$CRM

Salesforce introduced AIforce at Dreamforce, integrating its platform with Claude, Slack, Gemini Enterprise, and Amazon Quick. AIforce allows users to access Salesforce data and workflows across multiple surfaces. The company reported 7 billion Agentic Work Units across Agentforce and Slack. Pricing details were not disclosed. Competitors like ServiceNow, SAP, Microsoft, HubSpot, and Zoho also offer similar modular capabilities.

Salesforce (CRM) co-founder Harris Parker converted 2,541 restricted stock units into common shares on September 22, 2026, with 1,261 shares withheld for tax liability at $233.28 per share. Parker's holdings include 164,568 direct common shares and 1,654,666 indirect shares through trusts and LLCs.

Salesforce President and COFO Robin L. Washington converted 1,831 restricted stock units into common shares on September 22, 2026, with 908 shares withheld for tax liability at $233.28 per share. The vesting schedule includes 25% on March 22, 2026, and 1/16 quarterly thereafter.

Salesforce COO Miguel Milano converted 2,541 restricted stock units into common shares on September 22, 2026. He also had 1,001 common shares withheld for tax liability. The shares vest in stages, beginning March 22, 2025 and March 22, 2026. No Rule 10b5-1 plan was used.

Wells Fargo raised Salesforce's price target to $250 from $230, citing Agentforce's $1.5B ARR and AI monetization. Salesforce's Q2 results showed 240% YoY growth in Agentforce ARR, though expanded definitions complicate comparisons. The company aims for $63B revenue by 2030, driven by AI and data products.

Grail's Galleri test, which screens for 50 cancers, is under FDA review for approval. A major study failed to prove it detects later-stage cancers, causing skepticism among doctors. Grail's stock dropped 50% on the news but has since rebounded. FDA approval could lead to insurance coverage and impact competitors like Caris Life Sciences and Guardant Health.

Enterprise software stocks rose on Wednesday, with Atlassian (TEAM), Monday.com (MNDY), Salesforce (CRM), and ServiceNow (NOW) up 2-3%. Atlassian announced accelerated U.S. federal cloud investments. The iShares Expanded Tech-Software Sector ETF (IGV) gained 1% while the Invesco QQQ Trust (QQQ) fell 0.88%. Rising long-term Treasury yields typically pressure such stocks, making the rally unusual.

Bandwidth (BAND) expanded its partnership with Salesforce, becoming the first certified carrier for Salesforce’s AI-powered Contact Center in over 25 markets. The stock has surged 7.53% in one day and 22.90% in 30 days, with a year-to-date return of 310.69%. Analysts suggest BAND could be 13% undervalued, with a fair value estimate of $67.25, citing growth potential in cloud-based communications. However, valuation multiples indicate potential risk if market enthusiasm cools.

Salesforce (CRM) reported strong quarterly results with revenue and profit growth at multi-year highs. The stock pulled back after a global outage and AI disruption concerns, despite positive analyst targets. CRM trades at 14x forward earnings, with Agentforce AI revenue growing over 240% YoY. Guggenheim reiterated a $300 price target.

Salesforce announced AI updates and new pricing models at Dreamforce 2026, including partnerships with Anthropic and new AI tools. The company is exploring flexible pricing strategies and expanding its partner ecosystem. Salesforce leadership believes AI will augment, not replace, traditional software, and introduced new CRM reasoning models and agents.