Salesforce Option Alert: Mar, 2026 $300 Calls Sweep (30) near the Bid: 288 vs 170 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Mar, 2026 $300 Calls Sweep (30) near the Bid: 288 @ $27.981 vs 170 OI; Earnings 5/28 After Close [est] Ref=$267.09

Salesforce Option Alert: Sep 19 $260 Calls at the Ask: 300 vs 336 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Sep 19 $260 Calls at the Ask: 300 @ $31.3 vs 336 OI; Earnings 5/28 After Close [est] Ref=$263.39

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (42) near the Bid: 194 vs 1665 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (42) near the Bid: 194 @ $45.6 vs 1665 OI; Earnings 5/28 After Close [est] Ref=$260.65

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (5) near the Ask: 927 vs 1665 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (5) near the Ask: 927 @ $45.186 vs 1665 OI; Earnings 5/28 After Close [est] Ref=$260.305

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (38) near the Ask: 179 vs 1665 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (38) near the Ask: 179 @ $45.107 vs 1665 OI; Earnings 5/28 After Close [est] Ref=$259.52

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (78) near the Ask: 434 vs 1665 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (78) near the Ask: 434 @ $44.875 vs 1665 OI; Earnings 5/28 After Close [est] Ref=$259.88

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (35) near the Ask: 113 vs 1665 OI; Earnings 5/28 After Close [est] 

Salesforce Option Alert: Jan, 2027 $290 Calls Sweep (35) near the Ask: 113 @ $44.5 vs 1665 OI; Earnings 5/28 After Close [est] Ref=$259.6

Salesforce Option Alert: Mar, 2026 $310 Calls Sweep (8) near the Bid: 200 vs 499 OI

Salesforce Option Alert: Mar, 2026 $310 Calls Sweep (8) near the Bid: 200 @ $25.75 vs 499 OI; Ref=$270.311

Salesforce Option Alert: Jan 16 $310 Calls at the Bid: 750 vs 3877 OI

Salesforce Option Alert: Jan 16 $310 Calls at the Bid: 750 @ $26.6 vs 3877 OI; Ref=$283.34

Salesforce (NYSE:CRM) Bolsa

Salesforce

Salesforce provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

Salesforce.com

CaixaBank

BBVA

BKNIY

BNDSY

CAIXY

UNJCF

CaixaBank combina dividendo elevado, recompra de acciones y estrategia digital para posicionarse como opción sólida del IBEX 35.

Acciones de CaixaBank (CABK) ofrecen dividendo del 8,8% y posible retorno de doble dígito

Equities

Market Summary

News

Broad U.S. Equity ETFs

Markets

Analyst Ratings

Salesforce revela su estrategia para la revolución del trabajo digital, pero sus ingresos decepcionan. ¿Cómo afecta esto a sus previsiones?

Salesforce (CRM) apuesta por la revolución del trabajo digital y un mercado de 12B$

Earnings

Long Ideas

Trading Ideas

Salesforce anunciará sus resultados financieros hoy. Se esperan ganancias de $2,61 por acción y un rendimiento de dividendos del 0,52%.

Salesforce se prepara para sus resultados del cuarto trimestre: ¿Qué esperar?

Salesforce Inc

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Crumbs Bake Shop Inc

Cormedix Inc

Leverage Shares 2X Long CRM Daily ETF

Carmila SA

CERMETEK MICROELECTRONICS by Cermetek Microelectronics, Inc.

Cermetek Microelectronics Inc

Critical Metals Corp

CHINA MX LFESTYL UNSP/ADR by CHINA RES MIXC LIFESTYLE SVCS LTD.

China Resources Mixc Lifestyle Services Ltd

America's Car-Mart Inc

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Stoneweg European REIT

CREDITRISKMONITOR.COM INC by CreditRiskMonitor.com, Inc.

CreditRiskMonitor.com Inc

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AMBR

APPS

ASAN

BRZE

BTDR

CFLT

Core Scientific, Inc. - Class A Common Stock

CORZ

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MSFT

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WDAY

Shares of software companies are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today. Also, the industry may be moving up ahead of Alphabet's earnings report scheduled for after market close.

