Salesforce Remains a Favorite with Record Revenue and Agentforce Milestone

CEO: "Agentic AI is the biggest growth opportunity for our customers and for us at Salesforce."
Remaining performance obligations (cRPO) increase by 13% to 33.6 billion USD
Andreas Zehetner
A. Zehetner
Reading Time: 2 minutes

Salesforce (CRM) has a price-to-sales ratio (P/S) of 3.1 and a price-to-earnings ratio (P/E) of 13.4, making it a favorite among penalized software stocks solely based on valuation. I cannot understand the fears that AI poses a threat to the business model in the short term. According to CEO Benioff, Anthropic is already using Slack as its central operating system. Slack is expected to be actively used by more AI agents than humans in two years. With Headless 360, Salesforce opens its platform to utilize functions through MCP interfaces from external...

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