Tag
Salesforce
8 articles
Salesforce Cedes Interface to Claude, Figma Defends App Supremacy
Salesforce lets Anthropic's Claude handle CRM workflows, betting data control matters more than user interface, while Figma embeds AI inside its design environment.
Salesforce's AI Bet Pays Off: $1.5B Revenue, Anthropic Gains, and Talent Raid from OpenAI
A 23% stock surge followed earnings that exceeded estimates, driven by 240% growth in Agentforce AI products and a $2.6 billion paper gain on Anthropic.
Salesforce's AI Surge Justifies $265 Target as Agentforce Hits $1.5B ARR
CRM surged 22.6% on fiscal Q2 results showing $11.35B revenue and $5.90 adjusted EPS, with Agentforce and Data 360 ARR combined reaching $3.9B.
Salesforce Surges 21% on Earnings Beat and Claudeforce Launch
Salesforce lifted full-year guidance and unveiled Claudeforce, a new AI product integrating Anthropic's Claude into its platform, signaling SaaS will benefit from—not be disrupted by—AI.
Salesforce Crushes Q2, Anthropic Stake Worth $2.6B—Stock Deserves Higher Target
The cloud giant posted 87 percent net income growth, 81 percent free cash flow beat, and $1.5B Agentforce run-rate—the market is underestimating the AI upside.
J.P. Morgan Starts Salesforce at Overweight With $250 Target, Calls AI Fears Overblown
Analyst Samik Chatterjee sees 29 percent upside from current levels, betting a core-business rebound in late fiscal 2027 will force a market re-rating.
Salesforce's Agentforce Operations: A $10 Billion Play in Enterprise AI Efficiency
Salesforce's new Agentforce Operations aims to streamline complex enterprise AI deployments, addressing a critical bottleneck in realizing tangible ROI from large-scale artificial intelligence investments.
Salesforce Launches Agentforce Operations: The $300B Workflow Fix Enterprise AI Needs
Salesforce's new Agentforce Operations platform addresses the critical workflow challenges hindering enterprise AI adoption, aiming to unlock significant value and establish a new competitive moat in the burgeoning market.