U.S. durable goods orders jumped sharply in March, marking the biggest gain since July 2024, but the high single-digit headline spike hides a mixed picture that casts doubt on whether factory momentum was firing on all cylinders ahead of <a href="https://www.benzinga.com/topic/donald-trump">Trump's April 2 tariff move.</a>
New orders for manufactured durable goods climbed by 9.2% to $315.7 billion in March, rising for a third consecutive month and far surpassing expectations for a modest 2% gain, according to data released Thursday by the U.S. Census Bureau. 
The outcome marked the strongest increase in over eight months and the second-largest monthly gain over the past five years.
<h2 class="wp-block-heading">Transportation Orders Takes Off, But With A Caveat</h2>
Transportation equipment orders soared 27%, or $26.5 billion, to $124.6 billion, making it the single largest driver of the total gain. 
Most of that, however, came from one specific category: nondefense aircraft and parts, which skyrocketed by a staggering 139% to $44.6 billion.
Stripping out the volatile transportation category, new durable goods orders were unchanged at $191.1 billion, a clear sign that underlying demand remains tepid.
Outside the transportation sector, capital goods orders stood out with a notable 24.3% increase to $127.2 billion, driven by a 29.4% surge in non-defense capital goods.
<h2 class="wp-block-heading">Where Is The Weakness?</h2>
Several other core manufacturing categories showed either minimal growth or outright contraction.
Computers and electronic products saw new orders slip 1.2% to $25.4 billion. Within that, computers and related products declined 2.9%, the steepest drop among all sub-categories.
Electrical equipment, appliances and components orders dipped 0.5%, while fabricated metal products barely moved, gaining just 0.2%.
Defense aircraft orders fell 9.4% to $5.6 billion, suggesting that recent DOGE-related spending cuts could be weighing on the Defense Department's procurement activity.
<h2 class="wp-block-heading">Market Reactions</h2>
The Dow Jones Industrial Average slipped 0.2% in premarket trading Thursday, following a 1% gain the previous day.
Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), the biggest beneficiary of the aircraft orders jump, gave up 0.5% in early trading after climbing as much as 6% Wednesday. 
Within blue-chip stocks, Salesforce Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NASDAQ">CRM</a>) rose 3.7% while Merck &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) added 1.9%. 
International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) dropped 6% after weaker-than-expected guidance.
Read now: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/04/44970516/boeing-adjusts-strategy-amid-trump-tariff-fallout-ceo-kelly-ortberg-says-wont-build-aircraft-for-customers-who-will-not-take-them-as-china-halts-deliveries">Boeing Adjusts Strategy Amid Trump Tariff Fallout, CEO Kelly Ortberg Says Won&#8217;t &#8216;Build Aircraft For Customers Who Will Not Take Them&#8217; As China Halts Deliveries</a></li>
</ul>
Photo: Shutterstock

Large Cap

Macro Economic Events

Econ #s

Economics

SPDR Dow Jones Industrial Average ETF Trust

Durable Goods Orders Jump 9.2% In March, But One Category Tells The Real Story

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/04/23/final-trades-salesforce-unitedhealth-western-union-and-howmet-aerospace.html">Halftime Report Final Trades</a>,&#8221; Sarat Sethi, managing partner at DCLA, said he loves Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>).
Supporting his view, Guggenheim analyst John Difucci upgraded Salesforce from Sell to Neutral on Monday.
Stephen L. Weiss of Short Hills Capital Partners chose UnitedHealth Group Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), saying the stock has bottomed.
On the earnings front, UnitedHealth reported first-quarter revenue of $109.58 billion on Monday, missing analyst estimates of $ 111.6 billion, according to Benzinga Pro. The company reported first-quarter adjusted earnings of $7.20 per share, missing estimates of $7.29 per share.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here </a>
Jenny Van Leeuwen Harrington of Gilman Hill Asset Management, LLC, said The Western Union Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WU#NYSE">WU</a>) is being overly sold off due to irrational fears.
After the closing bell on Wednesday, Western Union posted first-quarter adjusted earnings of 41 cents per share, in line with market estimates. The company's sales came in at $983.60 million, missing expectations of $994.64 million.
Joseph M. Terranova of Virtus Investment Partners picked Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>) as his final trade.
Lending support to his choice, Benchmark analyst Josh Sullivan, on Monday, maintained Howmet Aerospace with a Buy rating and raised the price target from $85 to $135.
Price Action:
<ul>
<li>Salesforce shares jumped 2.9% to close at $250.48 on Wednesday.</li>
<li>UnitedHealth gained 0.2% to close at $427.96 during Wednesday's session.</li>
<li>Western Union shares rose 1.1% to close at $10.11 on Wednesday.</li>
<li>Howmet Aerospace shares climbed 4.3% to settle at $129.70 during the session.</li>
</ul>
Check This Out:<a href="https://www.benzinga.com/trading-ideas/short-ideas/25/04/44948767/top-2-consumer-stocks-that-may-implode-this-month"> </a>
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/04/44948767/top-2-consumer-stocks-that-may-implode-this-month">Top 2 Consumer Stocks That May Implode This Month</a></li>
</ul>
Photo: Shutterstock

