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SAN FRANCISCO - Salesforce (NYSE: CRM), a leading provider of AI-powered customer relationship management (CRM) solutions with a market capitalization of $279 billion and impressive gross profit margins of 77%, announced a new flexible pricing structure for its Agentforce platform on Thursday. According to InvestingPro data, the company maintains a strong financial health score of "GREAT," positioning it well for this strategic initiative. InvestingPro subscribers have access to 12 additional key insights about Salesforce’s market position and growth potential. The move is aimed at addressing the growing demand for digital labor and the need for cost-effective AI adoption across various business sectors.
The company’s latest offering includes three major pricing innovations designed to scale AI usage and provide strategic investment flexibility for organizations. With revenue growth of 8.72% in the last twelve months, Salesforce continues to demonstrate its ability to expand its market presence while maintaining operational efficiency. Salesforce’s new ’Flex Credits’ system allows businesses to pay for specific actions performed by Agentforce, such as updating customer records or automating workflows, at a rate of $0.10 per action. These credits are available in packs of 100,000 for $500, enabling companies to manage their AI investments effectively.
Additionally, Salesforce has introduced the ’Flex Agreement,’ which gives organizations the ability to shift their investments between user licenses and digital labor in response to changing business priorities. This agreement offers the flexibility to convert user licenses into Flex Credits or vice versa, allowing for the exploration of new AI use cases.
The third component of Salesforce’s flexible pricing model is the introduction of new Agentforce user licenses and add-ons, which provide unlimited employee-facing agent usage on a per-user-per-month basis. This approach is designed to integrate AI capabilities seamlessly within Salesforce and Slack, enabling businesses to augment their teams with digital labor without usage caps.
Industry analysts and customers have expressed positive views on Salesforce’s flexible pricing model. Engine CEO Elia Wallen highlighted the alignment of costs with business value, while Deloitte’s Kirsten Rhodes emphasized the ability to customize investments to meet evolving needs. Ritu Jyoti from IDC and Patrick Moorhead from Moor Insights & Strategy also praised the model for its flexibility and potential to lower barriers to entry for AI adoption.
The new Flex Credits are available for purchase starting today for all Agentforce customers, and the Flex Agreement is also available as of now. Agentforce’s new functionality for employees can be accessed with the purchase of Flex Credits, with additional Agentforce editions and add-ons expected to be released in Summer 2025, and Flex Payment Models following in Fall 2025.
This pricing announcement is based on a press release statement from Salesforce and reflects the company’s efforts to facilitate scalable AI adoption and provide cost-effective solutions for their clientele. With its next earnings announcement scheduled for May 28, 2025, investors are closely watching the impact of these strategic initiatives. For comprehensive analysis and detailed insights about Salesforce’s financial outlook, InvestingPro offers an in-depth Research Report, part of its coverage of over 1,400 top US stocks, providing actionable intelligence for smarter investment decisions.
In other recent news, Salesforce’s financial performance and strategic direction have drawn varied reactions from analysts and partners. Truist Securities has reaffirmed its Buy rating on Salesforce with a price target of $400, highlighting the impressive $5.7 billion annual recurring revenue from Salesforce Industries, which experienced a 20% year-over-year increase. Similarly, Needham analysts maintained their Buy rating and $400 target, emphasizing Salesforce’s advancements in agentic innovations and customer service applications. Conversely, DA Davidson downgraded Salesforce from Neutral to Underperform, citing concerns over the company’s focus on artificial intelligence at the expense of its core business, and set a lower price target of $200.
In another development, Guggenheim Securities upgraded Salesforce from Sell to Neutral, noting that the stock’s decline has aligned with their future expectations, although challenges remain, particularly with the Agentforce product. Meanwhile, Proof Mark, Inc., a Salesforce partner and shareholder, has raised governance concerns, issuing Red Flag Notices to Salesforce’s board. PMI’s grievances focus on a lack of response from Salesforce, prompting questions about fiduciary responsibilities. These recent developments underscore the mixed perspectives on Salesforce’s strategic initiatives and governance practices.
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