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Open original source ↗As I mentioned in mid May on @theallinpod, the bottom was in in SaaS.
Stock is up 41% since…
Their financial results keep delivering and now valuations will snap back in turn.
Models and harnesses will need tight integration with systems of record to deliver the next phase of value to enterprises.
People like @Benioff are too good. They will do good deals on their behalf as this evolves.
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#1 Q2 in Salesforce history. $11.3B Revenue. +11% $33.5B cRPO growth. +14% $5.90 Non-GAAP EPS. +103% $15.2B TTM Free Cash Flow. $3.9B Agentforce + Data 360 ARR. 7.0B AWUs delivered all-time. Raising FY27 guidance to $46.1–$46.4B. 3.2B AWUs in Q2 (+97% q/q) 6x growth in MCP calls. Customer attrition near all-time low The Agentic Enterprise is live. Every AI agent needs somewhere to land — the data, the rules, the conversation. That place is Salesforce. Proud of the Ohana. Let’s go. 🔥 https://t.co/Ha1TdrRAMv
Benioff ↗