Salesforce (CRM) is undergoing a major leadership transition following the departures of the heads of Tableau and Slack. Simultaneously, the company secured a $5.6 billion, 10-year contract with the U.S. Army to modernize data and cloud infrastructure. This agreement signals a strategic push into the defense sector.
The company is expanding its artificial intelligence portfolio through EMBERPOINT, an AI-powered wildfire response partnership. These developments follow a significant decline in Salesforce’s share price over the past month. Broader software market sentiment is stabilizing after a recent selloff triggered by concerns over AI-driven disruption.
Analyst sentiment remains mixed regarding near-term volatility. Salesforce is scheduled to release its fourth-quarter and full-year fiscal 2026 financial results on February 25.