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Salesforce Shares Fall Roughly 40% as AI Revenue Climbs and M&A Accelerates

Investor fear that AI agents will replace seat‑based subscriptions has driven heavy selling despite rising Agentforce adoption.

ServiceTitan Posts Strong Q1 Results and Raises 2027 Outlook

SGA Q4 Letter Adds to Salesforce, Initiates Broadcom, Cautions on Microsoft

Truist Cuts Salesforce Target to $380, Keeps Buy on Q3 Strength and AI Momentum

CrowdStrike Fires Insider After Hacker Collective Publishes Internal Screenshots

Shuffle Says Third-Party CRM Breach Exposed User Data, Warns of Phishing Risk

Oakmark Lauds Salesforce’s Profit Push and AI Prospects in Q3 Letter After Exiting the Stock

Workday Discloses Breach of Third-Party CRM After Social-Engineering Attack