1 Number From Salesforce's Earnings That Changes the AI Narrative
2026-03-10 12:25:00 ET
Shares of Salesforce (NYSE: CRM) are down nearly 26% so far in 2026. Investors have been concerned whether artificial intelligence (AI) can disrupt the traditional seat-based software-as-a-service (SaaS) model and slow the growth of enterprise software companies. The company's muted fiscal 2027 revenue guidance of $45.8 billion to $46.2 billion, implying 10% to 11% growth, further reinforced fears of a slowdown in Salesforce's growth trajectory in tandem with the enterprise software industry.
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However, the sell-off has ignored several important catalysts from Salesforce's recent earnings results. These include the rapid rise of its Agentforce AI platform, the strength of its recurring SaaS business, and its aggressive capital return program.
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