Salesforce Stock Crashes 28% in 2025 — But Wall Street Says This Could Be Your Biggest Buy Opportunity

The Shocking Fall of a Tech Giant

Salesforce, Inc. (NYSE: CRM) — once hailed as the unstoppable titan of cloud computing — is having one of its toughest years in recent memory. The numbers are brutal: the stock has plunged 28% in 2025, vastly underperforming the broader Zacks Computer and Technology sector, which fell only 13.5%.

For perspective, Salesforce’s key competitors are thriving. Year-to-date gains tell the story:

SAP SE: +18.7%

Microsoft Corporation: +23.9%

Oracle Corporation: +50.1%

Against this backdrop, Salesforce’s deep decline feels almost shocking. But here’s the twist — while retail investors are panicking, Wall Street analysts are doubling down on their bullish outlook.

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Why Bank of America Still Says “Buy”

On July 14, Bank of America Securities analyst Bradley Sills reaffirmed a “Buy” rating on Salesforce stock, sticking to a bold $350 price target. That’s not a minor upgrade — it’s a strong vote of confidence in a company whose stock is currently battered and bruised.

The core reason? A rebound in Salesforce’s largest segment — Service Cloud.

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The Service Cloud Growth Story

Service Cloud, Salesforce’s flagship customer support and service platform, has been under pressure in recent quarters. But according to Sills and his team, growth is poised to accelerate in the coming quarters thanks to:

Expanded AI capabilities integrating Einstein GPT

Increased enterprise adoption for customer experience management

ross-selling opportunities within Salesforce’s massive CRM ecosystem

In short, Service Cloud could be the lifeline that drags Salesforce’s stock out of the red and back into bullish territory.

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Why This Matters for Investors

When a stock is down nearly 30% in a year — while competitors are up — it’s easy to write it off as a sinking ship. But in the world of investing, pessimism can often create opportunity.

Historically, tech giants like Microsoft and Apple have had “lost years” in the market — only to roar back stronger when core business segments reignited growth. If Bank of America’s $350 target holds, Salesforce could deliver over 45% upside from current levels.

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Key Factors to Watch

Investors keeping Salesforce on their radar should watch for three major signals:

1. Quarterly Earnings Surprise: If upcoming reports beat expectations, especially in Service Cloud revenue, it could spark a sentiment shift.

2. AI-Driven Product Rollouts: The more Salesforce integrates advanced AI tools into its ecosystem, the stronger its competitive moat becomes.

3. Enterprise Spending Trends: As corporate IT budgets stabilize, Salesforce could capture larger deals from global enterprises.

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The Contrarian Play in Cloud Computing

Right now, Salesforce sits in a strange position: a Wall Street darling with a “Buy” rating but a retail investor ghost town due to its ugly chart. For contrarian investors — those willing to buy when fear is high — this mismatch can be golden.

The cloud computing market itself is still expanding rapidly, with global spending expected to hit $1 trillion by 2030. Salesforce, despite current headwinds, remains one of the Best Cloud Computing Stocks to Invest in Now due to its dominant market share, sticky customer base, and ecosystem depth.

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Bottom Line

Salesforce’s 28% drop in 2025 is undeniably painful — but not necessarily permanent. With Bank of America holding strong on a $350 price target, and Service Cloud growth set to accelerate, this could be the perfect setup for a high-reward rebound play.

The question is: will you be watching from the sidelines, or will you take the plunge before the crowd comes rushing back?

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