Salesforce Is Capitalizing On Agentic AI Better Than Anyone Else

Core Insights - Salesforce's stock dropped 6% after hours following Q2 earnings, despite showing strong demand for its AI offerings with 12,500 Agentforce deals and 120% year-over-year growth in AI revenue [1] Company Performance - Salesforce reported 12,500 Agentforce deals, indicating robust market interest in its AI solutions [1] - The company achieved a significant 120% year-over-year growth in AI revenue, reflecting the increasing adoption of AI technologies in enterprise settings [1] Market Reaction - The stock price decline of 6% after the earnings report suggests that market expectations may have been set too high, leading to a negative reaction despite positive performance metrics [1]