Salesforce (CRM) stock returned 42.8% from July 21 to October 19, 2026, versus 2.7% for the S&P 500, a rally the article links to a return to faster growth. Much of that growth was already visible earlier: management said annual recurring revenue from Data Cloud and AI rose more than 120% in May 2025, and revenue grew 13.3% in the quarter ended April 2026, up from 7.6%, even though the shares had fallen 22.3% in the six months before July 21. In August, revenue under contract reached $33.5 billion, up 14% in constant currency, and the stock rose 23% on August 27. Revenue growth slowed to 10.8% in the quarter ended July 2026, while management expects revenue under contract to grow about 14% in fiscal Q3 2027, which is expected to be reported on or around December 1, 2026.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Salesforcesoftwareartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/20/2026 | 532.13 |
| Change that session | -0.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Is Adobe A Better Way Than Salesforce To Own AI Software Growth?
Salesforce and Adobe both expect AI to speed up subscription software growth, but they charge differently: Salesforce premium editions cost 60% to 80% more than lower tiers, while Adobe has held off on price rises to win users. Salesforce reports revenue under contract for the next twelve months up 14%, and its AI agent product Agentforce has reached $1.5 billion in annual recurring revenue; Adobe counts more than 1 billion monthly users, up over 20%, and its AI-first products have passed $650 million in annual recurring revenue. Adobe trades at 13.6 times trailing earnings versus 20.9 times for Salesforce, with a 35.7% operating margin against 21.5%, and grows slightly faster (12.0% versus 11.2%). Salesforce is executing a $25 billion share buyback and plans to hire 1,200 account executives, while its total debt equals 20.6% of market value, compared with 6.8% for Adobe.
- Salesforce goes back to the M&A well to fortify a weaker business. Why it's a smart move
Salesforce agreed to buy marketing technology platform Braze for $47.50 per share in cash, valuing it at $5.66 billion including debt, to strengthen its weaker marketing business. Paying in cash rather than issuing new shares avoids diluting existing shareholders, addressing past criticism of deals such as Slack. Braze shares jumped 52% on the announcement, nearing the offer price, and CFO Robin Washington said the price equals roughly four months of fiscal 2027 free cash flow. The deal follows Salesforce's $3.6 billion all-cash acquisition of AI customer service platform Fin, which closed last month; Braze has about 2,770 customers, including Instacart, Dairy Queen and Venmo. The move comes as Salesforce shares are up more than 60% from their June 22 52-week closing low.
- Why Braze Stock Skyrocketed Today
Braze (BRZE) shares surged after Salesforce (CRM) agreed to acquire the company for $5.66 billion in an all-cash deal. Braze shareholders will receive $47.50 per share, while the stock traded around $45.35 that morning, suggesting some doubt the deal would close as negotiated. As of 10:10 a.m. ET, Braze was up 51.1% while Salesforce fell 0.6% after dipping as much as 3%. Braze brings 2,770 customers, including Canva, Dairy Queen, Equinox and Instacart, and the deal is expected to close in Salesforce's fiscal 2028, which begins in February, with significant regulatory pushback considered unlikely.
- Salesforce gets a chilly investor response to a $6 billion deal at a 58% premium
- Salesforce announces $5.66 billion deal for Braze, sending BRZE stock soaring 50%
Salesforce agreed to buy customer engagement platform Braze for about $5.66 billion, with Braze Class A holders receiving $47.50 in cash per share and closing expected in fiscal 2028, according to a Salesforce blog. Salesforce shares slipped about 1% Tuesday morning, while BRZE soared more than 50% after a brief premarket halt, from a $30.04 close on Monday. Braze makes AI marketing tools for managing customer data and messaging, and CEO Bill Magnuson said Salesforce's platform will help the company innovate faster.
