TD Cowen on salesforce.com (CRM): 'Agentforce & Slack Driving the Growing AI Momentum'

Salesforce's stock gets a boost and Wall Street cheers — but that doesn't mean your workflows got any easier.

TD Cowen just raised their outlook on Salesforce, pointing to Agentforce and Slack as the engines behind growing AI momentum. The analyst sees enterprise adoption accelerating and the AI story gaining real traction with customers.

Here's what that actually means if you're running ops or marketing at a mid-market company: Salesforce is doubling down on enterprise-scale AI that requires Slack integration, trained data pipelines, and — you guessed it — more implementation work to get any of it running. The "momentum" analysts celebrate is usually the momentum of your budget heading toward a consulting engagement.

You've already been through at least one cycle of this. Big platform promise, long rollout, a bill that made your stomach drop, and a system your team still works around instead of with. AI layered on top of a CRM that doesn't fit your business isn't intelligence — it's noise with a better marketing deck.

The companies quietly winning right now aren't the ones chasing the newest Salesforce feature drop. They're the ones who finally built something that matches how their team actually sells and serves customers.

More AI features in a platform that still doesn't fit you is just a more expensive way to stay stuck.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #OperationsLeadership

Original Source

TD Cowen on salesforce.com (CRM): 'Agentforce & Slack Driving the Growing AI Momentum'. June 12, 2026 9:15 AM. TD Cowen analyst Derrick Wood ...