Salesforce and Workday are successfully monetizing AI by combining traditional per-user subscription fees with usage-based and outcome-based pricing. Salesforce's Agentforce platform surpassed $1.5 billion in annual recurring revenue, up more than 240% year over year, while combined Agentforce and Data 360 ARR reached about $3.9 billion. The company added 2,000 paying Agentforce customers in the quarter and saw its stock surge 22.6% after reporting revenue of $11.35 billion.

Analysts and pundits in finance have an endless supply of clever, simplistic explanations for complex market movements. Over the years, culprits have ranged from El Niño and climate change to the World Trade Organization, rock ‘n’ roll music and the fluoridation of water. Many of these explanations proved wrong, yet commentators continue to reach for overly simple narratives to explain market moves. The latest example is the sell-off in software stocks. https://www.cnbc.com/2

Salesforce’s Claudeforce announcement ushers in a new era for CRM. This partnership establishes the technical and business connection to embed Sales Cloud data, workflows, and security controls directly into Claude Cowork through Salesforce-hosted MCP servers and plugins (with more Salesforce clouds promised in the future). Sales teams can now work directly within Claude Cowork instead of navigating Salesforce’s traditional seat-based UX. https://www.forrester.com/blogs/claud

For the better part of a year, Salesforce CEO Marc Benioff has been hearing that his company could get wiped out by AI. He’s scoffed anytime someone has asked him about it. “This is not our first SaaSpocalypse,” Benioff said on an earnings call in February. “We have been through many SaaSpocalypses.” https://www.cnbc.com/2026/08/28/marc-benioff-getting-his-mojo-back-as-salesforce-lifts-ai-growth-view.html

Salesforce and Anthropic have expanded upon their existing partnership to develop Claudeforce, the companies announced Aug. 26. The details came ahead of Salesforce’s quarterly earnings call. The expansion formally launches with “Salesforce in Claude,” the latter of which is Anthropic’s platform. That plugin comes with 37 prebuilt sales skills, enabling sellers and artificial intelligence (AI) agents to act on live revenue context, automate updates “and take governed action r

Amazon's stock surged while the broader tech market stumbled, proving that Wall Street will eagerly reward AWS's explosive 37% revenue growth and real AI monetization.