Salesforce AI Shift Slower Than Expected, Analyst Gil Luria Says

*Analyst Gil Luria of D.A. Davidson states that Salesforce is taking longer than anticipated to move toward AI after reviewing recent earnings.*

Salesforce faces a slower transition to AI than markets had priced in. Gil Luria of D.A. Davidson Technology Research delivered that assessment while reacting to the company's latest results on Bloomberg The Close.

Luria paired the Salesforce observation with comments on Snowflake earnings released the same period. Both companies operate in the data and cloud space where AI features now dominate investor questions.

The remark came in a video segment dated May 27, 2026. No specific timeline adjustments or revised forecasts appear in the report.

Why it matters

Investors who bought Salesforce on the promise of rapid AI monetization now confront a gap between guidance and delivery. The delay keeps pressure on margins and competitive positioning against faster-moving rivals. Execution risk remains the dominant variable for the stock until concrete AI revenue acceleration shows up in results.

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Sources:

• Bloomberg Technology

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