Salesforce Inc. (NYSE:CRM) has become one of the Dow Jones Industrial Average's worst performers this year, with shares down approximately 31.48% year-to-date. This underperformance is attributed to its "Agentforce" bet on enterprise AI agents, which faces buyer distrust and implementation challenges.
Analysts hold differing views on the stock's outlook. Bernstein downgraded Salesforce on July 9, citing poor customer feedback on Agentforce and removing its price target. Conversely, Goldman Sachs reiterated its Buy rating and $242 price target on July 14, expecting organic growth to pick up in the third quarter as more AI monetization details emerge at Salesforce's September Agentforce event. The company's shares are currently trading at a forward earnings multiple of about 10.83x, significantly below its five-year average of over 127x.
Salesforce's Agentforce Bet Leads to Dow Underperformance; Analysts Divided on Valuation
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