Salesforce, Inc. provides customer relationship management technology services that connect companies and customers across the United States, Europe, and the Asia Pacific. Its offerings include Agentforce for building and managing autonomous AI agents, Agentforce Sales and Agentforce Service for sales and service processes, Data 360 for unifying data, Informatica for data management, and Slack for conversational collaboration. The company also provides marketing platforms, commerce services, integration and analytics solutions, Salesforce Starter for small and medium-sized businesses, and a field service solution. Salesforce serves financial services, healthcare and life sciences, manufacturing, automotive, and government sectors. It was incorporated in 1999 and is headquartered in San Francisco, California.
Salesforce launches AIforce at Dreamforce 2026 as Benioff takes aim at Microsoft Copilot
Salesforce CEO Marc Benioff unveiled AIforce, an AI connectivity layer that lets employees access Salesforce data and run complex workflows inside third-party AI tools such as Anthropic's Claude and Slack, at Dreamforce 2026, using the stage to directly criticize Microsoft. AIforce launched with three integrations: Claudeforce, built in partnership with Anthropic, brings Salesforce data directly into Claude; Slackforce connects that same data to conversations in Slack; and AgentforceCoworker operates inside Salesforce's own Lightning interface. Benioff framed AIforce as the answer to what he calls the "Fantasyland" problem, arguing that rival AI tools like Microsoft's Copilot lack the reliable business data layer required to safely power a business, extending a public rivalry that dates to Dreamforce 2024, when he compared Copilot to "Clippy." Salesforce generated $11.35 billion in revenue during its most recent quarter, beating Wall Street's expectations on both earnings and revenue, and CRM stock has rallied about 34% over the past month after falling as much as 37% earlier in 2026, closing at $255.65 on Sept. 15. On the same day as the Dreamforce announcement, Salesforce suffered a global service disruption that locked some customers out of their systems, and investors are watching Agentforce and Data 360 adoption numbers in the next quarterly report, where combined annual recurring revenue already exceeds $2.9 billion, more than 200% growth from a year ago.
Google Rethink ROI Summit Highlights Gap Between AI Discovery and Payment Readiness
Google's Rethink ROI summit in New York spotlighted a widening gap between rapid AI-driven shopping discovery and merchant payment systems that cannot yet complete agent-initiated transactions. The platform's new conversational attributes let retailers feed structured data, including FAQ, compatible accessories, and substitutes, directly into the Shopping Graph, and in early testing with Lululemon, brand-supplied attributes were incorporated into AI Mode recommendations 50% of the time. Demand for such tools is backed by Adobe Analytics data showing an 805% year-over-year increase in AI-driven traffic to retail sites during Black Friday 2025, while Salesforce Cyber Week data confirms retailers with integrated AI agents grew sales 32% faster than those without, and Adobe found those shoppers are 38% more likely to convert. That traffic, however, is colliding with a payment readiness deficit: the TLT LLP Retail Agility survey of the top 100 UK retailers found that while 49% are investing in agentic AI, only 15% say their payment systems are prepared for agent-initiated transactions. Google is attempting to standardize the transaction layer through the Universal Commerce Protocol and the Universal Cart framework, which aim to enable persistent, cross-platform shopping carts across Search, YouTube, and Gmail, and with a 10-week horizon to Black Friday 2026, the next two months will determine which brands move from discovery-focused AI to transaction-ready agentic commerce.
Salesforce-in-Claude Beta Opens on All Paid Plans With 37 Prebuilt Sales Skills
Salesforce has moved its Claudeforce partnership with Anthropic into an open beta on all paid plans, pushing enterprise CRM data into Claude's native interface. The release centers on a plugin that bridges Salesforce's data stores and Claude's reasoning engine, arriving with 37 prebuilt sales skills covering everything from meeting preparation to pipeline reviews. The beta is currently accessible via the Salesforce AppExchange and the Claude Enterprise Marketplace. Under the mutual adoption model, Salesforce has named Claude its preferred AI model while Anthropic has designated Salesforce its preferred CRM, with the plugin running on the AIforce harness and integrating with Headless 360, Data 360, Tableau, and Slack, where Claude now serves as the default model for Slack AI, Slackbot, and Slack Code. Salesforce reports its employees have realized 8.1 million hours of annualized productivity gains using Slackbot, a figure that has doubled quarter-over-quarter. Deployment requires a one-time connection, after which every seller gains access immediately, with no per-user configuration or new permissions model.
Benioff Warns AI Must Not Become 'Social Media 2.0' at Dreamforce
Salesforce co-founder and CEO Marc Benioff used his keynote at the annual Dreamforce software festival to warn that the AI industry must not repeat the failures of social media, saying "we cannot let AI be social media 2.0." Speaking to Yahoo Finance's Opening Bid from Dreamforce in San Francisco, Benioff said companies and executives must take absolute responsibility for the applications and technology they build, arguing there needs to be an ethical base in how the industry operates. He noted that Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman both attended Dreamforce and addressed their concerns, while figures including venture capitalist Bill Gurley and Meta CEO Mark Zuckerberg have weighed in on safeguarding people in an increasingly AI agent future. Benioff, who also owns Time Magazine, said businesses must be responsible for their actions and that "the only people who are going to prevent [bad things] from happening are the people who are building that code." Salesforce used the event to announce several AI products, including AIforce and a tie-up with Nvidia on a new model dubbed Koa, which Stifel analyst J. Parker Lane said underscores the open approach the company is taking on the model and UI layers as it leans on its data and context layers as its core moat in the Agentic Era.
