Why Salesforce Plunged Over 40% in the First Half of 2026
Yahoo Finance ·
Shares of enterprise software giant Salesforce ( CRM 2.35% ) fell 40.9% in the first half of 2026, according to data from S&P Global Market Intelligence . Salesforce, like many other software-as-a-service stocks, experienced a violent sell-off to start 2026, despite reporting relatively solid financial results. This was due to the first quarter's "SaaS-pocalypse," in which the rapid adoption of Anthropic's Claude Code tools and open-source agents such as OpenClaw ushered in the era of agentic AI. Agentic AI's improving capabilities spurred investors to sell software stocks, as fears emerged that these new AI leaders could disrupt traditional enterprise software. However, Salesforce countered the threat with a slew of acquisitions and a massive buyback program.
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