Salesforce (CRM) and Alphabet’s (GOOGL) Google have expanded their partnership to provide businesses with advanced AI capabilities. Under this deal, Salesforce’s customer relationship management software, Agentforce AI assistants, and Data Cloud will run on Google Cloud’s infrastructure. Importantly, the news comes ahead of CRM’s fourth-quarter results, due for release on Wednesday.
Currently, Wall Street analysts expect CRM to post Q4 revenues of $10.04 billion, up from $9.29 billion in the year-ago quarter. Further, the company is expected to report earnings of $2.61 per share, compared with $2.29 in the prior-year quarter.
Salesforce Customers Win with Google Cloud Integration
By integrating its apps into Google Cloud’s infrastructure, CRM will provide customers with easier access to new regions and greater flexibility to choose their preferred infrastructure provider. Businesses will also have more options to develop and deploy AI solutions according to their needs.
Further, Salesforce customers can now use Google’s Gemini models to create smarter virtual agents that can handle complex tasks and use real-time data from Google Search. Also, the partnership includes better data integration between the companies’ tools, allowing businesses to manage and visualize their data more easily.
In addition, CRM’s customer support software will integrate with Google’s tools, improving AI-driven support features like real-time translations and smart recommendations for customer service agents.
Top Analysts Bullish on CRM Stock
Ahead of the company’s Q4 earnings, 12 Top-rated Wall Street analysts reiterated a Buy rating on Salesforce stock with their price targets implying an upside potential of at least 20%.
Among the bullish analysts, Keith Weiss from Morgan Stanley (MS) recommends buying the stock due to its strong position in the GenAI market, attractive valuation, and positive long-term growth prospects. Further, the analyst believes that the new CFO’s approach and strategic acquisitions might drive growth in Fiscal 2026.
Another analyst, Derrick Wood from TD Cowen highlighted strong growth in Salesforce’s core business. Also, he expects consistent current remaining performance obligation (cPRO) outperformance. Heading into 2026, Wood believes Data Cloud and Mulesoft, CRM’s automation tool, will drive growth.
Is CRM Stock a Good Buy Now?
Turning to Wall Street, CRM stock has a Moderate Buy consensus rating based on 32 Buys, seven Holds, and two Sells assigned in the last three months. At $394.86, the average Salesforce stock price target implies 28.07% upside potential. Shares of the company have gained 16.5% over the past six months.
