The leading customer-relationship-management (CRM) software; adding AI agents ("Agentforce") across sales and service.
| Indicator | Score | Band |
|---|---|---|
| R&D Spending Relative to Revenue | 45 | AMBER (~40–50) |
| AI Monetization Gap (reframed for Layer 4) | 77 | RED (~72–82) |
| Insider-Selling Intensity | 22 | GREEN (~20–25) |
| Balance Sheet & Debt Capacity | 23 | GREEN (~18–28) |
| Management Quality & Turnover | 43 | AMBER (~38–48) |
| Organic Demand Quality (MIT 95% lens) | 63 | AMBER–RED (~58–68) |
Q. Is Agentforce real or marketing?
A. Both. It is a genuine product capability (AI agents on Salesforce's platform) AND a wholesale rebrand of $39.4B of existing revenue. The 10-K explicitly states no revenue allocation changed on rebrand. The $800M Agentforce ARR and $2.9B "Agentforce + Data 360" ARR are disclosed in the 8-K with a formal defined-term methodology (not pure call commentary) but are NOT audited revenue lines. Crucially
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Watching: Capex vs demand, Organic demand before the print.
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 22.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Tallapragada Srinivas | Chief Eng/Cust Success | 2026-07-22 | Option exercise | — | — |
| Tallapragada Srinivas | Chief Eng/Cust Success | 2026-07-22 | Tax withholding | $144,418 | — |
| Harris Parker | Co-Founder and CTO, Sl | 2026-07-22 | Option exercise | — | — |
| Harris Parker | Co-Founder and CTO, Sl | 2026-07-22 | Tax withholding | $144,418 | — |
| Tallapragada Srinivas | Chief Eng/Cust Success | 2026-06-22 | Option exercise | — | — |
| Tallapragada Srinivas | Chief Eng/Cust Success | 2026-06-22 | Tax withholding | $113,491 | — |
| Tallapragada Srinivas | Chief Eng/Cust Success | 2026-06-22 | Option exercise | — | — |
| Tallapragada Srinivas | Chief Eng/Cust Success | 2026-06-22 | Tax withholding | $136,309 | — |
| Niles Sabastian | President and CLO | 2026-06-22 | Option exercise | — | — |
| Niles Sabastian | President and CLO | 2026-06-22 | Tax withholding | $84,367 | — |
| Niles Sabastian | President and CLO | 2026-06-22 | Option exercise | — | — |
| Niles Sabastian | President and CLO | 2026-06-22 | Tax withholding | $84,518 | — |
EDGAR Form 4, parsed structured · last 24 txns · asof 2026-08-08 · refreshes off the Form-4 event class
| Announced cuts (2026) | 5,000 |
| Date | 2026 |
| Confidence | medium |
| Attribution | AI-DRIVEN |
| Driver | product-reorg |
| Source | press |
Support & sales-dev roles cut/redeployed as Agentforce agents absorb the work; CEO cites AI doing a large share of tasks.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.