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Inside Salesforce’s Q2 Earnings: AI and the Future of CRM Subscriptions

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Salesforce’s Q2 results address worries that AI agents will reduce corporate demand for CRM subscriptions. The company argues that AI agents should build on Salesforce, with monetization through consumptive API/MCP channels, and it emphasizes ongoing investment in Agentforce and its broader AI strategy. Observers also flag the long integration runway for recent and pending acquisitions.

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