Salesforce

The Information’s in-depth reporting about Salesforce.
Follow this topic to get the latest updates from The Information reporters and subscribers.
Recent Articles about Salesforce
Salesforce CEO Marc Benioff. Getty Images.
The Briefing

Salesforce and Snowflake Earnings to Focus Attention on AI’s Software Impact

By Martin Peers · May 25, 2026 3:00pm PDT
As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s big debates: whether AI is killing enterprise software. Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter in the next few days, providing us with an update on how they’re doing in selling their own AI tools—and... As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s...
Marc Benioff. Photo by Krisztian Bocsi/ Getty Images
Applied AI

From ‘Parasites’ to ‘SaaSquatch,’ Salesforce and Workday Leaders Take Swipes at AI Rivals

By Kevin McLaughlin and Laura Bratton · Feb 26, 2026 12:38pm PST
Leaders from Salesforce, Workday and Snowflake tried different tactics this week to show they’re benefiting from AI and will emerge as winners—even though their fast-growing AI products aren’t boosting overall revenue growth, fueling concerns known as the SaaSpocalpyse. (See details of their financial results here, here and here.) Some... Leaders from Salesforce, Workday and Snowflake tried different tactics this week to show they’re...
Nvidia CEO Jensen Huang. Bridget Bennett/Getty Images.
The Briefing

Nvidia and Salesforce Show Different Sides of AI

By Martin Peers · Feb 25, 2026 5:00pm PST
It was a tale of two AI cities when Nvidia and Salesforce on Wednesday reported the January-quarter earnings that ended their 2026 fiscal years. Nvidia kept its place at the top of the class, reporting better than projected 73% revenue growth. Net income rose 94% to $42.9 billion. For the full fiscal year, Nvidia had revenue of $216 billion and... It was a tale of two AI cities when Nvidia and Salesforce on Wednesday reported the...
Art via Mike Sullivan
A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce
By Aaron Holmes and Kevin McLaughlin · Feb 12, 2026 6:00am PST · 1 comment
Art via Mike Sullivan

A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce

By Aaron Holmes and Kevin McLaughlin · Feb 12, 2026 6:00am PST · 1 comment
Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products that could undermine existing enterprise software firms, the software incumbents are trying to catch up. Companies ranging from Microsoft to ServiceNow and Snowflake have come out with products designed to help customers develop AI agents, sometimes... Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products...
Salesforce CEO Marc Benioff via Getty, art by Clark Miller
Applied AI

Why Our Story on Salesforce’s Declining Trust in LLMs Hit a Nerve

By Amir Efrati · Dec 23, 2025 11:04am PST · 4 comments
On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of large language models struck a major nerve, as have our other in-depth articles about Salesforce AI challenges this year.Business people saw the piece as further evidence that marketing of generative AI got ahead of what the technology could actually... On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of...
Applied AI Newsletter
Laura Bratton takes you inside how businesses are using AI to automate work.
By providing your email, you agree to The Information’s Privacy Policy
Marlena Sloss/Bloomberg via Getty Images
Exclusive

Salesforce Executives Say Trust in Large Language Models Has Declined

By Aaron Holmes and Kevin McLaughlin · Dec 19, 2025 7:54am PST · 6 comments
Over the past year, Salesforce CEO Marc Benioff has touted his company’s main AI product, Agentforce, as a money saver for businesses looking to automate work using the power of large language models. More recently, though, Salesforce executives have delivered a different message to customers: Agentforce sometimes works better when it doesn’t... Over the past year, Salesforce CEO Marc Benioff has touted his company’s main AI product,...
Salesforce CEO Marc Benioff via Getty
Exclusive

Salesforce Raises Prices on Apps That Tap Its Data

By Kevin McLaughlin · Dec 11, 2025 12:34pm PST
For years, thousands of companies have used Fivetran, a software tool for copying data between various applications and databases, including Salesforce apps. But earlier this year, Salesforce told Fivetran, a startup valued at more than $5 billion, that it would need to connect to Salesforce apps through the software giant’s formal program for... For years, thousands of companies have used Fivetran, a software tool for copying data between...
Salesforce CEO Marc Benioff at the 2025 Dreamforce conference last month. Getty Images
Salesforce’s (Small) AI Lift
By Martin Peers · Dec 3, 2025 5:00pm PST · 2 comments
Salesforce CEO Marc Benioff at the 2025 Dreamforce conference last month. Getty Images
The Briefing

Salesforce’s (Small) AI Lift

By Martin Peers · Dec 3, 2025 5:00pm PST · 2 comments
There may be some blurry light at the end of the tunnel for Marc Benioff. Salesforce’s fiscal third-quarter numbers released on Wednesday suggest its revenue from AI products is growing enough to lift its annual growth rate just a bit. Salesforce is still growing very slowly—its new projection is for revenue to expand 9.2% in the current fiscal... There may be some blurry light at the end of the tunnel for Marc Benioff. Salesforce’s fiscal...