Media

General

UnitedHealth, Salesforce, Howmet Aerospace And A Financial Stock: CNBC's 'Final Trades'

On Wednesday, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) introduced a newly redesigned version of its Microsoft 365 Copilot app.
What Happened: The development was shared by Microsoft CEO Satya Nadella took to X, formerly Twitter.
The artificial intelligence-powered assistant, embedded within Microsoft's suite of productivity tools, is getting a host of new features aimed at streamlining workflows and enhancing creativity.
"Copilot has truly become the UI [User Interface] for AI – and for me, it's the scaffolding for my workday," Nadella wrote.
Among the most significant upgrades are new AI agents dubbed &#8220;Researcher&#8221; and &#8220;Analyst,&#8221; which Nadella described as his &#8220;go-to 24/7 experts.&#8221;
Researcher aggregates and synthesizes information from the web and enterprise data to generate insightful reports, while Analyst turns raw data into visualizations and forecasts.
See Also: <a href="https://www.benzinga.com/markets/25/04/44971532/teslas-new-cheaper-cars-might-not-be-the-game-changer-investors-hoped-for-warns-gary-black-heres-why-he-thinks-they-could-hurt-more-than-help">Tesla&#8217;s New Cheaper Cars Might Not Be The Game Changer Investors Hoped For, Warns Gary Black — Here&#8217;s Why He Thinks They Could Hurt More Than Help</a>
Copilot now also includes a Notebooks feature, allowing users to collect all project-related content—documents, meetings, webpages—into a single AI-grounded workspace.&nbsp;
"It has entirely changed my workflow," Nadella said, adding that users can even generate audio overviews of their content.
Microsoft has also added an enhanced search tool that integrates data from third-party platforms like Google Drive, Slack, and Jira, delivering not only AI-synthesized answers but also source materials for context.
Another standout addition is the new Create feature, which can generate visuals from prompts and even convert PowerPoint slides into explainer videos using OpenAI's GPT-4o model.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">5/ Create: This one is fun. Turn a PowerPoint into an explainer video, or generate an image from a prompt in Copilot with just a few clicks. We've also added new features to make Copilot even more personalized to you, plus a redesigned app built for human-agent collaboration. <a href="https://t.co/m1oTf53aai">pic.twitter.com/m1oTf53aai</a>
&mdash; Satya Nadella (@satyanadella) <a href="https://twitter.com/satyanadella/status/1915098370773037193?ref_src=twsrc%5Etfw">April 23, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: Earlier this month, Microsoft <a href="https://www.benzinga.com/25/04/44831264/microsoft-debuts-computer-use-tool-for-copilot-studio-ceo-satya-nadella-says-anyone-can-build-agents-that-take-action-on-the-ui-across-desktop-and-web-apps">introduced a research preview</a> of "Computer Use," a new feature within Copilot Studio that allows AI agents to directly interact with desktop and web applications to complete tasks.
This follows the company's launch of Dragon Copilot last month—an AI-powered assistant <a href="https://www.benzinga.com/25/03/44087329/microsoft-unveils-ai-powered-dragon-copilot-to-ease-clinician-workloads">designed to streamline clinical workflows</a> by combining voice dictation, ambient listening, and generative AI.
Back in January, Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) co-founder and CEO Marc Benioff criticized Microsoft's Copilot, saying it had "already flopped."
He argued that the tool lacked user adoption and was essentially just a rebranded version of OpenAI's ChatGPT.
Since 2019, Microsoft has <a href="https://www.benzinga.com/24/12/42664762/after-investing-nearly-14-billion-in-openai-microsoft-reportedly-moves-to-reduce-its-dependence-on-chatgpt-parent">invested more than $14 billion in OpenAI</a>. However, the alliance hasn't been without its challenges.
Previously, Former CEO Steve Ballmer <a href="https://www.benzinga.com/25/04/44790055/satya-nadella-says-ai-needs-a-new-type-of-inbox-and-believes-microsofts-copilot-will-be-as-big-as-excel-and-powerpoint">told GeekWire</a>, &#8220;What Satya did with OpenAI, I think was brilliant — and I think it&#8217;s fraught with peril, but I know they know that. It&#8217;s sort of a juggling act.&#8221;
Price Action: Microsoft shares rose 2.06% on Wednesday, closing at $374.39. Despite the gain, the stock remains down 10.56% year-to-date, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Per Benzinga Edge Stock Rankings, Microsoft has a growth score of 64.65%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> other companies in the sector.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://benzinga.com/25/04/44855242/charlie-munger-once-highlighted-how-warren-buffetts-lifelong-learning-made-berkshire-hathaways-success-possible-and-the-crucial-lesson-you-can-take-from-it" target="_blank" rel="noreferrer noopener">Charlie Munger Once Said Warren Buffett Is A ‘Learning Machine&#8217; And That&#8217;s What Lies Beneath Berkshire Hathaway&#8217;s Success From One Decade To Another</a></li>
</ul>
Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Satya Nadella Calls It 'Scaffolding For My Workday' — Introduces Microsoft 365 Copilot's AI Glow-Up To Reshape How We Work

