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Salesforce is finally 'joining the AI party'

Dec 18, 2024 - qz.com
Salesforce is launching the latest version of its Agentforce platform, Agentforce 2.0, which integrates AI to enhance enterprise functions with features like Slack integration and improved CRM software. CEO Marc Benioff announced plans to hire an additional 2,000 salespeople to support the platform's rollout, highlighting the strong demand for the product. Analysts at Wedbush, led by Dan Ives, believe Salesforce is positioning itself well in the AI market, projecting significant growth opportunities in the digital labor market over the next 12 to 18 months.

Wedbush maintains an outperform rating for Salesforce, with a 12-month price target of $425 per share, noting the company's potential to benefit from the AI revolution. Salesforce's stock saw a nearly 3% increase in pre-market trading following the announcements, despite closing down 1.75% the previous day. The analysts emphasize Salesforce's strategic focus on CRM as a key factor in capturing market expansion as AI monetization progresses.

Key takeaways:

  • Salesforce is expanding its sales team by adding 2,000 new positions to promote the latest version of its Agentforce platform.
  • Agentforce 2.0 introduces new features such as integration with Slack, enhanced CRM software, and improved accuracy, positioning Salesforce as a leader in AI solutions for enterprises.
  • Wedbush analysts predict Salesforce will significantly benefit from the AI revolution, with a potential $7 trillion digital labor market opportunity over the next 12 to 18 months.
  • Wedbush maintains an outperform rating for Salesforce, with a 12-month price target of $425 per share, as the company is well-positioned to capitalize on AI-driven market expansion.
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