Instead of destroying Salesforce, AI has become its ultimate growth catalyst.
Agentforce is a platform where companies deploy autonomous AI agents to handle real world customer service, sales operations & logistics.
Salesforce has turned AI into a high margin, predictable cash printing machine.
To add an extra spice to the balance sheet, Salesforce has recorded a huge USD 2.6 billion investment gain thanks to its early stake in AI pioneer Anthropic.
My capital is firmly in the camp of joining the Salesforce train. If I sit at the bus stop waiting for a deep correction of the biggest winner of the market, I may end up choking on the dust Salesforce left behind.
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- YTGIRLΒ·08-28 16:32High margin cash machine is a stretch when operating margin barely improved year over year. Agentforce story is exciting, but the growth durability still looks unprovenLikeReport