CNBC Halftime Report Final Trades: Salesforce, UnitedHealth Group, The Western Union, Howmet Aerospace

ABTS

APPN

AVPT

BTCM

BTCT

BTOG

CDNS

FICO

GREE

GRRR

LCFY

NISN

PCOR

SNPS

TUYA

ZETA

Shares of software companies are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Also, Trump indicated the final tariff rate would be lower than the current 145% but not 0%.

Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) has outperformed the market over the past 10 years by 4.36% on an annualized basis producing an average annual return of 14.12%. Currently, Salesforce has a market capitalization of $240.85 billion. 
Buying $100 In CRM: If an investor had bought $100 of CRM stock 10 years ago, it would be worth $369.43 today based on a price of $250.62 for CRM at the time of writing.
<h3>Salesforce's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745426712_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today

Piper Sandler analyst Brent Bracelin maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Overweight and lowers the price target from $400 to $315.

Price Target

Piper Sandler Maintains Overweight on Salesforce, Lowers Price Target to $315

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/04/22/final-trades-3m-abbvie-salesforce-and-intuitive-surgical.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown, CEO and co-founder, Ritholtz Wealth Management, said he is staying long on 3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>).
Supporting his view, 3M reported better-than-expected first-quarter financial results on Tuesday. The company reported net sales of $5.95 billion, a 1.0% decline year-over-year (Y/Y), beating the consensus of $ 5.78 billion. Adjusted EPS was $1.88, up 10% Y/Y, beating the <a href="https://in.benzinga.com/news/earnings/25/04/44921668/3m-stock-surges-after-q1-beat-as-2025-outlook-flags-tariff-pressure">consensus of $1.77</a>.
Jim Lebenthal of Cerity Partners picked AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) as his final trade.
Lending support to his choice, Cantor Fitzgerald analyst Carter Gould initiated coverage of AbbVie on Tuesday with an Overweight rating and a price target of $210.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Rob Sechan of New Edge Capital Group named Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) as his final trade.
Guggenheim analyst John Difucci upgraded Salesforce from Sell to Neutral on Monday.
Stephanie Link of Hightower picked Intuitive Surgical, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) as her final trade.
On the earnings front, Intuitive Surgical reported first-quarter revenue of $2.25 billion on Tuesday, beating analyst estimates of $2.19 billion. The robotic-assisted surgery company reported first-quarter adjusted earnings of $1.81 per share, beating analyst estimates of $1.72 per share.
Price Action:
<ul>
<li>3M shares jumped 8.1% to close at $136.33 on Tuesday.</li>
<li>AbbVie gained 2.1% to close at $173.78 during Tuesday's session.</li>
<li>Salesforce shares rose 3% to close at $243.39 on Tuesday.</li>
<li>Intuitive Surgical shares climbed 2.2% to settle at $478.74 during the session.</li>
</ul>
Check This Out: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44920101/top-2-tech-and-telecom-stocks-you-may-want-to-dump-this-quarter">Top 2 Tech And Telecom Stocks You May Want To Dump This Quarter</a></li>
</ul>
Photo: Shutterstock

