Wall Street Firms Rally Behind Salesforce, Boost Price Targets to $300

Salesforce's Dreamforce Investor Day has prompted at least six Wall Street firms to raise their price targets on the enterprise software giant, with several landing at $300.

The coordinated move reflects growing conviction that Agentforce and the broader AI stack can drive a durable installed-base repricing. For long-term investors, this shift warrants closer attention, as near-term execution risk remains real.

BMO was more constructive on Salesforce's ability to benefit from enterprise AI adoption, citing AIforce and new partnerships.

Stifel pointed to management reiterating its FY30 revenue target of $63B and outlined six distinct monetization paths, including premium SKU upgrades, Agentforce spend, Data 360, and Agent Fabric.