Salesforce Down Over 40% in H1 2026 as AI-Disruption Fears Overpower Agentforce Growth; Q2 Guidance Undershoots

The Motley Fool·high signal

The Motley Fool (July 10, 2026) reports Salesforce (CRM) fell more than 40% in the first half of 2026 despite beating earnings, as investors doubt seat-based software survives the agent era. The stock kept selling off after Salesforce guided Q2 revenue to $11.27B–$11.35B, just below the ~$11.36B Street consensus. The disconnect — record $1.2B Agentforce ARR but a de-rated stock — is the clearest signal that the market is pricing AI as a threat to, not a tailwind for, the CRM incumbent.