ABBV

ISRG

Salesforce, AbbVie, Intuitive Surgical And An Industrial Stock On CNBC's 'Final Trades'

AAPL

ASML

DELL

INTC

MCHP

MRVL

OKTA

SMCI

SNOW

TWLO

Shares of tech stocks are trading higher after Treasury Secretary Scott Bessent reportedly said he expects de-escalation with China. A de-escalation with China could alleviate trade and supply chain uncertainty in the sector.

CNBC Halftime Report Final Trades: 3M Company, AbbVie, Salesforce, Intuitive Surgical

Wells Fargo analyst Michael Turrin maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Equal-Weight and lowers the price target from $310 to $255.

Wells Fargo Maintains Equal-Weight on Salesforce, Lowers Price Target to $255

Bank of America Securities analyst Brad Sills maintained a Buy rating on Salesforce, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a <a href="https://www.benzinga.com/quote/CRM/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $350</a> on Monday.
In Sills&#8217; January report, the analyst outlined the case for Agentforce to drive incremental 1% to 2% points of cRPO growth as early as the second half of fiscal 2026.
The choppier macro since January likely pushes this to the first half of fiscal 2027.
Also Read: <a href="https://www.benzinga.com/news/25/03/44383229/salesforces-growth-path-analyst-predicts-28-2-billion-free-cash-flow-by-2031-but-tariffs-could-delay-target" target="_blank" rel="noreferrer noopener">Salesforce&#8217;s Growth Path: Analyst Predicts $28.2 Billion Free Cash Flow By 2031, But Tariffs Could Delay Target</a>
However, Sills remains bullish on Agentforce, given the strength in Data Cloud ($900 million ARR in the fiscal fourth quarter of 2025, up from $400 million in the fiscal fourth quarter of 2024).
Data Cloud is a leading indicator for Agentforce, given channel feedback that the primary use case is data preparation for Agentforce.
Sills conducted channel checks with key SIs to help inform some of these views.
The analyst noted two key deployment phases for Agentforce. They include data preparation (from 4 to 5 months) and agent development and testing (from 6 to 7 weeks).
To arrive at an Agentforce deployment that is material enough to drive meaningful conversation volumes, he noted that a customer would need 2 or 3 agents in production. These can be developed concurrently if the resources are available.
Concurrent production is likely to occur after the deployment of the first agent. In short, it is a six to seven-month cycle from data preparation to deployment of agents at a level where volumes are &#8216;spinning the meter&#8217; materialistically.
Commentary from partners suggests that the ROI for Agentforce is still evolving based on use cases.
Based on current use cases, 50 cents to $1 per conversation is deemed a reasonable price, he says. It&#8217;s consistent with Sills&#8217; model assumptions for 50 cents to 60 cents.
Key use cases evolving for Service Cloud include shipment tracking, product information retrieval, and renewal sales automation. These use cases represent a closer to 100% case deflection rate.
Agentforce is not yet able to automate more complex use cases. Such cases include direct interaction with prospects and providing investment advice. However, with more learning, added use cases and higher deflection rates are possible over time.
Price Action:&nbsp;CRM shares are trading lower by 4.93% to $235.09 at last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/04/44873349/openai-and-softbanks-stargate-considers-major-uk-investment-to-fuel-ai-growth" target="_blank" rel="noreferrer noopener">OpenAI And SoftBank&#8217;s Stargate Considers Major UK Investment To Fuel AI Growth</a></li>
</ul>
Image: Shutterstock

Reiteration

Tech

Salesforce's Agentforce AI, Data Cloud Strengthen Long-Term Growth Potential: Analyst

Guggenheim analyst John Difucci upgrades Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) from Sell to Neutral.

