Salesforce: Back the Agentic-AI Rebound — The Market Is Missing the Optionality
Salesforce is misunderstood today. The sell-off has priced in a world where AI agents commoditize CRM, but the company is executing a more defensible strategy: selling governed, data-connected AI labor inside its platform while aggressively returning capital. With $41.5B revenue, strong free cash flow ($14.7B) and a sizeable $27B buyback last quart…