Executive Summary
Salesforce has cracked the enterprise AI code that every other software company is still trying to solve. While competitors chase LLM integrations and demo-ware, CRM has built the only production-scale agentic enterprise platform processing 3.2 trillion tokens with 18,500+ live deployments. The Informatica acquisition creates a $10 billion data infrastructure fortress that competitors cannot replicate. Mark Benioff's revelation that 'every CEO wants to become an agentic enterprise' signals a sec...
Key Investment Opportunity
The Agentic Enterprise Infrastructure Play
Salesforce has built the only enterprise-grade platform that combines data infrastructure (Informatica + Data 360 + MuleSoft), AI reasoning (Agentforce), and production workflows in a single stack. The 3.2 trillion token processing volume proves this isn't vaporware—it's the foundation layer for ent...
This is a preview. Log in to see the full analysis including investment opportunities, risks, catalysts, and detailed insights.