Salesforce Inc’s (CRM) New Reporting Structure To Give Better Insights Into AI Driven Growth

Salesforce Inc. (NYSE:CRM) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. According to an investor presentation shared on May 1, Salesforce Inc. (NYSE:CRM) plans to revamp its revenue reporting structure from FY27. The move is aimed at better aligning its reporting with the company’s AI-led Agentic Enterprise strategy. Under the new structure, revenue will be divided into two main segments: “Agentforce Apps” and “Data 360, Platform & Other.” The company will group products such as Slack, Sales, Tableau, and MuleSoft under broader AI-driven categories. Revenue from major acquisitions, such as Informatica, will be reported separately for one year after closing.

During FY27, Salesforce Inc. (NYSE:CRM) will provide both the existing and revised reporting formats to support comparison, before fully shifting to the new structure in FY28. While this does not necessarily change the company’s outlook, it does give investors a good idea of how much growth is coming from the AI initiatives rather than the legacy offerings.

The company’s stock has halved from its all-time high and continues to struggle amid fears of AI-related disruption. Since the beginning of this year, almost all analysts covering the stock have lowered their price targets, resulting in a median price target of $251. While this still suggests a healthy 36% upside, most of it is due to the stock’s poor first quarter.

Salesforce Inc. (NYSE:CRM) is a global enterprise software company that provides customer relationship management (CRM) and cloud-based business applications across sales, service, marketing, commerce, and data analytics. Its Customer 360 platform, powered by data tools and trusted AI, enables organizations to unify customer data and drive personalized engagement.

While we acknowledge the potential of CRM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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