Salesforce DIP Bir Satın Alma Fırsatıdır

The Salesforce Dip Is a Buying Opportunity

Marc Guberti, The Motley Fool

Sun, August 2, 2026 at 6:05 PM GMT+3 3 min read

• CRM +1.83%
• NVDA +2.93%

Fears of artificial intelligence replacing SaaS companies were the major factor that caused Salesforce (NYSE: CRM) to decline by 25% this year. However, more people are realizing that the drop was unwarranted. Shares are up by almost 20% over the past month, and real fundamental growth is driving the rally.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

Agentic AI is driving growth

One of the big shocks for SaaSpocolypse advocates is that Salesforce and other software companies are actually gaining market share thanks to AI. Salesforce CEO Marc Benioff told investors that agentic AI is "the biggest growth opportunity for our customers" while discussing fiscal 2027 first-quarter results.

Salesforce also touted itself as the No. 1 agentic CRM as it crossed $1 billion in Agentforce annual recurring revenue. Salesforce has delivered 3.8 billion Agentic Work Units to its customers, showing that demand is heating up.

Revenue for its fiscal 2027's first quarter was up by 13% year over year, thanks in part to agentic AI. Those 3.8 billion Agentic Work Units also represent a 111% sequential growth rate. Increased usage of agentic AI may force enterprises to upgrade their Salesforce plans. That's part of the reason Agentforce and Data 360 annual recurring revenue surged by more than 200% year over year.

Guidance suggests that the momentum will continue. Salesforce told investors to expect $11.31 billion in revenue at the midpoint of its fiscal 2027 second-quarter guidance. Its revenue range implies 10% to 11% year-over-year growth. Salesforce also anticipates 11% year-over-year revenue growth in full-year fiscal 2027.

A backlog of $33.6 billion in current remaining performance obligations supports those lofty goals. Its current RPOs are up 14% year over year.

The valuation is too low to ignore

Salesforce has become much cheaper due to the prolonged correction and stronger fundamentals. It only trades at a 21 P/E ratio, while it traded above a 40 P/E ratio less than one year ago.

The company's 52% year-over-year earnings per share growth in its fiscal 2027's first quarter suggests that the stock's valuation will get more attractive in the upcoming quarters. Those sales are backed by high annual recurring revenue and a vast pipeline of future sales.

It's not every day that investors interpret a tailwind as a headwind. Investors feared that Salesforce would be replaced or lose significant market share because of artificial intelligence. However, it has used that same technology to attract more businesses, retain existing customers, and get enterprises to upgrade their plans.

Agentic AI is a major part of Salesforce's long-term story, and growth continues to be parabolic. As the year-to-date dip looks harder to justify, Salesforce may find itself in a better position to reclaim its 52-week high.

Should you buy stock in Salesforce right now?

Before you buy stock in Salesforce, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Salesforce wasn't one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $386,727!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,232,139!*

That performance is why people listen. With a track record of beating the S&P 500 by 4x, Stock Advisor offers a distinct advantage. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul.

See the 10 stocks »

*Stock Advisor returns as of August 2, 2026.

Marc Guberti has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Salesforce. The Motley Fool has a disclosure policy.

The Salesforce Dip Is a Buying Opportunity was originally published by The Motley Fool