{"id":215916,"date":"2025-12-05T00:10:09","date_gmt":"2025-12-05T00:10:09","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/215916\/"},"modified":"2025-12-05T00:10:09","modified_gmt":"2025-12-05T00:10:09","slug":"salesforce-ceo-calls-ai-a-commodity-feature","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/215916\/","title":{"rendered":"Salesforce CEO calls AI a &#8216;commodity feature&#8217;"},"content":{"rendered":"<p>As Wall Street worries that advancements in artificial intelligence will hurt enterprise software companies, <a href=\"https:\/\/www.cnbc.com\/quotes\/CRM\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a> CEO Marc Benioff told CNBC&#8217;s <a href=\"https:\/\/www.cnbc.com\/jim-cramer-bio\/\" rel=\"nofollow noopener\" target=\"_blank\">Jim Cramer<\/a> a large language model is &#8220;just a commodity feature&#8221; that strengthens his company&#8217;s products.<\/p>\n<p>&#8220;All these large language models are the same. We just want the lowest cost one, then we plug it in,&#8221; Benioff told Cramer. &#8220;We&#8217;ve got all the customers&#8217; data. We have our killer apps. Those are not commodities.&#8221;<\/p>\n<p>Large language models, or LLMs, are AI models trained on data that can have a variety of functions, including data analysis, summarization and chat bot services. Leading hyperscalers, namely <a href=\"https:\/\/www.cnbc.com\/quotes\/GOOGL\/\" rel=\"nofollow noopener\" target=\"_blank\">Google<\/a>, <a href=\"https:\/\/www.cnbc.com\/quotes\/MSFT\/\" rel=\"nofollow noopener\" target=\"_blank\">Microsoft<\/a> and OpenAI, have poured billions into developing the technology.<\/p>\n<p>Salesforce stock has had a tough year, even as the broader tech sector has surged. Shares have been dragged down by Wall Street&#8217;s fears that AI could render some enterprise software products redundant. Salesforce shares are down more than 25% year-to-date, while the tech-heavy <a href=\"https:\/\/www.cnbc.com\/quotes\/.IXIC\/\" rel=\"nofollow noopener\" target=\"_blank\">Nasdaq Composite<\/a> is up more than 21%.<\/p>\n<p>Benioff, in the interview with Cramer, did not address his company&#8217;s declining share price in 2025. But he suggested investors who &#8220;moved away&#8221; from the company over the past year &#8220;somehow think software companies are under duress from AI when the opposite is true.&#8221; <\/p>\n<p>&#8220;Software companies are being bolstered by AI, powered by it,&#8221; Benioff continued.<\/p>\n<p>Salesforce shares popped on Thursday after the company <a href=\"https:\/\/www.businesswire.com\/news\/home\/20251203394287\/en\/Salesforce-Delivers-Record-Third-Quarter-Fiscal-2026-Results-Driven-by-Agentforce-Data-360\" target=\"_blank\" rel=\"nofollow noopener\">posted<\/a> a huge earnings <a href=\"https:\/\/www.cnbc.com\/2025\/12\/03\/salesforce-crm-q3-earnings-report-2026.html\" rel=\"nofollow noopener\" target=\"_blank\">beat<\/a>, with the stock finishing up 3.66%. While revenue came in a little light, Salesforce upped its <a href=\"https:\/\/www.cnbc.com\/2025\/12\/03\/salesforces-raised-guidance-lifts-the-stock-but-doesnt-change-our-rating.html\" rel=\"nofollow noopener\" target=\"_blank\">revenue guidance<\/a> for the current quarter. <\/p>\n<p>Benioff boasted about the performance of Agentforce \u2014 his company&#8217;s product that automates sales and customer service workflows \u2014 over the past quarter. On the earnings call, he said annualized revenue from Agentforce came in at at more than $500 million, growing 330% from a year earlier. Benioff also said on the call that Salesforce has closed over 18,500 Agentforce deals in the year since the product was introduced, with 9,500 as paid transactions.<\/p>\n<p> &#8220;It is the fastest growing product I have ever seen in the history of Salesforce,&#8221; Benioff told Cramer.<\/p>\n<p>Jim Cramer&#8217;s Guide to Investing<\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/jointheclub\/\" rel=\"nofollow noopener\" target=\"_blank\">Sign up now<\/a>\u00a0for the CNBC Investing Club to follow Jim Cramer&#8217;s every move in the market.<\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/mad-money-disclaimer\/\" rel=\"nofollow noopener\" target=\"_blank\">Disclaimer<\/a> The CNBC Investing Club holds shares of Salesforce and Microsoft.<\/p>\n<p>Questions for Cramer?<br \/>Call Cramer: 1-800-743-CNBC<\/p>\n<p>Want to take a deep dive into Cramer&#8217;s world? Hit him up!<br \/><a href=\"https:\/\/twitter.com\/MadMoneyOnCNBC\" target=\"_blank\" rel=\"nofollow noopener\">Mad Money Twitter<\/a> &#8211; <a href=\"https:\/\/twitter.com\/jimcramer\" target=\"_blank\" rel=\"nofollow noopener\">Jim Cramer Twitter<\/a> &#8211; <a href=\"https:\/\/www.facebook.com\/madmoney?ref=aymt_homepage_panel\" target=\"_blank\" rel=\"nofollow noopener\">Facebook<\/a> &#8211; <a href=\"http:\/\/instagram.com\/jimcramer\" target=\"_blank\" rel=\"nofollow noopener\">Instagram<\/a><\/p>\n<p>Questions, comments, suggestions for the &#8220;Mad Money&#8221; website? madcap@cnbc.com<\/p>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"As Wall Street worries that advancements in artificial intelligence will hurt enterprise software companies, Salesforce CEO Marc Benioff&hellip;\n","protected":false},"author":2,"featured_media":215917,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,6565,289,290,79,207,18,19,204,17,490,188,5762,192,862,205,82],"class_list":{"0":"post-215916","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-alphabet-class-a","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-business","13":"tag-business-news","14":"tag-eire","15":"tag-ie","16":"tag-investment-strategy","17":"tag-ireland","18":"tag-jim-cramer","19":"tag-markets","20":"tag-microsoft-corp","21":"tag-nasdaq-composite","22":"tag-salesforce-inc","23":"tag-stock-markets","24":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115664061894953577","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/215916","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=215916"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/215916\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/215917"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=215916"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=215916"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=215916"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}