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
Shantanu Narayen, Adobe chairman and CEO. Stefani Reynolds/Bloomberg via Getty Images.
The Briefing

Adobe CEO’s Departure and Enterprise Software Stress

By Martin Peers · Mar 12, 2026 5:00pm PDT · 2 comments
The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair, Shantanu Narayen, had decided to give up the job as soon as his replacement can be found. Less than two months ago, Adobe had given Narayen an annual grant of stock, to vest based on the company's stock performance 2028, suggesting the board wasn’t... The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair,...
Oracle Chairman Larry Ellison with former Microsoft chair Bill Gates. Photo via Getty
Applied AI

Oracle’s Answer to the SaaS Slump: Free AI Features

By Kevin McLaughlin · Mar 12, 2026 2:39pm PDT
Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this week cited how businesses can use Oracle’s AI tools as evidence that Oracle is immune to the so-called Saaspocalpyse. On an earnings call... Investors’ fears that AI could dampen spending on traditional business applications have wreaked...
Art via Getty Images
AI Agenda

What’s CXL? The Alternative Memory Technology Embraced by Google, Nvidia

By Qianer Liu · Mar 11, 2026 7:00am PDT
The global memory chip shortage sparked by the AI boom has prompted companies including Google and Nvidia to spend more effort on alternatives that could ease the supply crunch. One of them is a technology that allows servers to share memory across a data center.The technology, Compute Express Link, or CXL, is seven years old but was slow to... The global memory chip shortage sparked by the AI boom has prompted companies including Google...
Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.
Oracle’s Upbeat Quarter Calms Investors
By Martin Peers · Mar 10, 2026 5:00pm PDT
Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.
The Briefing

Oracle’s Upbeat Quarter Calms Investors

By Martin Peers · Mar 10, 2026 5:00pm PDT
Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm, which has become a focal point for investors’ anxiety about AI-related spending, reported slightly better than projected revenue for its February quarter. More importantly, for the second time in two quarters, it raised its revenue projection for... Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm,...
Judson Althoff, CEO of Microsoft's commercial business. David Paul Morris/Bloomberg via Getty Images.
Applied AI

Microsoft Doubles Down on Seat-Based Pricing For AI

By Aaron Holmes · Mar 10, 2026 10:30am PDT
Microsoft appears to be betting that its tried-and-true subscription pricing model for software is here to stay, even in the era of AI agents that run 24/7, and that customers will be OK with ever-higher prices.Microsoft on Monday announced a new AI subscription bundle that combines Office 365 and with 365 Copilot, a suite of AI tools for... Microsoft appears to be betting that its tried-and-true subscription pricing model for software...
Applied AI Newsletter
A franchise from The Information that takes you inside how businesses are using AI to automate all kinds of work.
By providing your email, you agree to The Information’s Privacy Policy
Pinterest CEO Bill Ready. Patrick T. Fallon/AFP via Getty Images.
The Briefing

Pinterest’s Elliott-Funded Share Buyback Is a Sign of the Times

By Martin Peers · Mar 3, 2026 5:00pm PST
Let’s take a moment to reflect on the benefits of share buybacks. That might sound like a wonky concept, but it’s important. Buybacks shrink the number of shares outstanding, raising the value of the stock that remains. Lately, as AI worries have battered tech stocks, several companies have unveiled expanded buybacks. The latest example is... Let’s take a moment to reflect on the benefits of share buybacks. That might sound like a wonky...
Pro subscription required icon Pro subscription required icon
Subscriber Survey

77% of Chatbot Users Don’t Trust AI With Ads

By Shane Burke · Feb 27, 2026 9:08am PST
OpenAI’s rollout of advertising in ChatGPT earlier this month has ratcheted up debate over whether AI chatbots can show ads without alienating users. And for most of The Information’s readers, ads in chatbots are a nonstarter. In our latest subscriber survey, 77% of chatbot users said they would not trust an AI service with ads to give them... OpenAI’s rollout of advertising in ChatGPT earlier this month has ratcheted up debate over...
Marc Benioff. Photo by Krisztian Bocsi/ Getty Images
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
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...
Anthropic CEO Dario Amodei via Getty Images
Applied AI

Anthropic and OpenAI Take Different Stances On Disrupting Software Incumbents

By Laura Bratton, Stephanie Palazzolo and Aaron Holmes · Feb 24, 2026 11:58am PST · 1 comment
Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI software to access and use data stored in enterprise apps, including DocuSign, LegalZoom and Salesforce. Given the recent market jitters about the disruptive impact of AI on these software firms, you’d think the news would have depressed stocks even more.... Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI...
Applied AI Newsletter
A franchise from The Information that takes you inside how businesses are using AI to automate all kinds of work.
By providing your email, you agree to The Information’s Privacy Policy
Art by Clark Miller

Microsoft and Other Software Firms Plot Defense Against New OpenAI, Anthropic Threat

By Kevin McLaughlin, Aaron Holmes and Nick Wingfield · Feb 24, 2026 6:00am PST · 5 comments
Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked CEO Yamini Rangan a question that was on the mind of practically everyone who follows the software business closely: How did HubSpot plan to respond to clients who use agents to pull their data out of HubSpot’s customer management software and... Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked...
OpenAI CEO Sam Altman. Prakash Singh/Bloomberg via Getty Images.
Software Quandary: Are OpenAI and Anthropic Frenemies or Foes?
By Martin Peers · Feb 23, 2026 5:00pm PST
OpenAI CEO Sam Altman. Prakash Singh/Bloomberg via Getty Images.
The Briefing

Software Quandary: Are OpenAI and Anthropic Frenemies or Foes?

By Martin Peers · Feb 23, 2026 5:00pm PST
When does a frenemy become a mortal threat? That question should be top of mind for executives atop enterprise software firms, such as ServiceNow, Salesforce and Snowflake, each of which at various times has announced partnerships with OpenAI. And yet OpenAI seems to be doing everything it can to put at least some of these firms out of business.... When does a frenemy become a mortal threat? That question should be top of mind for executives...
Art by Getty Images
AI Agenda

OpenAI’s GPT-5 Dip; Why Agents Are Hard to Evaluate

By Stephanie Palazzolo and Rocket Drew · Feb 23, 2026 7:00am PST
Before we get into today’s column, Friday’s story from Sri and me confirmed what many had been hypothesizing since OpenAI’s release of GPT-5 in August: ChatGPT’s growth hasn’t been as strong as OpenAI hoped.The story is more nuanced, obviously. The chatbot has hit new highs in terms of weekly active users—910 million, to be exact as of earlier... Before we get into today’s column, Friday’s story from Sri and me confirmed what many had been...