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21:00
May 27 ◎
May 27 ◎
OPENAI
ANTHROPIC
GOOGL
MC.PA
CHO
▾
HIGH
OpenAI is a customer using Salesforce and Slack, and its Codex tool is used internally by Salesforce for engineering, indicating a strong partnership.
"OpenAI, Anthropic, Google, companies building the future of AI, all of them Salesforce customers, all of them Slack customers."
OPENAI WATCH
Anthropic is a key customer and partner, with management noting its usage of Sales Cloud from a headless perspective has exploded.
"OpenAI, Anthropic, Google, companies building the future of AI, all of them Salesforce customers, all of them Slack customers."
ANTHROPIC WATCH
Google is a Salesforce customer, indicating cross-platform adoption, though no further specifics were provided.
"OpenAI, Anthropic, Google, companies building the future of AI, all of them Salesforce customers, all of them Slack customers."
GOOGL WATCH
LVMH is a large customer highlighted in the Q1 results, signifying a major enterprise deal.
"Organizations like LVMH, Chobani, the U.S. Air Force, which, by the way, just signed a new $72 million ELA with us during the quarter."
MC.PA WATCH
Chobani is a customer secured in the quarter, contributing to record new ACV deals.
"Organizations like LVMH, Chobani, the U.S. Air Force, which, by the way, just signed a new $72 million ELA with us during the quarter."
CHO WATCH
The U.S. Air Force is a large government customer that signed a new $72 million enterprise license agreement.
"the U.S. Air Force, which, by the way, just signed a new $72 million ELA with us during the quarter."
NOC WATCH
McAfee is a customer that has selected Salesforce's AgentForce IT Service to replace ServiceNow, a competitive win.
"McAfee has selected our new AgentForce ITSM product, or what we call AgentForce IT Service, to replace ServiceNow."
MCFE WATCH
Fortinet is a customer using AgentForce for predictive lead scoring, indicating adoption in the cybersecurity sector.
"Another great example, cybersecurity leader Fortinet using Agent 4 sales to power predictive lead scoring."
FTNT WATCH
Indeed is a customer leveraging Headless 360 to deploy agents from Cursor, showcasing the new platform's appeal.
"With Headless 360, Indeed is building and deploying agent force agents right from Cursor."
RAND WATCH
Just Eat Takeaway is a major customer using Headless 360 to deploy agents across WhatsApp and other channels.
"Just Eat Takeaway... is using Headless 360 already. to bring agents into WhatsApp and other channels, engaging with 350,000 partners across 15 countries."
TKWY.AS WATCH
Management is confident in a second-half revenue reacceleration due to AgentForce, Data360, and Slack momentum, despite softer areas like Tableau and Commerce.
"We expect first half net new AOV growth to outpace AOV growth. and drive organic revenue reacceleration in the second half of FY27."
CRM WATCH
The product mix shows explicit weakness in 'Commerce Cloud' and 'Tableau' bookings and revenue, partially offsetting strength in other clouds. — This indicates specific business units are underperforming, which could be a drag on overall growth and points to potential structural issues in those products.
"McAfee has selected our new AgentForce ITSM product, or what we call AgentForce IT Service, to replace ServiceNow."
NOW WATCH
Slack's Agent Work Units (AWUs) grew nearly 350% quarter over quarter, and management states they expect more agents using Slack than people in two years. — This signals a potential shift from human-driven software to agent-driven, which could meaningfully expand the total addressable market and put pressure on competitors like Microsoft Teams.
"In two years, there'll be more agents using Slack Then people, every one of those agents needs the context and the data and the insights directly from Slack."
MSFT WATCH
HIGH
22:00
Feb 25 ◎
Feb 25 ◎
WDAY
FRSH
MISTRAL
AMZN
F
▾
HIGH
Demonstrates Slack's agentic capabilities to a key partner and customer; highlights interoperability and cooperation.
"I'm having drinks with Anil. And I just am trying to like... Give him a demo of Slackbot."
WDAY WATCH
An example of an agent-powered sales deal, showing demand for agentic tools in SMB software.
"The first one with AgentForce was Freshworks."
FRSH WATCH
Salesforce is a major customer of Mistral models, consuming tokens at scale.
"whether it's Anthropic or OpenAI or Mistral or Llama, all of them."
MISTRAL WATCH
Amazon is a major enterprise customer, adopting Salesforce's agentic platform.
"The biggest brands in the world are choosing Salesforce to lead their agentic transformation. Companies like Amazon, Ford, AT&T, Moderna, GM, Pfizer, so many."
AMZN WATCH
Ford is a major enterprise customer, adopting Salesforce's agentic platform.
"The biggest brands in the world are choosing Salesforce to lead their agentic transformation. Companies like Amazon, Ford, AT&T, Moderna, GM, Pfizer, so many."
F WATCH
AT&T is a major enterprise customer, adopting Salesforce's agentic platform.
"The biggest brands in the world are choosing Salesforce to lead their agentic transformation. Companies like Amazon, Ford, AT&T, Moderna, GM, Pfizer, so many."
T WATCH
Moderna is a major enterprise customer, adopting Salesforce's agentic platform.
"The biggest brands in the world are choosing Salesforce to lead their agentic transformation. Companies like Amazon, Ford, AT&T, Moderna, GM, Pfizer, so many."
MRNA WATCH
GM is a major enterprise customer, adopting Salesforce's agentic platform.
"The biggest brands in the world are choosing Salesforce to lead their agentic transformation. Companies like Amazon, Ford, AT&T, Moderna, GM, Pfizer, so many."
