Salesforce dominates market share, AI as revenue driver remains further out: Piper Sandler

Salesforce (NYSE:CRM) holds a dominant share in its total addressable market, and Agentforce is driving further interest, but Piper Sandler finds that significant revenue from its artificial intelligence agents likely remains a year away.

"Agentforce has reinvigorated customer engagement, but not likely a material revenue driver until F2027E (calendar year 2026)," said Piper Sandler analysts, led by Brent Bracelin, in an investor note.

https://seekingalpha.com/news/4396682-salesforce-dominates-market-share-ai-as-revenue-driver-remains-further-out-piper-sandler