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Salesforce CEO Marc Benioff sits down with Jim Cramer at Dreamforce 2025
Youtube· 2025-10-15 07:38
Every year I come out to San Francisco for Dreamforce which is Salesforce's main customer event in order to take the pulse of all things tech. This year it's extra important because the enterprise sector cohort has been evviscerated by the art rise of artificial intelligence. Salesforce itself is seated stock doubled 34% from its all-time highs late last year.Even though it's made major strides with AI in the field of incentives kind of dominates it. So far, Wall Street hasn't seemed to care. But I'm not re ...
People don't understand Agentforce is part and parcel of Salesforce, says CEO Marc Benioff
Youtube· 2025-10-15 07:31
Look, some people said to me, you know what. He ought to just be create agent force, separate that from the rest of the company, make two companies, and two companies be worth more. Absurd.>> It's complete lunacy. >> Guys, people don't understand that agent force is part and parcel Salesforce. It is the core of every product we make now. It is the platform.A year ago, it was a product that we were like showing here. We're in this formative stage. Today we have tens of thousands of deployments and those cust ...
Salesforce's Agentforce software is coming to OpenAI's ChatGPT
CNBC· 2025-10-15 02:48
公司战略与产品动态 - 公司宣布将在其Agentforce 360软件中整合OpenAI和Anthropic的人工智能模型 [2] - 公司将Agentforce的功能从文本聊天扩展到语音通话处理 [2] - 公司计划在未来几个月公布产品可用性的更多细节 并与Anthropic合作将Agentforce 360引入Claude [3] - 公司工程部门将采用Anthropic的Claude Code编程产品 [8] - 公司计划与合作伙伴进行更深入的合作 [8] 产品功能与客户应用 - 客户将能够在Agentforce 360中访问公司信息 并通过ChatGPT助手在Tableau中创建图表 [6] - 与OpenAI和公司合作的企业将能够通过ChatGPT的即时结账功能销售产品 [7] - 公司计划与Anthropic合作 从金融服务开始 为受监管行业销售产品 [7] 市场表现与行业背景 - 公司股价今年下跌约26% 而标准普尔500指数上涨13% 华尔街期望公司实现更快的收入增长 [4] - Agentforce的收入贡献目前"适度" [4] - 大型软件公司日益转向流行的人工智能模型开发商寻求新功能 Atlassian、Datadog和Intuit此前已与OpenAI签署协议 [5] - 微软已向OpenAI投资近140亿美元 Databricks承诺花费1亿美元用于OpenAI模型 [5] 行业合作与生态整合 - OpenAI宣布了用于将第三方应用程序集成到ChatGPT的软件开发工具包 [6] - OpenAI上月宣布ChatGPT用户将能够从美国Etsy卖家和Shopify商家处购买产品 [7] - 公司首席执行官强调 包括OpenAI和Anthropic在内的下一代人工智能公司都在使用Slack作为其运营系统和平台 [9]
CORRECTING and REPLACING Salesforce and OpenAI Partner Across Enterprise Work and Commerce
Businesswire· 2025-10-15 02:22
SAN FRANCISCO--(BUSINESS WIRE)--Please replace the release with the following corrected version due to multiple revisions to the second bullet in the Availability section. The updated release reads: SALESFORCE AND OPENAI PARTNER ACROSS ENTERPRISE WORK AND COMMERCE The world's #1 AI CRM will surface directly in ChatGPT New integrations bring OpenAI frontier models and Salesforce into unified experiences across both platforms Salesforce (NYSE: CRM) and OpenAI today announced an expanded strategic. ...
Jim Cramer Believes Salesforce Declined “Because AI Eats Software”
Yahoo Finance· 2025-10-15 01:21
Salesforce, Inc. (NYSE:CRM) is one of the stocks in Jim Cramer’s game plan for this week. During the episode, Cramer started his game plan with the stock and commented: “Monday, we’ll be coming to you from the San Francisco Bureau as part of my annual pilgrimage to Dreamforce, Salesforce’s tech extravaganza. We’ll be sitting down with some of the most important people in tech, among others. It’s going to be amazing. I expect to get some clarity on the 100% tariffs the president will slap on China. The rip ...