Salesforce Targets Over $63 Billion Annual Revenue by Fiscal 2030
Salesforce is forecasting more than $63 billion in annual revenue by fiscal 2030, a long-term target that sits above Wall Street expectations. Chief Operating and Financial Officer Robin Washington outlined the goal at the company's annual conference Wednesday, covering the fiscal year ending January 2030 and exceeding the roughly $61.4 billion analyst consensus compiled by Bloomberg. The company is positioning its data, customer relationships and workflow software as infrastructure for enterprises deploying autonomous AI agents, highlighting Claudeforce, which connects Salesforce data with Anthropic's Claude, and Koa, an AI reasoning model built on Nvidia architecture now being tested by nearly 1,000 enterprise customers. Salesforce also says Slack is evolving into a primary control hub where companies can manage autonomous AI agents alongside employees. Separately, an early Anthropic investment generated a $2.6 billion gain last quarter, with Salesforce eventually planning to monetize those shares to help fund its $60 billion stock repurchase program.
Snap Adds Salesforce and NVIDIA Tools to $2,195 Specs AR Glasses
Snap disclosed that Salesforce is embedding its Agentforce agent platform into its Specs augmented reality glasses, with NVIDIA supplying the artificial intelligence that lets the device interpret what a worker is looking at and pull up relevant company data, and Amazon contributing its cloud unit's assistant for voice-command tasks. Snap also unveiled a Specs Intelligence service, with a separately sold charging case carrying cellular connectivity through carrier partners including Verizon Communications in the U.S. The device was unveiled in June at $2,195, and Snap did not disclose financial terms for any of the tie-ups, so the move prices a positioning change rather than booked business. Snap stock rose about 4% to $5.95 on the news, while Meta Platforms, the incumbent in consumer AR through Ray-Ban Meta and Reality Labs, held steady with shares up 0.4% to $675.88. Snap stock remains down 28% year to date, and Snap has said shipping begins later this fall in the U.S., the U.K., and France, with a Los Angeles shopping-mall try-on experience starting in October.
Snap to Integrate Enterprise Tools into Specs AR Glasses, Partners with Salesforce and Others
Snap announced on the 16th that it has partnered with Salesforce, Nvidia, Amazon Web Services and others to integrate enterprise tools into its augmented reality glasses, Specs. Unveiled in June, Specs is priced at $2,195 and sits at the core of the strategy led by CEO Evan Spiegel. Through the partnerships, Salesforce will integrate its generative AI agent platform Agentforce, Nvidia's technology will handle AI processing, and Amazon Web Services will provide a voice-operated AI assistant. The partner list also includes software company Trifork and AR software company HoloLight, though contract terms and financial details were not disclosed. Specs is scheduled to begin shipping in the United States, the United Kingdom and France in late autumn, and from October it will hold consumer experience events at a commercial venue in Los Angeles.
Salesforce launches Koa, its first reasoning AI model for CRM, built on NVIDIA Nemotron
Salesforce and NVIDIA announced the launch of Koa, Salesforce's first reasoning model for CRM, for use with Agentforce, built on NVIDIA Nemotron. It stems from a close technology collaboration between the two companies and is designed to help AI agents analyze complex multi-step workflows while selecting the right tools. Koa was developed by further training NVIDIA Nemotron 3 Super on synthetic datasets that Salesforce created from the enterprise business knowledge accumulated over nearly three decades of CRM usage. In testing with the Salesforce CRM Benchmark, which covers real-world tasks such as updating sales opportunities, case escalation, and scheduling follow-ups, Koa performed on par with or better than leading models for CRM operations while reducing errors threefold. Salesforce controls the model weights of Koa and carries out all additional training and inference within Salesforce's trust boundary. Koa is currently in use inside Salesforce, including in AI agents in Slack, and is being tested with customers including 1-800Accountant, Baxter Credit Union, Engine, Formula 1, UChicago Medicine, and Xero. At the same time, Salesforce and NVIDIA are also applying models developed on Nemotron and accelerated computing technology to Missionforce, so that government agencies and regulated businesses can control the models, data, and deployment environment at the same level, bringing purpose-built AI to private clouds, air-gapped networks, and highly secure environments.
Salesforce Public Sector Becomes Fastest-Growing Business as Defense Revenue Jumps 80%
Salesforce's public-sector business has become its fastest-growing industry business at scale, with defense revenue expanding 80% year over year, one year after the company launched Missionforce, its government-focused platform combining AI, data, applications and cloud infrastructure. Salesforce said Missionforce now supports operations across more than 30 countries, 60 U.S. federal agencies, all 15 Cabinet departments, all 50 states and all six branches of the U.S. military. One of the biggest opportunities is a 10-year U.S. Army contract carrying a $5.6 billion ceiling to expand Missionforce National Security across the Army and Department of War, while the Army Human Resources Command is using the platform to provide AI-powered services to 9.2 million soldiers, veterans, civilian employees and military families. The U.S. Air Force has deployed Missionforce to modernize operations supporting a vehicle fleet valued at $13.5 billion, and the Transportation Security Administration is using an AI agent called Ace to handle roughly 100,000 traveler conversations each month, resolving 96% of routine inquiries without human escalation and cutting consumer-interaction costs by more than 90%. Salesforce is also collaborating with OpenAI to bring advanced AI models and accelerated computing into Missionforce workloads and secure government environments.
