Source

Primary sector catalyst: Salesforce reported 14% constant-currency cRPO growth, raised full-year revenue guidance, and said Agentforce plus Data 360 ARR approached $3.9b with more than 210% year-over-year growth. The release directly supports the market's read that incumbent enterprise software is monetizing AI rather than being displaced by it.

Takeaway

Primary sector catalyst: Salesforce reported 14% constant-currency cRPO growth, raised full-year revenue guidance, and said Agentforce plus Data 360 ARR approached $3.9b with more than 210% year-over-year growth. The release directly supports the market's read that incumbent enterprise software is monetizing AI rather than being displaced by it.