GM WATCH
Pfizer is consolidating on Salesforce for life sciences, moving away from Microsoft's Viva.
"they're leaving Viva, the purgatory of Viva, including AstraZeneca, Novartis, Takeda, and of course, Albert at Pfizer."
PFE WATCH
AstraZeneca is consolidating on Salesforce for life sciences, moving away from Microsoft's Viva.
"they're leaving Viva, the purgatory of Viva, including AstraZeneca, Novartis, Takeda, and of course, Albert at Pfizer."
AZN WATCH
Novartis is consolidating on Salesforce for life sciences, moving away from Microsoft's Viva.
"they're leaving Viva, the purgatory of Viva, including AstraZeneca, Novartis, Takeda, and of course, Albert at Pfizer."
NVS WATCH
Takeda is consolidating on Salesforce for life sciences, moving away from Microsoft's Viva.
"they're leaving Viva, the purgatory of Viva, including AstraZeneca, Novartis, Takeda, and of course, Albert at Pfizer."
TAK WATCH
Sunrun is adopting Salesforce's ITSM product, a competitive win against ServiceNow.
"I especially loved five customers who got to leave the purgatory of ServiceNow like Sunrun, Cornerstone, CoolSys, and there's others too"
RUN WATCH
Cornerstone is adopting Salesforce's ITSM product, a competitive win against ServiceNow.
"I especially loved five customers who got to leave the purgatory of ServiceNow like Sunrun, Cornerstone, CoolSys, and there's others too"
CSOD WATCH
Salesforce's most premium AgentForce SKUs (A4X, One Edition) new bookings nearly tripled quarter-over-quarter, signaling very strong demand for high-end agentic AI tools. — This indicates a major shift in enterprise AI spending towards agentic platforms, potentially at the expense of traditional SaaS seat licenses and other AI tools.
"New bookings for AgentForce One Edition and AgentForce for Apps, or as we call it, A4X, are most premium SKUs, nearly tripled quarter over quarter."
NOW WATCH
Salesforce's most premium AgentForce SKUs (A4X, One Edition) new bookings nearly tripled quarter-over-quarter, signaling very strong demand for high-end agentic AI tools. — This indicates a major shift in enterprise AI spending towards agentic platforms, potentially at the expense of traditional SaaS seat licenses and other AI tools.
"It looks even at Microsoft Teams, as hard as that is for some agents to go and do"
MSFT WATCH
Salesforce states it is now one of the largest consumers of LLM tokens in the world, having processed over 19 trillion tokens, validating that its platform is the engine converting AI into enterprise work. — This points to massive, scalable demand for foundational LLMs but also gives Salesforce significant bargaining power over pricing with model providers like Anthropic and OpenAI.
"We love Anthropic. We love Dario, Daniela. I tweeted about what they did yesterday. Incredible demo."
ANTHROPIC WATCH
OPENAI WATCH
HIGH
22:00
Dec 03 ◎
Dec 03 ◎
OPENAI
ANTHROPIC
CVS
TD
COST
▾
HIGH
Salesforce positions itself as a massive consumer of OpenAI's models, validating OpenAI's token volume, but also treats models as commoditized, playing vendors against each other.
"We saw that in OpenAI's recent announcement that we were in their trillion token club. And of course, we use all of the large language models."
OPENAI WATCH
Anthropic is mentioned as one of many interchangeable LLM suppliers, competing on cost and quality for Salesforce's token consumption.
"whether it's OpenAI or Gemini or Anthropic or there's other open source ones. They're all very good at this point. So we can swap them in and out."
ANTHROPIC WATCH
CVS Health is a significant new customer win, indicating adoption of Salesforce's platform in the healthcare sector.
"We had incredible wins this quarter. Miguel is going to talk to them about CVS Health"
CVS WATCH
TD Bank is a new customer win, indicating growth in the financial services vertical.
"We had incredible wins this quarter. Miguel is going to talk to them about CVS Health and Telecom Argentina and TD Bank"
TD WATCH
Costco is expanding its Salesforce footprint, driving AI and digital initiatives which could lead to increased recurring revenue.
"It's a great expansion for us in the quarter. We're driving AI and digitization across everything they do for their members."
COST WATCH
GM is a major multi-cloud expansion win and has switched to Slack, displacing a competitor, signaling deep enterprise transformation.
"expanding Salesforce across the automotive cloud, Data360, MuleSoft, AgentForce Sales, AgentForce Service... AgentForce tossed their other collaborative product. We won't tell you what it is, but you probably know the name. And they're now"
GM WATCH
Salesforce is partnering with IBM to federate data from mainframes into its Data360, enabling deeper enterprise data integration.
"The ability to federate Data360 to the IBM mainframe, which is technology that we just introduced in Tokyo two weeks ago"
IBM WATCH
Moody's is a new Data360 customer, driving adoption in the financial services sector.
"So Dentsu, Moody's, KPMG, Ferguson, Zoom, and dozens more invested in Data360 in the quarter."
MCO WATCH
Salesforce's data foundation business (Data360 + MuleSoft + Informatica) is projected to be a ~$10B business next year, showing significant scale. — This reveals the combined data business has reached major scale and is becoming a key growth driver, validating the Informatica acquisition thesis.
"We're really excited about the harmonization, integration, federation. that Informatica plus Data360 plus MuleSoft is giving us"
INFA WATCH
Management's tone is clearly optimistic, with strong bookings, accelerating AgentForce adoption, and reiterated guidance for re-acceleration in revenue growth within 12-18 months.
"We remain on track to reaccelerate revenue in 12 to 18 months. In closing, our momentum is building, fueled by agent force."
CRM WATCH
HIGH
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