As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bullish sentiment. Dave Nicholson has his eyes on how Salesforce will translate from "per seat" orders to deeper tokenization. Also on his radar: how the software giant can use its wealth of data as a value proposition.