New York, January 26, 2026, 12:28 EST — Regular session
Salesforce (CRM) shares gained roughly 1%, hitting $230.24 by midday Monday. The stock started the session at $229.43 and fluctuated between $227.51 and $230.82.
The shift was modest, yet notable in a sector that’s been hard-pressed to attract buyers. Major software stocks have fallen amid investor debates on whether emerging AI tools will hurt both demand and pricing power. The Wall Street Journal
Timing is key. This week brings a Fed decision alongside a flood of major tech earnings—both known to rattle “rate-sensitive” growth stocks that hinge on future profits. Investopedia
Salesforce is sharpening its focus on the partner channel with Agentforce, its AI agents designed to perform actions for users rather than just respond to prompts. Phil Samenuk, the company’s Americas alliances and channels chief, told CRN that the revamped partner program will include annual certification reviews and assessments of customer outcomes. He emphasized, “the stakes are so high,” calling trust “our No. 1 value.”
After a recent dip in large-cap software, some investors are eyeing valuations. Zacks Investment Research noted that Salesforce shares have dropped 12.5% in the last month. Its forward price-to-earnings ratio stands at 18.8, compared to roughly 24 for the S&P 500. nasdaq.com
Salesforce’s most recent major update was its December earnings report. The company lifted its full-year fiscal 2026 revenue forecast, linking the boost to increased adoption of AI capabilities on its platform. Reuters
Yet software hasn’t emerged as the obvious frontrunner in the AI rally. Investors have favored hardware-related stocks, while many software firms, including Salesforce, have taken a hit. Concerns linger that AI might automate some of their offerings or prompt clients to develop their own tools in-house. Investopedia
The next big event hits Wednesday, as the Federal Reserve concludes its two-day meeting with a policy announcement at 2:00 p.m. ET, followed by a press conference at 2:30 p.m. ET. That day also delivers earnings from Microsoft, Meta, Tesla, and ServiceNow. Apple reports on Thursday. This lineup could heavily influence sentiment around enterprise tech budgets and ripple through CRM stocks. Federal Reserve