Upgrades

Guggenheim Upgrades Salesforce to Neutral

Salesforce shares are trading lower after DA Davidson downgraded the stock from Neutral to Underperform.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Morgan Stanley analyst Benjamin Swinburne downgraded Warner Music Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WMG#NASDAQ">WMG</a>) from Overweight to Equal-Weight and lowered the price target from $37 to $32. Warner Music shares closed at $29.12 on Thursday. <a href="https://www.benzinga.com/quote/wmg/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B. Riley Securities analyst Craig Ellis downgraded the rating for Axcelis Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACLS#NASDAQ">ACLS</a>) from Buy to Neutral and cut the price target from $80 to $50. Axcelis Technologies shares closed at $44.78 on Thursday. <a href="https://www.benzinga.com/quote/acls/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Raymond James analyst Josh Beck downgraded Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) from Strong Buy to Outperform and lowered the price target from $275 to $195. Amazon.com shares closed at $172.63 on Thursday. <a href="https://www.benzinga.com/quote/amzn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>DA Davidson analyst Gil Luria downgraded the rating for Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) from Neutral to Underperform and announced a $200 price target. Salesforce shares closed at $247.26 on Thursday. <a href="https://www.benzinga.com/quote/crm/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst John Aiken downgraded Canadian Imperial Bank (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CM#TSX">CM</a>) from Buy to Hold and slashed the price target from C$100 to C$89.  <a href="https://www.benzinga.com/quote/CM/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying CRM stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="587" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/21082113/image-1-15-1024x587.png" alt="" class="wp-image-879587" style="width:562px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/21082113/image-1-15-1024x587.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/21082113/image-1-15-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/21082113/image-1-15-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/21082113/image-1-15.png 1117w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Downgrades

Pre-Market Outlook

ACLS

AMZN

TSX:CM

This Salesforce Analyst Turns Bearish; Here Are Top 5 Downgrades For Monday

DA Davidson analyst Gil Luria downgrades Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) from Neutral to Underperform and announces $200 price target.

DA Davidson Downgrades Salesforce to Underperform, Announces $200 Price Target

In a historic first, humanoid robots ran alongside human participants in a half-marathon in Beijing, showcasing both the advancements and ongoing challenges within the robotics industry.
What Happened: The 2025 Beijing E-Town Humanoid Robot Half Marathon, held on Saturday, featured over 12,000 human participants and 21 humanoid robots, according <a href="https://www.businessinsider.com/photos-humanoid-robots-half-marathon-beijing-china-2025-4">to</a> Business Insider. 
The robots, each with a unique design, ran in a separate lane from the human runners.
The robots had approximately three and a half hours to finish the course, with awards in three categories: race completion, best endurance, and most popular robot.
Despite rigorous preparation, not all robots were able to finish the race. Some tripped and fell, while others veered off course.
See Also:&nbsp;<a href="https://benzinga.com/markets/25/04/44892201/2025-largely-doesnt-matter-for-tesla-says-gene-munster-elon-musk-company-poised-for-a-major-rebound-in-20" target="_blank" rel="noreferrer noopener">2025 &#8216;Largely Doesn&#8217;t Matter&#8217; For Tesla, Says Gene Munster: Elon Musk Company Poised &#8216;For A Major Rebound In 2026 And Beyond&#8217;</a>
Nevertheless, Tien Kung Ultra, a robot designed by the&nbsp;Beijing Humanoid Robot Innovation Center,&nbsp;made history by becoming&nbsp;the first humanoid robot to&nbsp;complete the race&nbsp;in 2 hours and 40&nbsp;minutes.
Li Quan, deputy head of&nbsp;the Beijing Economic-Technological Development Area,&nbsp;stated that the event could &#8220;spark discussions and deepen the&nbsp;public&#8217;s understanding of robot capabilities,&#8221; thereby propelling the industry&#8217;s growth.
Why It Matters: This <a href="https://www.benzinga.com/content/44716190/not-just-a-sporting-event-but-also-a-technological-test-insights-into-the-worlds-first-human-robot-c">event is not just a sporting spectacle</a> but also a technological test. The race comes at a time when tech giants like&nbsp;Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) are reportedly vying to <a href="https://www.benzinga.com/tech/25/02/43759759/apple-and-meta-in-race-to-develop-ai-powered-humanoid-robots">develop AI-powered humanoid robots.</a>
Moreover, Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) CEO Marc Benioff has expressed his belief in <a href="https://www.benzinga.com/news/25/03/44517394/the-future-of-cheap-scalable-digital-labor-marc-benioff-shares-video-of-a-chinese-robot-doing-kung-fu-that-costs-less-than-a-macbook">AI-powered agents and humanoid robots</a> as the future of digital labor. This marathon serves as a real-world demonstration of the potential and limitations of these technologies. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Photo courtesy: Shutterstock