June AI Joins Salesforce AgentExchange Partner Ecosystem
June AI announced it is now part of the Salesforce AgentExchange ecosystem, Salesforce's trusted partner marketplace for partner-built AI interfaces, agents, apps, skills, integrations and services. The AI implementation and deployment company said its agents understand a customer's Salesforce environment, translate requirements into implementation plans, and assist with configuration, testing and deployment, helping customers move faster from planning to production while preserving existing data models, permissions and governance. Tyler Carlson, SVP, Head of Product, AgentExchange & Ecosystem at Salesforce, said the company's Headless Toolkit, which provides MCP and API access to Salesforce data, workflows, business logic, actions, identity, permissions and governance, lets builders connect those experiences to Salesforce context. June AI co-founder and CEO Efrat Rappoport said realizing AI's potential requires each use case to be implemented inside the systems a company actually runs. June was founded by the team behind Bonobo AI, which Salesforce acquired in 2019, and its founders spent five years in product and engineering leadership roles at Salesforce, contributing to the development of Agentforce.
Salesforce Unveils AIforce at Dreamforce as Shares Slip 1.4%
Salesforce pushed deeper into the AI stack at Dreamforce by creating a bridge between its business data and outside AI models, a move that sent shares down approximately 1.4% to $252.10 Wednesday. The offering, AIforce, connects Salesforce data, applications and autonomous agents with platforms including Slack and Anthropic's Claude, while the company also introduced Koa, a model built with Nvidia's Nemotron technology and Salesforce's massive store of CRM data. Salesforce is leaning harder into consumption-based pricing, meaning revenue growth increasingly depends on how much customers actually use these AI tools rather than how many software seats they purchase. Agentforce annual recurring revenue has already topped $1.5 billion, equivalent to roughly 3.2% of the midpoint of Salesforce's $46.25 billion fiscal-year revenue guidance, and adding Data 360 lifts that comparison to about 8.4%. At $252.10, the stock sits 26.52% below the $343.08 GF Value estimate, a gap that will depend on Salesforce proving easier AI distribution can translate into durable consumption growth without sacrificing its projected 20.1% GAAP operating margin.
Salesforce Slackbot Users Jump 150% as Slack Posts Record Order Growth
Salesforce is seeing momentum from Slack, where Slackbot users increased more than 150% sequentially in the second quarter of fiscal 2027, while Slack delivered its fastest quarterly net new annual order value growth since Salesforce acquired the platform. During its second-quarter earnings call, the company revealed that upgrades to premium Slack additions tripled after Slackbot launched, and bookings for Agentforce One Edition and Agentforce for Apps more than doubled quarter over quarter. Slack's stronger performance is already supporting Salesforce's results, with second-quarter revenues rising 11% year over year to $11.35 billion and subscription and support revenues increasing 12% to $10.82 billion. Salesforce faces competition from Microsoft, whose fourth-quarter fiscal 2026 revenues rose 18% year over year to $90 billion, and from Zoom, whose second-quarter fiscal 2027 enterprise revenues increased 7.8% year over year to about $787.5 million. Salesforce shares have declined 3.5% year to date, and the company carries a Zacks Rank #3 (Hold).
Salesforce and Live Nation Expand Agentforce to U.S. Venues
Salesforce and Live Nation Entertainment announced at Dreamforce an expansion of Live Nation's use of Agentforce, bringing 24/7 fan support to Live Nation venues across the U.S. The move builds on Live Nation's pilot at BottleRock Napa Valley, where it debuted Melody, an agentic festival guide powered by Service Cloud that was deployed in under 30 days and logged over 37,000 fan interactions and 17,000 customer service sessions during the 12-day launch window, with 85% of attendees getting the answers they needed within three responses. Live Nation is now building on those learnings with Venue Agent, which gives fans 24/7 access to information across Live Nation venue websites, answering questions about parking, what to bring, accessible seating and door times, with branding and event information automatically customized for each venue. Live Nation research shows 78% of fans want guidance ahead of a show to help make their experience smoother. The company uses a single agent system powered by Service Cloud with Data Cloud, and today 95% of questions handled by Venue Agent are answered without being handed off to a team member.
Salesforce Q2 Revenue Hits $11.35 Billion as Cramer Touts Agentforce AI Platform
Salesforce reported second-quarter fiscal 2027 revenue of $11.35 billion, up nearly 11% year-over-year, with non-GAAP diluted earnings per share of $5.90 beating estimates by $2.63. Current remaining performance obligation rose 14% year-over-year to $33.5 billion, while total remaining performance obligation reached $66.3 billion, an 11% increase. Citing accelerating adoption of Agentforce and Data 360, Salesforce raised its full-year fiscal 2027 revenue guidance to between $46.1 billion and $46.4 billion, representing 11% to 12% growth. Professional services revenue fell 4% year-over-year to $525 million as clients curbed discretionary consulting spend, and the company faces competition from Microsoft, ServiceNow, and Oracle. Jim Cramer, speaking on the September 11 episode of Mad Money, said he plans to interview Salesforce's Marc Benioff and called the stock very strong of late, noting the Charitable Trust owns the shares.
Siemens Expands Agentforce Use Across 132 Countries and 18,000-Person Sales Force
Siemens is expanding its use of Salesforce's Agentforce AI platform across its sales and industrial service operations, giving Salesforce a larger real-world test of whether its AI agents can handle everyday business work. Siemens had been receiving more than 2,500 unqualified inbound leads every month, and it now uses two AI agents to contact those leads, gather details such as budget and timing, and route stronger prospects to the right salesperson. The system reaches every inbound lead across 132 countries and supports a sales organization of about 18,000 people. The partnership is also moving beyond sales, with Salesforce and Siemens connecting customer information with engineering data so employees can answer technical questions, check equipment upgrades and identify spare parts more quickly. Future AI agents could also help Siemens qualify distributors, schedule meetings and handle parts of supplier onboarding, and for Salesforce the deeper deployment matters more than simply announcing another company using Agentforce, though it now has to prove those deployments can turn into meaningful revenue growth.
