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Salesforce stays a strong buy with 13% revenue growth and AI-driven growth optimism despite recent challenges.

Company Fundamentals
15 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Salesforce reported 13% year-over-year revenue growth to $11.1 billion, boosted by its acquisition of Informatica, and improved its GAAP operating margin by 130 basis points. Despite some underperformance and skepticism in the market, management is optimistic about accelerating growth in the second half of the year, driven by increased adoption of Agentforce and AI integration. The company continues significant share repurchases and trades at about 12 times earnings, with potential margin expansion to 40% and 15% annual returns supported by cost efficiencies and platform loyalty. This positions Salesforce as a strong buy for investors looking for growth with solid fundamentals and AI investment focus.

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