salesforce(US:CRM) Investors·2025-11-05 15:54Core Insights - The competition between Salesforce and Sierra in the AI software market is intensifying, with both companies developing autonomous AI agents for various tasks [2][3] - Salesforce has updated its long-term financial guidance, projecting a 10% organic subscription revenue growth through fiscal 2030, targeting $60 billion in revenue [5][7] Company Developments - Sierra has raised $350 million in funding, valuing the company at $10 billion, and is focusing on deploying AI agents tailored to customer needs [2][3] - Salesforce's recent Dreamforce conference highlighted the launch of the Agentforce 360 platform, enhancing its AI capabilities and integration with existing Salesforce applications [6][7] Financial Performance - Salesforce reported $440 million in AI-related annual recurring revenue for the July quarter, a significant increase from $100 million in the previous quarter [7] - The company expects its operating margin to improve to 40% by fiscal 2030, up from 34% in fiscal 2026 [5] Market Position - Salesforce stock has seen a slight increase, trading near $255.01, but has retreated 23% in 2025 [5][8] - The stock holds a Composite Rating of 79 out of 99, indicating a subpar performance compared to peers [8]