliability.

Sollte alles drum um OpenClaw und dem Hype an Ki Agents nicht eigentlich bullish für CRM sein?

Wall Street Analysts Tom Lee and Dan Ives Disagree on Software "Armageddon": One Says "Buy" While the Other Says "Layoffs Are Coming." Who Is Right? By Billy Duberstein – Feb 18, 2026 at 11:00AM EST 'Meanwhile, software companies appear to be falling over themselves to partner with and integrate with LLMs to deliver tangible outcomes. ServiceNow and Figma both recently announced partnerships with Anthropic, while Salesforce ( CRM, another software giant caught up in the downdraft, inked a deep partnership with OpenAI in October of last year. But if these software companies integrate LLMs for a large part of their future value, do the LLMs get a bigger piece of the pie? Can software companies charge what they've been charging if a lot of the value comes from a third-party LLM?'

Salesforce (CRM) to Acquire Momentum for AI-Driven Enhancements GuruFocus News 02/18/2026 22:59 Salesforce (CRM) has announced its intention to acquire Momentum, a platform specializing in conversational insights and revenue orchestration. This acquisition is set to bolster Salesforce's offerings, such as Agentforce 360 and Slackbot, by integrating the analysis of unstructured voice and video data. Momentum's technology, which captures interactions from services like Zoom and Google Meet, will enhance AI-driven workflows by providing deeper insights into customer conversations. The deal is projected to conclude in the first quarter of Salesforce's fiscal year 2027.

Ich habe mein gesamtes Berufsleben im Vertrieb verbracht und kenne Salesforce daher ein bisschen. Das System ist nur so gut wie die Art und Weise, wie Vertriebsmitarbeiter es nutzen. Und das ist oft katastrophal. Sind die Vertriebsmitarbeiter nicht bereit, ihre Erkenntnisse zu teilen? Und dann müssen die „Agenten“ damit arbeiten. Ein Chaos?

Wells Fargo Adjusts Salesforce (CRM) Price Target to $235 | CRM Stock News Author's Avatar 02/18/2026 16:10 Today, Wells Fargo analyst Michael Turrin released an updated rating for Salesforce (CRM), maintaining an "Equal-Weight" position. The price target has been adjusted downward to $235 from the previous $265, indicating a decrease of 11.32%.

Ich habe alles mit Verlust verkauft und mir 150 Palo Altos gekauft.

Salesforce price target lowered to $197 from $257 at Citi TheFly Feb 18, 2026, 01:37 PM Citi lowered the firm’s price target on Salesforce (CRM) to $197 from $257 and keeps a Neutral rating on the shares. The firm is “tactically positive” on the shares into Salesforce’s Q4 report. Citi’s fieldwork indicates accelerated large deal activity for Salesforce, the analyst tells investors in a research note. However, the firm sees “underwhelming” Agentforce usage limiting upside to the company’s organic growth estimates.