Salesforce (CRM) Deutsche Bank 2026 Technology Conference summary

Business performance and strategic focus

• Achieved strong Q2 results, with CRPO and net new AOV bookings exceeding expectations, signaling momentum for H2 and FY 2028 guidance re-acceleration.

• Raised guidance, emphasizing organic growth while maintaining M&A as a strategic lever.

• Slack has become a significant growth engine, contributing to record net new AOV and sustained double-digit revenue growth over several quarters.

• Agentforce and Customer 360 together approach $4 billion in ARR, with Agentforce alone at $1.5 billion.

• Consumption-based models and customer adoption are accelerating, with 50% of recent bookings from customers refilling agentic work units.

AI partnerships, product innovation, and ecosystem

• Deepened partnership with Anthropic, culminating in Claudeforce, which integrates Claude AI into Salesforce products for out-of-the-box capabilities.

• Slackbot, powered by Anthropic, is driving user engagement and productivity, offering advanced AI-driven workflow support.

• Informatica acquisition has strengthened data foundations, fueling AI strategy and product development.

• AI investments span internal R&D, inorganic bets, and talent acquisition, with a focus on rapid technology advancement and diversified portfolio.

• Dreamforce will showcase new AI-infused technologies, including Headless and enhanced Slackbot capabilities, with external tech leaders participating.

Organizational and leadership changes

• Recent leadership changes are intentional, aimed at aligning talent with business needs and growth opportunities.

• Alexa Vignone promoted to CRO, with Miguel expanding focus to professional services, customer support, and builder motion to drive adoption.

• Product leadership refreshed with Rohan Kumar joining from Microsoft and Patrick Stokes taking a larger role, expected to advance the product stack.