Salesforce Thwarts SaaSpocalypse Bears with Q2 Growth Spurt

Salesforce's Q2 results have dealt a significant blow to the 'SaaSpocalypse' bear case, which predicted that AI agents would steadily erode the company's core business.

The company's customer relationship price opportunity (cRPO) growth accelerated to 14% year-over-year, directly challenging this thesis.

Salesforce's Agentforce and Data 360 reached nearly $3.9 billion in annual recurring revenue (ARR), with Agentforce alone growing more than 240% year-over-year.

This shows that AI adoption is moving beyond experimentation and into widespread implementation, a trend that is expected to continue.