Salesforce shares surged nearly 23% on Thursday, their best day since 2020, after the company reported earnings that beat estimates and announced a partnership with Anthropic called « Claudeforce ». Quarterly revenue rose 11% year-over-year, topping expectations, while Agentforce AI products reached annualized revenue of over $1.5 billion, up 240%. Salesforce recorded a $2.6 billion gain from its three-year-old investment in Anthropic. Several former employees who left for OpenAI are returning to Salesforce, including Kaylin Voss and Peter Doolan, along with approximately 22 others according to sources. The performance marks a return of investor confidence after the stock fell 21% last year, with Benioff stating that AI frontier models « depend on CRM » and do not replace it.
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