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Salesforce Leans on Agentforce AI to Counter Valuation Discount and Growth Hurdles

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The Story

News Summary

  • Salesforce trades below the S&P 500 median multiple despite 11.2% trailing revenue growth.
  • While its Agentforce AI platform has reached $1.5 billion in annual recurring revenue, concerns linger over slower cash flow growth, modest organic guidance raises, and potential long-term disintermediation from emerging AI architectures.
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MSFT price history

495.63 +5.23% over the displayed period

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