Simply Wall St
3 min read
In mid-January 2026, Viz.ai and Ellipsis Health each launched new healthcare-focused AI services on Salesforce’s Agentforce platform, while Salesforce also showcased its Agentforce 360 vision with Slack at Dreamforce and prepared high-profile appearances at the J.P. Morgan Healthcare Conference and the World Economic Forum.
Together, these developments highlight how Salesforce is trying to reposition its CRM ecosystem around agentic, workflow-embedded AI, even as questions persist about how this shift interacts with its traditional seat-based software model.
Against this backdrop, we’ll examine how Salesforce’s push into agentic AI through Agentforce is influencing the company’s broader investment narrative.
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For Salesforce to make sense in a portfolio right now, you have to believe its pivot from traditional seat-based CRM to Agentforce-powered, workflow-embedded AI can eventually become a core earnings driver rather than just a feature add-on. The latest Viz.ai and Ellipsis Health launches, along with the Agentforce 360 vision with Slack, reinforce that Salesforce is serious about building an AI “agent” ecosystem on top of its existing data and CRM footprint, especially in complex verticals like healthcare. In the short term, though, these announcements look more like incremental proof points than needle-moving financial catalysts, while the key issues remain: soft ARR growth, investor skepticism after a roughly 31% one-year share price slide, and uncertainty over how agentic AI will coexist with Salesforce’s high-priced license model. How convincingly Salesforce monetizes Agentforce without eroding its core CRM economics is now the central question.
However, there is a growing risk that Agentforce success cannibalizes rather than complements core seat-based revenues. Despite retreating, Salesforce’s shares might still be trading 41% above their fair value. Discover the potential downside here.
CRM 1-Year Stock Price Chart
Forty-two members of the Simply Wall St Community currently see Salesforce’s fair value anywhere between about US$241 and US$435 per share, reflecting very different expectations for how the Agentforce story plays out. As you weigh those views, keep in mind that the real tension is whether agentic AI augments Salesforce’s license model or gradually undermines it, which could be just as important as any revenue headline over the next few years.
Explore 42 other fair value estimates on Salesforce – why the stock might be worth as much as 91% more than the current price!
Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.
A great starting point for your Salesforce research is our analysis highlighting 4 key rewards that could impact your investment decision.
Our free Salesforce research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Salesforce’s overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CRM.
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