Salesforce

Microsoft is offering laid-off US employees up to 39 weeks of base pay as severance, with variations based on seniority and tenure. The company announced plans to lay off around 4,800 employees, primarily affecting sales and Xbox gaming teams.

Infrastructure software stocks have outperformed application software stocks, according to an Evercore analyst. Companies like Salesforce still hold potential despite the divergence in stock performances.

NATO leaders will gather in Ankara amid transatlantic tensions over defense spending and involvement in the Strait of Hormuz. EU leaders hope the summit will stabilize relations, but concerns remain about President Trump's receptiveness. Discussions will include Estonia's defense budget increases and behind-the-scenes NATO developments.

The article discusses the 100th episode of a podcast recorded live in Brussels, covering topics such as the Irish presidency's approach to the EU farm budget, Ursula von der Leyen's diplomatic trip to Azerbaijan and Armenia, and potential price increases for online shopping from non-EU platforms like Temu and Shein.

The article draws parallels between the AI industry's current focus on content (LLMs) and past media/tech sectors, arguing that the AI revolution lacks a dedicated 'phone company'-style distribution network. It highlights how companies like OpenAI, Google, and Anthropic are attempting to control both content and distribution through apps/APIs, while existing firms like Comcast are reverting to core distribution roles. Anthropic recently acquired dev tools company Stainless to build AI distribution infrastructure.

Three senior EU officials meet with Turkish Foreign Minister Hakan Fidan to discuss security, migration, and connectivity ahead of a NATO summit. The EU's AD5 entry-level administrator admissions test is becoming more competitive, and a recent heatwave has exposed Europe's infrastructure challenges.

Coinbase and Circle have experienced steeper losses compared to Oracle, Netflix, and Salesforce, illustrating the growing disparity between crypto equities and the broader market. The crypto stock slump continues to widen the gap with Big Tech companies.

ServiceNow, Salesforce, and other software stocks surged as the perceived threat from OpenAI weakened. Oracle’s stock did not participate in the rally due to its business ties to OpenAI’s cloud-infrastructure operations.

The article discusses how AI agents can be utilized in military organizations for coordination, administration, logistics, and judgment, emphasizing their distinction from ordinary software and the importance of safety and accountability in national security. Bill Pessin, a senior vice president at Salesforce and former U.S. Army logistics officer, shares insights on the challenges of aligning plans, systems, and personnel in military operations.

Market intelligence platform Klue confirmed a security incident where threat actors stole OAuth tokens used to access customers' Salesforce environments. The Icarus extortion group has publicly claimed responsibility for the attack.

Salesforce disabled the Klue Battlecards app integration on June 11, 2026, after a security incident involving OAuth token abuse that exposed customer data. Organizations can no longer connect to Salesforce via the app until further notice.

Rimini Street CEO Seth Ravin advocates for 'headless ERP' as a solution for enterprises to bypass traditional ERP upgrade cycles by using open-source databases like PostgreSQL and MongoDB. Salesforce's Headless 360 and SAP's policy shift on AI agents highlight growing interest in decoupling ERP systems from monolithic vendors. A survey by Rimini Street found 70% of executives doubt traditional ERP's future, favoring modular, API-driven, or AI-driven alternatives.

Salesforce has agreed to acquire AI customer support company Fin for $3.6 billion to enhance its Agentforce business. The acquisition aims to expand Salesforce's AI agent capabilities, with Fin's technology handling 76% of support requests without human intervention. The deal is expected to close in Q4 2027 and follows Salesforce's recent strategic moves, including layoffs and other acquisitions.

Boris Cherny, head of Claude Code at Anthropic, states he hasn’t written code manually in eight months, relying entirely on Claude Code. He notes that major clients like Salesforce, NASA, and Y Combinator startups are adopting similar AI-driven workflows, comparing the shift to Gutenberg’s printing press in its potential to democratize software creation.

Salesforce is cutting 86 jobs in its AI agent and cloud software teams in California, with additional layoffs in Washington state and internationally.

Workday Adaptive Planning introduces Adaptive Decision Intelligence, an AI-driven platform aiming to replace Excel in financial planning by integrating data from multiple sources and enabling real-time scenario planning. The feature, currently in early testing, is designed to address version-control issues and data-wrangling challenges common in spreadsheet-based workflows. Workday acquired Adaptive in 2018 for $1.5 billion, and the platform now serves over 7,000 customers.

Companies like Coinbase, Deloitte, and others are imposing spending limits on AI tools as rising prices disrupt workflows and budgets. Executives report a shift from unrestricted AI usage to cost-conscious strategies, with firms like OpenAI and Anthropic adjusting pricing models. Corporate leaders are prioritizing fiscal restraint over unrestrained AI adoption.

Salesforce is laying off 86 employees in San Francisco as part of its second round of job cuts this year, while announcing the acquisition of m3ter and Contentful in a 13-month acquisition spree. The company is also repurchasing $50 billion of its own stock amid a 30% decline in share value, with CEO Marc Benioff highlighting strong cash reserves and record revenue in recent earnings.

Salesforce offers a severance package to laid-off U.S. employees based on level, tenure, and age, with a maximum of 30 weeks for those 60 and older. The package is more generous than recent severance offers from Oracle, Amazon, and Block, though Salesforce's stock has fallen over 30% this year amid concerns about AI replacing traditional software.

