Salesforce, Inc. (CRM)[Tv]

Key Developments

• Launch of Koa reasoning model in collaboration with NVIDIA, embedded within Agentforce, marking a pivotal shift toward AI as the core operational engine of CRM—moving beyond augmentation to autonomous decision-making and workflow execution.
• Salesforce’s Agentforce surpasses $1.5B in annual recurring revenue (ARR) with 240% YoY growth, signaling a definitive transition from traditional CRM to an AI-native, agentic enterprise platform.
• Integration of Salesforce Agentforce with Snap Inc.’s SPECS glasses, enabling immersive, real-time AI-powered customer engagement in physical environments, redefining CRM as an omnipresent operational layer beyond digital interfaces.
• Exclusive deployment of Anthropic’s Claude for Financial Advisors by Schwab Advisor Services, deepened through partnerships with Addepar and Microsoft 365, cementing AI-driven, governed workflows in wealth management as a strategic industry pivot.
• First-ever dividend declaration by Salesforce, alongside strong Q2 results and $1.5B in Agentforce ARR, marking a critical maturity shift from pure growth to sustainable profitability and reinforcing long-term investor confidence.