BTIG称Salesforce业务趋势改善但核心事实多为上周财报已披露

Salesforce ( CRM ) was in focus on Wednesday as investment firm BTIG said it's “incrementally confident in improving business trends.” Noting that nine of the top 10 AI-native companies use Salesforce, BTIG analyst Allan Verkhovski said the company's ecosystem and deployment are expanding and getting better, as “out-of-the-box agents can be deployed in 30-45 days, while Agent Script further speeds deployment.” “CRM has re-architected its core platform, developed Data 360 to enable golden customer records, and has been rapidly innovating the Agentforce layer,” Verkhovski wrote in a note to clients. “We increasingly view CRM as more than just an application vendor adding AI features, and instead as a trusted enterprise platform that can help customers deploy AI with the data, workflow, security, and governance needed to drive real adoption.” Verkhovski, who has a Buy rating and a $300 price target on Salesforce, said the debate has been about Salesforce's execution, but recent results suggest it's improving. “Management's tone changed for the better at Dreamforce and management is increasingly confident in revenue growth accelerating in the 2H of FY27,” Verkhovski added, noting that annual recurring revenue for Agentforce was $1.5B in the most recent quarter, up 240% year-over-year. “Additionally, feedback from talking to customers and partners has been positive on Agentforce progress, and organic CC subscription revenue growth is expected to accelerate in the 2H,” Verkhovski explained. “We also view the Anthropic partnership and Claudeforce launch as an important strategic step that could make CRM more deeply embedded in customer environments and strengthen the long-term AI monetization story.”