CEO Fred Turner said his company ended its $600,000 annual contract with Salesforce after vibecoding its own tools.
Enterprises waste 5x-10x more tokens than needed on raw data, and switching models alone won't fix the leak.
A former highflier now trades like a value stock. The path back doesn't require heroic assumptions.
Adam Wood cut Salesforce's price target 35% from $287 to $185, downgrading CRM to Equal Weight on timing concerns, not AI ...
One trades at a 12x forward multiple while the other commands 165x, a valuation gap that masks fundamentally different ...
Morgan Stanley downgrades Salesforce (CRM) as Agentforce AI gains haven’t lifted organic growth; legacy drags persist.
Salesforce is buying AI customer service platform Fin for about $3.6 billion. The acquisition helps accelerate Salesforce's agentic offering in an increasingly competitive environment for autonomous ...
KeyBanc downgraded Salesforce shares, citing doubts about the company’s AI narrative.
Salesforce has embraced AI to remain competitive, but its push into the technology hasn't yet proven its ability to drive value, per Morgan Stanley.
Salesforce is under pressure as generative AI threatens to upend its business model. These execs are helping Marc Benioff ...
Concerns about the impact artificial intelligence will have on software companies have prompted more Wall Street analysts to ...
Delivered through a strategic partnership with AWS, Hyperforce is Salesforce’s premiere infrastructure for security, compliance, availability, and scalability.