Salesforce (NYSE:CRM) used its investor day to outline an “agentic enterprise” strategy centered on AI-powered interfaces, enterprise data management, agent governance and expanded monetization models. Executives said the company is seeing renewed demand for its core software alongside growing adoption of AI tools, while maintaining its long-term financial framework.
Mark Murphy, Salesforce’s EVP of Global Investor Relations, said the company planned a more demo-driven analyst event to show how AI is changing customer workflows. The company highlighted customers including Siemens, Adecco Group and Anthropic, while executives also noted that forward-looking statements were subject to risks described in Salesforce’s SEC filings.
AIforce and Claudeforce Strategy
Stokes demonstrated “Claudeforce,” which connects Salesforce capabilities to Anthropic’s Claude through MCP servers and related tools. In the demonstration, Claude retrieved pipeline and activity information from Salesforce, produced interactive displays in chat, and created scheduled daily briefings. Stokes said users can also build customized dashboards and applications from prompts without viewing code.
Salesforce introduced an AIforce Max edition priced at $550 per user per month, according to Stokes. He said the offering includes the capabilities shown in the presentation, including Slack and Slackbot. Claudeforce is currently in open beta, he said, with about 40 customers in the beta before its public link was made available.
Rik Janssen, CIO of Siemens, said Siemens had been using Claudeforce for roughly a week in a 25-user pilot. During a live demonstration using Siemens production data with masking controls, Janssen generated a report on the company’s top Dutch accounts and related opportunities. He said Siemens intends to begin with read and data-synthesis use cases, while viewing the ability to write back to systems as a future productivity opportunity. Janssen said the technology could eventually reach 18,000 users at Siemens.
Data, Security and Agent Management
Rohan Kumar, Salesforce’s President and Chief Platform and Engineering Officer, said AI models require enterprise-specific context to operate reliably. He outlined a stack in which Informatica helps customers discover, clean and understand their data assets; Data 360 creates an enterprise context layer using “Zero Copy” technology; and Tableau provides semantic models that define business concepts such as revenue, churn and customer health.
Kumar also introduced Salesforce Guardian, which he described as an evolution of the company’s existing trust and security capabilities. Guardian is designed to provide agent identity controls, data classification, policies and risk monitoring. He also demonstrated Agent Fabric, an extension of MuleSoft intended to discover, register, monitor and manage agents from multiple providers, including Azure, AWS, Google and Agentforce.
According to Kumar, Agent Fabric can monitor agent latency, error rates, policy violations, request volumes and costs, while recommending changes intended to reduce token consumption. He said Data 360 is expected to evolve into Salesforce’s “enterprise AI harness,” bringing together trusted models, context, actions, governance and security through an AI control plane.
The company also highlighted Koa, its first CRM reasoning model. Kumar said Salesforce post-trained NVIDIA’s open-weight Nemotron model using Salesforce’s CRM knowledge and data research. The company said Koa is designed for long-running, multi-step agent workflows.
Go-to-Market Momentum and Customer Adoption
Miguel Milano, Salesforce’s President and COO, said the company is seeing business momentum that contradicts the view that AI will diminish the value of software-as-a-service providers. He said Salesforce expects organic subscription and support revenue growth to re-accelerate, pointing to net-new annual contract value growth exceeding overall annual contract value growth since the third quarter of the prior year.
Milano said Salesforce delivered 14% current remaining performance obligation growth in the second quarter and guided for 14% in the third quarter, excluding recently closed Contentful and Fin acquisitions. He also said pipeline was at record levels and in the “very high teens,” while contract lengths were increasing. Salesforce has added 30% more account executives over the past two years and expects double-digit growth in core-country account-executive capacity by year-end, he said.
Alexa Vignone, President and Chief Revenue Officer, said the company sees multiple AI monetization paths, including core-seat expansion, internal employee agents, external customer-facing agents, data management, governance and high-performance Slack data pipelines. She said Salesforce is concentrating investment in nine markets it believes have the largest and fastest-growing AI opportunities, and is scaling to 1,000 “builders” to help customers develop and deploy solutions.
Vignone also highlighted Salesforce’s Max Edition upgrade program. She said each 1% of the company’s core CRM user base moved to the premium edition represents approximately $100 million, and that the company has built $1 billion of annual contract value through upgrades over the past eight quarters. She said customer upgrades have produced a 60% to 80% uplift depending on the starting edition, while account-level data show a 1.4-times expansion in ARR.
Adecco, Anthropic and Financial Framework
Pierre Matouchet, SVP of IT at Adecco Group, said the staffing company had used Salesforce CRM for years across 42 instances before implementing Data Cloud, which he said created a unified data layer in less than three months. Adecco began deploying its first Agentforce agent in the United Kingdom in May 2025 and now has seven agents operating in 12 countries representing 60% of its revenue base, according to Matouchet.
He said Adecco’s agents have conducted 2.7 million conversations globally year to date. The company reduced the time required to present candidates to customers by 40%, he said. Its voice-enabled interviewer agent conducts 20,000 interviews per week, and Adecco has improved fill rates by 10% for orders supported by the agents. The company plans to roll out Coworker to 27,000 users.
Anthropic Chief Commercial Officer Paul Smith said Anthropic used Salesforce and Slack extensively, reporting 1.5 million Salesforce actions last month through what Salesforce calls Claudeforce. Smith said customers can use permission structures to control what Claude can access and do with enterprise data.
Robin Washington, Salesforce’s President and Chief Operating and Financial Officer, reaffirmed the company’s FY2030 financial framework, including a $63 billion revenue target. She said Salesforce expects organic revenue growth to re-accelerate in the second half of fiscal 2027 and beyond, while continuing to invest in growth and profitability. Washington cited a 34.1% operating margin in the second quarter and estimated approximately $15 billion in free cash flow for the current year.
Washington said Salesforce views AI as a major market expansion opportunity, citing Gartner’s estimate of $1.1 trillion in incremental AI spending from 2025 through 2030. She also said Salesforce’s largest accelerated share repurchase program is expected to return more than $40 billion, at an expected average price of $182 per share, and reduce share count by more than 14%.
About Salesforce (NYSE:CRM)
Salesforce, Inc is a cloud-based software company that provides customer relationship management (CRM) technology and related enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, data analytics and business operations through subscription-based software and cloud services.
The company’s product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud and the Salesforce Platform. Salesforce also offers Slack for workplace collaboration, Tableau for data visualization and analytics, MuleSoft for application integration, and artificial intelligence capabilities, including its Agentforce platform for building and deploying AI agents.
Founded in 1999, Salesforce is headquartered in San Francisco, California, and serves businesses and organizations across a broad range of industries and geographic markets worldwide.
