As previously reported, BofA analyst Tal Liani reinstated coverage of Salesforce (CRM) with an Underperform rating and $160 price target Salesforce remains “a deeply entrenched platform,” but the firm expects a structural reset driven by AI transition, the analyst tells investors. This raises three core concerns, namely muted net new customer additions, limited upsell potential, and an “underwhelming” AI monetization pathway, the analyst added.
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