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Source document· March 28, 2026

Have Salesforce shares hit bottom? BNP Paribas eyes catalysts to turn stock around

View original at seekingalpha.com
Have Salesforce shares hit bottom?…
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What we drew from this source

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  • Buybacks are clearly not enough to trigger new investor interest or confidence, but next week's event highlighting Slackbot may serve as a near-term catalyst as it is likely to be another step in demonstrating real-world customer adoption of Salesforce's AI products

    60% confidence

  • Total FY27 buyback estimate increases to ~$25bn from ~$16bn previously, driving an 8% reduction in diluted share count for FY27 versus prior estimate

    60% confidence

  • At 4Q results, Salesforce announced a $50bn repurchase authorization, with the first $20bn completed by 3/15, the next $5bn completed by the end of FY27e, and the final $25bn yet to be scheduled

    60% confidence

  • Salesforce stock might have finally reached its low point, and multiple near-term catalysts could help

    60% confidence

Data points we hold from this source

Salesforce · share buyback completed20 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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