Salesforce Com Inc Stock Price, News & Analysis

PepsiCo (NASDAQ: PEP) has announced a significant expansion of its partnership with Salesforce to implement Agentforce, an AI-powered digital labor platform. As one of the first major food and beverage companies to deploy Agentforce at scale, PepsiCo aims to enhance customer support, operational efficiency, and sales team effectiveness.

The collaboration will enable PepsiCo to streamline go-to-market and B2B processes through unified customer profiles, real-time inventory visibility, and enhanced customer service. The company is also implementing a new Trade Promotion Management tool to optimize promotional spending and strengthen retail relationships.

Salesforce (NYSE: CRM) has launched Agentforce 3, a major upgrade to its digital labor platform that enhances AI agent management and control. The platform features a new Command Center for complete observability, built-in support for Model Context Protocol (MCP), and over 100 new prebuilt industry actions. Key improvements include a 15% reduction in customer case handle time at Engine, 70% autonomous resolution of administrative chats at 1-800Accountant, and 22% increase in subscriber retention at Grupo Globo. The upgrade introduces native MCP support for seamless integration with 30+ partners including AWS, Google Cloud, and PayPal. Agentforce 3 delivers enhanced performance with 50% lower latency, expanded language support, and new hosting options including Anthropic's Claude Sonnet model. The platform is now FedRAMP High Authorized and available in multiple geographies including Canada, UK, India, Japan, and Brazil.

Salesforce (NYSE:CRM) has expanded its partnership with Nexstar Media Group (NASDAQ: NXST), the largest owner of local TV stations in the US. Nexstar will implement Salesforce Media Cloud to enhance local advertising sales operations and Agentforce to deploy AI agents for task automation. The collaboration aims to support Nexstar's digital transformation across its network of national broadcast, cable networks, and 200+ local television stations. The implementation includes CRM Analytics and Revenue Cloud, providing Nexstar's 1,600+ sales personnel with real-time campaign visibility and automated proposal creation. Agentforce for Media will streamline advertising sales processes through AI-powered automation, enabling sales teams to focus on relationship building and closing deals. The unified platform will eliminate siloed applications, providing sales teams with AI-powered insights for more efficient deal closure.

Salesforce (NYSE: CRM) announced a strategic partnership with the Indiana Fever and Pacers Sports & Entertainment (PS&E) to implement Agentforce, their digital labor platform, along with Data Cloud and Marketing Cloud solutions. This integration aims to enhance fan engagement through AI-driven personalization following the Fever's record-breaking 2024 season, which saw a 265% increase in attendance. The implementation will unify customer data across multiple touchpoints, enabling autonomous creation of personalized marketing campaigns and sales recommendations. The system will analyze fan behavior, purchases, and preferences to deliver targeted communications and promotions. PS&E plans to expand this technology across all properties and integrate it with their ONE loyalty program, creating a unified fan experience platform.

Salesforce (NYSE: CRM) has announced its board of directors has approved a quarterly cash dividend of $0.416 per share. The dividend will be distributed on July 10, 2025, to shareholders who are on record as of June 18, 2025. This regular dividend payment demonstrates Salesforce's commitment to returning value to shareholders through consistent cash distributions.

Salesforce (CRM) reported strong Q1 fiscal 2026 results, with revenue reaching $9.8 billion, up 8% year-over-year. The company's subscription & support revenue grew to $9.3 billion, while current remaining performance obligation reached $29.6 billion, up 12% Y/Y. Notable achievements include a 19.8% GAAP operating margin and 32.3% non-GAAP operating margin. Operating cash flow was $6.5 billion, with $3.1 billion returned to shareholders through buybacks and dividends. The company's AI initiatives showed strong momentum, with Data Cloud and AI annual recurring revenue exceeding $1 billion. Salesforce raised its FY26 revenue guidance to $41.0-41.3 billion and announced plans to acquire Informatica Inc.

Salesforce (NYSE: CRM) has announced a definitive agreement to acquire Informatica (NYSE: INFA) for $8 billion in equity value. Under the deal, Informatica shareholders will receive $25 per share in cash. The acquisition aims to enhance Salesforce's data foundation for AI deployment by combining Informatica's data catalog, integration, governance, and Master Data Management (MDM) capabilities with Salesforce's platform.

The merger will strengthen Salesforce's position in the $150 billion-plus enterprise data market and create a unified architecture for agentic AI. The integration will enhance key Salesforce products including Data Cloud, Agentforce, Customer 360, MuleSoft, and Tableau. The transaction is expected to close in early fiscal year 2027 and will be funded through cash and new debt. Salesforce expects positive impacts on non-GAAP operating margin, earnings per share, and free cash flow starting in the second year post-closing.

Salesforce (NYSE: CRM) announced that Indeed, the world's leading job site, is implementing Agentforce to enhance employer account onboarding through AI-powered support. Indeed, which connects over 3.3 million employers with candidates from 610 million Job Seeker Profiles, aims to streamline its support operations by automating routine administrative tasks.

The implementation comes after discovering that 22% of employer support requests relate to onboarding or account moderation. Agentforce will autonomously handle common queries about account verification and job posting issues, allowing Indeed's staff to focus on more complex employer relationships. The solution will be integrated with Data Cloud for data harmonization and MuleSoft for accessing third-party data sources, creating a comprehensive support ecosystem.

Salesforce (NYSE:CRM) has announced a strategic partnership with Takeda to implement its Life Sciences Cloud for Customer Engagement platform. Takeda will utilize Salesforce's unified platform, including Agentforce and Data Cloud, to deploy personalized AI agents across medical, commercial, and patient support functions.

As an early adopter, Takeda will have influence in developing Salesforce's Life Sciences Cloud Platform, joining other leading pharmaceutical and biotech companies. The platform aims to unify data and engagement across organizations, providing real-time insights and intelligent analytics directly in workflows to enhance communication with healthcare professionals.