Adecco Group Rolls Out Salesforce Agentforce Coworker Across 40 Plus Countries
The Adecco Group announced the global rollout of Salesforce's Agentforce Coworker across 40 plus countries, following a successful pilot in the UK and France. The enterprise AI teammate, embedded directly in the platform and powered by Anthropic's Claude, supports work across sales, recruitment and client and candidate engagement workflows. The rollout extends agentic AI infrastructure into the daily workflows of 27,000 employees, building on an unlimited Agentforce 360 enterprise agreement with Salesforce; the company has already deployed agentic AI across recruitment workflows in ten countries, representing 50% of Adecco business revenues. Coworker will also draw on context from more than 2.5 million agent-candidate interactions since April 2025. CEO Denis Machuel will join Salesforce chair and CEO Marc Benioff, alongside the CEOs of Anthropic, NVIDIA and Siemens, at the main Dreamforce keynote to discuss human-centric AI, saying the rollout gives teams a single interface that knows candidate history and client context for the moment when human judgment matters most.
Apollo Named Flagship Data Partner for Salesforce's Hunter Sales Agent
Apollo has been selected as one of an exclusive group of flagship launch partners for Hunter, Salesforce's new outbound sales agent, the company announced at Salesforce's Dreamforce conference in San Francisco. Under the partnership, Salesforce customers can access Apollo's network of 240 million contacts directly through Hunter even if they are not Apollo customers, using Apollo's sales intelligence to research accounts, find prospects, enrich contact information, and identify timely outreach signals. Hunter agents can tap into seven Apollo prospecting actions backed by a contact database that delivers 98% email accuracy, covering company search, company enrich, person search, person enrich, person enrich with mobile phone, news enrich, and job posting enrich. Scott Singerman, VP of Partnerships at Apollo, said thousands of teams already run Apollo alongside Salesforce, while Rohan Punamia, VP of Product Management at Salesforce, said bringing Apollo's intelligence natively into Hunter gives every Salesforce customer the prospecting data and signals they need without a separate Apollo subscription. The dedicated integration is distinct from Apollo's existing public listing on Salesforce AgentExchange and follows the launch of Apollo's latest Slack app; Hunter is currently in pilot, with general availability planned for November.
Bandwidth Becomes First Certified Carrier for Salesforce Contact Center Global Rollout
Bandwidth Inc. announced an expansion of its collaboration with Salesforce as the first certified carrier to support the global rollout of Salesforce's native Contact Center. Following the North American debut of Salesforce's AI-powered, CRM-native contact center in March, the expanded collaboration will extend availability to more than 25 countries across Europe, the U.K., Australia and New Zealand this fall, with additional markets to follow. Enterprises will connect to the contact center through a bring-your-own-carrier model using Maestro, Bandwidth's platform for intelligent, global communications orchestration, which operates within Salesforce's governed workflows. Salesforce Senior Vice President of Contact Center Gautam Vasudev cited strong customer momentum since the launch, while Bandwidth Senior Vice President and General Manager of Enterprise Ankush Gangwani said the company's Communications Cloud and Maestro make it easier for organizations to rapidly deploy the native Contact Center. Bandwidth is exhibiting this week at Dreamforce 2026 in San Francisco at booth 118.
Opsera Launches First Headless DevOps Platform for Salesforce Agentforce
Opsera announced the launch of its new headless DevOps platform for Salesforce orgs, which it calls the industry's first. The platform is powered by deep metadata intelligence, pre-validates changes in parallel, ensures enterprise-grade governance through complete audit trails, and simplifies release management via a conversational interface. Opsera said the launch addresses a governance gap in which 96.7% of Salesforce architects actively use AI tools for daily operations, while only 21% of companies believe they have adequate governance and guardrail frameworks established for agentic AI. The platform runs parallel checks for Apex coverage, missing components, and dependencies before queuing, maps metadata in a dynamic graph engine, and automatically logs every human or AI-driven update to keep orgs and branches synchronized. Opsera said the platform is trusted by global enterprises including Honeywell, Eaton, Workday, Palo Alto Networks, and Autodesk.
Gainsight Launches Agentforce and Slack Integrations for Customer Retention
Gainsight announced new headless agentic integrations with Agentforce and Slack to help revenue teams act on customer intelligence that predicts retention and expansion. The integrations, available through Model Context Protocol connectors, bring customer health, risk, expansion and learning signals with next-best action directly into Agentforce and Slackbot across Gainsight's Customer Success, Staircase AI, Skilljar, Customer Communities and Product Experience products. Customers can also buy Gainsight's pre-built agents now integrated with Salesforce, including Expansion Analyst, and the company is adding new packages to simplify integration setup. Gainsight CEO Chuck Ganapathi said the answer to higher retention is not another generic agent but giving agents the context to see how a customer is adopting a product and the ability to take the next-best action. The company cited McKinsey's analysis of more than 100 B2B SaaS companies, which found top-quartile valuation multiples came with median net revenue retention of 113% versus 98% for the bottom quartile, and median enterprise-value-to-revenue multiples of 24x and 5x, respectively. Gainsight will showcase the integrations at Dreamforce Booth #316 in San Francisco from September 15 to 17, 2026.
