Salesforce AI Boom Sparks Stock Price Puzzle

Salesforce's AI business has seen explosive growth in recent times, but its stock price hasn't quite kept pace.

Agentforce ARR has surpassed $1.5 billion, a 240% increase year over year, while CRM shares have gained only 1.65% over the past 12 months.

The company's AI offerings, including Slackbot and Headless 360, are driving this growth, with Agentforce and Data 360 ARR reaching nearly $3.9 billion, a 210% increase year over year.

Salesforce is not just selling an AI assistant; it's trying to integrate autonomous software into everyday enterprise workflows.