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

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

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 3000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.

Click to access the activity

Other helpful links:

# AI Companies and Industry DIG

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet