The AI market has been primarily led by chips and infrastructure. Software was met with skepticism owing to concerns that AI would lead to a decrease in workforce (and therefore software seats). Salesforce’s latest Q3 earnings report disputes that perspective, providing the initial concrete proof that traditional Software As A Service (SaaS) can effectively monetize AI. https://www.forbes.com/sites/greatspeculations/2025/12/08/agentforce-marks-salesforces-critical-pivot-to-au

Shackled for three years by the necessary overhaul of Salesforce’s profitability, products, and people, Marc Benioff shook off those constraints during Salesforce’s Q3 earnings call last week and, for the first time in 12 quarters, unmistakably showcased vigorous growth as his #1 priority. While it’s unquestionably true that the CEO of a 25-year-old company with a market cap of close to a quarter-trillion dollars owes shareholders healthy and sustainable profit margins, a ser

If you're a medium-sized or large company, you're likely using Salesforce to help you maintain relationships with customers, track orders and invoices, or build marketing campaigns. You may also have it running customer-facing services on your website or tracking shipments and third-party suppliers. Or you may be using Salesforce for much more. https://www.scworld.com/resource/from-admin-led-maintenance-to-policy-as-code-re-architecting-salesforce-governance-for-security

In the wake of Salesforce's recently completed $8 billion acquisition of Informatica, an executive from the acquired firm reflected on the factors behind successful mergers. According to a column published on Yahoo Finance, global M&A volume reached $2.2 trillion in the first half of 2025, a 27% increase compared to a year ago. Notably, 72% of that volume involved deals greater than $1 billion. https://www.indexbox.io/blog/key-factors-behind-salesforces-8-billion-informatica-

The must-haves for building a market-leading business include vision, talent, culture, product innovation and customer focus. But what’s the secret to success with a merger or acquisition? I was asked about this in the wake of Salesforce’s recently completed $8 billion acquisition of Informatica. In part, I believe that people are paying attention because deal-making is up in 2025.  M&A volume  reached $2.2 trillion in the first half of the year, a 27% increase compared to a

The must-haves for building a market-leading business include vision, talent, culture, product innovation and customer focus. But what’s the secret to success with a merger or acquisition? I was asked about this in the wake of Salesforce’s recently completed $8 billion acquisition of Informatica. In part, I believe that people are paying attention because deal-making is up in 2025.  M&A volume  reached $2.2 trillion in the first half of the year, a 27% increase compared to a

Salesforce CEO Marc Benioff is done talking about the cloud and is renaming everything after its AI software Agentforce — perhaps even the whole company. Salesforce slapped the "Agentforce" moniker on many of its products and services recently. And when the company reported earnings this week, there were updated names for several offerings. Sales is now "Agentforce Sales." The Service offering is "Agentforce Service," and Platform became "Agentforce 365 Platform," and so o

ServiceNow’s dominant spot among IT service management (ITSM) platforms is facing its “most credible” threat to date, as longtime platform rival Salesforce has rolled out an AI agent-powered product that has won early plaudits from one of the largest credit unions in the US. Salesforce CEO Mark Benioff crowed to investors on Wednesday that the company’s Agentforce IT Service, which debuted in October, was already winning customers and saving them money. He singled out PenFed,

Despite the fact that Salesforce CEO Marc Benioff talks about AI nonstop , regularly chimes in on the AI news of the day , and endlessly pushes his company’s AI platform, he seems worried that people just aren’t associating Salesforce with AI. Luckily, he has a solution in mind, according to a report from Business Insider : changing the company’s entire name to Agentforce to evoke the AI agents that he’d like the company to be known for. https://gizmodo.com/salesforce-ceo-mul

Salesforce ( CRM ) stock gains after reporting mixed third quarter earnings results , where the company lifted its outlook and highlighted agentic AI adoption. CFRA Research senior vice president and equity analyst Angelo Zino joins Market Catalysts to talk about the dynamics impacting Salesforce, including the company's AI efforts, as the broader software as a service (SaaS) space faces pressures. https://finance.yahoo.com/video/salesforce-touts-ai-momentum-software-17150065