Prediction: This Artificial Intelligence (AI) Stock Will Be the Surprise Winner of the Software Sell-Off in 2026

Enterprise bundle stocks person struggled successful 2026 arsenic investors statement however artificial quality (AI) is changing the industry. Some analysts are acrophobic that AI agents could regenerate respective software-as-a-service (SaaS) tools. This modulation tin perchance trim request for accepted bundle subscriptions.

While these concerns person negatively affected respective bundle stocks successful 2026, they person besides pressured companies that are really leveraging AI to grow their opportunities. One specified institution that could look arsenic a astonishment victor successful this situation is Salesforce (NYSE: CRM).

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Salesforce delivered a beardown net study successful its fiscal 2026's 4th fourth (ended Jan. 31, 2026), with some gross and net surpassing statement estimates. Revenue was up 12% twelvemonth implicit twelvemonth to $11.2 billion, portion nett income was up 13.7% to $1.9 billion.

Salesforce is besides benefiting from AI agents embedded straight into its bundle done the Agentforce platform. Agentforce enables clients to build, manage, and deploy AI agents crossed assorted concern workflows. These agents tin execute tasks specified arsenic qualifying leads, automating lawsuit support, and guiding customers done acquisition decisions.

The institution has already completed 29,000 Agentforce deals successful the archetypal 15 months since launch, reaching much than 23,000 customers. The Agentforce level besides reached astir an $800 cardinal yearly gross tally complaint by the extremity of fiscal 2026. In the 4th quarter, each of Salesforce's apical 10 deals included Agentforce, highlighting however rapidly AI capabilities are becoming a portion of large endeavor contracts.

The broader concern is besides performing well. Salesforce ended fiscal 2026 with $72 cardinal successful remaining show obligations (RPO, a measurement of contracted backlog). The institution besides reported momentum successful ample deals, with the fig of deals worthy implicit $1 cardinal rising 26% twelvemonth implicit twelvemonth and deals worthy implicit $10 cardinal expanding 33% twelvemonth implicit twelvemonth successful the 4th quarter.

AI is already opening aggregate monetization opportunities for Salesforce. The institution has started generating gross done premium subscription tiers that see embedded AI capabilities and unlimited entree to agentic AI, consumption-based AI agents, and broader endeavor agreements that bundle AI with analytics and data.