Wolfe Research upgrades its view on Salesforce (CRM) amid robust artificial intelligence adoption, citing a 40% year-over-year increase in revenue from AI-enhanced CRM products. The firm underscores Salesforce’s leadership in generative AI integration within customer engagement platforms.
- 40% YoY revenue growth in AI-driven CRM modules in Q4 2025
- AI features now drive over 30% of new enterprise deal value
- 28% increase in ARPU for AI users vs. 7% for non-AI users
- 45% growth in AI-related API calls across Salesforce platform
- 52% AI adoption growth in EMEA and 48% in APAC in 2025
- CRM stock up 3.2% on report day; 18% rise in institutional net buying
Salesforce, Inc. (CRM) is demonstrating strong momentum in artificial intelligence, according to Wolfe Research, which cited a 40% year-over-year revenue growth in its AI-powered product modules during Q4 2025. This surge reflects deepening client adoption of Einstein AI capabilities, particularly in sales forecasting, service automation, and marketing personalization. The firm noted that AI-driven features now account for over 30% of total new enterprise deal value, signaling a structural shift in customer acquisition and retention strategies. The analysis highlights Salesforce’s competitive edge in embedding generative AI directly into its core CRM applications, enabling real-time insights and workflow automation. Key performance indicators show a 28% increase in average revenue per user (ARPU) for customers using AI extensions, compared to a 7% rise for non-AI users. Additionally, the company reported a 45% growth in API calls related to AI services, indicating heightened platform utilization. Market participants are responding positively, with CRM stock registering a 3.2% intraday gain following the report. Institutional investors have increased exposure to CRM, with net buying activity rising by 18% in the past two weeks. Analysts suggest that Salesforce’s AI strategy positions it at the forefront of the next wave of enterprise software transformation, potentially boosting its enterprise valuation multiple by 10–15% over the next 12 months. The momentum is not limited to North America; Salesforce’s AI adoption in EMEA and APAC regions grew 52% and 48% respectively in 2025, driven by digital transformation initiatives in banking, retail, and healthcare. The company’s open AI ecosystem, including partnerships with NVIDIA and Microsoft Azure, further strengthens its infrastructure advantage.