Steve Koenig discusses Salesforce’s (CRM) Agentforce offering, which he expects to take two years to make it to mass market, and what else it has in its future. He says Salesforce must move “carefully” to understand the “elasticity” of demand and keep the A.I. tools secure between clients. He has a neutral rating and is waiting to see how this plays out before he would take a position in the stock.
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23 Dec 2024
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