GoKawiilSalesforce stock surges 20% on earnings beat and new Anthropic partnership
Salesforce shares jumped over 20% Thursday, marking its second-best trading day ever, after the company posted stronger-than-expected second-quarter results and unveiled an expanded partnership with Anthropic. The deal includes a new plugin called Claudeforce, which lets sales teams pull data through Anthropic's Claude chatbot, and was announced by CEOs Marc Benioff and Dario Amodei during a CNBC appearance.
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The rally helped lift other software stocks like Adobe, Palantir, ServiceNow, Autodesk and Figma, signaling renewed investor confidence in SaaS companies that have struggled this year amid fears AI could make their platforms obsolete. Benioff's comments dismissing a 'SaaSpocalypse' suggest software firms are positioning AI integration as a growth driver rather than an existential threat, which could reshape how investors value the sector.
- Salesforce stock had its second-best trading day ever after a strong earnings report.
- New Anthropic partnership introduces 'Claudeforce,' an AI plugin for sales data access.
- Broader software sector rallied, easing concerns about AI disrupting SaaS business models.
Source: cnbc.com — Cj Haddad, 2026-08-27
Published there as: “Salesforce leads software rally, rocketing 20% on track for second-best day ever”
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