In recent weeks, GoDaddy, REI Systems, and Asymbl have launched new AI agent integrations linked to Salesforce, while Salesforce has laid off nearly 1,000 employees to redirect resources towards artificial intelligence. These developments, along with an acquisition to enhance voice and video AI, underscore Salesforce’s strategic pivot to agentic AI and automation amidst broader AI disruption fears in the software sector. For investors, supporting Salesforce requires belief that its AI and agent-based platform can counteract slower CRM growth and sector challenges. The company’s upcoming earnings will reveal if its Agentforce and Data Cloud can produce stable growth. A notable announcement is GoDaddy’s integration with MuleSoft, highlighting Salesforce’s commitment to trusted AI governance. Despite AI advancements, investors should be cautious of the risks associated with reliance on acquisitions for growth. Current forecasts predict Salesforce will reach $51.9 billion in revenue by 2028, necessitating 9.6% annual growth.
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