Salesforce Shares Struggle Despite AI Push

While Salesforce has been aggressively promoting its latest artificial intelligence initiatives and issuing upbeat forecasts for the holiday shopping season, its stock price tells a different story. The shares are languishing near their annual low, fighting to establish a bottom in a market that appears deeply skeptical of the company's ambitious strategy. Investors are increasingly questioning whether the promised "Agentic Era" can translate into tangible financial results.

The core issue extends beyond general market sentiment. A significant shift in investor attitude is underway. Following the recently finalized acquisition of Informatica on November 18th, concerns are mounting regarding integration costs and the deal's impact on near-term profitability. The market's appetite has moved on from press releases announcing new AI features; it now demands hard evidence of monetization. We have entered a "show me" phase where concrete revenue growth outweighs technological promises.

Critical Support Level in Focus

The technical chart reveals the severity of the sell-off. Having plummeted more than 38% since the start of the year, Salesforce stock ranks among the major disappointments in the technology sector. The equity is currently trading perilously close to its 52-week low of €197.50. A decisive break below this crucial psychological and technical support level could potentially trigger another wave of selling pressure.

Should investors sell immediately? Or is it worth buying Salesforce?

AI Announcements Fail to Impress

This pessimistic backdrop has overshadowed the company's recent strategic announcements. Just last Thursday, Salesforce unveiled new monitoring tools for its "Agentforce" platform, designed to give businesses real-time visibility into AI agent decision-making. The goal is to address a primary barrier to enterprise adoption: a lack of trust in the technology.

Concurrently, the corporation released a bullish projection for Cyber Week, anticipating global sales to reach $334 billion. A substantial portion of this spending, it suggests, will be directly influenced by artificial intelligence. However, this vision is failing to resonate with a market that currently doubts the prospects for rapid success, creating a stark disconnect between operational updates and share price performance.

All Eyes on December Earnings

The moment of truth is now scheduled for December 3, 2025. When Salesforce reports its third-quarter earnings after the market closes, it will be under immense pressure to deliver. Investors will be scrutinizing the results for the first signs of successful monetization from the Agentforce strategy and for a financial outlook that incorporates the impact of the Informatica integration. Until that report is released, the stock remains a high-stakes investment, testing the limits of shareholder patience.