Salesforce (CRM) Stock Gains as AI Strategy Moves to Forefront

TLDR

• Salesforce’s stock increased by 3.22% to reach $182.22, buoyed by a wider software sector recovery driven by robust earnings reports from Atlassian, Twilio, and Five9.
• The firm introduced a new revenue reporting framework for fiscal year 2027, dividing its financial disclosures into two categories: “Agentforce Apps” and “Data 360, Platform & Other.”
• Barclays designated Salesforce as a top choice, noting that AI acts as a value-adding driver for enterprise software providers.
• Salesforce and Google Cloud extended their collaboration to enable AI agents to execute workflows across both of their platforms.
• The next earnings report is scheduled for May 27, 2026, with an estimated earnings per share (EPS) of $2.96.

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(SeaPRwire) –   On Thursday, Salesforce’s stock rose 3.22% to $182.22 at one point during trading, fueled by a surge of positive earnings results from industry peers that boosted the wider software sector.

Salesforce, Inc., CRM

Atlassian, Twilio, and Five9 each released strong financial results, prompting investors to shift their focus back to software stocks. Salesforce benefited from this upward trend.

However, the stock’s gains weren’t solely due to favorable sector conditions. Salesforce shared a significant update on its future revenue reporting approach, which drew market attention.

Beginning in FY2027, the company will split its revenue into two segments: “Agentforce Apps” (encompassing Sales Cloud, Slack, MuleSoft, and Tableau) and “Data 360, Platform & Other” (which includes the underlying data and infrastructure layer).

This is an intentional restructuring. Salesforce is essentially communicating to investors: this is what our AI-related business looks like when all other components are removed.

The restated FY2026 figures provide helpful context. Agentforce Apps generated approximately $26.7 billion, a 7% increase. The platform and data segment grew more quickly, rising 15% to around $12.7 billion. Total subscription and support revenue reached $39.4 billion, an increase of 10%.

To smooth the transition, Salesforce will use both the existing and new reporting formats during FY2027 before fully adopting the new structure in FY2028.

Barclays Adds Its Weight

From an analyst perspective, Barclays selected Salesforce as one of its top picks among infrastructure software firms most likely to gain from AI. The bank’s stance is that AI will increase enterprise software spending instead of replacing it — a positive outlook for CRM’s optimistic investors.

Separately, Truist Securities reaffirmed a Buy rating after Salesforce’s TDX developer conference. The analyst consensus for CRM remains around a “Moderate Buy,” and the stock is still trading significantly below the GuruFocus GF Value estimate of $306.54.

The stock had earlier reached a 52-week low of $163.52, so Thursday’s increase marks a notable rebound from that low point.

Google Cloud Partnership Expands

Salesforce and Google Cloud revealed an expanded partnership that allows AI agents to carry out workflows across both platforms. This step strengthens the business case for Agentforce and supports Salesforce’s goal of becoming the operational layer for enterprise AI.

The overall market also contributed. On the same day, the S&P 500 rose by 0.67%, the Nasdaq increased by 1.12%, and the Dow Jones Industrial Average was up 0.14% — a generally risk-tolerant market environment that allowed tech stocks to perform well.

Salesforce is set to release its earnings report on May 27, 2026. The current estimated EPS stands at $2.96.