Salesforce is having a bad year. This is where investors want to see growth

Company Performance - Salesforce's stock price has dropped 25% this year, marking the worst performance in large-cap tech and the second-steepest decline in the Dow, only behind UnitedHealth [2] - The market capitalization of Salesforce has decreased to $239 billion, while Oracle's market cap has risen to $630 billion, creating a valuation gap of approximately $400 billion [3] Revenue and Growth - Salesforce has experienced single-digit sales growth for four consecutive quarters, with analysts estimating revenue growth of 8.7% to $10.1 billion for the upcoming quarter [4] - In the April period, approximately 25% of Salesforce's $9.3 billion in subscription and support revenue was derived from customer service-related products, its largest category [5] Challenges and Innovations - The rise of artificial intelligence poses a risk to Salesforce, as it is predicted that more customer inquiries will be handled through automation [5] - Salesforce has acknowledged the impact of AI, with CEO Marc Benioff stating that AI is currently managing about 30% to 50% of the company's work, which contributed to the decision to cut 1,000 jobs earlier this year [6] - The company has introduced Agentforce, an AI system for customer support, which has reportedly generated $100 million in annualized revenue since its launch in October [6]