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    Does Salesforce’s New Air Force Deal on IL5 Cloud Meaningfully Advance Its Defense Strategy (CRM)?

    Simply Wall St·07/13/2026 20:26:50
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    • Earlier this month, Salesforce announced that the U.S. Air Force’s 441st Vehicle Support Chain Operations Squadron is now using Missionforce National Security on Salesforce Government Cloud Plus Defense to manage its US$13.50 billions, 84,000-vehicle fleet across nearly 389 locations, replacing a legacy system and enhancing real-time fleet visibility and logistics workflows.
    • This deployment highlights how Salesforce’s IL5-authorized, AI-ready platform can unify fragmented ERP data, speed contingency planning from days to minutes, and lay groundwork for future AI use cases in high-security, mission-critical environments.
    • We’ll now explore how this Air Force deployment, built on an AI-ready, IL5-authorized platform, may influence Salesforce’s broader investment narrative.

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    Salesforce Investment Narrative Recap

    To own Salesforce, you need to believe its AI-first Customer 360 platform can keep deepening customer adoption while defending pricing power against big-tech rivals and upstarts. In the near term, Agentforce monetization remains a key catalyst, while slower AI uptake and competitive pressure are major risks. The Air Force win reinforces Salesforce’s credibility in high-security, mission-critical settings, but does not materially change the fact that adoption speed and pricing pressure are still the central swing factors.

    Among recent announcements, the 205% year-over-year jump in Agentforce ARR to US$1.2 billion looks most relevant. Paired with the Air Force deployment, it shows how Salesforce is trying to turn its AI-ready, IL5-grade infrastructure into recurring AI software revenue. That combination matters for the current story: can Salesforce convert high-profile, complex wins and a growing AI install base into sustained, higher-value contracts fast enough to offset competitive and regulatory risks?

    Yet beneath these promising AI headlines, investors should also be aware of the growing concern around...

    Read the full narrative on Salesforce (it's free!)

    Salesforce's narrative projects $56.6 billion revenue and $10.2 billion earnings by 2029. This requires 9.8% yearly revenue growth and about a $2.2 billion earnings increase from $8.0 billion today.

    Uncover how Salesforce's forecasts yield a $248.24 fair value, a 52% upside to its current price.

    Exploring Other Perspectives

    CRM 1-Year Stock Price Chart
    CRM 1-Year Stock Price Chart

    Some of the lowest ranked analysts were already assuming slower growth, with revenue at about US$54.2 billion and earnings around US$7.9 billion by 2029, so compared with the baseline catalysts they paint a much more cautious view that could look very different if high security wins like the Air Force rollout reshape expectations.

    Explore 30 other fair value estimates on Salesforce - why the stock might be worth just $214.76!

    The Verdict Is Yours

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.