Salesforce shares fall 40.9% in the first half of 2026 despite beats on every report

Salesforce shares fell 40.9% in the first half of 2026, according to S&P Global Market Intelligence data cited by the Motley Fool. The decline came even though the company beat revenue and earnings expectations on each of its first-half reports. Investors attributed the drop to fears that capable AI models and agents will disrupt enterprise software.

• First-half 2026 share price change: down 40.9% (S&P Global Market Intelligence)
• Beat revenue and earnings expectations on each first-half report
• Driver: AI-disruption fears across enterprise software