SalesforceCRM
AI software & productivity · NYSE · USA
$227.80
Up 1.4% todayClose
Down 15.2% this year but +43.8% since June 26, ahead of the AI sector at +7.5%. Salesforce buys from 1 mapped company.
Supply chain
1 supplierSuppliers 1
About Salesforce
Sells more CRM software than any rival, and is now pushing Agentforce, AI agents that handle sales and service conversations on their own. Data Cloud and Slack sit alongside it.
Theme exposure
Products
- CRM platform
- Agentforce (AI agents)
- Data Cloud, Slack
Competitors
- Microsoft
- ServiceNow
- HubSpot
Risks
- Low organic growth
- AI disruption of per-user pricing
Same segment: AI software & productivity
Embeds AI models into the products and workflows we already use. Segment 6 of 8 in the AI & digital infrastructure value chain.
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