Core Viewpoint - Over 1,400 Salesforce employees have expressed their concerns regarding the company's potential business dealings with the U.S. Immigration and Customs Enforcement (ICE), urging CEO Marc Benioff to cease all engagements with the agency [1][2]. Group 1: Employee Concerns - Employees are troubled by reports indicating that Salesforce is pitching AI technology to ICE to assist in hiring 10,000 new agents and managing tip-line reports [2]. - The letter from employees demands the cancellation of all active pitches to ICE and calls for a public statement against the presence of masked agents in U.S. cities [2]. - The letter highlights concerns that Salesforce's products may enable ICE to enhance its recruitment and operational capabilities [4]. Group 2: Context and Reactions - The employee letter follows incidents where ICE agents were involved in the deaths of U.S. citizens, raising ethical concerns about the agency's use of technology from companies like Salesforce [3]. - CEO Marc Benioff's recent comments about ICE at an employee gathering have drawn criticism from staff, further fueling discontent within the company [3]. - The letter also requests transparency regarding the services Salesforce provides to ICE and calls for a pause on any infrastructure or AI systems that could support ICE's operational scale-up [4]. Group 3: Company Performance and Market Reaction - Salesforce is facing challenges as its stock has declined approximately 27% in 2026, amid investor concerns about the impact of AI models on software company growth [5]. - Despite these challenges, Salesforce projected a growth rate of 9% to 10% for the current fiscal year, indicating a slight increase from previous periods [5].

2月10日，美股明星科技股多数上扬，奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨超2%，微软、 台积电涨近2%，特斯拉涨超1%。 来源：智通财经 ...

Eric, uh, I actually had a great chat with Superhumans, uh, CEO about the future of software. I mean, he said, uh, he sounded concerned still about where it's going, but a little more optimistic as you would expect. Are you as optimistic, uh, as someone like that leading a software company on on software stocks.>> I'm not I'm I'm very bullish about AI, Brian. Um, I'm LFG on AI all day, but I'm not LFG when it comes to the legacy software stocks. I mean, I I think the the moves that we've seen in the last we ...

Key Takeaways CRM shares fell 16.8% in six months as revenue growth cooled to single digits after double-digit gains.CRM's AI push is gaining traction, with Agentforce and Data Cloud delivering $1.4B in Q326 recurring revenues.CRM trades at a 14.69 P/E, well below the sector's 25.91, suggesting much of the pessimism is priced in.Salesforce, Inc. (CRM) shares have plunged 16.8% over the past six months, underperforming the broader Zacks Computer and Technology sector’s gain of 10.8%.The sharp contrast raises ...

Salesforce, Inc. (NYSE:CRM) is one of the software stocks that Jim Cramer named as potential undervalued buys. Cramer noted that the stock is among those that look “enticing” and stated: Well, those are my top five that passed the strict screen we ran to identify undervalued software stocks. But if you’re willing to step a little outside these strict parameters, I’ve got five more that are starting to look enticing. Well, first, there is Salesforce, which we own for the Charitable Trust. Photo by jason ...

格隆汇2月10日｜奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨超2%，微软、台积电涨近2%，特斯 拉涨超1%。 ...

每经AI快讯，2月10日，美股明星科技股多数上扬，奈飞涨超3%，迪士尼涨近3%，甲骨文、赛富时涨 超2%，微软、台积电涨近2%，特斯拉涨超1%。 ...

Salesforce Inc. (NYSE:CRM) stock fell Tuesday after reports surfaced of recent workforce cuts affecting fewer than 1,000 employees.The layoffs took place earlier this month and impacted teams across marketing, product and data, Business Insider reported on Tuesday, citing people familiar with the matter. Salesforce has not publicly disclosed the layoffs.The cloud software company has also appointed six new or promoted executives to lead businesses, including Agentforce and Slack, replacing five high-profile ...

Core Insights - SGA's U.S. Large Cap Growth Strategy reported a Q4 2025 portfolio return of 0.3% (Gross) and 0.2% (Net), underperforming the Russell 1000 Growth Index (1.1%) and the S&P 500 Index (2.7%) [1] - The portfolio faced significant challenges in 2025, marking the most difficult year since the firm's inception in 2003, but remains optimistic about growth potential and relative valuation [1] - The strategy is positioned to benefit from a shift away from high momentum dynamics in U.S. markets and a broadening of market leadership [1] Company Focus: Salesforce, Inc. (NYSE:CRM) - Salesforce was highlighted as a top contributor in Q4 2025, despite a one-month return of -19.51% and a 52-week loss of 40.19% [2] - As of February 9, 2026, Salesforce's stock closed at $194.03, with a market capitalization of $184.717 billion [2] - The company demonstrated growth stabilization and momentum, with subscription revenue growth and current remaining performance obligation (cRPO) exceeding guidance [3] - Management is targeting revenue acceleration over the next 12-18 months, supported by increased competitiveness in the SMB segment and the expiration of pandemic-era shelfware deals [3] - Salesforce's AI and Data Cloud offerings are gaining traction, with Agentforce annual recurring revenue growing over 300% and Data Cloud annual recurring revenue more than doubling [3] - The company's integrated front-office applications, strong brand, and high renewal rates continue to drive revenue growth, while disciplined capital allocation and share repurchases enhance shareholder returns [3] - Salesforce is well-positioned to compete in the Agentic AI era, supporting low-teens earnings growth over the next three years [3] - The portfolio maintained an average weight in Salesforce and increased the position by selling other higher multiple software holdings [3]

智通财经APP获悉，摩根大通策略师表示，随着市场计入了对人工智能(AI)在短期内颠覆软件行业的不切实际的预期，软件股有望从其历史性下跌中 反弹。由杜布拉夫科·拉科斯-布亚斯(Dubravko Lakos-Bujas)领衔的策略师团队指出，鉴于当前"极端的价格波动"，投资者应增加对高质量、对AI更具 韧性的软件公司的敞口，至少在短期内，市场存在资金重新轮动回该板块的可能性。该团队在一份报告中写道："鉴于市场仓位已被充分出清、对AI 颠覆软件行业的前景过度悲观，以及基本面依然稳健，我们认为风险回报的平衡正越来越偏向于反弹一侧。" 由于担心新型AI工具可能对传统软件即服务(SaaS)商业模式造成冲击，美股软件股近期持续承压。此次抛售并未区分企业是否已与AI公司建立合作 关系、或是否拥有专有数据资产，几乎对所有相关软件公司一视同仁。 这一看多观点也呼应了由迈克尔·威尔逊(Michael Wilson)领衔的摩根士丹利策略师团队的判断。该策略师团队本周表示，美国科技股仍有进一步上涨 空间，而软件股的下跌已经打开了"具有吸引力的入场窗口"。威尔逊在报告中写道："在重大的投资周期中，上周那样的波动并不罕见。尽管如此， 人工 ...