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In recent days, Salesforce announced that business travel platform Engine has expanded its use of the Agentforce 360 Platform and Slack, using AI agents like “Eva” and Slackbot to automate half of chat support cases and cut average handling time by 15% while improving customer satisfaction.
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This expansion highlights how Salesforce’s agentic architecture, underpinned by Data 360 and the Salesforce Trust Layer, is being used in complex, high-volume environments to blend human and AI workflows securely at scale.
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We’ll now consider how Engine’s adoption of Salesforce’s Agentforce 360 and Slack-based AI agents may influence Salesforce’s longer-term investment narrative.
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To own Salesforce, you need to believe its Agentforce, Data 360 and Slack stack can turn AI agents into a core, trusted workflow platform, not just a feature. In that context, Engine’s results show Agentforce handling complex, high-volume travel support at scale, which supports the AI adoption catalyst but does not materially change the near term overhang from AI disruption fears and pressure on Salesforce’s traditional software business model.
Among recent announcements, Salesforce’s roughly US$50 billion buyback authorization and US$25 billion accelerated share repurchase stand out. Set against Engine’s expansion, they show a company leaning into AI agents like Agentforce while also committing substantial capital returns, which could matter for investors weighing today’s AI uncertainty against management’s confidence and the existing catalysts around data driven agentic workflows.
Yet, even as Engine’s rollout showcases what works today, investors still need to be aware of how fast AI driven automation could…
Read the full narrative on Salesforce (it’s free!)
Salesforce’s narrative projects $51.9 billion revenue and $10.3 billion earnings by 2028. This requires 9.6% yearly revenue growth and an earnings increase of about $3.6 billion from $6.7 billion today.
Uncover how Salesforce’s forecasts yield a $317.21 fair value, a 79% upside to its current price.
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While the consensus narrative focuses on steady Agentforce driven growth, the most bullish analysts were already modeling about US$56.2 billion of 2028 revenue and US$12.0 billion of earnings, assuming AI agents deepen customer lock in; Engine’s news may either support that optimism or reinforce very different concerns around AI automation risk, so you should compare these competing views for yourself.
Explore 37 other fair value estimates on Salesforce – why the stock might be worth as much as 92% more than the current price!
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A great starting point for your Salesforce research is our analysis highlighting 4 key rewards that could impact your investment decision.
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Our free Salesforce research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Salesforce’s overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CRM.
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