Salesforce (NYSE:CRM) is trying to turn Agentforce into billable digital labor, not just another AI feature. If consumption revenue grows faster than disappearing software seats and inference costs stay controlled, Agentforce could open a much larger growth market tied directly to corporate labor spending. Stock prices used were the market prices of Aug. 19, 2026. … Read more
Salesforce (NYSE:CRM) has become cheaper while skepticism surrounding its AI growth strategy intensifies. ServiceNow’s (NYSE:NOW) latest quarter showed that customers are still paying for AI workflow tools, shifting the fundamental evidence toward the more expensive competitor. The Salesforce thesis now rests on one critical test: whether billings reaccelerate in September. Stock prices used were the … Read more
Salesforce (NYSE:CRM) is attempting to transform itself from a traditional CRM provider into a platform that sells AI labor through software. Agentforce, Data Cloud, and Slack could give the company a powerful position in enterprise AI, yet the market may still be valuing it like a mature software business. Stock prices used were the market … Read more
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