Salesforce Could be the Next one Up in the AI Arms Race

InvestKaki
2025-12-07

Salesforce could be the next one up in the AI arms race.

The latest 3Q 2025 (3Q 2026 according to Salesforce financial calendar) results showed one key development investors are excited about.

Agentforce and Data 360 annual recurring revenue doubled.

Source: $CrowdStrike Holdings, Inc.(CRWD)$ 3Q 2026 Presentation

This development is important as it underscores what are its customers’ demand for its AI services moving forward.

Agentforce is an AI-powered platform that helps companies optimise their business processes.

Meanwhile, Data360 is its cloud services for data gathering and analysis.

If you think about the capabilities of AI technologies, Salesforce is best thought of as the commercialization of AI in business processes.

It has huge business potential, but companies need to be convinced about the benefits of all these AI tech through cold, hard results.

That’s where Salesforce comes in.

According to SimplyWallSt, Salesforce is deemed 30% undervalued by discounted cash flow valuation.

Source: SimplyWallSt

Hope the above is fruitful for you all..

Cheers,

James Yeo

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