Salesforce AI Boom Driven by Agentforce Growth
Salesforce's AI monetization strategy is expanding rapidly, according to BNP Paribas analyst Stefan Slowinski. He notes that Salesforce is targeting stronger revenue growth, higher customer spending, and continued shareholder returns.
The company's Agentforce pricing models, including per-seat subscriptions, usage-based pricing, hybrid models, and outcome-based pricing, are gaining traction. Slowinski sees upgrades to the AIforce Max+ tier as a near-term opportunity, with only about 5% of customers having upgraded so far.
Agentforce deployments are reportedly gaining momentum, despite some customer confusion around pricing. One partner cited a financial-services customer whose Salesforce renewal rose from $3 million-$5 million to $14 million after a broader Agentforce deployment.