Humanoid Robots Make History In Beijing Half-Marathon, Completes Race In Under 3 Hours

Morgan Stanley maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Overweight and lowers the price target from $405 to $393.

Morgan Stanley Maintains Overweight on Salesforce, Lowers Price Target to $393

On Tuesday, Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) announced a research preview of "Computer Use," a new tool within Copilot Studio that enables AI agents to perform tasks on desktop and web applications by interacting directly.
What Happened: The tool allows agents to click buttons, type into fields, and navigate menus—even in environments where no APIs exist.
Microsoft CEO Satya Nadella also took to X, formerly Twitter, and said, "We're bringing computer use agent <a href="https://www.benzinga.com/25/04/44790055/satya-nadella-says-ai-needs-a-new-type-of-inbox-and-believes-microsofts-copilot-will-be-as-big-as-excel-and-powerpoint">capabilities to Copilot Studio</a> – enabling anyone to build agents that take action on the UI across both desktop and web apps."&nbsp;
Powered by a large language model, the "Computer Use" tool can quickly adjust when app or website layouts change. Moreover, users don't need to write any code—just type what they want in plain English and give the required instructions to the tool.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44778760/netflix-debuts-openai-backed-search-engine-that-lets-you-discover-movies-and-tv-shows-based-on-emotions-not-just-titles" target="_blank" rel="noreferrer noopener">Netflix Debuts OpenAI-Backed Search Engine That Lets You Discover Movies And TV Shows Based On Emotions, Not Just Titles</a>
Users can also see a side-by-side view of what the AI is doing and how it&#8217;s making decisions, making it easy to test and fine-tune the instructions.
Microsoft also highlighted enterprise readiness, stating that the tool runs on Microsoft-hosted infrastructure, with all customer data remaining within Microsoft Cloud boundaries.
The company said that data would not be used to train any large language models.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Starting today, we're bringing computer use agent capabilities to Copilot Studio – enabling anyone to build agents that take action on the UI across both desktop and web apps. Excited to see what this unlocks! <a href="https://t.co/4hq0N0k0pz">https://t.co/4hq0N0k0pz</a>
&mdash; Satya Nadella (@satyanadella) <a href="https://twitter.com/satyanadella/status/1912264311474631084?ref_src=twsrc%5Etfw">April 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: During Microsoft's <a href="https://www.benzinga.com/news/earnings/25/01/43320124/microsoft-shares-slide-after-q2-results-cloud-revenue-misses-expectations-details">second-quarter financial results</a>, Nadella said, "We are innovating across our tech stack and helping customers unlock the full ROI of AI to capture the massive opportunity ahead," adding, "Already, our AI business has surpassed an annual revenue run rate of $13 billion, up 175% year-over-year."
Last month, <a href="https://www.benzinga.com/25/03/44087329/microsoft-unveils-ai-powered-dragon-copilot-to-ease-clinician-workloads">Microsoft launched</a> Dragon Copilot, an AI-powered assistant developed to simplify clinical workflows by integrating voice dictation, ambient listening, and generative AI.
In January, Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) co-founder, chairman, and CEO Marc Benioff <a href="https://www.benzinga.com/25/01/43139309/marc-benioff-trashes-microsoft-copilot-says-salesforce-is-becoming-a-digital-labor-provider">criticized Microsoft's Copilot</a>, stating that the chatbot has already flopped. He argued that it lacks user adoption and is essentially a rebranded version of OpenAI's ChatGPT.
In February, it was reported that <a href="https://www.benzinga.com/markets/25/02/43908921/microsoft-pulls-plug-on-ai-data-center-leases-says-analyst-oversupply-situation-likely">Microsoft was scaling back</a> on its AI data center footprint in the U.S. by canceling a large number of leases.
This development came as a surprise, given that back in January, Microsoft had announced plans to invest approximately $80 billion in building AI-driven data centers and expanding the global rollout of AI and cloud-based applications.
Price Action: Microsoft shares have fallen 7.85% year-to-date and are down 6.96% over the past 12 months, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
The average price target for Microsoft stands at $502.57, based on assessments from 32 analysts. The most recent targets from BofA Securities, UBS, and Wells Fargo average approximately $486.67, suggesting a potential upside of 26.47%.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/MSFT/analyst-ratings"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16004318/Screenshot-2025-04-16-at-10.13.10%E2%80%AFAM-1024x376.png" alt="" class="wp-image-873352" /></a></figure>
<a href="https://www.benzinga.com/quote/MSFT">Benzinga&#8217;s proprietary Edge Rankings</a> give Microsoft a momentum rating of 46.80% and a growth rating of 64.72%. For deeper stock analysis and potential growth picks, consider <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">subscribing to Benzinga Edge</a>.
Check out more of Benzinga's Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Photo Courtesy: katuSka On Shutterstock.com
Read More:
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<li><a href="https://benzinga.com/news/25/04/44735140/most-people-dont-have-the-balls-to-do-it-says-mark-cuban-praising-musk-for-going-all-in-with-his-own-money-f" target="_blank" rel="noreferrer noopener">‘Most People Don&#8217;t Have The Balls To Do It,&#8217; Says Mark Cuban, Praising Musk For Going ‘All In&#8217; With His Own Money For His Startups</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Satya Nadella Says Microsoft's New Tool Allows Anyone To Create AI Agents That Click, Type, And Navigate On Your Computer For You

