EWP · Pulse 2 of 6 · Agentic Demand Family · weekday composite

Enterprise Workflow Pulse

Where enterprise agents are actually being deployed: Agentforce AWUs in Salesforce, Now Assist customers at ServiceNow, Copilot seats at Microsoft, MCP server count across the developer ecosystem, Datadog's LLM observability span volume. The Pulse that decides whether agentic SaaS is real work or just demos. Six modules, weekday composite, equity-gap signal against CRM/NOW/MSFT/DDOG/SNOW/MDB/NET/TEAM.

Composite 75.5 / 100 Surging

As of Oct 13, 2026, 06:00 AM UTC

Modules live 6 / 6

Equity basket CRM · NOW · MSFT · DDOG · SNOW · MDB · NET · TEAM

History · momentum Rising +33.5 pts recent

101 points · since 2026-05-27

Module breakdown

Module	Weight	Raw signal	Score	Status
M1 · Salesforce Agentforce	25%	signal 95/100	95	live · 2026Q3
Evidence — CRM 95/100 CRM 2026Q3 mass · accelerating confidence: high Agentforce ARR: ~$540M (+330% YoY) Agentforce + Data Cloud ARR: ~$1.4B (+114% YoY) Total Agentforce deals closed: 18,500+ Paid Agentforce transactions: 9,500 Paid deals QoQ growth: up 50% QoQ Customers in production QoQ growth: up 70% QoQ “Agent force and data reached nearly $1.4 billion in ARR in the quarter, up a 114% year over year, including Agent Force ARR of about $540 million, 330% year over year...we've closed over 18,500 AgentForce deals. 9,500 of them are paid trans” Extracted from company earnings-call transcripts (AlphaVantage) via Claude Sonnet, temperature 0. Diary entry on our process, not investment advice.
M2 · Copilot / Claude Code (dev adoption)	20%	12,502,712 npm/wk	70	partial — GitHub Copilot org-count next
M3 · ServiceNow Now Assist	15%	signal 89/100	89	live · 2026Q2
Evidence — NOW 89/100 NOW 2026Q2 mass · accelerating confidence: high ServiceNow AI ACV: exceeded $1 billion AI net new ACV growth (sequential): over 40% quarter-over-quarter Deals with 5+ ServiceNow AI products: grew 5.5x year-over-year (+450% YoY) Million-dollar-plus AI deals: tripled year-over-year (+200% YoY) Customers with agentic AI in production: ninefold increase over last nine months First-time agentic AI buyer deal volume: grew over 45% year-over-year (+45% YoY) “ServiceNow AI ACV exceeded expectations again, surpassing $1 billion...net new ACV growth accelerating sequentially, growing over 40% quarter-over-quarter. Deals including five or more ServiceNow AI products grew 5.5x year-over-year which d” Extracted from company earnings-call transcripts (AlphaVantage) via Claude Sonnet, temperature 0. Diary entry on our process, not investment advice.
M4 · Datadog LLM Obs + AI-native	15%	signal 74/100	74	live · 2026Q2
Evidence — DDOG 74/100 DDOG 2026Q2 scaling · accelerating confidence: high AI native customers using Datadog: 750+ AI customers spending >$1M annually: 31 AI customers spending >$10M annually: 8 MCP tool calls growth QoQ: quadrupled again QoQ (+22x vs Q4 2025 YoY) Top 10 AI leaders as customers: all 10 of top 10 LLM/agent monitoring volume: explosion of volume past 2 quarters “number of MCP tool calls quadrupling again quarter-over-quarter and growing more than 22x when compared to Q4 2025...we see an explosion of volume in our agent monitoring product” Extracted from company earnings-call transcripts (AlphaVantage) via Claude Sonnet, temperature 0. Diary entry on our process, not investment advice.
M5 · MCP ecosystem (GitHub + npm)	20%	65,446,130 weekly downloads	50	live
M6 · Snowflake + MongoDB (RAG/data)	5%	signal 67/100	66.7	live · 2026Q3
Evidence — SNOW 82/100 · MDB 52/100 SNOW 2026Q3 scaling · accelerating confidence: high AI revenue run rate: $100M ARR Weekly active AI accounts: 7,300+ Snowflake Intelligence customers: 1,200 AI-influenced bookings: 50% of new bookings AI-incorporating use cases deployed: 28% of all use cases in Q3 AI run rate milestone timing: one quarter earlier than anticipated “The $100M is primarily the product suite, the whole stack: Cortex AI and AI SQL; Cortex Search and Cortex Analyst for unstructured and structured data; and Snowflake Intelligence, which builds on these building blocks to provide an agentic ” MDB 2026Q3 early · accelerating confidence: medium Atlas Vector Search customers (Atlas total): 60,800+ (+19% YoY) Atlas revenue growth: 30% YoY (+30% YoY) Latency reduction (media company vector search win): 90% cut Operational spend reduction (media company): 65% reduction Click-through rate increase (media company): 35% increase Mercor MoM growth supported by Atlas+Vector Search+Voyage: 50% month-over-month “Mercor uses MongoDB Atlas to store the AI data behind its platform...utilizing Voyage embeddings and Atlas Vector Search. Atlas has scale to support Mercor's 50% month-over-month growth...expanding to over $10 billion in value.” Extracted from company earnings-call transcripts (AlphaVantage) via Claude Sonnet, temperature 0. Diary entry on our process, not investment advice.

