Salesforce Faces Headwinds Amid AI Disruption and Security Concerns

# Salesforce Stock Analysis: AI Transition Challenges Amid Solid Revenue Growth

Explore our latest podcast episode examining Salesforce (NYSE: CRM) trading at approximately $253 per share with significantly reduced trading volumes signaling potential investor hesitation. Despite posting 7.5% revenue growth to nearly $10 billion last quarter, CRM shares have fallen over 25% in 2025 while underperforming broader tech indices. We analyze how concerns about AI disruption to traditional business software are affecting investor sentiment, recent cybersecurity incidents involving high-profile clients, and CEO Marc Benioff's stock transactions. Learn why Wall Street remains generally bullish with price targets ranging from $350 to $430 despite some analysts questioning growth sustainability and competitive pressures. A must-listen for investors tracking how established SaaS leaders are navigating the AI transition landscape.

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Episode Transcript

Speaker 1 (00:00):
Salesforce, traded on the New York Stock Exchange under the
name CRM, is currently priced around two hundred fifty three
United States dollars per share as of August seven, twenty
twenty five. In recent sessions, trading volume has been notably subdued,
with just over one million shares exchanging hands in a day,
which is a sharp drop of more than eighty percent
from the average daily volume that typically surpasses seven million shares.

(00:24):
This relatively low volume signals decreased trading interest and could
suggest investor hesitation or a period of consolidation. Over the
past year, Salesforce has underperformed compared to broader technology in
disease in the overall market. Its shares have risen by
about four and one half per cent over the last
twelve months, but have fallen by more than twenty five

(00:44):
percent so far in twenty twenty five. This divergence from
the market is partly attributed to investor concerns that rapid
advances and artificial intelligence agents could disrupt demand for traditional
business software. While Salesforce continues to post steady growth in
both subscription service revenue, with the latest quarterly report showing
a revenue increase of more than seven and one half

(01:05):
percent to just under ten billion United States dollars and
earnings per share of two and fifty eight hundreds United
States dollars. Investors seem wary of the company's artificial intelligence
offerings not delivering transformative results as quickly as hoped. In
terms of news, recent attention has focused on cybersecurity risks
following reports of several high profile client data breaches. Although

(01:29):
Salesforce has maintained that its platform was not directly compromised
and faults have been blamed on customer configuration rather than
systemic flaws, the repeated targeting of prominent clients by hacker
groups has kept security concerns in the spotlight. Separately, the
chief executive officer, Mark Bennioff, has recently sold a small

(01:50):
portion of his holdings, a move that always attracts notice
but represents a negligible change in his ownership. Analysts sentiment
remains broadly upbeat. The majority of Wall Street analysts retain
by or strong by ratings, but price targets are varied,
with the most optimistic calling for four hundred thirty United
States dollars per share, and others forecasting a baseline closer

(02:12):
to three hundred fifty dollars. Nonetheless, a few analysts have
issued hold or even under perform ratings, citing challenges from
increased competition and questions about growth sustainability. In summary, sales
Force is trading below its highs of the past year,
faces skepticism about the pace of its artificial intelligence transition,

(02:33):
but continues to deliver results that exceed expectations, with strong
analyst support for longer term upside, although sentiment is not
unanimously bullish,