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    Is U.S. Army’s IL5 Agentforce Deployment Altering The Investment Case For Salesforce (CRM)?

    Simply Wall St·08/12/2026 19:28:12
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    • Earlier in August 2026, U.S. Army Human Resources Command announced it had chosen Missionforce National Security to deploy secure AI agents powered by Salesforce’s IL5-authorized Agentforce platform, modernizing always-on HR support for millions of Soldiers, Veterans, civilian staff, and military families.
    • This large-scale, sensitive government deployment underscores Salesforce’s ability to run AI workloads in tightly regulated, high-security environments, a key differentiator as enterprises reassess their software and AI infrastructure choices.
    • We’ll now examine how this IL5-authorized U.S. Army adoption of Agentforce could influence Salesforce’s AI-focused investment narrative and longer-term positioning.

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    Salesforce Investment Narrative Recap

    To own Salesforce, you need to believe its pivot from traditional CRM to AI agents and data platforms can support durable growth despite rising competition and regulatory pressure. The U.S. Army’s IL5 Agentforce deployment reinforces Salesforce’s role in secure, high-stakes AI, but does not materially change the near term focus on proving AI monetization and managing customer churn as enterprises reassess large software contracts.

    The Army HRC win sits alongside a broader string of regulated-sector Agentforce deals, like the US$1.6 billion Veterans Affairs license, that highlight Salesforce’s traction in complex, compliance-heavy environments. For investors watching AI adoption and pricing power, these projects provide concrete usage at scale and may become a useful counterweight to headlines about customers like Curative opting for in-house AI tools.

    Yet beneath this progress, investors should also be aware that...

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

    Salesforce's narrative projects $56.7 billion revenue and $10.3 billion earnings by 2029. This requires 9.8% yearly revenue growth and about a $2.3 billion earnings increase from $8.0 billion today.

    Uncover how Salesforce's forecasts yield a $241.72 fair value, a 22% upside to its current price.

    Exploring Other Perspectives

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

    While consensus sees steady growth, the most pessimistic analysts assume revenue of about US$54.2 billion and earnings near US$7.9 billion by 2029, highlighting how concerns about data privacy regulation and commoditization could look very different once large IL5 projects like the Army HRC rollout are fully reflected in expectations.

    Explore 25 other fair value estimates on Salesforce - why the stock might be worth just $241.03!

    Reach Your Own Conclusion

    Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

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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.