At Salesforce's Dreamforce conference in San Francisco, CEO Marc Benioff touted projected 2027 revenue of over $46 billion driven by AI products, even as attendees grappled with a growing rift among tech leaders over AI safety. The disagreement followed Anthropic researcher Jacob Coxon's resignation and public warning that companies pursuing self-improving AI were taking reckless risks, prompting Anthropic CEO Dario Amodei and even OpenAI's Sam Altman to call for slowing AI's pace. White House adviser David Sacks and President Trump dismissed these existential risk concerns, with Trump labeling them a hoax.
wired.com
· 2026-09-17
At its Dreamforce conference, Salesforce told investors it expects annual revenue to exceed $63 billion by fiscal 2030, surpassing analyst expectations of $59.2 billion tracked by LSEG. The forecast comes after a turbulent year in which fears that AI would erode demand for Salesforce's software hurt its stock, followed by a recent rebound driven by strong earnings and an Anthropic investment.
cnbc.com
· 2026-09-16
Marc Benioff called on AI companies to act responsibly as powerful models spread widely, comparing the moment to the harms caused by social media. He made the remarks during a CNBC interview at Salesforce's Dreamforce event, days after Anthropic CEO Dario Amodei published an essay urging frontier labs to slow development for safety reasons.
cnbc.com
· 2026-09-15
AI coding startup Factory has raised $200 million in new funding, pushing its valuation past $5 billion—more than triple its previous mark. Investors in the round include Khosla Ventures, Blackstone and Marc Benioff.
wsj.com
· 2026-09-15
CNBC's Investing Club reported that its portfolio stocks diverged sharply from a broader market pullback driven by rising oil prices and a 10-year Treasury yield near 4.9%. Salesforce surged 21.3% on strong earnings and an AI-optimistic outlook, while Meta Platforms gained 9.9%, even as the Dow, S&P 500 and Nasdaq all declined over the past month.
cnbc.com
· 2026-09-10
An opinion piece argues that Salesforce's strong recent earnings undercut the widely held 'SaaSpocalypse' theory, which assumed AI agents would soon replace most enterprise software. The author contends investors have wiped out roughly $2 trillion in software valuations by wrongly asking whether AI can perform a task, rather than whether a company controls data or infrastructure AI agents actually need to function.
cnbc.com
· 2026-08-29
Salesforce shares jumped nearly 23%, their best single-day performance since 2020, following a quarter that beat expectations and the announcement of a new partnership with Anthropic called Claudeforce. The rally coincided with reports that several former Salesforce employees who had left for OpenAI, including two executives, are returning to the company, with dozens more reportedly in talks to rejoin.
cnbc.com
· 2026-08-28
Salesforce CEO Marc Benioff dismissed concerns that AI would erode demand for traditional software subscriptions, telling CNBC's Jim Cramer that top AI firms actually rely heavily on Salesforce tools. He cited a 435% year-over-year jump in usage of Salesforce and Slack among nine of the ten leading AI companies, framing this as proof that AI complements rather than replaces CRM software. The comments came after Salesforce posted strong quarterly results and guidance, sending shares up more than 12%.
cnbc.com
· 2026-08-26
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