AI-Powered Agentforce Seen as Medium-Term Growth Engine for Salesforce (CRM)

Salesforce, Inc. (NYSE:CRM) is one of the Must-Watch AI Stocks on Wall Street. On January 12, Goldman Sachs analyst Gabriela Borges assumed coverage on the stock with a “Buy” rating and a price target of $330.00. Firm analysts believe Agentforce’s success will be the main driver of stock outperformance over the medium term.

Salesforce’s AI-powered Agentforce, a platform that allows building and managing proactive, autonomous agents, positions the company well for broader adoption of agentic AI in sales and services functions.

Since the firm believes that Agentforce will drive outperformance over the medium term, it has shifted its focus on this, and also pointed to industry feedback that reflect customer adoption and progress on the limiting factors of Agentforce’s adoption.

The firm doesn’t view Agentforce as a binary case where it either works or doesn’t. Rather, it anticipates a roughly 4% tailwind to Platform and Other revenue over the next 12 to 18 months. This could drive a revenue inflection as early as 2026.

"Over the FY26-FY30 time frame, we expect that Agentforce will represent a 2% tailwind for the business in aggregate. Our view also takes into account ongoing share loss in Commerce and Marketing Cloud and evolving approaches to data architecture that impact Data 360 (formerly known as Data Cloud). Taken together, we see a positive risk/reward, and expect more consistent signs of momentum across the customer base through FY27 to catalyze stock outperformance."

Salesforce, Inc. (NYSE:CRM) is a cloud-based CRM company that has gained popularity after it unveiled its AI-powered platform called Agentforce.

While we acknowledge the potential of CRM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 11 AI Stocks on the Market’s Radar and 10 Trending AI Stocks on Wall Street

Disclosure: None.