Скачать или смотреть Salesforce (CRM) Stock: 🤖 The "Digital Labor" Pivot vs. The Death of DIY AI

Welcome back to Griffonomics, where we conduct financial investigations to define the risk before we look at the reward. Today, we're unmasking the "Third Wave" of Salesforce—analyzing why Marc Benioff is betting the company on autonomous AI agents that don't just chat, but actually do the work of human employees.

The Risk: We analyze the "Monetization Lag"—while Agentforce is exploding, it still represents less than 3.5% of total revenue, leaving a potential "air pocket" if core seat-based growth slows faster than AI revenue can ramp. We detail the Microsoft Threat, examining how Dynamics 365’s 23% growth and aggressive bundling with Teams could threaten Salesforce’s premium pricing power. We examine the integration complexity of the $8 Billion Informatica acquisition, a massive legacy technology lift during a period of intense structural change.

The Reward: We define the "Agentic Inflection," highlighting the explosive 330% YoY growth in Agentforce ARR to ~$540 million and the staggering 3.2 trillion tokens processed in just one quarter. We highlight the $60 Billion North Star, detailing the path to FY30 through a "multiplier effect" where every $1 of AI spend drives $3 in core software upgrades. We detail the AELA (Agentic Enterprise License Agreement)—a new flat-fee model that removes "metering anxiety" and allows giants like Disney and Walmart to deploy agents at massive scale.

🎥 Video Chapters
Intro: Beyond the Chatbot Hype
The Death of DIY AI: Why Enterprises are "Boomeranging" Back
Agentforce Explained: The Rise of the Digital Employee
Informatica & Data 360: Owning the "Gold Mine" of Data
The Multiplier Effect: Turning AI into CRM Growth
AELA & Pricing: Rewriting the Rules of SaaS
FINAL VERDICT: A GARP Bargain or a Legacy Trap?

#Salesforce #CRM #Agentforce #DigitalLabor #AI #StockMarket2026 #FinancialAnalysis #InvestmentThesis #MarcBenioff #AgenticEnterprise #Griffonomics


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