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Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here. The Strategy delivered 5.08% (net of fees) in the quarter, while the Russell 3000 Index returned 15.44%, supported by AI-driven investment, strong corporate earnings, and easing geopolitical concerns. […]

Oppenheimer reiterates Salesforce (CRM) Outperform with $275 target as surveys show strong IT budgets and Agentforce interest—see adoption risks and outlook.

Key Stats for CRM StockPast week performance: -4. 3%52-week range: $146 to $269Valuation model target price: $324Implied upside: 42.

Salesforce shares have shed double digits this year while Wall Street quietly revised its earnings estimates sharply higher, creating a gap between price and fundamentals that few investors are watching closely enough.

Salesforce's (CRM) current Dreamforce customer survey supports the near-term growth outlook but offe

Oracle surged while its two closest agentic AI rivals slid into the red, and the gap comes down to one product launch that claims to change how enterprises run their most critical workflows.

Salesforce stock faces a waiting game as Goldman Sachs expects limited near-term revenue from its “headless” AI software strategy.

A new AI competitor just entered enterprise software

Meta is taking its AI technology deeper into corporate software with a new enterprise platform led by MongoDB's outgoing CEO.

Hugging Face saw a flurry of deal interest before Nvidia agreed to buy the open-source platform for roughly $13 billion, CNBC has learned.

Two AI software giants both reported strong agentic bookings this summer, but they sit at opposite ends of the valuation spectrum. The case for buying the cheaper one is stronger than it looks, and the case against it is equally hard to ignore.

Salesforce, the US software group behind a broad suite of CRM and AI tools, has seen a mixed share price ride in recent years, which raises a simple question for you as an investor: Is the current US$234.02 price adequately backed by the earnings power the company is generating today? Over the past 3 years, Salesforce shares have delivered a 17.1% gain, so anyone buying in now needs to judge whether the underlying earnings profile still matches that kind of performance. Fresh AI launches...

A single Meta newsroom post sent billions of dollars in enterprise software market cap up in smoke within minutes, and the company that arguably had the least to do with the announcement took the biggest hit of all.

Meta’s new Enterprise Platform shook SaaS stocks—IGV slid 2% and major names fell.

Options priced 22% more drama than stocks delivered last earnings season — the widest miss since the 2022 bear market, graded stock by stock

AI is disrupting the tech world, but these companies are quickly adapting.

Salesforce commands a 6x revenue advantage, but Palantir's growth rate is nearly triple — a divergence that will determine which thesis wins.

Tech insider trades Sept 21–25: major NVDA sale, ORCL/CRWD/PANW/CRSP sales, plus CRM and GME buys—see who traded and why it matters—read now.

Key Stats for Salesforce StockCurrent Price: $234. 02Target Price (Mid): ~$450Street Target: ~$281Potential Total Return: ~93%Annualized IRR: ~16% / yearWhat Happened?Salesforce (CRM) closed at $234.

Salesforce, Inc. (NYSE:CRM) closed at $238.22 on September 24. The company is worth about $195.53 billion and trades near twenty-one times earnings. Salesforce has one of the best understood moats in software. Once a company runs its sales team on Salesforce, moving becomes close to unthinkable. The question is whether artificial intelligence widens that position […]

In a surprise shift, revenue growth is accelerating.

Salesforce (NYSE:CRM) has outperformed the market over the past 15 years by 1.34% on an annualized basis producing an average annual return of 15.21%. Currently, Salesforce has a market capitalization of $192.81

Salesforce leveraged the SaaSpocalypse selloff to repurchase $25 billion in stock, reducing diluted shares by 10% and boosting EPS. Click for this CRM update.

Salesforce (CRM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

NEW YORK, September 24, 2026--Zenity Labs uncovers of 3 security vulnerabilities in Salesforce Agentforce.

Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business. Recent customer survey data points to strong interest in the company’s platform for building and deploying AI agents, Agentforce, as the company expands the platform through new editions and capabilities. We recently examined whether […]

Salesforce, Inc. faces rising AI-driven costs and margin compression despite AWU/token growth. Click for this CRM stock update.

CRM pulled back and opened a gap between price and the underlying fundamentals says Tony Zhang.

Wall Street spent all year convinced AI would hollow out Salesforce's business model, and every time the stock dipped, one investor kept adding to the position anyway. Here is why the cash flow and buyback math convinced him the crowd had it exactly backwards.

Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different. The Salesforce CEO used the company’s flagship annual conference in San Francisco to announce AIforce, the biggest product launch Salesforce, Inc. (NYSE:CRM) has made in years, and to once again refer […]

Marc Benioff said Salesforce backed Anthropic after it could not invest in OpenAI, a bet he thinks could be worth tens of billions.

On September 21, David B. Kirk, Board Member at Salesforce (NYSE:CRM) executed a significant insider buy, as disclosed in the latest SEC filing. What Happened: In a recent Form 4 filing with the U.S. Securities and

Detailed price information for Salesforce Inc (CRM-N) from The Globe and Mail including charting and trades.

Detailed price information for Twilio (TWLO-N) from The Globe and Mail including charting and trades.

Detailed price information for Salesforce Inc (CRM-N) from The Globe and Mail including charting and trades.