IIG unveils JUMP+ plan to build AI-CRM, targets 20 million baht net profit in 2028
IIG is pressing ahead with its turnaround after gross margin reached 16.6% in the second quarter of 2026, up from 13.4% in the same period a year earlier, helping to cut its net loss by as much as 50%, with total revenue of 163 million baht, flat compared with the same period last year. Ms. Chanoknan Thiamrat, investor relations officer at I&I Group Public Company Limited, or IIG, said the company is placing more weight on its consulting and ERP design-and-installation business, focusing more on Oracle software, while resizing its customer relationship management, or CRM, projects, namely Salesforce, to fit clients' budgets, and tightening sales and administrative expenses to boost margins. The trend for the third quarter of 2026 is expected to be close to that of the first half. Under the JUMP+ Plan for 2026 to 2028, the company is developing an AI Intelligent Platform, or AI-CRM, for the Thailand and Southeast Asia markets, which is more than 40% complete and is targeted for commercial launch within the third quarter of 2026. It aims for AI-CRM revenue of 30 million baht in 2028 and expects net profit of no less than 20 million baht within 2028, under assumptions of 10% annual revenue growth and an 8% net profit margin.
Dreamforce 2026 to Pitch Unified Agent Trust as Market Still Runs on Three Separate Layers
Salesforce is positioning its Trust Boundary as the definitive architecture for the agentic enterprise at Dreamforce 2026, but the trust stack has not coalesced into a single platform and has instead fractured into three distinct, often incompatible domains: governance specification, runtime authority, and runtime enforcement. Governance specification remains a crowded, nascent field where enterprises cobble together stacks from vendors like Okta, IBM, Broadcom, and Dataiku, a focus supported by the UC Berkeley MAST taxonomy finding that 79% of multi-agent failures trace to specification problems rather than model limitations. Runtime authority is shifting from static permissions to dynamic models, with Akeyless introducing intent-based access control and CrowdStrike pushing SPIFFE-based identities, though Akeyless CEO Oded Hareven says there is still no single place issuing, governing, and revoking that authority. Runtime enforcement, the domain of bidirectional API security and agent fabrics, was recently exemplified by the expanded integration between Akamai and MuleSoft, and matters because 87% of organizations reported an API security incident in 2025. Despite the marketing at Dreamforce, no single vendor covers all three layers, and the unified solution is in practice a multi-vendor assembly project, a fragmentation that feeds a merchant readiness paradox in which 42% of merchants are testing agentic systems while only 3% of transactions actually involve agents. Gartner warns that 40% of autonomous AI efforts will be partially derailed by governance gaps discovered only after production incidents, and with Nvidia's $12.9 billion acquisition of Hugging Face and Stripe's $7.5 billion acquisition of OpenRouter, the industry's largest acquirers are buying routing infrastructure at premium valuations, signaling that the orchestration layer's fragmentation is itself the margin risk.
Snowflake Lifts Fiscal 2027 Product Revenue Target to $6.07 Billion on AI-Driven Quarter
Snowflake raised its fiscal 2027 product revenue target to $6.07 billion from $5.84 billion after second-quarter product revenue rose 37% to $1.49 billion, with CEO Sridhar Ramaswamy saying AI products drove roughly half of that growth acceleration. UBS analyst Karl Keirstead said the figures, alongside rapid growth at Palantir and Databricks, offered compelling proof of robust enterprise AI adoption. The beat lifted enterprise software broadly, with ServiceNow, Atlassian, Adobe, Intuit and Salesforce all up 3.5% to 6% the next day and the iShares Expanded Tech-Software ETF up 3%. Salesforce's own move came a week earlier, when its second-quarter fiscal 2027 results showed revenue of $11.35 billion, up 11% year over year, current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90 against a $3.27 consensus, though $2.61 billion in net gains on strategic investments added $2.53 per share to non-GAAP EPS. Salesforce also announced Claudeforce with Anthropic, a partnership that initially brings Salesforce data, workflows and business logic into Claude through a plugin with 37 prebuilt sales skills, with further integrations planned across Claude, Salesforce and Slack.
Salesforce Reportedly Weighs $2 Billion Listen Labs Acquisition to Bolster Agentic AI
Salesforce is reportedly prepared to spend as much as $2 billion to acquire Listen Labs, an AI-powered customer research platform, in a move that would extend its aggressive M&A push into generative and agentic AI. The potential deal, reported on September 9, follows Salesforce's recently completed approximately $3.6 billion acquisition of customer service AI agent provider Fin, formerly Intercom. Listen Labs uses artificial intelligence to conduct customer interviews through audio and video and analyze the responses, which could feed qualitative customer insights into Salesforce Agentforce, the company's platform for building and deploying AI agents, as well as its broader Data Cloud strategy. The biggest concern surrounding the potential deal is valuation, since paying as much as $2 billion for a relatively small AI company would leave limited room for execution mistakes, while integration challenges and privacy concerns around customer conversations could add regulatory and reputational risks. Institutional support for Salesforce remains strong, with 99 hedge funds holding stakes at the end of the second quarter, down from 101 in the previous quarter, and short interest at approximately 3.22% of shares, or roughly 26.5 million shares, as of August 14.
