#salesforce

#salesforce

The company announced a 10-year, $5.6 billion defense contract with the U.S. Army and joined a $100 million wildfire prevention venture called EMBERPOINT LLC. The Army contract runs through Salesforce's Missionforce National Security subsidiary, accelerating AI-powered decision-making across millions of military personnel. At $560 million annually, this represents 1.4% of Salesforce's $40.3 billion revenue base. Not transformational, but meaningful for a company trading at 18x forward earnings with analysts targeting 33% upside to $329.65.

Salesforce announced the Agentic Enterprise License Agreement (AELA) last October. It creates an all-you-can-eat approach to buying and consuming AI agents at a capped cost, and accompanies existing consumption-based and flexible credit models.

Salesforce has signed a new contract with the Army to provide access to its artificial intelligence, data, and cloud technologies for the next decade. The contract, signed by Salesforce subsidiary Computable Insights LLC, has a five-year base period and a single five-year option period. The Army and rest of the Defense Department will have access to Salesforce's Missionforce National Security products that support efforts in decision making,

It was a nasty year for the software stocks in 2025, as investors pondered the disruptive impact of artificial intelligence (AI). With shares of enterprise software and AI agent innovator Salesforce ( NYSE:CRM) and creative software titan Adobe ( NASDAQ:ADBE) starting off the very first trading day of the year with a steep decline, it feels like all hope is lost for 2026, as the ailing software plays come in limping to kick off 2026.

We're not talking about models. We're not talking about things that are commoditized,

As the year begins to wind down, investors are looking to position themselves for 2026. In recent days, insiders, including beneficial owners, at Crescent Biopharma Inc. ( NASDAQ: CBIO), MGM Resorts International ( NYSE: MGM), and Salesforce Inc. ( NYSE: CRM) have boosted their stakes in their companies in a big way. Though these were the most prominent insider purchases in that time, there were a number of other notable ones as well.

Slack CEO Denise Dresser is leaving the company and joining OpenAI as the company's chief revenue officer, multiple sources tell WIRED. Marc Benioff, the chief executive of Salesforce, which owns Slack, shared news of Dresser's departure in a message to staff on Monday evening. At OpenAI, Dresser will manage the company's enterprise unit, which has been growing rapidly this year. She will report to chief operating officer Brad Lightcap. She starts next week.

As Salesforce explains, AI models have a wealth of general knowledge, but often know nothing about your organization. As soon as you start using AI for specific business processes, it sometimes has to guess what certain values mean or how they should be interpreted. Some things may still be clear, such as a customer number, but what if there is an order form number, invoice number, order number, ticket number, batch number, and quotation number?

[We're] talking about 3x, 4x the ability to multiply the monetization on customers because, by the way, they're getting 3 or 4x or 10x more value from our products,

Dreamforce is, by this point, a bona fide tradition in San Francisco. Tens of thousands of people flock to South of Market each autumn to don lanyards, strap on winning smiles and plunge into a branding extravaganza. For three days, the Moscone Center, the Metreon mall and an entire block of Howard Street are remade in Salesforce's image. The tech conference also draws a mass of journalists like me, hoping to see how CEO Marc Benioff and his guests will peddle their new tools and technologies.

It's a multi-year process, and we're always excited with the partnership that we have with the local community to bring it all together. I think our favorite moment is opening the door, seeing all of our attendees witness the incredible work the city has done to create an amazing experience right here in the middle of San Francisco.

Elon Musk recycled his old SF is a [fill in the blank] zombie apocalypse' string of insults in support of Salesforce CEO Marc Beniof's statement on Friday that the National Guard should clean up the crime in San Francisco. Musk jumped into the conversation surrounding Beniof's statement on X Saturday along with a slew of others locally and nationally. The timing is notable given the recent news that Musk's startup Neuralink just signed a lease on an 144,209-square-foot building in South San Francisco, per SFist.

The Qantas data, which was stolen from a Salesforce database in a major cyber-attack in June, included customers' email addresses, phone numbers, birth dates and frequent flyer numbers. It did not contain credit card details, financial information or passport details. On Saturday the group marked the data as leaked, writing: Don't be the next headline, should have paid the ransom.

Dreamforce 2025 is imminent, with 50,000 people due to descend on the Moscone Center to hear about the latest advancements across its cloud, data, collaboration, and AI offerings. In the past few years, Salesforce has gone from strength to strength, with sustained growth and an exploding customer base for its offerings. The CRM giant has gone all in on enterprise AI in moves to meet customer demand, recording 120% revenue growth across its Data Cloud & AI segments in FY25.

OpenAI employees are Slacking up a storm. While AI companies say they're radically changing how we work, from work to messaging to cutting head count entirely, OpenAI is sticking with one classic workplace tool - and they use it a lot. OpenAI COO Brad Lightcap said his company had high-frequency Slackers on Fortune's "Term Sheet" podcast. "We are probably the world's most active users of Slack internally at OpenAI," Lightcap said.

This new coding tool helps developers work autonomously on Salesforce apps and agents by handling much of the technical implementation automatically. Agentforce Vibes can help developers from the app idea phase to building to observability with enterprise security and governance controls baked in.