Salesforce
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1 Chip Stock Making Bold PlansAfter seeing enough demand, ARM Holdings said they, too, are getting into the semiconductor manufacturing business.
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Salesforce CEO Marc Benioff Goes All-In on 'Awesome' Anthropic With $300 Million Spend, Hails Coding Agents: 'I've Never Been...'Salesforce CEO Marc Benioff said he plans to invest about $300 million in Anthropic's AI this year for coding, calling the company a fast-rising "rocket ship that will not stop."
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Salesforce Pushes Agentic AI Into Core Workflows With New DeploymentsSalesforce (NYSE:CRM) is rolling out new agentic AI deployments across core enterprise workflows. The company has launched Agentforce Contact Center with Ribbon Communications and AI-driven communications integrations…
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How to navigate the tech-led marketFounders, 100 ETF Founder Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.
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Jim Cramer looks ahead to next week's market game plan'Mad Money' host Jim Cramer reacts to the day's market action.
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What's going on in today's session: S&P500 moversLet's delve into the developments on the US markets one hour before the close of the markets on Friday. Below, you'll find the top gainers and losers within the S&P500 index during today's session.
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Salesforce Received a New $72 Million Contract From the U.S. Air Force. It’s Exciting, But Not a Game-Changer for CRM Stock.Salesforce's government win adds credibility to its AI push, yet CRM stock still hinges on whether enterprise demand accelerates.
▾ 🔗 Overlaps · same entity in both tables
Entries the AI flagged as overlapping between Subsidiaries and Segments. Read both rows together — the subsidiary row shows the one-time deal; the segment row shows the recurring revenue contribution.
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🏢 Slack Technologies ↔ 🧩 Sales Cloud / Service Cloud / Platform & Other 📊 operational viewSlack is a key product offering within the 'Platform & Other' part of this segment, contributing to its overall revenue and valuation.
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🏢 MuleSoft ↔ 🧩 Sales Cloud / Service Cloud / Platform & Other 📊 operational viewMuleSoft's integration capabilities are integrated into the Salesforce platform and contribute to the 'Platform & Other' part of this segment.
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🏢 Tableau Software ↔ 🧩 Data Cloud / Tableau / Einstein 📊 operational viewTableau is a core component of the Data Cloud and analytics offerings within this segment, directly contributing to its revenue and valuation.
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🏢 Demandware ↔ 🧩 Marketing & Commerce Cloud 📊 operational viewDemandware was rebranded as Salesforce Commerce Cloud and forms a significant part of the offerings within this segment.
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🏢 ExactTarget ↔ 🧩 Marketing & Commerce Cloud 📊 operational viewExactTarget was rebranded as Salesforce Marketing Cloud and is a core offering within this segment.
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🏢 Vlocity ↔ 🧩 Sales Cloud / Service Cloud / Platform & Other 📊 operational viewVlocity's industry-specific solutions are built on the Salesforce platform and contribute to the broader 'Platform & Other' offerings.
▾ 🧩 Sum of the parts
| Name | Type | % stake | Paid | Annual rev | Now worth | ×% our share | Note |
|---|---|---|---|---|---|---|---|
| Sales Cloud / Service Cloud / Platform & Other ↔ Vlocity · acq. 2020 | 🧩+🏢 merged | 100.0% | $1.3B | $18.0B | $180.0B | $180.0B | Core CRM products including sales automation, customer service, and the underlying platform (e.g., Force.com, Heroku, Slack, MuleSoft)(estimate) |
| Data Cloud / Tableau / Einstein ↔ Tableau Software · acq. 2019 | 🧩+🏢 merged | 100.0% | $15.7B | $5.0B | $50.0B | $50.0B | Data analytics, business intelligence, and AI capabilities (e.g., Tableau, Data Cloud, Einstein AI)(estimate) |
| Marketing & Commerce Cloud ↔ ExactTarget · acq. 2013 | 🧩+🏢 merged | 100.0% | $2.5B | $4.5B | $45.0B | $45.0B | Marketing automation and e-commerce platforms (e.g., ExactTarget, Demandware)(estimate) |
| Professional Services & Other | 🧩 segment | 100.0% | — | $3.5B | $15.0B | $15.0B | Consulting, training, and support services related to Salesforce products |
| Other | 🧩 segment | 100.0% | — | — | — | — | holdings not assigned to a reported segment |
| Demandware · acq. 2016 | 🏢 subsidiary | 100.0% | $2.8B | — | $4.0B | $4.0B | E-commerce platform, now Salesforce Commerce Cloud(estimate) |
| MuleSoft · acq. 2018 | 🏢 subsidiary | 100.0% | $6.5B | — | $8.0B | $8.0B | Integration platform for connecting applications, data, and devices(estimate) |
| Slack Technologies · acq. 2021 | 🏢 subsidiary | 100.0% | $27.7B | — | $20.0B | $20.0B | Workplace communication platform(estimate) |
| Miro | 💼 minority stake | — | — | — | — | — | Salesforce Ventures is an investor in Miro, a visual collaboration platform. Specific stake size and value are not publicly disclosed, but it's a minority investment.(estimate) |
| Stripe | 💼 minority stake | — | — | — | — | — | Salesforce Ventures is an investor in Stripe, a financial infrastructure platform. Specific stake size and value are not publicly disclosed, but it's a minority investment.(estimate) |
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