Should You Buy Salesforce Stock Before the Huge Investor Update?

Salesforce faces threats from substitute AI technology as the CRM company prepares for a major quarterly earnings report. CEO Marc Benioff spent a record $27 billion on stock buybacks in a single quarter to combat what he calls the 'SaaSpocalypse,' while the stock has fallen over 30% in 2026. Benioff maintains that Wall Street's fears about AI killing Salesforce are unfounded.

08/14/2026, 4:15 AM • The Motley Fool

Marc Benioff's Salesforce Spent a Record $27 Billion on Stock Buybacks in a Single Quarter to Fight What He Calls the "SaaSpocalypse." Here's Why the Size of That Repurchase Matters.

Salesforce executed a record $27 billion stock buyback in Q1 (19% of market cap), signaling management confidence despite a 46% stock decline amid 'SaaSpocalypse' fears. The company's AI product Agentforce is scaling rapidly with $1.2B ARR (up 205% YoY) and surging usage metrics, suggesting AI is strengthening rather than disrupting the business. Total revenue beat consensus at $11B (+13% YoY) with strong free cash flow of $6.6B.

08/13/2026, 8:30 AM • The Motley Fool

C3.ai vs. Salesforce: Which Software Stock Pursuing Artificial Intelligence Is a Better Buy in 2026?

The article compares C3.ai and Salesforce as AI-focused software investments. C3.ai faces significant challenges with a 35.7% revenue decline, $470.4M net loss, negative free cash flow, and customer concentration risk. Salesforce demonstrates strong fundamentals with $41.5B revenue (+9.6% YoY), $7.5B net income, and robust AI product adoption ($3.4B ARR for Agentforce). The author recommends Salesforce as the better buy due to superior financial health and business momentum despite both stocks declining in 2026.

08/11/2026, 2:30 PM • The Motley Fool

Salesforce vs. ServiceNow: Which Is the Better Long-Term Investment?

Salesforce offers a stronger valuation while ServiceNow has demonstrated more convincing evidence that enterprises will pay for AI workflow software. The key question is whether billings will reaccelerate in the fall, which would serve as a decisive test of growth, monetization, and investor confidence for both companies.

08/08/2026, 4:30 PM • The Motley Fool

Circle Internet Group vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?

The article compares Circle Internet Group (CRCL), a fintech company issuing the USDC stablecoin, with Salesforce (CRM), a dominant CRM software provider. While Circle shows higher revenue growth (63.9% vs 9.6%), it trades at a premium valuation (45x forward P/E) with negative net margins and profitability concerns. Salesforce offers proven profitability, strong free cash flow ($14.4B), and a lower valuation (13x forward P/E), making it the recommended choice for long-term investors despite Circle's potential in the growing stablecoin market.

08/07/2026, 5:25 PM • The Motley Fool

Marc Benioff Says Wall Street's Fears That AI Will Kill Salesforce Are "Dead Wrong" Even as CRM Stock Has Fallen Over 30% in 2026. Should Investors Bet on His Conviction?

Salesforce CEO Marc Benioff defends the company against concerns that AI will commoditize its platform, arguing instead that Salesforce is positioning itself as the operating system for the 'agentic enterprise' where AI agents perform digital labor. Despite a 30% stock decline in 2026, the company shows strong signals with Agentforce ARR of $800M (up 169% YoY) and 2.4 billion AI work units delivered. The investment thesis hinges on whether enterprises will adopt trusted, governed AI labor integrated with customer data, making it a higher-risk, higher-reward bet rather than a traditional blue-chip play.

08/06/2026, 12:15 PM • The Motley Fool

Dan Ives Says Software Stocks Just Saw Their Most Disconnected Sell-Off Since the Late 1990s. Here's Why He's Still Bullish.

Tech analyst Dan Ives argues that the recent sell-off in major software stocks is disconnected from business fundamentals. Despite share price declines, Microsoft, ServiceNow, and Salesforce are reporting strong revenue growth and momentum in AI-related products. While heavy AI infrastructure spending and potential competition from AI agents pose near-term headwinds, analysts maintain long-term earnings growth estimates, suggesting the sell-off presents a buying opportunity.

