Salesforce Customer Experience Not Matching Management Commentary -- Market Talk

Dow Jones

Oct 16

1014 ET - Salesforce is innovating on its AI products, but the customer experience still is not living up to management's glowing commentary, say D.A. Davidson analysts Gil Luria and Clark Wright. Customers have said Salesforce's Agentforce AI agent platform has had "limited success at scale partially due to customer related technology bottlenecks and issues implementing AI to achieve desired business outcomes," the analysts say. Customers are still in the early adoption phase of Salesforce's AI tech, and as a result it likely won't be a significant driver for the company through 2027, according to the analysts. Meanwhile, Salesforce's goal of 10% plus organic growth CAGR through FY30 may be overly ambitious, the analysts say. Salesforce surges 7% in early trading.(nicholas.miller@wsj.com)

(END) Dow Jones Newswires

October 16, 2025 10:15 ET (14:15 GMT)

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Davidson analysts Gil Luria and Clark Wright. Customers have said Salesforce's Agentforce AI agent platform has had \"limited success at scale partially due to customer related technology bottlenecks and issues implementing AI to achieve desired business outcomes,\" the analysts say. Customers are still in the early adoption phase of Salesforce's AI tech, and as a result it likely won't be a significant driver for the company through 2027, according to the analysts. Meanwhile, Salesforce's goal of 10% plus organic growth CAGR through FY30 may be overly ambitious, the analysts say. Salesforce surges 7% in early trading.(nicholas.miller@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2025 10:15 ET (14:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce Customer Experience Not Matching Management Commentary -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce Customer Experience Not Matching Management Commentary -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-16 22:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1014 ET - <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is innovating on its AI products, but the customer experience still is not living up to management's glowing commentary, say D.A. Davidson analysts Gil Luria and Clark Wright. Customers have said Salesforce's Agentforce AI agent platform has had \"limited success at scale partially due to customer related technology bottlenecks and issues implementing AI to achieve desired business outcomes,\" the analysts say. Customers are still in the early adoption phase of Salesforce's AI tech, and as a result it likely won't be a significant driver for the company through 2027, according to the analysts. Meanwhile, Salesforce's goal of 10% plus organic growth CAGR through FY30 may be overly ambitious, the analysts say. Salesforce surges 7% in early trading.(nicholas.miller@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2025 10:15 ET (14:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0057025933.USD","symbol_name":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2575666747","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575666747","pubTimestamp":1760624100,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1014 ET - Salesforce is innovating on its AI products, but the customer experience still is not living up to management's glowing commentary, say D.A. Davidson analysts Gil Luria and Clark Wright. Customers have said Salesforce's Agentforce AI agent platform has had \"limited success at scale partially due to customer related technology bottlenecks and issues implementing AI to achieve desired business outcomes,\" the analysts say. Customers are still in the early adoption phase of Salesforce's AI tech, and as a result it likely won't be a significant driver for the company through 2027, according to the analysts. Meanwhile, Salesforce's goal of 10% plus organic growth CAGR through FY30 may be overly ambitious, the analysts say. 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Davidson analysts Gil Luria and Clark Wright. Customers have said Salesforce's Agentforce AI agent platform has had \"limited success at scale partially due to customer related technology bottlenecks and issues implementing AI to achieve desired business outcomes,\" the analysts say. Customers are still in the early adoption phase of Salesforce's AI tech, and as a result it likely won't be a significant driver for the company through 2027, according to the analysts. Meanwhile, Salesforce's goal of 10% plus organic growth CAGR through FY30 may be overly ambitious, the analysts say. Salesforce surges 7% in early trading.(nicholas.miller@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  October 16, 2025 10:15 ET (14:15 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}