CRM Extends Defense Cloud Reach As Wall Street Stays Split

Wall Street just got more bullish on Salesforce. That tells you nothing about whether it will actually work for your business.

Guggenheim upgraded Salesforce to Buy this week, citing a $228 price target and arguing that AI anxiety has pushed the stock lower than it deserves. Analysts are debating whether the market is mispricing Salesforce's AI future. Meanwhile, Salesforce is also pushing deeper into defense and government cloud contracts — a strategic pivot that has very little to do with your pipeline management headaches.

Here's what that actually means for you: the people steering Salesforce's roadmap are chasing enterprise government contracts and Wall Street approval ratings. Your need to change a workflow field without filing a support ticket is not their priority. It never was. The gap between what the platform promises in an earnings call and what your team experiences on a Tuesday afternoon keeps widening — and another analyst upgrade won't close it.

You've already learned the hard way that a well-funded vendor and a CRM that fits your operation are two completely different things.

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Original Source

Guggenheim upgraded Salesforce (CRM) from Neutral to Buy with a $228 price target, arguing the market is overdoing AI fear; the call sparked a roughly ...