Salesforce shares fell on the first trading day of the new year, declining approximately 3-4%. This drop was part of a broader sell-off that impacted enterprise software stocks.
The negative sentiment extended a trend from 2025. Investors remain concerned about the disruptive potential of artificial intelligence on traditional software licensing revenues. Sector weakness also affected companies including ServiceNow, Workday, and Adobe.
Despite the weak start, some analysts view Salesforce as a strong candidate for a rebound in 2026. This optimistic outlook hinges on the company's ongoing integration of AI across its product suite, which is expected to drive renewed growth and solidify market leadership.
Evercore, for example, named Salesforce one of its top comeback stocks for the year. Consensus analyst estimates project a potential upside of 20-25% for the shares.