Salesforce

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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 · 2 comments
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...
Marlena Sloss/Bloomberg via Getty Images
Salesforce Executives Say Trust in Large Language Models Has Declined
By Aaron Holmes and Kevin McLaughlin · Dec 19, 2025 7:54am PST · 6 comments
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
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...
Dell Founder, Chairman and CEO Michael Dell. Photo via Getty Images
Applied AI

What We Learned From Salesforce’s Dreamforce; Using OpenAI and Anthropic For Different Tasks

By Kevin McLaughlin and Jing Yang · Oct 16, 2025 11:06am PDT
Welcome back!Salesforce is shifting its artificial intelligence strategy to boost flagging growth as even CEO Marc Benioff this week acknowledged a gap between the technology’s capabilities and corporate customers’ willingness to buy it, Erin and I reported Wednesday. At its annual Dreamforce event for customers in San Francisco, we were... Welcome back!Salesforce is shifting its artificial intelligence strategy to boost flagging growth...
Salesforce CEO Marc Benioff at Dreamforce on Tuesday. Image via Getty
Salesforce CEO Shifts AI Strategy as OpenAI Threat Looms
By Kevin McLaughlin and Erin Woo · Oct 15, 2025 2:22pm PDT · 5 comments
Salesforce CEO Marc Benioff at Dreamforce on Tuesday. Image via Getty

Salesforce CEO Shifts AI Strategy as OpenAI Threat Looms

By Kevin McLaughlin and Erin Woo · Oct 15, 2025 2:22pm PDT · 5 comments
At Salesforce’s annual Dreamforce event for customers last year, CEO Marc Benioff told roughly 45,000 attendees that using artificial intelligence to automate everything from customer service to sales functions was an easy and quick process. At this year’s event, now underway in San Francisco, Benioff toned down the rhetoric. He said Tuesday at... At Salesforce’s annual Dreamforce event for customers last year, CEO Marc Benioff told roughly...
Art by Mike Sullivan

AI Ad Tech ‘Land Grab’ Pits Salesforce Against Google, Microsoft and Amazon

By Catherine Perloff · Oct 13, 2025 6:00am PDT
The murky, highly complex business of helping advertisers buy space on digital media is currently dominated by Google, Amazon and a handful of much smaller ad tech firms. But an array of other companies, including Salesforce, Microsoft and a new initiative led by AppNexus founder Brian O’Kelley, hopes to use new artificial intelligence tools to... The murky, highly complex business of helping advertisers buy space on digital media is currently...
Marc Benioff, left, and Satya Nadella. Photos via Getty
Applied AI

Salesforce, Microsoft Find Selling AI to Enterprises Is Easier Said Than Done

By Aaron Holmes and Kevin McLaughlin · Sep 16, 2025 10:30am PDT · 1 comment
As new artificial intelligence flooded the software market over the past few years, CEOs of incumbents such as Salesforce and Microsoft said they were in pole position to capitalize on the wave.They already have relationships with the largest companies in the world, which rely on their apps as systems of record, meaning they use them to hold... As new artificial intelligence flooded the software market over the past few years, CEOs of...
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Salesforce CEO Marc Benioff via Getty. Art via Clark Miller
Exclusive

Marc Benioff Said AI Was Easy. A Team at Salesforce Proved Him Wrong

By Kevin McLaughlin · Sep 15, 2025 6:00am PDT · 2 comments
Salesforce CEO Marc Benioff was upset. Last fall, one of his technical teams told large Salesforce customers that using Agentforce, the software firm’s new artificial intelligence for automating customer service and other functions, would require extensive planning. The product information the Salesforce team shared with those customers... Salesforce CEO Marc Benioff was upset. Last fall, one of his technical teams told large...
Salesforce CEO Marc Benioff
Salesforce CEO Inadvertently Stokes AI ‘Crisis’ Narrative
By Amir Efrati · Sep 4, 2025 10:30am PDT · 4 comments
Salesforce CEO Marc Benioff
Applied AI

Salesforce CEO Inadvertently Stokes AI ‘Crisis’ Narrative

By Amir Efrati · Sep 4, 2025 10:30am PDT · 4 comments
After listening to Salesforce CEO Marc Benioff and his top brass describe their excitement about the company’s artificial intelligence business for an hour and half on Wednesday, one might have thought they were taking a much deserved victory lap.“Every single one of our customers is becoming an agentic enterprise,” Benioff said.In reality, his... After listening to Salesforce CEO Marc Benioff and his top brass describe their excitement about...