08/05/2026, 12:30 PM • The Motley Fool

SaaS Demand Generation Spend Analysis Report Highlights Precision-Led Marketing Strategies as Global SaaS Market Set to Reach USD 600–650 Billion by 2030

Vereigen Media released a SaaS Demand Generation Spend Analysis Report showing the global SaaS market is projected to grow from USD 310-330 billion in 2025 to USD 600-650 billion by 2030 at a 12-14% CAGR. The report highlights that leading SaaS companies are shifting from lead volume to lead quality metrics, prioritizing AI-powered personalization, product-led growth (PLG), and intent-based marketing strategies to improve pipeline efficiency and ROI. North America dominates with 45-50% of global SaaS expenditures, while Asia-Pacific is the fastest-growing region at 18-22% CAGR.

07/31/2026, 9:44 AM • GlobeNewswire

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

EDMO Expands System Intelligence Layer to Simplify Higher Education Admissions

EDMO announced the expansion of its System Intelligence layer, enabling universities to integrate AI products across CRM systems including Salesforce, Slate, HubSpot, and Zoho. The plug-and-play solution allows institutions to automate admissions workflows without data migration or replacing existing systems, while maintaining enterprise security compliance with SOC 2 Type II, FERPA, and GDPR standards.

07/29/2026, 7:45 AM • GlobeNewswire

Salesforce Won a $1.6 Billion Federal AI Contract on Friday. Here's What It Says About Agentforce Demand.

The Department of Veterans Affairs awarded Salesforce a $1.6 billion ceiling contract for its AI agent products (Agentforce) over three years. The deal signals strong demand for AI agents moving beyond pilot projects into real procurement budgets. Agentforce ARR reached $1.2 billion in Q1 FY2027, up 205% year-over-year. While the contract won't significantly impact current-year revenue, it validates Salesforce's AI strategy and suggests the stock, trading at 12x forward earnings, may be undervalued given its triple-digit AI product growth rates.

07/27/2026, 3:09 PM • The Motley Fool

Salesforce vs. ServiceNow: Which Agentic AI Stock Is Actually the Better Buy Right Now?

Both Salesforce and ServiceNow are leveraging agentic AI to transform their enterprise software businesses amid AI-driven market volatility. While ServiceNow shows faster growth (24.6% annually) with ambitious revenue targets, it trades at a steep 56x earnings multiple. Salesforce, growing at 16.1% annually, offers better value at 18x earnings and represents the safer investment given valuation and margin of safety considerations.

07/26/2026, 7:05 AM • The Motley Fool

Navatar Launches Claude-Native Deal Engine for Private Equity and M&A Advisory Firms on Salesforce CRM

Navatar announced a new Claude-native deal engine that integrates Navatar CRM, Navatar AI, Salesforce Agentforce, and Claude to provide private equity and M&A firms with a governed, secure operating system for deal origination, relationship intelligence, and investment workflows. The platform combines structured operational AI with Claude's reasoning capabilities while maintaining data security and governance controls.

07/23/2026, 1:27 AM • GlobeNewswire

Prediction: U.S. Value Stocks Will Outperform for 10 Years. Which ETFs Should You Buy?

Vanguard research forecasts that U.S. value stocks and small-cap stocks will outperform growth stocks over the next 10 years. The article compares two Vanguard ETFs for value stock exposure: the Vanguard Small-Cap Value ETF (VBR), a passively managed fund with ultra-low fees, and the Vanguard U.S. Value Factor ETF (VFVA), an actively managed alternative with broader market-cap exposure. Both funds have recently outperformed the S&P 500 and Nasdaq-100.

07/21/2026, 2:30 PM • The Motley Fool

Global Enterprise Carbon Management Software Market Size/Share Worth USD 42.2 Billion by 2034 at a 9.73% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth, Growth Rate, Value)

The global enterprise carbon management software market is projected to grow from USD 16.7 billion in 2024 to USD 42.2 billion by 2034, at a CAGR of 9.73%. Growth is driven by rising corporate net-zero commitments, mandatory ESG reporting requirements, and the need for accurate emissions tracking across complex supply chains. Key players include SAP SE, IBM, Microsoft, Salesforce, and Wolters Kluwer Enablon.

07/21/2026, 12:30 AM • GlobeNewswire