Cantor Maintains $325 Price Target on Salesforce Amid AI-Driven Growth Outlook

Cantor has reissued a $325 price target for Salesforce (CRM), underscoring the company’s growing momentum in artificial intelligence-driven enterprise software. The firm believes Salesforce’s deepening investments in AI, particularly through its Einstein AI platform, are positioning the company to capture significant market share in next-generation customer relationship management tools. Salesforce’s 2025 revenue is projected to grow by 12% year-over-year, with AI-powered modules expected to contribute over 20% of new subscription growth. This performance reflects increasing adoption across industries, including retail, financial services, and healthcare. The company’s recent integration of generative AI into Sales Cloud and Service Cloud has already led to a 15% increase in user engagement, according to internal metrics. The $325 price target implies approximately 14% upside from CRM’s current trading level, based on a forward P/E of 35. This valuation reflects investor confidence in Salesforce’s ability to sustain innovation while expanding its gross margin to 78% in 2025. Analysts note that AI-enabled automation could reduce operational costs by up to 10% over the next two years, improving profitability. The recommendation has prompted renewed interest among institutional investors, with trading volume in CRM rising 28% over the past three days. The AI narrative is also influencing broader tech sector sentiment, with peers like Adobe (ADBE) and Microsoft (MSFT) seeing modest gains as investors reassess enterprise software valuations.