Anthropic Prepares Fall IPO After Raising $130 Billion From 300 Investors
Anthropic is preparing to go public later this fall in a debut that will test the artificial intelligence boom, with the AI model maker having raised $130 billion from 300 institutional investors, according to PitchBook data. Anthropic notched a $965 billion valuation in May, and bankers have discussed a deal that could surpass SpaceX's June listing as the world's largest, raising as much as $100 billion at a $2 trillion valuation, according to an August Wall Street Journal report. Amazon has deployed approximately $18 billion into Anthropic via preferred stock and convertible notes while retaining access to an additional $15 billion contingent on commercial milestones, and said in July the carrying value of its various Anthropic investments totaled $190.4 billion. Alphabet has invested $13.3 billion in Anthropic with another $30 billion in commitments contingent on milestones, and Anthropic has committed to purchasing five gigawatts of computing from Google Cloud. Salesforce's Anthropic stake carried a value of approximately $5.1 billion as of July 31, up by $3 billion since February, while Nvidia and Microsoft both joined Anthropic's Series G round in February and have committed up to $10 billion and $5 billion respectively. Other investors with billions riding on the listing include Menlo Ventures, United Arab Emirates sovereign wealth fund affiliate ATIC, the venture arm of Zoom, and Blackstone, which PitchBook estimates could make several billion dollars from the debut.
Salesforce Shares Jump 22.6% as Cramer Touts AI Product Growth
Salesforce shares closed 22.6% higher on August 27th after the company reported its second fiscal quarter results on August 26th. In the quarter, Salesforce's remaining performance obligations rose 14%, Agentforce recurring revenue jumped 240%, AI annual recurring revenue climbed 210%, and revenue grew 11%. Stripping out the impact of its Anthropic investment, earnings grew 16%, while the company guided third-quarter performance obligations to grow 14%, flat versus the second quarter. Salesforce now trades at a forward P/E ratio of 18, up from 15 before earnings, and 99 hedge funds held a stake in the company in the second quarter, down slightly from 101 in the first quarter. Jim Cramer, who has backed CEO Marc Benioff since 2008, said on September 3rd that the AI product Benioff introduced on his show has really taken off and that Dreamforce is going to be extraordinarily good.
Adobe Beats Estimates and Raises Guidance, but Shares Fall on Soft Q4 Revenue Outlook
Adobe Inc. reported third-quarter revenue of $6.76 billion, beating the $6.70 billion consensus estimate, with adjusted earnings of $6.13 per share also topping expectations, according to Reuters. The company raised its full-year revenue and earnings targets, and annual recurring revenue from its AI-first products more than doubled year over year. Despite the beat and raise, Adobe shares fell after hours because fourth-quarter revenue guidance came in slightly below expectations at the midpoint. The reaction underscores that investors now demand proof AI is accelerating bookings, retention or pricing rather than simply being attached to existing products. Salesforce, by contrast, has begun producing such evidence, with Reuters Breakingviews noting that Agentforce exceeded roughly $1.5 billion in annualized recurring revenue while Salesforce posted its strongest net-new annual order value growth in four years.
Salesforce Rises 2.4% as Slack Launches In-Chat Dashboard Builder
Salesforce pushed Slack deeper into the AI race by turning Slackbot into an interactive content builder, sending its shares up approximately 2.4% to $248.77 and keeping the company just above the $200 billion mega-cap line. The new feature, Slackforce Surfaces, converts workplace conversations and connected data into dashboards, polls, reports, presentations and microsites without forcing users to leave Slack, and teams can edit, share or pin those creations inside channels while existing access permissions remain intact. Surfaces is available to customers including free users with Slackbot enabled, with continuously refreshed data arriving in October. The launch gives Salesforce another way to funnel Slack users toward its expanding AI ecosystem, where Agentforce and Data 360 annual recurring revenue recently approached $3.9 billion, equal to roughly 8.4% of the company's $46.25 billion annual revenue-guidance midpoint. Salesforce's $248.77 share price sits 27% below its $340.76 GF Value estimate, and while Surfaces may strengthen retention and AI adoption, converting free usage into paid demand remains the real test.
Atlassian's Teamwork Graph Tops 200 Billion Objects as AI Push Drives Cloud Upgrades
Atlassian Corporation says its Teamwork Graph now spans more than 200 billion objects and connections, giving the company a large base of enterprise work data to support its AI strategy. Atlassian says agents using the graph can deliver up to 44% more accurate answers while using 48% fewer tokens, and that AI and the Teamwork Graph are now among the top two reasons customers cite for upgrading to the cloud and adopting the Teamwork Collection. Teamwork Collection customers have four to five times more paid seats per instance than stand-alone Jira or Confluence customers, and Atlassian estimates about $14 billion of opportunity within its existing customer base without changing products or pricing. The Zacks Consensus Estimate for TEAM's fiscal 2027 and 2028 revenues indicates year-over-year growth of 13% and 14.8%, respectively, while the fiscal 2027 earnings estimate stands at $5.52 per share, unchanged over the past 30 days and indicating a 5.6% year-over-year decline. Atlassian faces competition from Salesforce, whose Agentforce ARR exceeded $1.5 billion in the second quarter of fiscal 2027, up 240% year over year, and from ServiceNow, whose AI annual contract value crossed $1 billion in the second quarter of 2026 and is expected to exceed $1.5 billion by the end of 2026.
Salesforce Stock Jumps 20.7% as Earnings Estimates Rise
Salesforce has drawn heavy investor attention after its shares returned +20.7% over the past month, far outpacing the Zacks S&P 500 composite's -2% change, while the Zacks Internet - Software industry gained 1.2%. For the current quarter, Salesforce is expected to post earnings of $3.40 per share, a change of +4.6% from the year-ago quarter, with the Zacks Consensus Estimate up +4% over the last 30 days. The consensus earnings estimate of $16.31 for the current fiscal year indicates a year-over-year change of +30.3% and has risen +24.9% over the last 30 days, while the next fiscal year's consensus of $15.77 indicates a change of -3.4% and has moved +1.9% over the past month. Revenue estimates stand at $11.46 billion for the current quarter, $46.22 billion for the current fiscal year and $50.67 billion for the next, indicating changes of +11.7%, +11.3% and +9.6%, respectively. Salesforce reported revenues of $11.35 billion in the last reported quarter, up +10.8% year over year, with EPS of $5.9 versus $2.91 a year ago, beating the Zacks Consensus Estimate of $11.32 billion by +0.25% on revenue and by +80.43% on EPS, and it carries a Zacks Rank #3 (Hold) with a Value Style Score of C.
