Will Agentic AI Be Able to Power Salesforce's Stock Higher in 2025?

On Wednesday, Salesforce (NYSE: CRM) turned successful coagulated results for its fiscal 2025 4th fourth and issued blimpish guidance arsenic it looks toward agentic artificial quality (AI) to beryllium its adjacent large maturation driver. With agentic AI, bundle bots (the "agents") tin autonomously spell retired and implicit tasks connected your behalf with small quality intervention. That processing exertion is viewed arsenic being the adjacent large evolutionary signifier of the AI revolution.

However, Salesforce banal has gotten disconnected to a pugnacious commencement to the year. It's down astir 10% successful 2025 arsenic of this writing, and astir level implicit the past 12 months.

So what bash the software-as-as-service (SaaS) company's astir caller results suggest astir the anticipation that the banal tin rebound?

Salesforce is plowing guardant with agentic AI done its Agentforce offering, which it introduced backmost successful October. The AI cause solution has seen speedy uptake among customers, with the institution saying it had closed 5,000 Agentforce deals, including 3,000 paid deals, arsenic of the extremity of the fiscal 4th connected Jan. 31. That was up from the 1,000 deals the institution boasted astir successful a mid-December update.

Through Agentforce, Salesforce provides its customers with a assortment of out-of-the-box AI agents that tin grip circumstantial tasks successful specified areas arsenic lawsuit service, quality resources, and method support. Customers tin besides usage low-code and no-code tools wrong the level to make and customize their ain AI agents. The institution has said if you tin picture a task, Agentforce tin physique an cause to grip it.

Salesforce created Agentforce to assistance augment the quality labour unit and summation workers' productivity and efficiency. It's a consumption-based merchandise that costs $2 per interaction.

The institution is besides leaning into its concern network. Management says fractional of its Agentforce income and 70% of Agentforce activations person travel from its spouse ecosystem. It noted that it has 127,000 system-integrated employees trained connected Agentforce and much than 1,000 exertion partners gathering and selling agents. It noted that customers tin present usage Agentforce with Alphabet's Gemini, and its multimodal models and beryllium deployed connected Google Cloud. It besides noted that Amazon has helped it adjacent a fig of ample deals.

As for the fiscal 4th itself, Salesforce's gross accrued by 8% twelvemonth implicit twelvemonth to $10 billion, which was close astatine the midpoint of its guidance scope of $9.9 cardinal to $10.1 billion. Subscription and enactment gross besides roseate by 8% to $9.45 billion.