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A top Morgan Stanley analyst just abandoned his bullish Salesforce stance, and the reason has less to do with Agentforce failing than with a timing problem that could keep the stock under pressure longer than investors expect.
Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...
Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook
Morgan Stanley believes Salesforce is ‘actively disrupting itself to position for the agentic era.’

Yahoo Finance's Josh Lipton takes a closer look at some of Thursday's trending tickers and stories, including Salesforce (CRM) getting downgraded, PepsiCo (PEP) earnings, and AstraZeneca's (AZN) trial miss.
Investing.com -- Bernstein revealed in a note on Thursday that it has downgraded Salesforce.com to Sector Weight from Outperform, removing its price target and citing weak customer feedback on the company's Agentforce artificial intelligence product.
KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.
Salesforce stock was downgraded late Wednesday by an analyst at KeyBanc who admitted he might be doing it “at exactly the wrong time.” Salesforce has fallen 37% this year and the iShares Expanded Tech-Software Sector ETF is down 13% amid fears about the disruption caused by artificial intelligence. More than 70% of analysts covering Salesforce stock think it’s a Buy, with an average price target of $241.08, implying a 45% jump from Wednesday’s closing price of $166.58.
KeyBanc downgraded Salesforce to ‘Sector Weight’ from ‘Overweight’ and removed its price target.
Salesforce Inc. (NYSE:CRM) is one of the best beaten-down technology stocks to buy now. On July 1, Guggenheim upgraded Salesforce Inc. (NYSE:CRM) to a Buy from Neutral and set a $228 price target. The new price target implies significant upside potential, as the stock has pulled back about 38% year to date to $163.23 a […]

Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow (NOW) and Salesforce (CRM) despite the AI-driven SaaSpocalypse.
Salesforce, Inc. (NYSE:CRM) is among our Best Software Stocks to Buy in 2026. Recently, on July 1, John DiFucci from Guggenheim upgraded Salesforce, Inc. (NYSE:CRM) from Neutral to Buy, while maintaining a price target of $228. The rating upgrade comes after the stock has fallen more than 35% over the past 6 months. The sell-off […]
Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.
Investing.com -- Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software valuations to overly pessimistic levels despite limited evidence of severe business disruption.
The general weakness in the software sector has resulted in Salesforce, Inc. (NYSE:CRM) declining more than 40% on a year-to-date basis. However, the Street still expects more than 58% upside from the current level. Salesforce, Inc. (NYSE:CRM) also ranks among our list of Stocks Expected to Bounce Back According to Analysts. Recently, on June 15, […]
Salesforce app gains deeper autonomous workflow features.
Salesforce, Inc. (NYSE:CRM) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. One AI stock Wall Street is bullish on based on its depressed valuation, attractive margin profile, and robust cash flow is Salesforce, Inc. (NYSE:CRM). On June 18, Monness, Crespi, Hardt analyst Brian White upgraded the stock to “Buy” […]
Salesforce, Inc. (NYSE:CRM) is one of the best big tech stocks to buy according to Wall Street analysts. Salesforce, Inc. (NYSE:CRM) was upgraded by Monness Crespi to Buy from Neutral on June 18, with the firm setting a price target of $200. It stated that with a 41% decline, the company has “earned the unflattering title […]
Salesforce, Inc. (NYSE:CRM) is one of the Stocks with Potential to Explode in 2026. On June 16, analyst Scott Berg of Needham maintained a “Buy” rating on the company’s stock, retaining the price objective of $400.00. The analyst’s rating is backed by factors related to Salesforce, Inc. (NYSE:CRM)’s recent move. The $3.6 billion acquisition of Fin is expected to […]
Investing.com -- Monness, Crespi, Hardt upgraded Salesforce to Buy from Neutral in a note on Thursday, arguing that fears over artificial intelligence displacing the company are overblown and that the stock's decline has created a compelling entry point.