top of page

NEWS
The ‘SaaSpocalypse’ is over. How Salesforce now plans to thrive in an AI world
The “SaaSpocalypse” may be over, but so too may be a business model adored by Wall Street. That’s one of our big takeaways coming out of Salesforce’s influential Dreamforce conference this week in San Francisco, where the enterprise software giant detailed its plans to thrive in the evolving, AI-focused corporate landscape. https://www.cnbc.com/2026/09/18/the-saaspocalypse-is-over-how-salesforce-now-plans-to-thrive-in-an-ai-world.html
Joseph K
Sep 18
Why Salesforce’s Homegrown AI Model Won’t Move the Stock Until 2027
Salesforce’s (NYSE:CRM | CRM Price Prediction) Investor Day at Dreamforce on September 16, 2026, gave the company a stage to introduce Koa, a model it describes as its first tailored to CRM reasoning and actions. Salesforce post-trained Koa on an NVIDIA Nemotron foundation and says it controls the resulting weights, which is real ownership without the capital burden of frontier pretraining. https://247wallst.com/investing/2026/09/18/why-salesforces-homegrown-ai-model-wont-mov
Joseph K
Sep 18
Salesforce SVP Carlson Details Partner Potential With AIforce, Headless, AgentExchange
Salesforce’s new AIforce surface area and Headless Toolkit for building experiences with Salesforce-owned applications and third-party tools are opening up new opportunities for solution providers, Tyler Carlson, Salesforce’s senior vice president and head of product for AgentExchange and partner experience, told CRN in an interview. Carlson compared the opportunity for solution providers to the wave of activity generated when Salesforce launched its cloud-based Force.com pla
Joseph K
Sep 18
The AI Slowdown Debate Crashed Salesforce’s Party
Decked out in purple and plaid, Gwen Stefani belted her 2002 single “Underneath It All” to a packed conference center in San Francisco on Tuesday morning—but she was just the warm-up. At the end of her performance, Stefani shouted “Dreamforce! Let’s go!” into a checkered microphone before Salesforce CEO Marc Benioff strode into the spotlight. Dreamforce is billed as the world’s largest enterprise software conference but feels more like attending a megachurch—especially this y
Joseph K
Sep 17
Salesforce expands Missionforce with new AI capabilities, OpenAI partnership
Agencies will have access to new artificial intelligence tools that can help implement government policies, digitize manual processes and automate work orders through a Missionforce expansion announced in a Wednesday blog post. Salesforce’s post also announced a partnership with OpenAI, which will allow government and national security officials to access Missionforce applications and workflows directly through ChatGPT. That integration is notable as federal agencies will ha
Joseph K
Sep 16
Salesforce and Google Service Outages Strike on Day 2 of Dreamforce Conference
Salesforce users lost access to its cloud software suite on Wednesday as a widespread service outage struck on the second day of the company’s annual Dreamforce conference. https://www.barrons.com/articles/salesforce-stock-google-service-outage-dreamforce-f911b1b2
Joseph K
Sep 16
bottom of page