Stock Markets July 9, 2026 08:45 AM

Bernstein Lowers Rating on Salesforce, Cites Weak Customer Reception for Agentforce

Analyst downgrades stock to Sector Weight and removes price target after customer checks and CIO survey raise questions about AI product momentum

By Avery Klein
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Bernstein has moved Salesforce from Outperform to Sector Weight and removed its price target, pointing to disappointing customer feedback about the company's Agentforce AI offering and survey data suggesting customers may pull back IT spending on the platform. While Bernstein still regards Salesforce as an entrenched incumbent, the firm says clear signs of Agentforce-driven acceleration have not emerged and may be delayed or may not materialize.

Bernstein Lowers Rating on Salesforce, Cites Weak Customer Reception for Agentforce
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Key Points

  • Bernstein downgraded Salesforce from Outperform to Sector Weight and removed its price target due to weak commercial signals around Agentforce.
  • Customer checks and a Bernstein CIO survey showed disappointing feedback: data often isn’t organized enough for AI and Agentforce "as a product, just isn't there."
  • The development affects enterprise software, SaaS providers, and IT budget allocation decisions as CIOs indicated they may deprioritize Salesforce in the next 12 months.

Bernstein has reduced its rating on Salesforce.com from Outperform to Sector Weight and eliminated its price target, citing weak signs of commercial traction for the company's Agentforce artificial intelligence product.

In a note, Bernstein analyst Jackson Ader said the firm's investigative checks and customer conversations "have not been strong, nor has the feedback been on Agentforce," adding that disclosed metrics "does not signal building momentum." Ader also pointed to a recent CIO survey in which Salesforce was "being a standout for the wrong reasons."

Despite this downgrade, Bernstein continues to characterize Salesforce as an incumbent platform that benefits from customer entrenchment - a position the firm held when it pushed back against the "Death of SaaS" narrative. That said, Bernstein now adds that the evidence for a durable acceleration powered by Agentforce "is further out than we'd expected, if it plays out at all."

The bank reported two consistent themes in customer feedback. First, customers often lack sufficiently organized data to support meaningful AI initiatives. Second, in the view of many customers, Agentforce "as a product, just isn't there." Those two issues undercut the pathway to near-term AI-driven revenue expansion, according to Bernstein's checks.

Bernstein's CIO survey also showed a tilt toward reduced emphasis on Salesforce in near-term IT budgets: Ader noted that more CIOs expect to deprioritize Salesforce within their IT budgets over the next 12 months than expect to increase spending.

On financial disclosure, Bernstein said it has struggled to find corroborating evidence for management's commentary that net-new average order value (AOV) is expanding faster than overall AOV growth. The bank flagged this as a point where the public filings did not appear to substantiate management's messaging.

Regarding valuation, Bernstein observed that while Salesforce's multiple is low on a historic basis, it sits near the median compared with peers and is above peers on a growth-adjusted basis. The firm did not make claims beyond this relative assessment.


Implications of Bernstein's update include closer scrutiny of AI product execution and customer data readiness across enterprise software vendors, and potential pressure on IT spending allocations if CIOs shift priorities away from entrenched vendors. The downgrade reflects uncertainty about the timing and substance of any Agentforce-driven inflection in Salesforce's growth.

Risks

  • Evidence of sustained acceleration from Agentforce "is further out than we'd expected, if it plays out at all," creating uncertainty for Salesforce's AI-driven growth prospects - impacts enterprise software and AI infrastructure sectors.
  • Customer data currently not organized enough for meaningful AI work, limiting the potential for immediate monetization of AI features - impacts SaaS vendors and their customers' digital transformation plans.
  • More CIOs in Bernstein's survey expect to deprioritize Salesforce within IT budgets over the next 12 months than expect to increase spending, posing a risk to near-term demand for the platform - impacts IT spending and enterprise software suppliers.

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