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Lead DevelopmentFACT · 4/5•29 Aug '26•Via CNBC Technology

Salesforce Earnings Highlight Data as AI's Next Battleground

An op-ed argues that Salesforce's recent strong earnings indicate the competitive advantage in the AI era will shift from frontier models to companies that own proprietary customer data. The authors point to Salesforce metrics — including huge growth in records ingested, agentic work units, and AI/data-related ARR — to support a thesis that data is the scarce complement to commoditized models. Salesforce CEO Marc Benioff said top AI labs depend on CRM rather than replacing it; the company announced a $25 billion buyback after reporting revenue, margin, and bookings beats and raising guidance.

•Salesforce reported revenue of $11.35 billion, up 11% year over year, and non-GAAP operating margin of 34.1%.
•Salesforce said its Data 360 ingested 104 trillion customer records this quarter, up 355% year over year.
•Salesforce delivered 3.2 billion units of agentic work this quarter, nearly double the prior quarter.

Entities:Salesforce Anthropic Wells Fargo McKinsey & Company Slack

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FACT · 4/528 Aug '26· Via CNBC Technology

Salesforce Rallyes After AI Partnership, Beats Estimates

Salesforce reported a beat-and-raise quarter with revenue up 11% year-over-year and raised its growth view to about 12% at the midpoint, helping shares jump nearly 23% in a single day. The company announced a new partnership with Anthropic called "Claudeforce," expanded AI-driven products (Agentforce) with annualized revenue surpassing $1.5 billion (up 240% year-over-year), and recorded a $2.6 billion gain from its Anthropic investment. The report also noted several former Salesforce employees leaving OpenAI are returning, a development framed as validation of Salesforce's CRM role amid rapid LLM development.

•Salesforce reported quarterly revenue climbed 11% year-over-year, topping estimates.
•Salesforce forecasted roughly 12% growth at the midpoint for the current period.
•Salesforce shares rose almost 23% on Aug. 27, 2026, the company's best day since 2020.

Salesforce Anthropic OpenAI Slack The Information LSEG

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FACT · 4/526 Aug '26· Via CNBC Technology

Salesforce CEO Benioff Says 'SaaSpocalypse' Is Nonsense

Salesforce CEO Marc Benioff dismissed fears of a so‑called “SaaSpocalypse,” saying on CNBC’s Mad Money that frontier AI models depend on CRM rather than replace it. The comments followed Salesforce’s strong quarterly earnings and upbeat guidance, which sent the company’s shares up more than 12% in after‑hours trading. Benioff argued AI is strengthening Salesforce’s business, noting that nine of the 10 leading AI companies use Salesforce and Slack and that spending on the platforms rose 435% year over year. Salesforce also expanded its partnership with Anthropic and unveiled a plugin called “Claudeforce,” which connects Anthropic’s Claude to customer data in Salesforce to help compose emails and update records.

•Marc Benioff said on CNBC’s Mad Money that the “SaaSpocalypse narrative has been such nonsense.”
•Salesforce reported a strong quarter and issued better‑than‑expected guidance; shares rose more than 12% after the report.
•According to Benioff, nine of the 10 leading AI companies use Salesforce and Slack, with spending up 435% year over year.

Salesforce Anthropic Slack Tableau VERSANT Thomson Reuters

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FACT · 4/517 Jul '26· Via https://martech.org/feed/

Salesforce Agentforce Adoption Raises AI Readiness Concerns

Salesforce’s Agentforce — an agentic AI platform launched in 2024 — has seen slower-than-expected customer adoption, prompting analyst downgrades and large market-value declines. KeyBanc and Bernstein flagged weak adoption and product immaturity, with KeyBanc estimating roughly 23,000 of Salesforce’s 150,000 customers are using Agentforce. Analysts cite two primary barriers: poor data readiness across enterprise CRM systems and the platform remaining in proof-of-concept stages for many customers. Salesforce disputes the negative assessments, with CEO Marc Benioff calling critiques a “bad call” and pointing to internal metrics showing rapid product growth. Other firms (Andreessen Horowitz, Guggenheim, Monness Crespi Hardt) offered more positive views or upgraded ratings. The article argues marketers should prioritize data quality, integration, and governance before broad deployment of autonomous AI agents.

•Salesforce launched Agentforce in 2024; the article reports only 34% of customers have adopted it so far.
•Salesforce shares have fallen more than 50% from their December 2024 peak, erasing more than $200 billion in market value.
•KeyBanc Capital Markets downgraded Salesforce and estimated about 23,000 of the company’s 150,000 customers are using Agentforce.

Salesforce Bernstein Research Andreessen Horowitz (a16z)Guggenheim Partners Informatica SEMrush Intercom The Wall Street Journal

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