Software stocks have all declined in value as analysts reassess the impact of AI on the industry. These two companies have wide moats and broad portfolios of increasingly integrated software.

While Salesforce is off to a bad start to the new year, the smart money's options market positioning implies possible optimism for CRM stock.

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses and boosted bookings and revenues.

Get a deeper insight into the potential performance of Salesforce (CRM) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Zacks.com users have recently been watching Salesforce (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Software stocks have been hit by the “SaaSpocalypse” narrative, with investors fearing that AI agents could compress seats and structurally weaken SaaS economics. Salesforce is now the first major platform facing a real-time stress test. Into earnings, the debate is no longer about hype but about data that will be used to determine whether AI is cannibalizing revenue or accelerating it.

CRM's Q4 performance is likely to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.

NVIDIA, Palantir and Salesforce stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

While the Dow Jones Industrial Average ( NYSEARCA:DIA ) has climbed 3.4% year-to-date entering Thursday's trading, three blue-chip giants went the opposite direction.