New York, February 14, 2026, 11:12 (EST) — Market closed.
- Salesforce shares closed Friday at $189.72, up 2.3%.
- U.S. markets are shut on Monday for Washington’s Birthday; the next session is Tuesday.
- Investors are watching Salesforce’s AI-commerce push and the Feb. 25 results for clearer demand signals.
Salesforce, Inc. shares ended Friday at $189.72, up 2.3%, after trading between $184.31 and $193.43. Volume was about 14.8 million shares.
The market pause matters because U.S. stocks will be closed Monday for Washington’s Birthday, giving weekend headlines extra runway before trading resumes on Tuesday. For Salesforce, that can cut both ways after a week of choppy software trading. (New York Stock Exchange)
Wall Street’s latest “AI scare trade” has moved from software into other corners of the market, Reuters reported on Friday, as investors hunted for business models vulnerable to automation. Barclays equity strategist Emmanual Cau said the mood was “sell first think later,” and Reuters said Salesforce was down about 30% in 2026 even after Friday’s rebound; Adobe and CrowdStrike have also fallen. (Reuters)
Salesforce’s move on Friday also mattered to the broader tape. MarketWatch said Salesforce and Caterpillar were the biggest boosts to a nearly 125-point rise in the Dow. (MarketWatch)
On the company side, Salesforce on Feb. 10 said it signed a definitive agreement to acquire Cimulate, an AI-powered product discovery and “agentic commerce” company. “The future of commerce is agentic,” Nitin Mangtani, Salesforce’s SVP & GM for Commerce and Retail, said, while Cimulate CEO and co-founder John Andrews said: “Joining Salesforce allows us to scale our technology.” Salesforce said the transaction is expected to close in the first quarter of its fiscal 2027, subject to customary closing conditions. (Salesforce)
In analyst research, Citizens lowered its price target on Salesforce to $315 from $405 but kept an Outperform rating, citing federal contract data it said pointed to $108 million in annual award value from five deals signed in January. Annual award value is an estimate of the yearly run-rate implied by contract awards; the note excluded a $5.6 billion U.S. Army IDIQ, a type of umbrella contract used to issue multiple task orders over time. (TipRanks)
For traders, the near-term question is whether the AI story turns into steady bookings, not just product talk. Another watch item is “seat” pressure — customers paying for fewer user licenses if AI agents do more work — which can show up as slower subscription growth.
But the bounce can fade fast if February results show customers trimming cloud budgets or if investors keep treating software as the next automation loser. A messy integration of small acquisitions, or a weaker public-sector pipeline than hoped, would add to the downside.
Salesforce has also flagged a Spring ’26 product release starting Feb. 23, pitching new AI, data and automation features it says will roll into its customer-experience stack. (Salesforce)
The next major catalyst is earnings: Salesforce is scheduled to report fourth-quarter and full-year fiscal 2026 results on Feb. 25 after the close, with a conference call set for 5 p.m. ET. (Salesforce)
