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Salesforce announced its definitive agreement to acquire AI marketing firm Qualified on December 18, 2025, with the deal expected to close in Q1 of fiscal 2027.
S&P 500 companies increased share buybacks by 6.2% to $249.0 billion in Q3 2025, reaching a record $1.020 trillion for the 12 months ending in September.
Morgan Stanley lowered its price target on Salesforce to $398 from $405 on December 9, despite the company reporting a 9% year-over-year increase in Q3 revenue to $10.3 billion.
At the AI Agent Expo in Tokyo on December 18, 2025, GPTBots presented its next-generation AI solutions to meet surging demand for digital transformation from Japanese enterprises, particularly in AI customer support and CRM integration.
On December 18, 2025, cloud backup company IDrive launched IDrive Salesforce Backup, a data protection solution for Salesforce users priced at $20 per user per year.
On December 18, 2025, Accounting Seed released guidance advising companies that low ROI from AI in finance stems from poor data quality, not the technology itself.
The iShares Expanded Tech-Software Sector ETF (IGV) has reached $8.13 billion in assets under management, with its top 10 holdings accounting for 61.86% of the portfolio.
On December 17, 2025, Novartis selected Salesforce's AI CRM platform for a global customer engagement overhaul, prompting a 1.27% rise in Salesforce (CRM) shares.
SoftBank sold $186 million of Symbotic stock in December, while insiders at Salesforce and Blue Owl Capital purchased a combined $30.9 million in shares, signaling diverging confidence.
Salesforce is positioned as an undervalued AI play, with its Agentforce product's annual recurring revenue growing 330% year-over-year to $540 million in the third quarter.
On December 16, 2025, Vonage, part of Ericsson, announced a new integration between its Contact Center and Salesforce's Agentforce 360, creating a single AI-powered platform to enhance customer experience.
Salesforce's stock has declined 28.3% over the past year, though a discounted cash flow analysis suggests the company may be undervalued by 29.3%.
ServiceNow's stock price fell on December 16, 2025, after reports emerged that the company was considering its largest acquisition to date.
Software stocks have underperformed this year, with mixed Q3 results from giants like Salesforce and Adobe, as the promise of AI has yet to translate into broad market gains.
Panaya was named a 'Strong Performer' in the Forrester Wave for Autonomous Testing Platforms for Q4 2025, noted for its AI-driven testing for SAP, Oracle, and Salesforce systems.
AI communication platform Prezent announced a partnership with coach Tom McCarthy on December 16, 2025, aiming to become a unicorn with its recent $30M raise and $400 million valuation.
Jim Cramer's commentary on Paychex coincides with a 7% stock drop despite strong earnings, reflecting broader investor anxiety over profit margins and high-tech valuations in a risk-averse market.
Salesforce is expanding its partnership with the U.S. Department of Transportation (USDOT), providing its AI-powered CRM platform to modernize the agency's operations. This move aligns with a broader, systemic trend of government agencies investing in practical AI to enhance efficiency and improve public services, mirroring similar initiatives in the private sector.
Recent market activity and analyst commentary suggest a potential rotation from high-valuation technology stocks toward cyclical sectors. This shift is underscored by significant price movements in tech, strategic corporate divestitures, and macroeconomic forecasts pointing to a changing leadership landscape for 2026.
Melinda French Gates urges increased billionaire giving as mega-donations reshape philanthropy. This trend concentrates civil and political power, creating new financial structures that are increasingly intertwined with public policy and capital markets, signaling a shift in how wealth influences society.