Salesforce is surging again — but the best software setups may be elsewhere: One Big Investment Idea

But better news came with much higher prices. Salesforce has now recovered roughly half of its prior decline. CrowdStrike is already back near its 52-week high. That's why simply buying whichever software stock has the best earnings reaction can be a dangerous game.

Salesforce Inc. Q2 2027 Earnings: Recap of $CRM Earnings Call, Forecast

Salesforce is trying its hardest to avoid being left in the pile of misfit software names created by AI. Is its own AI push working?
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Salesforce Soars 14% as Claudeforce and a Guidance Raise End the Slump, ServiceNow Climbs 5%, Adobe Advances 3%

Enterprise software is leading Thursday morning after Salesforce’s fiscal Q2 2027 beat and Claudeforce announcement reset the sector’s AI narrative. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is up 3% to $105.

Salesforce just put its entire CRM inside Claude — and says you’ll never need its app again

Salesforce and Anthropic launch Claudeforce, bringing live CRM data and AI sales workflows into Claude as enterprise software goes headless.

Salesforce CEO Uses Record Quarter to Kill ‘AI Will Replace SaaS' Narrative

Salesforce beat earnings and expanded its Anthropic partnership, undercutting fears AI would replace enterprise software.
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CRM stock soars 13% after-hours — Salesforce crushes earnings, raises guidance and expands partnership with Anthropic’s Claude

Salesforce’s new FY27 revenue forecast of $46.1 billion-$46.4 billion moves above its previous guidance range of $45.9 billion-$46.2 billion. ・The company’s expanded partnership with Anthropic will bring Claudeforce to Claude users,