Salesforce Shares Plunge to Three-Year Low of $154.23 on AI Concerns
CRM•Salesforce shares fell to a three-year low of $154.23 as investors worried autonomous AI agents could slash demand for traditional per-user software licenses. The company is testing usage-based and consumption pricing models to offset potential declines in its core licensing revenue.
1. Stock Falls on AI License Fears
Salesforce shares dropped to $154.23, a three-year low, amid concerns that autonomous AI agents could replace traditional per-user software seats and reduce the company’s core licensing revenue.
2. Shift to Usage-Based Pricing Models
To counter potential seat reductions, Salesforce is exploring pricing tied to platform usage and data consumption instead of per-user fees, aiming to establish new revenue streams and preserve profit margins.
3. Retail Investor Sentiment
Retail sentiment for Salesforce improved from neutral to bullish as investors monitor whether new pricing strategies and AI-driven product offerings can stabilize revenue growth.
