Salesforce Stock Drops 12% After Company Reveals AI Pricing Strategy
Salesforce (CRM) stock has fallen nearly 12% in 2026, down from its $264.91 close at the end of 2025.
The drop occurred after a session where the company discussed how it plans to get paid for AI, including moving customers up to premium editions led by a $550-per-user-per-month tier that bundles products such as Claudeforce.
President of Applications and Marketing Patrick Stokes said the new AIforce Max edition is 'at $550 per user per month,' with Claudeforce remaining in open beta until it reaches general availability, at which point customers will have to buy it to keep it turned on.
The company's goal is to motivate upgrades to premium editions, with President and Chief Revenue Officer Alexa Vignone stating that 'for every 1% of the base we move, it's $100 million.' The base refers to core CRM users in Agentforce Sales and Agentforce Service segments, which brought in $18.846 billion in fiscal 2026, up about 8.5%.