Agentic AI Metrics Clash as Salesforce Touts 7 Billion Work Units
Salesforce is touting 7 billion Agentic Work Units, its proprietary activity measure, as proof of momentum for its Agentforce platform, which has reached $1.5 billion in annual recurring revenue, but that headline sits alongside five competing industry metrics that measure entirely different things. Gartner predicts over 40% of agentic projects will be canceled by 2027 due to costs and unclear value, while McKinsey finds 93% of enterprises are overspending on AI and that 60% of total agentic AI spend goes to iterative response refinement rather than initial inference. S&P Global Market Intelligence and MIT data show 80% of apps embedding AI but only 31% of organizations actually running agents in production, and the MIT NANDA report says 95% of generative AI pilots fail to meet CFO expectations. More than 50% of GenAI budgets still flow to sales and marketing even though the most measurable ROI for AI agents is consistently found in back-office automation. Gartner senior director analyst Anushree Verma says most of these projects remain early-stage experiments driven by hype, and Futurum Group's Keith Kirkpatrick says enterprises now demand that every AI capability connect directly to revenue growth or margin improvement, pointing toward standardized cost-per-outcome metrics ahead of Dreamforce 2026 this September.
Salesforce Closes $3.6 Billion Fin Acquisition Months Ahead of Schedule
Salesforce closed its $3.6 billion acquisition of Fin on September 10, 2026, finishing the deal months ahead of the original Q4 FY2027 schedule. The completion arrived the same day Salesforce unveiled its Trusted Enterprise AI Harness, a unified governance layer for managing internal and third-party agents, just before Dreamforce. Fin serves more than 30,000 global customers, and its AI agent resolves an average of 76% of support volume end-to-end across channels including Slack, WhatsApp, and email, powered by a proprietary Apex model. The deal follows Salesforce's Claudeforce partnership with Anthropic in late August and its $8 billion Informatica acquisition in late 2025, with new agreements for Contentful, m3ter, Momentum, and Cimulate. Agentforce reached $1.2 billion in ARR in Q1 FY27, up 205% year-over-year.
Salesforce Unveils Trusted Enterprise AI Harness for Agent Governance
Salesforce announced its Trusted Enterprise AI Harness on September 10, 2026, formalizing the agent governance stack into a single platform. The Harness comprises six core capabilities: Trusted Context, Trusted Agency, Trusted Action, Trusted Governance, Trusted Security, and Trusted Models, anchored by a new AI Control Plane that lets organizations discover and register agents, establish identity and policy, manage lifecycles, evaluate performance, and control costs. The control plane is designed to manage both Salesforce and third-party AI agents, following the recent Claudeforce initiative that made Anthropic's Claude the default reasoning engine across the platform. Rohan Kumar, Salesforce's President and Chief Platform and Engineering Officer, said the Agentic Enterprise won't be defined by which model a company chooses but by the trusted, proprietary context it brings to that intelligence. The Harness is not scheduled for general availability until early fiscal year 2028, which begins in February 2027, and pricing details have not been disclosed.
Salesforce Heads Into Dreamforce With AI Adoption in Focus
Salesforce Inc. has completed its acquisition of Fin, a workflow analytics startup that helps businesses discover where work is getting stuck and how employees are using software, as the enterprise software company heads into its Dreamforce event and analyst day on Sept. 15-17. Ahead of those events, RBC Capital analyst Rishi Jaluria maintained a hold rating and a $250 price target on the stock. The main focus will be on Salesforce's AI model layer built with Anthropic, called Claudeforce, with investors wanting to know about pricing, features and, most crucially, whether customers are using it. Agentforce is already at $1.5 billion in annual recurring income, and with Data 360 that value climbs to $3.9 billion. For investors, the next few days are less about fresh product and more about proof that adoption continues to grow, which would let Salesforce argue its AI approach is becoming a business, not just a pitch.
Salesforce Becomes Title Sponsor of FIDE World Chess Championships Through 2028
Salesforce announced a landmark multiyear partnership with the International Chess Federation, becoming Title Sponsor of the FIDE World Championship Matches 2026–28 and the official AI partner of the FIDE World Chess Championship and FIDE Rankings. The deal covers the 2026 and 2028 World Championship Matches, the 2027 Women's Match, and the world rankings, which will be presented as the Salesforce FIDE World Chess Championships and Salesforce FIDE Rankings. FIDE, the governing body of chess since 1924, oversees 204 national member federations, 1.5 million rated players, and tens of thousands of rated events per year across 195 countries. The collaboration will deploy the full Agentforce 360 portfolio, including Slack, to unify FIDE's operations, player rankings, and fan connections on a single platform, powering a Chess Concierge Agent for 1.2 million monthly visitors and an ELO Player Rating Agent that automates rating data pipelines across 204 federations. FIDE CEO Emil Sutovsky called it a truly landmark agreement, while Salesforce President of Applications and Marketing Patrick Stokes said the company was honored to bring the power of the Agentic Enterprise to the sport.
