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NEWS
Salesforce billionaire CEO Marc Benioff just spent $27 billion to fight the SaaSpocalypse
Billionaire Salesforce (CRM) co-founder and CEO Marc Benioff is never lost for words when it comes to how great his software company is. The problem is that the market has been tuning him out for over a year, believing new artificial intelligence models from OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) would render the company and others like it extinct in a few years. https://finance.yahoo.com/markets/stocks/article/salesforce-billionaire-ceo-marc-benioff-just-spent-27-billion
Joseph K
May 28
Salesforce says AI is boosting, not killing SaaS
The SaaSpocalypse is nothing to fear, Salesforce CEO Marc Benioff assured investors Wednesday during a video earnings call from the Salesforce Tower in San Francisco, emphasizing the company’s continued progress in the AI era. https://www.channeldive.com/news/salesforce-ai-is-boosting-saas/821401/
Joseph K
May 28
As AI slashes white-collar jobs, Salesforce CEO Marc Benioff says almost no one is being hired—except in sales
Legions of students pursued engineering in college in hopes of hitting the hiring market as a hot commodity. But now, their prospects are falling flat among some major employers. Salesforce CEO Marc Benioff recently revealed that the $145 billion cloud-based platform is keeping its engineering headcount unchanged as AI generates bounds of productivity. And the recruitment freeze extends to many layers across the tech giant—except for sales. https://fortune.com/2026/05/28/ai-s
Joseph K
May 27
Salesforce shares dip on soft revenue outlook as AI disruption concerns linger
Salesforce’s mixed April-quarter results didn’t give investors a definitive answer regarding whether or not the company could buck the software selloff and remain competitive in an AI-first market. https://www.marketwatch.com/story/salesforce-shares-sink-on-soft-revenue-outlook-as-ai-disruption-concerns-linger-45dcf0e5
Joseph K
May 27
Salesforce Expands Agent Fabric To Anchor AI Agents And Investor Focus
For investors watching enterprise software, this move speaks directly to how Salesforce is positioning its core platform for AI centric workflows. As more large companies test and deploy autonomous agents across sales, service, and internal operations, the ability to coordinate and govern those agents from a single control plane is becoming a key requirement. https://simplywall.st/stocks/us/software/nyse-crm/salesforce/news/salesforce-expands-agent-fabric-to-anchor-ai-agents-
Joseph K
May 26
The SaaS-pocalypse can wait, Salesforce still has customers where it wants them
Salesforce CEO Marc Benioff appeared on the VC podcast All-In last week to share his vision for the future of AI and software. Among the usual bonhomie – he skipped Trump's trip to China; he's not a Democrat or Republican, just "here to support the country" – he revealed the CRM giant he co-founded may spend circa $300 million with Anthropic in 2026 to harness its coding agents. https://www.theregister.com/saas/2026/05/26/the-saas-pocalypse-can-wait-salesforce-still-has-custo
Joseph K
May 26
Why Salesforce is prioritizing its AI focus on people
Last summer, Salesforce opened its first dedicated AI Center in the world, with the UK chosen as its location. Nearly a year on from that opening, the center has moved location to Devonshire Square to provide what the firm pitches as “connected London Campus, offering immersive AI experiences to customers, partners, and communities”, all in the shadow of the UK Salesforce Tower in the heart of the City of London. https://diginomica.com/why-salesforce-prioritizing-its-ai-focu
Joseph K
May 26
Agentforce to Boost Salesforce's Subscription Revenue Growth in Q1
Salesforce, Inc. CRM is set to release its first-quarter fiscal 2027 earnings on May 27, and investors will be closely watching whether the company’s aggressive artificial intelligence (AI) strategy is beginning to translate into stronger financial performance. The broader economic environment remains uncertain, with enterprises still cautious about spending. However, demand for cloud-based software and productivity tools remains reasonably strong. Salesforce appears to be be
Joseph K
May 25
Salesforce Headless 360: The Beginning of the End for Traditional Enterprise Software UIs
In Q2 2026, Salesforce made one of its most significant architectural announcements in years: Headless 360. During the TDX developer conference, CEO Marc Benioff delivered a memorable line that captured the shift: “No browser required. The API is the UI.” With Headless 360, Salesforce is exposing its entire platform — including Agentforce and Slack — as composable APIs, MCP tools, and CLI commands. https://quasa.io/media/salesforce-headless-360-the-beginning-of-the-end-for-tr
Joseph K
May 25
Salesforce Has an AI Vaporware Problem
A new report from Bloomberg raises some uncomfortable questions about Salesforce’s marketing around Agentforce, the company’s AI platform. The platform has long been criticized on social media as “vaporware” (sometimes even in pro-Salesforce posts), and this Bloomberg report doesn’t look like it’s helping matters. https://gizmodo.com/salesforce-has-an-ai-vaporware-problem-2000762993
Joseph K
May 25
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