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Biel: Salesforce's transaction data gives it real competitive protection
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1 Articles
Biel: Salesforce's transaction data gives it real competitive protection
Quick Read Salesforce (CRM) generated $800M in Agentforce ARR, up 169% year-over-year, with over 60% of Q4 Agentforce and Data Cloud bookings from existing customers, signaling strong embedded dependency. Adobe (ADBE) saw AI-first ARR more than triple year-over-year in Q1 FY2026 but faces competitive pressure from AI-native tools since its workflow familiarity lacks transactional data lock-in. Salesforce’s position as the operating system for …
·New York, United States
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