M5 (MCP ecosystem — GitHub stars + npm weekly downloads) and M2 (Copilot / Claude Code dev adoption) are live lead modules, re-fetched each run. Substance modules M1/M3/M4/M6 are scored from the latest company earnings-call transcripts via the Earnings-NLP pipeline (AlphaVantage transcript → Claude Sonnet extraction, temperature 0, confidence-damped), cached per fiscal quarter — expand “Evidence” on each to see the underlying metrics and the verbatim quote. Modules awaiting a fresh transcript hold a neutral 50 until the next quarter lands.

Multi-Basket Equity Gaps v3 · value-capture decomposition

Three sub-baskets organized by where in the enterprise-workflow stack value is being captured: Workflow Platforms (CRM/NOW/MSFT/TEAM) where agents are authored, Observability + Governance (DDOG/NET) where they're monitored, and the Data + RAG Layer (SNOW/MDB) they call against. The cross-read is what reveals rotation — when one layer accelerates while another stalls, the market is pricing-in a stack-shift.

Sub-Basket	Vertical	Weight	21d Basket Return	Module Score	Tickers
Workflow Platforms	Where agentic workflows actually get authored + run	45%	+6.28%	81.4	CRM · NOW · MSFT · TEAM
Observability + Governance	How agentic workloads are monitored + routed	25%	+22.17%	100.0	DDOG · NET
Data + RAG Layer	Vector + warehouse layer agents call against	30%	+7.40%	87.0	SNOW · MDB

Methodology

EWP is Pulse 2 of 6 in the Closelooknet Agentic Demand Family. Pulse weight philosophy per Phase 2 spec: M5 MCP ecosystem (20%) and M1 Agentforce (25%) are the highest-conviction anchors — MCP ecosystem because adoption-numbers (5-6M weekly npm downloads, 86k+ GitHub stars) signal mainstream production, not developer experiment; Agentforce because CRM disclosed $800M ARR + 2.4B AWUs + 169% YoY at Q4 FY26 — T3 mass-production maturity per the family-wide Maturity-Score sub-module.

Weekday-only composite (06:00 UTC). Lead modules (M2, M5) re-fetch each run; substance modules (M1, M3, M4, M6) re-evaluate quarterly with each earnings cycle. Equity Gap activates once ~3 months of EWP composite history accumulates.

Pulse reading is a diary entry on our process, not investment advice.

FAQ · from the current data · as of 2026-10-13

Quick answers

What does the Enterprise Workflow Pulse measure?

EWP reads where enterprise agents are actually being deployed — Agentforce AWUs at Salesforce, Now Assist customers at ServiceNow, Copilot seats at Microsoft, MCP server count across the developer ecosystem, and Datadog LLM observability span volume — into a weekday composite.

What is the current EWP composite reading?

As of Oct 13, 2026, 06:00 AM UTC, the EWP composite reads 75.5 out of 100, a Surging momentum regime, with 6 of 6 modules currently live.

Which stocks make up the EWP equity basket?

CRM, NOW, MSFT, DDOG, SNOW, MDB, NET and TEAM — the workflow-platform, observability and data/RAG-layer names most exposed to enterprise SaaS-agent adoption.

How are the six EWP modules weighted?

Salesforce Agentforce carries 25%, the MCP ecosystem (GitHub + npm) 20%, Copilot/Claude Code dev adoption 20%, ServiceNow Now Assist 15%, Datadog LLM observability 15%, and Snowflake/MongoDB RAG 5%.