Salesforce Inc. shares closed higher on Friday, February 14, 2026, gaining 2.3% to finish at $189.72. The move came amid a mixed trading session leading into the long Presidents Day weekend, with U.S. markets closed on Monday.
Earnings and AI in Focus
Investors are positioning for the company's fourth-quarter and full-year fiscal 2026 results, scheduled for release after the market closes on Tuesday, February 25. A conference call is set for 5 p.m. ET. The primary focus will be on demand signals and the monetization pace of new AI "agents"—software designed to autonomously execute tasks for users.
Traders will also scrutinize growth in remaining performance obligation, a key metric indicating future subscription revenue. The timing coincides with Salesforce's Spring '26 product rollout beginning February 23, which may influence commentary on sales cycles and customer adoption.
Broader Market Context
The broader equity market found some support from softer-than-expected January inflation data, which increased expectations for a potential Federal Reserve rate cut in June. However, large-cap technology stocks continued to exert pressure late in the day. "Large cap tech stocks continue to be an anchor on the market and any whiff of optimism continues to get rejected," noted Michael James of Rosenblatt Securities.
The software sector faces a fundamental debate: whether rapidly improving AI tools will disrupt existing products faster than companies like Salesforce can monetize their own AI enhancements. This uncertainty has contributed to recent volatility among peers, including ServiceNow and Microsoft.
Earlier in February, Salesforce reportedly trimmed fewer than 1,000 roles, according to a Reuters report citing Business Insider. The company also recently announced an agreement to acquire Cimulate, aimed at enhancing retail commerce tools.
With liquidity thinning due to the holiday, the next significant catalyst for Salesforce shares will be the market reopen on Tuesday, followed closely by the February 25 earnings report. The guidance, margin outlook, and clarity on AI monetization are likely to set the stock's trajectory into March.