- Apple, Salesforce Lead Five Stocks Near Buy Points
Related markets
Latest news
- What Is a Bitcoin-Backed Loan? Borrowing Against BTC Explained
The article explains that Bitcoin-backed loans let holders pledge BTC as collateral to borrow dollars or stablecoins, keeping their Bitcoin exposure and often avoiding a taxable sale, though rules vary by jurisdiction. Loan-to-value ratios typically range from about 30% to 70%, and borrowers face margin calls or liquidation if Bitcoin's price falls sharply. Lenders are either centralized companies such as Ledn, Strike, Unchained, Nexo and Coinbase, or DeFi protocols such as Aave and Morpho. The market has returned in a more cautious form since Celsius and BlockFi went bankrupt in 2022, with published rates still running from about 5.8% to 14%. Galaxy Research put total crypto-backed loan volume at $56.16 billion in Q2 2026, down 16.8% from the previous quarter.
- How Ukraine’s drone strikes on Russia crippled the world’s second largest diesel supplier
Ukraine launched more than 1,000 drones at Russia on Sunday, setting ablaze an oil export terminal in St. Petersburg. According to Kpler, Russia's diesel exports fell more than 75% to 141,000 barrels per day in September from 608,000 a year earlier, as strikes on refineries and oil infrastructure rose to 31 in July from 11 in January. Kpler's Matt Smith said Trump's deal to boost Russian diesel exports is unlikely to work without an energy ceasefire. The national average diesel price reached $6.32 per gallon, nearly 75% above a year earlier according to AAA, while Middle East disruptions have cut global diesel exports by about 1 million barrels per day. The International Energy Agency expects diesel supplies to stay constrained well into 2027.
- AMD vs. Nvidia. 1 Metric Proves Which Is the Best Stock.
The article argues Nvidia is the better stock to buy over AMD, based on revenue growth and valuation. In 2026, AMD shares have risen about 150% while Nvidia has returned 16%. AMD's data center revenue rose 107% to $6.7 billion in Q2 and total revenue grew 50% to $11.5 billion, while Nvidia's data center business grew 117% to $89 billion and total revenue rose 106% to $96.2 billion. If both companies hit next year's earnings projections, Nvidia would trade at 13 times earnings versus 33.5 times for AMD, which the author sees as a large premium. AMD reports Q3 results on Nov. 3.
- Meet the Vanguard ETF That Just Bought SpaceX for the 4th Consecutive Month
The Vanguard Communication Services ETF (VOX) has added SpaceX shares every month since the company's June 12, 2026 IPO, lifting its holdings to 1,209,387 shares as of Sept. 30 from 632,077 on June 30. SpaceX is now the fund's seventh-largest holding, while major Vanguard market and growth ETFs have barely increased their holdings since June. The float is limited: about 2.3 billion shares have unlocked, or 17.5% of SpaceX's 13.18 billion outstanding shares, so its float-adjusted weight remains below what its $1.93 trillion market cap would imply. As more shares unlock, the article notes, SpaceX's float-adjusted weight should increase. Alphabet and Meta Platforms make up 47% of the fund.
- Elon Musk Can Build Terafab Faster Than Anyone, but Mass Production May Take Until 2030, Analyst Says
Elon Musk wants his Terafab semiconductor project to produce chips at scale by late 2028. A chip analyst who tracks equipment orders believes commercially significant output may not arrive until 2030. The analyst nonetheless said Musk can do it faster than anyone.
- “Your money is still safe”: Reassuring message for Russians reveals what happened to the internet system
Attacks from Ukraine on Russian data centers in October disrupted dozens of services, from taxi and food delivery to banking and email. According to NetBlocks, connectivity to Yandex Cloud fell to about 30% of normal after attacks between October 8 and 11, affecting 84 cloud services. Yandex confirmed one data center was severely damaged, another was shut down and a third was disrupted, and has not disclosed the full extent of the damage or a recovery timeline. Yandex Pay was still only partly working as of Monday, and dozens of court hearings across Russia were also disrupted by technical problems. According to T-Invariant, all three of Yandex's supercomputers are likely also heavily affected, which could leave Russia years behind in the AI race.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.