New York, Jan 14, 2026, 05:05 (ET) — Premarket
Salesforce (CRM.N) stock was steady near $241 in U.S. premarket trading Wednesday, following a steep drop the day before. The cloud software company closed Tuesday down 7.07% at $241.06, with shares swinging between $260.91 and $240.35 on roughly 13.7 million shares traded. (Investing)
Salesforce’s role is key, given its weight in major U.S. indexes and its status as a gauge of investor sentiment on the next wave of enterprise AI investment. On Tuesday, the Dow dropped roughly 1%, with Salesforce and Visa standing out as some of the biggest drags, according to a MarketWatch Dow Jones data note. (MarketWatch)
Traders are grappling with a tougher question: is AI boosting software demand, or enabling firms to accomplish the same tasks with fewer licenses? MarketWatch pointed out the selloff also stemmed from a shift into semiconductor stocks and a wider reassessment of software names. Adobe took a hit after an analyst downgrade piled on the pressure. (MarketWatch)
Salesforce announced Tuesday that a redesigned Slackbot—now positioned as a personal agent within Slack—is officially rolling out to Business+ and Enterprise+ customers. The rollout will roll out in phases through January and February. “Slackbot … is the front door to the Agentic Enterprise,” said Parker Harris, Salesforce co-founder and Slack’s CTO. Enterprise admins can control access permissions or limit use until Feb. 10. (Business Wire)
AI “agents” aim to outdo chatbots by not only answering questions but also pulling data, drafting text, and triggering actions across various tools on demand. For investors, the appeal is straightforward: productivity gains. Still, the trade has seen volatility since the returns are tougher to quantify.
Salesforce has been pushing its AI agent platform, Agentforce, hard and claims the market is finally responding. Back in December, the company boosted its fiscal 2026 revenue and adjusted profit targets. CEO Marc Benioff revealed that Agentforce and Data 360 are closing in on $1.4 billion in annual recurring revenue (ARR), a subscription-based figure that annualizes contracted revenue. “Raising guidance for year-end shows the confidence it has in pipeline,” said Rebecca Wettemann, CEO of analyst firm Valoir. (Reuters)
Timing is delicate. As earnings season hits its stride, analysts forecast an 8.8% year-on-year profit jump for the S&P 500 in Q4, with tech stocks expected to take the lead, Reuters reported. That sets the stage for heightened sensitivity to any signs of growth faltering or cautious guidance. (Reuters)
Product launches alone won’t bridge the gap. If customers delay AI deployments, resist higher prices, or leverage AI to cut software seats rather than expand them, the risk shifts from theoretical to a real threat tied to renewals and budgets.
Traders will keep an eye on whether Tuesday’s drop extends to other enterprise software stocks at the open, and if bargain hunters jump in. New analyst calls on IT budgets and AI returns could trigger swift moves in the sector.
Salesforce’s quarterly report on March 4, after the close, is the next major milestone, according to TipRanks. Investors are focused on updates around Agentforce demand, margins, and how quickly new bookings are coming in. (Tipranks)
