Salesforce Stock Pops 4% After Benioff Turns a “Please Clap” Moment Into a $60B Prophecy

You might be Dwight Schrute-level good at selling ice to Eskimos, but you’ll never sell the future quite like Marc Benioff…

Salesforce stock is up 4% today after Marc Benioff pulled the classic “don’t worry, Mom… sure, I’ve got $100k in student loans and a performance arts degree, but one day I’ll be taking Leonardo DiCaprio’s job” routine.

Fresh off Monday’s AI voice customer service meltdown that had big Jeb Bush “please clap” energy, the $270 billion CRM emperor marched into Dreamforce with the confidence of a man who just watched Will Smith’s Pursuit of Happiness (underrated movie). He’s calling for $60 billion in revenue by 2030, gassing past analysts’ $58.4 billion consensus… and that’s without factoring in the $8 billion Informatica deal still baking in the oven. 

(Source: Marketwatch)

For context, Salesforce brought in about $38 billion last year, so Benioff’s promising to throw a whole extra Fortune 100 company onto the balance sheet by the end of the decade. If that’s not a “bold strategy, Cotton” situation, I don’t know what is.

Part of Marc’s desperation for a good headline comes from Salesforce falling down 29% this year while the Nasdaq’s up double digits. As the kids would say, Salesforce is “down bad.” But have no fear, CFO Robin Washington told investors growth is “reaccelerating,” with organic revenue expected to rise over 10% annually through 2030. That’s the first time they’ve cracked double digits since 2024.

And then Benioff took the mic… “There’s a certain amount of nonsense out there,” he said, referencing the doomers who think AI will replace software developers. “These products aren’t writing all the code.” Translation: We’re not getting replaced by a chatbot just yet.

The real showpiece, though, was Agentforce… Salesforce’s AI platform that aims to turn customer service and sales automation into a money-printing machine. Sure, Monday’s “AI voice” debut flopped harder than Manu Ginobili in the NBA Finals, but the company came back swinging with new upgrades, partnerships, and some actual proof of concept.

Of course, it doesn’t hurt that brands like FedEx, Pandora, PepsiCo, and Williams Sonoma are already onboard, giving Salesforce’s pitch some serious credibility. RBC analysts noted that adoption’s been slower than expected… but product upgrades and partnerships could finally push it into “AI growth engine” territory.

After a pathetic 2025 that saw Salesforce’s stock get vaporized nearly 30%, Benioff’s clearly trying to remind everyone that he’s still the OG in enterprise software… and he’s not about to let AI startups move into his neighborhood without a fight.

At the time of publishing this article, Stocks.News holds positions in PepsiCo as mentioned in the article.