Salesforce.com Inc (CRM) — the peer cohort

Long reads

• Earnings — Post-Earnings Announcement DriftDossier · $29 · 27 Apr 2026(8) Worked Example Three — Salesforce (CRM), May 2024 The Large-Cap Narrative-Shift Bear Drift The third case is the one that distinguishes PEAD from a long-only earnings strategy.
• The Agentic Winners 25Dossier · $49 · 31 Mar 2026Salesforce's CRM dataset — the record of every customer interaction — is the training ground for sales and service agents.
• Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Destination platforms own data or relationships that users — and now agents — return to regardless of the interface: Salesforce's CRM data (customer relationships, pipeline history, interaction logs), Palantir's ontology (connected…
• Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026MCP is the "USB-C of AI" — a universal adapter that standardizes how agents read and write to ERP, CRM, SQL, Slack, and every other enterprise system without custom code for each tool.
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026
• Enterprise Software — The Agent Is Not the Product. The Orchestrator Is.Strategy · 24 Jul 2026It may need to identify the customer and the contractual commitments in the CRM; check the order and inventory position in the ERP; review supplier and logistics data; calculate the financial consequences; obtain approval for an…
• Forward-Deployed Engineers: The Human Infrastructure Layer of Agentic AIReport · 9 Jul 2026An agent must touch systems of record, workflow engines, data layers, identity systems, ticketing, ERP, CRM, code repositories, document stores and governance controls.
• Forward-Deployed Engineers: The Human Infrastructure Layer of Agentic AIStrategy · 30 Jun 2026An agent must touch systems of record, workflow engines, data layers, identity systems, ERP, CRM, code repositories and governance controls.

101 and glossary

• ABR — Agent Beneficiary Ratio: Scoring AI Disruption Impact101Key Companies NVDA NVIDIA Natural Position — infrastructure provider CRM Salesforce Cannibalize or Die — Agentforce pivot SNOW Snowflake Natural Position — data infrastructure for agents ZEN Zendesk Terminal — agents replace tier-1 support
• Agentic Accounting: When AI Moves from R&D to Cost of Goods Sold101Key Companies DDOG Datadog Observability for AI inference costs — FinOps beneficiary CRM Salesforce Agentforce compute costs → COGS migration candidate NOW ServiceNow Agent workflow compute → COGS classification pressure ANET Arista…
• Agentic AI Adoption Curve: Where We Are and What Comes Next101Key Companies CRM Salesforce Agentforce adoption as leading indicator MSFT Microsoft Copilot/agent platform — largest distribution ANTH Anthropic Agent framework + tool use (private) SNOW Snowflake Data infrastructure for agent workloads
• Agentic AI: Who Eats Whose Lunch — A Concrete Winner/Loser Map101Key vulnerable categories: Tier-1 customer support: Zendesk, Intercom — agents handle routine tickets better and cheaper Basic CRM: Low-end Salesforce use cases — agents manage contacts and follow-ups natively Project management…
• Agentic Winners 40: Who Captures AI's Value101The enterprise operating layer: ERP, CRM, HCM, workflow, orchestration.
• SaaSpocalypse: Why Agentic AI Destroys the SaaS Pricing Moat101A customer paying $150/seat/month for a CRM doesn't need a CRM if an agent handles the entire sales workflow.
• Work-as-a-Service: The Post-SaaS Business Model101Key Companies CRM Salesforce Agentforce — success credit model pioneer PLTR Palantir AIP — outcome-based pricing for enterprise AI NOW ServiceNow Agent-based workflow completion pricing SNOW Snowflake Consumption-based model template

Dailies

• Chips — memory and optics sold again: Lumentum −7.7%, SanDisk −6.5%, chip fund −2.6%; Meta +3.8%Midday 10 · 12 Oct 2026
• S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slideMidday 10 · 6 Oct 2026
• AI comeback — Accenture +18%, Synopsys +8%, optics +9% while all three US indices slipMidday 10 · 1 Oct 2026
• Markets — Nasdaq +1.5% before the open even as TLT breaks 78; Tokyo +3.3% on Micron's record quarterMorning 10 · 1 Oct 2026
• Bonds — the long end breaks: 30-year at 5.56%, gold -3.9%; MongoDB sinks 18% as Meta moves inMorning 10 · 29 Sept 2026
• Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%Midday 10 · 28 Sept 2026
• AI Credit — Oracle invokes force majeure on a New Mexico data center; the 30-year hits 5.45%Midday 10 · 24 Sept 2026
• Rates — the 10-year closes at 5.11% and the 5-year hits 5%; Tokyo reopens higher, chip-equipment makers leadMorning 10 · 24 Sept 2026