Press Releases

Salesforce Announces Timing of its Fourth Quarter and Full Year Fiscal 2025 Results Conference Call

Salesforce Appoints Robin Washington as President and Chief Operating and Financial Officer

Salesforce and Google Bring Gemini to Agentforce, Enable More Customer Choice in Major Partnership Expansion

Salesforce Announces Fourth Quarter and Fiscal Year 2025 Results

Salesforce Grants Equity Awards to Own Company and Zoomin Employees Under Its Inducement Equity Incentive Plan

1-800Accountant Adopts Salesforce's Agentforce to Scale Expertise During Tax Season Surge, Now Resolving 50% of Customer Support Inquiries with Digital Labor

Salesforce Launches AgentExchange: the Trusted Marketplace for Agentforce

Salesforce Launches Agentforce 2dx with New Capabilities to Embed Proactive Agentic AI into Any Workflow, Create Multimodal Experiences, and Extend Digital Labor Throughout the Enterprise

Singapore Airlines and Salesforce Collaborate on AI-Powered Customer Servicing Applications, Plan to Co-Develop More Solutions for the Airline Industry

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:38 PMMar 31, 2025	CALL	$300.00	Mar 20, 2026	328	290	288	171	170	SWEEP	BEARISH
10:07 AMMar 31, 2025	CALL	$260.00	Sep 19, 2025	146	314	300	93	336	TRADE	BULLISH
09:50 AMMar 31, 2025	CALL	$290.00	Jan 15, 2027	629	2132	194	128	1665	SWEEP	BEARISH
09:49 AMMar 31, 2025	CALL	$290.00	Jan 15, 2027	629	1938	927	116	1665	SWEEP	BULLISH
09:48 AMMar 31, 2025	CALL	$290.00	Jan 15, 2027	629	806	179	48	1665	SWEEP	BULLISH
09:48 AMMar 31, 2025	CALL	$290.00	Jan 15, 2027	629	547	434	33	1665	SWEEP	BULLISH
09:48 AMMar 31, 2025	CALL	$290.00	Jan 15, 2027	629	113	113	7	1665	SWEEP	BULLISH
01:01 PMMar 28, 2025	CALL	$310.00	Mar 20, 2026	328	270	200	54	499	SWEEP	BEARISH
11:16 AMMar 26, 2025	CALL	$310.00	Jan 16, 2026	265	1	750	0	3877	TRADE	BULLISH

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