Key Points Salesforce is integrating AI agents into its software and has shifted away from a paid-set model to a usage-based one. Oracle's cloud infrastructure sales more than doubled in the first quarter of fiscal 2027, proving its new focus on renting AI compute power is working. Both companies could be long-term winners, but owning Salesforce stock has lower risks. 10 stocks we like better than Salesforce › Enterprise AI stocks haven't been big winners for investors over the past year, as Salesforce (NYSE: CRM) and Oracle (NYSE: ORCL) shareholders will tell you. Salesforce's stock is down about 3% over the past 12 months, while Oracle's stock has cratered 55%, compared to the S&P 500 's (SNPINDEX: ^GSPC) 16% gains.
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