The Agentforce AI of Salesforce, data cloud, strengthen the long -term growth potential: Analyst – Salesforce (NYSE: CRM)

Bank of America securities Analyst Brad Sills has retained a merchanting Salesforce, Inc CRM With a price target of 350 US dollars on Monday.

In the January report by Sills, the analyst outlined the case that Agentforce increased in the second half of the 2026 financial year 1% to 2% points of CRPO growth.

The choppier macro has probably been pressing this into the first half of the 2027 financial year since January.

Also read: The Salesforce growth path: The analyst predicts the free cash flow of 28.2 billion US dollars by 2031, but the tariffs could delay the goal

In view of the strength of the Data Cloud, Sills remains in relation to Agentforce Bullisch (900 million US dollars in the fourth quarter of the 2025 financial year, compared to $ 400 million in the fourth quarter of 2024).

The Data Cloud is a leading indicator of agentforce because the feedback of the channel is the primary application is the data preparation for Agentforce.

Sills carried out channel tests with important difficulties to inform some of these views.

The analyst found two important deployment phases for Agentforce. This includes data preparation (from 4 to 5 months) and the development and examination of the agents (from 6 to 7 weeks).

In order to get an agentforce provision that is material enough to advance meaningful conversation volumes, he noted that a customer would need 2 or 3 agents in production. These can be developed at the same time if the resources are available.

The simultaneous production will probably occur after the first agent is used. In short, it is a six- to seven-month cycle, from data preparation to the provision of agents on one level, in which volumes “turn” the measuring device materialistically.

Partners’ comment suggests that the ROI for Agentforce is developing further due to applications.

Based on current applications, 50 cents up to 1 USD per conversation are considered an appropriate price, he says. It agrees with the model assumptions from Sills for 50 cents to 60 cents.

The most important applications that develop for the service cloud include shipping, retrieving product information and the sales automation of renewal. These applications represent a closer 100% case of falling.

Agentforce is not yet able to automate more complex applications. These cases include direct interaction with potential customers and investment advice. With more learning, however, additional application cases and higher diversion rates are possible over time.

Price action: The CRM shares will be traded by 4.93% to $ 235.09 on Monday.

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