Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics

Live updates

1. 16d ago

   Salesforce Reports Record Second Quarter Fiscal 2027 Results

   Salesforce achieved record results for its second quarter of fiscal 2027, driven by strong bookings and AI capabilities. The company announced a positive development with Anthropic and expects a reacceleration of growth in the second half of the year. While these results have reduced skepticism regarding CEO Marc Benioff's leadership and the company's AI strategy, some investment analysts suggest that superior software setups may exist elsewhere in the market.

   Why it matters

   The company is shifting its AI focus away from the underlying models to a new competitive battleground. This transition comes as Salesforce attempts to maintain its dominant position in the CRM market against emerging AI competitors.

   What is confirmed

   • Salesforce delivered record results for the second quarter of fiscal 2027.
   • The company reported strong bookings and expects reacceleration in the second half of the year.

   Still unconfirmed

   • Better software investment opportunities may exist outside of Salesforce.

   What to watch next

   • Second half fiscal 2027 growth figures
   • Further details on the Anthropic announcement
   Sources used for this update (5)

   1. Salesforce — Salesforce Delivers Record Second Quarter Fiscal 2027 Results
   2. Yahoo Finance — Salesforce is surging again — but the best software setups may be elsewhere: One Big Investment Idea
   3. CNBC — Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics
   4. Morningstar — Salesforce Earnings: Strong Bookings, Second-Half Reacceleration, Positive Anthropic Announcement
   5. CNBC — Op-ed: Salesforce just revealed the next battleground in AI — and it's not the models
   confidence 90%