Truist Securities Reiterates Buy Rating on Salesforce (CRM) Stock
Yahoo Finance· 2025-10-15 01:06
公司评级与市场观点 - Truist证券重申对公司股票的“买入”评级,目标价为400美元 [1] - 公司被视为拥有宽阔的经济护城河,这得益于显著的客户转换成本和网络效应 [1] - 部分投资者将公司标记为价值陷阱,但Truist证券对AI和数据产品推动增长持乐观态度 [1] 财务业绩表现 - 公司在2026财年第二季度表现卓越,上半年在收入、利润率、现金流和cRPO方面均表现强劲 [2] - 公司超越了所有财务目标,并实现了连续第10个季度的营业利润率扩张 [2] - 数据云和AI年度经常性收入超过12亿美元,同比增长120% [2] 增长催化剂与前景 - Agentforce被视作新的增长催化剂,其潜力以及未来未被充分认识的盈利和现金流支持了积极评级 [1] - AI和数据产品预计将推动2025年下半年预订量改善,并为2027财年及以后的增长前景提供动力 [1] 市场担忧与压力 - 公司股票在2025年第三季度面临压力,投资者担忧贸易紧张对GDP增长和IT预算的潜在影响 [3] - 市场担忧代理AI可能侵蚀Service Cloud的席位数量,以及AI赋能产品(如AgentForce)的货币化进程慢于预期 [3]
Salesforce Collaborates on AI Projects With OpenAI and Stripe
PYMNTS.com· 2025-10-14 23:59
合作公告 - 公司与OpenAI和Stripe建立合作伙伴关系,以支持销售团队并实现智能体商务 [1] - 合作公告于10月14日周二通过新闻稿发布 [2] 与OpenAI合作细节 - 合作使Salesforce的客户关系管理平台可直接嵌入OpenAI的ChatGPT聊天机器人,企业可查询销售记录、审查客户对话并构建Tableau可视化 [2] - 企业可在Salesforce平台内使用OpenAI的最新前沿模型来构建AI智能体和提示 [3] - 新集成包括ChatGPT中的Agentforce 360应用、即时结账、Agentforce Commerce、Slack中的ChatGPT、Slack中的Codex以及Agentforce 360平台中的OpenAI [3] - 公司首席执行官表示,企业现在可以提供与ChatGPT相同的智能和即时性 [4] 与Stripe合作细节 - 公司将与Stripe和OpenAI合作,让使用Agentforce Commerce的商户通过整合对话式人工智能来增强购物体验并提供更快的购买路径 [4] - 合作将基于OpenAI和Stripe共同开发的新智能体商务协议构建即时结账集成 [5] - 该组合将为商户提供包含商务工具和金融基础设施的完整智能体商务解决方案 [5] - 公司商务云总经理表示,通过合作正在交付为未来智能体商务设计的统一系统,创造更快、更个性化的购买路径 [6] 公司AI战略背景 - 公司在4月份指出,企业对生成式和智能体AI的兴趣正推动其数据云平台“大规模”增长 [6] - 公司通过收购持续扩展AI能力,包括收购Regrello以加速智能体流程自动化、收购Informatica以增强CRM平台的智能体AI功能、收购Convergence.ai以加速下一代AI智能体的开发 [7]
LVMH Sales Pick Up In Ray of Light for Beleaguered Luxury Sector
WSJ· 2025-10-14 23:57
The owner of Louis Vuitton reported an improvement in sales growth, a welcome sign the sector could be reaching a turning point from a protracted slump in demand that has taken a toll on most high-end... ...
Dear Salesforce Stock Fans, Mark Your Calendars for October 14
Yahoo Finance· 2025-10-14 23:31
Salesforce is pushing AI agents (automated workflows, decision support, and task execution) as central to its next phase. Dreamforce 2025 is likely to showcase new enhancements to Agentforce (or equivalent AI tooling) across sales, service, marketing, etc. It is also expected that the event will highlight which customers have moved from pilot phases to scale with AI, what ROI they’re seeing, and how they solved real-world problems.Valued at a market cap of $230.1 billion, CRM stock is down 27% on a year-to- ...
AMD upgraded, Micron downgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-10-14 21:44
升级评级 - HSBC将惠普公司评级从持有上调至买入 目标价从28.10美元上调至30美元 因市场迹象显示其个人电脑和打印机销量可能优于此前预期 [2] - RBC Capital将T-Mobile评级从板块持平上调至跑赢大盘 目标价维持270美元 理由是年初至今该股估值压缩以及公司稳健的运营趋势 [2] - Wolfe Research将Monolithic Power评级从同业持平上调至跑赢大盘 目标价1200美元 预计其2027年每股收益有达到24美元以上的保守路径 [3] - 摩根大通将DoorDash评级从中性上调至增持 目标价从175美元大幅上调至325美元 认为公司继续实现行业领先的规模增长且单位经济效益改善 [4] - Wolfe Research将AMD评级从同业持平上调至跑赢大盘 目标价300美元 在公司赢得OpenAI业务后 预计其每股收益潜力超过10美元 [5] 下调评级 - New Street将美光科技评级从买入下调至中性 目标价190美元 认为尽管高带宽内存需求增长 但公司股票交易于峰值估值 盈利超预期将被持续的估值压缩所抵消 [6] - Northland将Salesforce评级从跑赢大盘下调至市场持平 目标价从396美元下调至264美元 因其主要指标cRPO增长维持在10%至11%区间 未能加速至此前预期的中双位数水平 [6] - 巴克莱将CyberArk评级从增持下调至持股观望 目标价从440美元上调至520美元 以反映Pending Networks的待收购交易 预计交易将于2026年下半年完成 巴克莱估算当前每股交易价值为514美元 [6] - 美国银行将Nutrien评级从买入下调至中性 目标价维持67美元 鉴于化肥价格上涨势头可能减弱 且对农业周期的持续担忧 公司风险回报更为平衡 [6] - Oppenheimer将Carrier Global评级从跑赢大盘下调至持平 未设定目标价 理由是近期盈利风险以及未来几个季度缺乏股价催化剂 [6]