Salesforce's $63 Billion AI Bet: Agentforce Momentum or Just Another CRM Slowing-Growth Story?

Bank of America comments and earnings keep the Salesforce debate centered on timing

Today's Bank of America Global Technology Conference comments and the upcoming earnings report turn this into a timing test. Salesforce already has enough proof that AI is real: current RPO of $33.6 billion and Agentforce grew 200% are meaningful signals. But the market still needs to see whether that demand can lift company-wide growth and margins rather than sit alongside a slower core CRM business.