Cramer Warms to Salesforce After Dreamforce as Cantor Reaffirms $325 Target

Overview

• Jim Cramer said he feels more sanguine about Salesforce after attending Dreamforce and reaffirmed belief in Marc Benioff’s ability to hit long-term goals.
• Cramer cautioned that shares may not rebound immediately and urged patience with a 12–18 month horizon.
• Cantor Fitzgerald on October 16 reiterated an Overweight rating and a $325 price target following Dreamforce 2025.
• Cantor’s thesis cites Salesforce’s push to be an AI orchestration layer through Agentforce 360 and Data 360.
• The firm highlighted expanded model access and integrations, including partnerships with OpenAI and Anthropic and Zero Copy links with 108 partners, supporting a path to >10% organic CAGR through FY2030.