Benzingaยท2025-09-13 06:23Core Insights - Salesforce CEO Marc Benioff expressed admiration for Palantir Technologies, particularly noting its premium pricing model and high market valuation [1][2] - Palantir's growth rate of 48% significantly outpaces Salesforce's 10% growth, contributing to its higher market capitalization of $406.52 billion compared to Salesforce's $231.11 billion [3] - Benioff acknowledged Palantir's pricing strategy as "the most expensive enterprise software" and highlighted Salesforce's competitive edge in government contracts [4] Company Performance - Palantir's stock has surged over 115% in the last six months, while Salesforce's stock has decreased by approximately 10.7% [3] - Salesforce has seen a 27% drop in shares this year, marking the worst performance among large-cap tech companies [6] Competitive Landscape - Both companies are vying for government contracts, with Salesforce recently winning a U.S. Army contract, positioning itself as a lower-cost alternative [4] - Palantir's CEO emphasized the company's focus on "value creation" and its justification for premium pricing [4] Stock Activity - Benioff executed multiple stock sales under a pre-arranged trading plan, with transactions occurring between September 3 and September 11, at prices ranging from approximately $236 to $257 per share [5]