Salesforce: On the Way to the Top of Agentic AI

Under the visionary leadership of Marc Benioff, Salesforce has evolved into one of the most influential companies in the enterprise software sector. Originally known as a market leader in customer relationship management (CRM), Salesforce significantly expanded its offerings through strategic acquisitions. As early as 2018, the data integration service MuleSoft was acquired for $6.5 billion, followed by the dashboard tool Tableau and the messaging platform Slack, which were added in 2021. These acquisitions share a strong data affinity, making Salesforce a pioneer in data-driven enterprise solutions. Especially in the current phase, where investments in artificial intelligence (AI) are a standard part of many companies' business strategies, it is essential not to underestimate Salesforce's potential. The competitive battle with Microsoft in the emerging field of autonomous AI is in full swing. But what exactly is autonomous AI? In simple terms: a technology capable of acting autonomously. It uses extensive data sets to optimize complex workflows, thereby enhancing efficiency and customer satisfaction. The total addressable market for this technology could exceed the $1 trillion mark according to Benioff, while Battery Ventures even sees the entire AI software business growing to more than $4 trillion. For investors, Salesforce presents significant potential with these developments, raising the question of whether now is the right time to invest in the stock. Autonomous AI promises to bridge the gap between services and work, opening up substantial market opportunities.