Salesforce, Inc. (NYSE:CRM) is one of the Best Wide Moat Stocks to Buy Right Now. The company enjoys a wide economic moat, which is backed by significant customer switching costs and network effects. On October 7, Truist Securities reiterated its “Buy” rating on the company’s stock and price objective of $400.00, highlighting potential catalysts, which can improve investor sentiment. The firm noted that some investors have tagged Salesforce, Inc. (NYSE:CRM) as a value trap. However, the firm is confident that AI and data products would fuel improved bookings in H2 and better growth prospects into FY 2027 and beyond. Overall, the firm’s rating is backed by Agentforce’s potential as the renewed growth catalyst, and the underappreciated future earnings and cash flow.
Elsewhere, Salesforce, Inc. (NYSE:CRM) posted an outstanding Q2 2026 to close the H1, with robust performance throughout revenue, margin, cash flow, and cRPO. The company surpassed all the financial targets while achieving its 10th consecutive quarter of operating margin expansion. Salesforce, Inc. (NYSE:CRM)’s data cloud and AI annual recurring revenue exceeded $1.2 billion, reflecting a rise of 120% YoY.
Mar Vista Investment Partners, LLC, an investment management company, released its Q3 2025 investor letter. Here is what the fund said:
“Salesforce, Inc. (NYSE:CRM) stock came under pressure in Q3 as investors weighed the potential impact of trade tensions on GDP growth and IT budgets, concerns over agentic AI cannibalizing Service Cloud seats, and the slower-than-expected ramp of monetization from AI-enabled offerings such as CRM’s AgentForce.
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