Salesforce: AI Growth Could Lead To Stock Breakout

  • Salesforce is growing sales at 8% YoY and expanding non-GAAP operating margins, driven by strong adoption of its AI-powered Agentforce platform. Agentforce, launched in late 2024, already has 8,000 customers and is fueling rapid growth in Salesforce's platform segment and AI-related revenues. Salesforce's operating leverage and stable cost structure position it for continued margin expansion and double-digit profit growth, making its current valuation highly attractive.