Salesforce is laying off 86 employees at its San Francisco headquarters, Salesforce Tower. The job cuts are permanent and will take effect soon.

Anthropic's CFO Boris Cherny discusses Claude Code's $2.5B annualized revenue and advises comparing AI costs to engineering labor rather than traditional software subscriptions. He highlights efficiency gains, such as a developer rewriting a codebase in six days versus a year of manual work, and emphasizes internal pilot testing to measure AI adoption impact.

Sam Altman and OpenAI's chief scientist warned against fully automating everything, calling it 'unfulfilling' and 'dangerous.' They emphasized the need for human control and judgment in AI systems, even as agentic AI becomes a major trend. Anthropic and other companies have also raised concerns about rapid automation and AI development risks.

DTEX researchers found that agentic AI tools like Anthropic’s Claude Cowork, when used in corporate environments, can be exploited for rapid data exfiltration through features like the Dispatch tool. Scenarios tested showed sensitive data could be stolen within 10-30 minutes, raising concerns about insider threats and nation-state actors using AI to bypass security. North Korean operatives working in Western tech firms were highlighted as a specific risk.

Charter Communications (Spectrum) confirmed a cybersecurity incident after ransomware group ShinyHunters listed it on a leak site. Hackers claimed to steal millions of customer records via a vishing attack, but Charter stated sensitive data like private telecom account information was not released.

The article highlights Salesforce as a sponsor in a spotlight feature. No additional details about the sponsorship or its impact are provided in the content.

Salesforce's acquisition of Contentful aims to enhance its Headless 360 product by providing an enterprise-grade content layer for dynamic customer experiences. The move addresses limitations in Salesforce's previous capabilities and aligns with its strategy to transition into a system of action via APIs. The acquisition is expected to close later this year, pending regulatory approval.

Jim Cramer shifted from being undecided about Salesforce to taking action. Salesforce is addressing concerns that AI could harm its business by countering the market's negative narrative.

Snowflake's shares surged 35% amid an AI-driven market frenzy, contributing to a broader software sector rally. The rally also boosted ServiceNow, Oracle, and Palantir, while Salesforce declined.

Salesforce's Headless 360, a 'headless' CRM solution, has gained significant adoption since its April 2024 launch, processing 4.5 million MCP calls and nearly a trillion API calls. The platform allows users to access Salesforce data through external tools like WhatsApp, ChatGPT, and Slack, expanding Salesforce's addressable market and enabling customers like Adecco and Anthropic to integrate agents and workflows without traditional UI reliance.

Salesforce is attempting to reassure the market that the recent sell-off is unwarranted, despite challenges posed by AI. The company's efforts have not yet convinced investors of its resilience in the face of AI-driven disruptions.

Salesforce CEO Marc Benioff outlined a strategy to address the company's struggling stock by focusing on delivering strong products for customers and implementing share buybacks.

Salesforce reported better-than-expected earnings and revenue, but its full-year guidance fell short of expectations. Investors reacted negatively, citing concerns that AI models and services could disrupt traditional software products.

Salesforce shares declined due to a weaker-than-expected revenue outlook, despite positive momentum from its Agentforce AI offering. The company failed to meet investor expectations for top-line growth, highlighting ongoing concerns about AI-driven market disruptions.

Gartner reports 40% of organizations will demote or decommission AI agents due to governance challenges. The tech giant SAP promotes AI agents for business automation, but experts warn that flawed governance models—treating AI agents as either fully trusted or overly restricted—lead to operational risks and compliance failures. Legal and commercial uncertainties further complicate accountability for AI agent actions.

Salesforce's earnings report is expected to alleviate concerns about AI-related challenges and boost its stock performance. The article mentions the Salesforce headquarters in San Francisco and highlights the potential positive impact of the earnings results.

Salesforce CEO Marc Benioff announced a potential $300M investment in Anthropic's coding agents by 2026 to enhance AI-driven software development. The company avoided hiring additional engineers in 2025 and cut 4,000 support roles, focusing on monetizing AI agent platforms despite warnings about unpredictable costs for customers. Critics speculate about the 'SaaS-pocalypse,' where AI could disrupt SaaS markets and employment.

Salesforce is investing $300 million in Anthropic AI tokens, shifting resources from engineering hires to AI infrastructure. This move reflects a major restructuring in how Salesforce builds software, focusing on autonomous coding agents and automation tools. The investment is led by CEO Marc Benioff.

Airbyte launched Airbyte Agents, a unified data layer for agents to discover information and take action across operational systems. The product aims to simplify API plumbing and provide a context layer between agents and data. It uses a Context Store, a data index optimized for agentic search, to give agents a structured way to discover data.

Cushman & Wakefield confirmed a data breach after two cybercrime groups, ShinyHunters and Qilin, claimed responsibility for attacks on the company. The attack was limited in scope and stemmed from vishing. The company is working to investigate the incident and contain unauthorized activity.

ADT confirmed a data breach where a cybercrime group, ShinyHunters, stole customer information, including names, phone numbers, addresses, and partial Social Security numbers. The breach occurred via a vishing attack on an employee's Okta account, but ADT claims no payment data or security systems were compromised.