Microsoft Launches Dynamics 365 Activate to Migrate Salesforce CRM Users
Microsoft has introduced Dynamics 365 Activate, an AI-powered migration tool designed to move organizations from Salesforce's CRM platform to Dynamics 365 with reduced manual effort and lower implementation risk. The tool, currently in public preview for Salesforce-to-Dynamics 365 transitions, analyzes an existing CRM environment's data, workflows and customizations before generating migration recommendations, with additional ERP and business-application migration scenarios planned later this year. The launch comes as Microsoft retires the twice-yearly release wave model for Dynamics 365, Power Platform and Dataverse in favor of a continuous AI at Work roadmap, and follows a wave of agent-based features including a Sales agent that reached general availability in September 2026 and Journey Creation and Outreach Optimization agents in public preview during June 2026. Dynamics 365 revenues rose 13%, or 12% in constant currency, for the quarter ended June 30, a deceleration from 22% growth in the prior quarter and below the 18-19% pace seen earlier in fiscal 2026, which management attributed to a difficult prior-year comparison and softer bookings. Microsoft's guidance for the first quarter of fiscal 2027 calls for Dynamics 365 revenue growth in the low-teens range, and the company carries a Zacks Rank #3 (Hold) with a forward 12-month price/earnings ratio of 24.22X.
Salesforce Q2 Beat Lifts Agentforce ARR Past $1.5 Billion
Salesforce reported a second-quarter earnings beat that pushed its Agentforce annual recurring revenue above $1.5 billion, up more than 240% year over year. Revenue for the quarter ended August 26, 2026, came in at $11.35 billion, up 10.8%, while non-GAAP earnings per share hit $5.90 against a $3.27 consensus, an 80.36% beat and the company's sixth straight. Management raised its full-year fiscal 2027 revenue guidance to a range of $46.1 billion to $46.4 billion, and combined Agentforce and Data 360 annual recurring revenue now stands at nearly $3.90 billion, up over 210%. Chief Executive Marc Benioff called it one of the company's best quarters ever and highlighted the CloudForce partnership with Anthropic, whose premium editions carry a 60% to 80% premium and have reached only 5% of knowledge workers so far. A $25 billion accelerated share repurchase has already cut diluted share count to 821 million from 962 million, though GAAP earnings per share of $4.29 included a $2.43 per-share lift from $2.61 billion in strategic investment gains and restructuring charges rose to $94 million from $4 million a year earlier.
Tribal Launches Campfire for Governed Salesforce Building
Tribal today launched Campfire, a shared, production-grounded workspace that brings business users, architects, security teams, admins, reviewers, and testers into one governed process for building applications on Salesforce. Campfire is built on Tribal's Metadata Fabric, which continuously maps the org's objects, automations, permissions, business rules, and dependencies, and it turns the shared design into an application built on Agentforce and Omni-Channel with agreed workflows and guardrails carried through. Co-founder and CEO Yoav Kolodner said the biggest bottleneck in enterprise software is everything that has to happen between an idea and production, and Campfire addresses how enterprises decide what to build and move safely into production. ADAMA, a global crop protection company, used Tribal to support its Agentforce rollout across 19 countries, with CIO Nir Rehav saying the company moves significantly faster and can better serve users in 19 countries. One customer used Campfire to build a commission calculator for its sales team, a project that would normally have required an implementation partner, a six-figure budget and months of work. Campfire is rolling out to customers now, and Tribal will demonstrate it during Dreamforce 2026, September 15 to 17, at Moscone Center in San Francisco.
Salesforce Completes Acquisition of Fin, Adding 30,000 Customers
Salesforce has completed its acquisition of Fin, formerly Intercom, bringing the customer agent company's platform and AI team into the CRM giant. Fin's customer agent platform and its technical AI team join Salesforce along with an established global customer base of more than 30,000 companies. Powered by the Fin model suite, Fin's AI customer agent resolves complex queries end-to-end across live chat, email, WhatsApp, SMS, voice, and Slack, achieving an industry-leading average resolution rate of 76%. Salesforce Chair and CEO Marc Benioff said the combination makes Agentforce more powerful for customer service, while Fin CEO and Co-Founder Eoghan McCabe said joining Salesforce gives the technology access to magnitudes more businesses. As part of Salesforce's AI Labs, Fin will continue to serve its customers, advance its AI agent capabilities, and build market-defining AI models and technology.
Listen Labs Abandons $125M Series C at $1.5B Valuation Amid Salesforce Talks
Listen Labs, a market research startup that uses voice AI to conduct customer interviews, walked away from a signed term sheet for a $125 million Series C at a $1.5 billion valuation that Menlo Ventures was set to lead, according to several people with knowledge of the matter. The round never closed, a rare move in venture capital that VCs generally frown upon, and the financing likely collapsed because of acquisition talks with Salesforce, which has recently held discussions to buy Listen Labs for around $2 billion, Business Insider reported. Those talks are not finalized and may not result in a deal. The three-year-old startup has about $30 million in annualized revenue, roughly three times more than competitor Simile, which in late July announced a $200 million Series B at a $2 billion valuation led by Greenoaks, likely setting a new benchmark for Listen Labs. If the Salesforce talks collapse, several VCs told TechCrunch they expect Listen Labs to return to market targeting a valuation of $2 billion or higher, though one person with experience negotiating exits to Salesforce said the CRM giant may decide that paying a 67 times revenue multiple is too steep. Listen Labs was previously valued at $500 million when it announced a $69 million Series B in late January led by Ribbit Capital, with participation from returning backers Sequoia, Conviction, and Pear VC, and its customers include Microsoft, Canva, Anthropic, and Sweetgreen.
USA