- Salesforce (NYSE:CRM) agreed to acquire AI analytics platform Loops to plug its technology into Tableau’s data tools.
- The Loops platform is expected to feed Tableau with AI-driven recommendations that react to shifts in business performance metrics.
- Salesforce plans to use Loops to deepen AI agents inside its analytics stack for more context-aware business insights.
- The Loops acquisition for Tableau fits into a broader pattern our research has uncovered on Salesforce’s AI push. We have also spotted 3 warning signs worth knowing about at Salesforce.
This is far from the only large software group leaning into AI analytics and data infrastructure, so it is worth looking across 92 AI infrastructure stocks.
Salesforce runs customer relationship management platforms for clients across the US, Europe, and Asia Pacific. Folding Loops into Tableau targets the same users who already rely on its software to connect sales, service, and marketing data in one place.
3 things going right for Salesforce that this headline doesn’t cover.
How does the Loops deal fit with Salesforce’s AI push around Tableau?
Loops is built to explain changes in business performance and recommend actions, which lines up directly with Tableau’s role in visualizing data. Plugging that engine into Tableau gives Salesforce one more way to keep customer decision making inside its own analytics stack instead of third party tools.
Does this Salesforce news change the existing Narrative around AI agents and data pricing?
The Loops acquisition leans into the Narrative catalyst that more CRM activity will run through AI agents and data products rather than simple seats. By wiring Loops into Tableau, Salesforce is aiming to deepen usage based workflows that support bundles like Agentforce 1 Edition and reinforce the case for higher value data services through Data Cloud.
See how these catalysts shape Salesforce’s path to a $281 fair value.
What should investors watch next to see if this Loops acquisition really matters?
The practical test will come once the deal closes by early November and Loops is live inside Tableau. Investors can watch for Salesforce to disclose concrete adoption signals, such as how many Tableau customers activate the Loops capabilities or any commentary on AI driven workflow usage on upcoming earnings calls.
The quiet Salesforce check most holders never run
Share price gets all the attention, yet there is a separate estimate of what Salesforce could be worth if you only followed the cash moving through the business. Find out exactly what Salesforce is worth today based on its cash flows.
This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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Cyberattacks just went physical, spoiling food and starting fires. So why do analysts think CrowdStrike could be fully priced?
Crowdstrike valuation has streched too far now. Trades like a company with no competitors. There are so many of them.
CrowdStrike has little to do with this. It’s operational technology, industrial controllers. Could drive service and upgrade cycles for Siemens, Schneider, Honeywell, Rockwell and ABB, though mostly within their own installed bases rather than as new demand. And the pure-play OT security names are all private.
Chrissy Paradis
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24
Oct 9, 2026
About NYSE:CRM
Salesforce
Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.
Undervalued with proven track record.
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