Salesforce's Whole Company Bet on AI-Focused Efforts is Premature -- Market Talk

Dow Jones

Apr 21, 2025

0747 ET - Salesforce is neglecting its core business in an effort to pursue a premature AI opportunity, changing the nature of the company enough for us to downgrade it, say D.A. Davidson's Gil Luria and Clark Wright in a research note. The business-software provider focus on Agentforce does make strategic sense based on the transformative potential of AI, but betting the whole company on this effort may be at the expense of the other 98% of the company's business, say the analysts. "We expect the catalyst for underperformance will be further deceleration in the organic growth of the non Data/AI clouds," say the analysts, who downgrade the company to underperform. Shares are off 1.8% in pre-market trading. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

April 21, 2025 07:47 ET (11:47 GMT)

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Davidson's Gil Luria and Clark Wright in a research note. The business-software provider focus on Agentforce does make strategic sense based on the transformative potential of AI, but betting the whole company on this effort may be at the expense of the other 98% of the company's business, say the analysts. \"We expect the catalyst for underperformance will be further deceleration in the organic growth of the non Data/AI clouds,\" say the analysts, who downgrade the company to underperform. Shares are off 1.8% in pre-market trading. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 21, 2025 07:47 ET (11:47 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce's Whole Company Bet on AI-Focused Efforts is Premature -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce's Whole Company Bet on AI-Focused Efforts is Premature -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-21 19:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0747 ET - Salesforce is neglecting its core business in an effort to pursue a premature AI opportunity, changing the nature of the company enough for us to downgrade it, say D.A. Davidson's Gil Luria and Clark Wright in a research note. The business-software provider focus on Agentforce does make strategic sense based on the transformative potential of AI, but betting the whole company on this effort may be at the expense of the other 98% of the company's business, say the analysts. \"We expect the catalyst for underperformance will be further deceleration in the organic growth of the non Data/AI clouds,\" say the analysts, who downgrade the company to underperform. Shares are off 1.8% in pre-market trading. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 21, 2025 07:47 ET (11:47 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CRM","symbol_name":"赛富时","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2529706408","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529706408","pubTimestamp":1745236020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0747 ET - Salesforce is neglecting its core business in an effort to pursue a premature AI opportunity, changing the nature of the company enough for us to downgrade it, say D.A. Davidson's Gil Luria and Clark Wright in a research note. The business-software provider focus on Agentforce does make strategic sense based on the transformative potential of AI, but betting the whole company on this effort may be at the expense of the other 98% of the company's business, say the analysts. \"We expect the catalyst for underperformance will be further deceleration in the organic growth of the non Data/AI clouds,\" say the analysts, who downgrade the company to underperform. Shares are off 1.8% in pre-market trading. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CRM":"赛富时"},"translate_title":"Salesforce全公司押注人工智能还为时过早——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRM":0.9},"content_text":"0747 ET - Salesforce is neglecting its core business in an effort to pursue a premature AI opportunity, changing the nature of the company enough for us to downgrade it, say D.A. Davidson's Gil Luria and Clark Wright in a research note. The business-software provider focus on Agentforce does make strategic sense based on the transformative potential of AI, but betting the whole company on this effort may be at the expense of the other 98% of the company's business, say the analysts. \"We expect the catalyst for underperformance will be further deceleration in the organic growth of the non Data/AI clouds,\" say the analysts, who downgrade the company to underperform. Shares are off 1.8% in pre-market trading. (denny.jacob@wsj.com; @pennedbyden) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 21, 2025 07:47 ET (11:47 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}