Salesforce, Inc. (CRM.US) aims to shake off the label of "lagging behind in AI" by investing $15 billion to enhance its AI intelligence strategy.

Focus on customer relationship management software (CRM) in the United States, the cloud software giant Salesforce, Inc.(CRM.US) announced on Monday a grand "AI Intelligent Body" investment plan to invest up to $15 billion in San Francisco in the next five years. This industry leader of American Software, Inc. Class A, labeled by market investors as "lagging behind in AI," is making every effort to lay out generative AI application software and AI intelligent bodies, striving to "dominate the world" like OpenAI and Microsoft Corporation rather than be "consumed by AI." It is understood that the company's latest initiative includes launching a new Artificial Intelligence Incubator Hub in a large park in San Francisco, aiming to expand high-quality labor development and AI training projects comprehensively, and support global enterprise customers in adopting enterprise AI intelligent bodies powered by breakthrough AI technology. The company had previously stated before the annual conference that the Dreamforce mega event was expected to bring $130 million in revenue to the city of San Francisco and create 35,000 local jobs; this year, Salesforce, Inc.'s conference will be held in San Francisco from October 14th to 16th, with nearly 50,000 attendees expected. From capital investment, product roadmaps to merger integration, Salesforce, Inc.'s management has made a firm commitment to bet on generative AI application software and "AI intelligent bodies (Agentic)" applications, positioning "AI application leader" as a strategic goal. For example, the global launch of Salesforce, Inc.'s Agentforce 360 is aimed at unifying "people + AI Agent + data" on a "trusted system" in an "enterprise-level AI intelligent body application platform." In addition, Salesforce, Inc. signed a final agreement in May to acquire Informatica for about $8 billion (focused on data integration/master data management/AI governance), and announced the acquisition of Apromore last week (focused on process intelligence/Process Mining), forming a closed loop with Salesforce, Inc. based on Agentforce AI automation orchestration. However, whether it can maintain its position as the leader in AI applications will still depend on the next 12-24 months of converting large-scale adoption on the enterprise side into verified revenue and operational efficiency dividends. Undoubtedly, the current market remains cautious about the monetization pace of Salesforce, Inc.'s AI, which is reflected in the fact that the company's stock price has been weak for most of this year, with a decline of over 30% on the Nasdaq 100 index so far this year. From the current technological trajectory, the development direction of AI application software is centered on "generative AI application software" (such as DeepSeek, ChatGPT, Sora, and Claude launched by Anthropic, among other popular global AI application software), and on generating AI-based functions, AI is shifting from chat box-style question-and-answer to "AI intelligent bodies" that autonomously perform various tedious and complex tasks. In terms of specific AI application logic, in the future, killer generative AI applications covering various industries in the B-end or C-end, as well as the high likelihood of "AI intelligent bodies" significantly boosting human social productivity, are likely to see explosive growth. This is why global funds have been pouring into core software stocks since 2024. Enterprises' urgent need to improve efficiency and reduce operating costs has significantly driven the widespread adoption of two core categories of AI application software-generative AI applications and AI intelligent bodies. In particular, AI intelligent bodies represented by OpenAI Deep Research and Manus can automate repetitive tasks, conduct big data analysis and summarization based on incredibly powerful AI models, provide real-time monitoring insights reports, and make appropriate decisions in extremely complex situations in a very short time to improve business efficiency. AI intelligent bodies can also efficiently participate in all stages of large-scale projects in various fields around the world from blueprint planning to implementation, drastically accelerating project progress. Since 2024, benefiting from the accelerating expansion trend in the market's demand for artificial intelligence application software, advertising marketing service provider APPlovin, focused on the "AI + digital advertising" field, and leader in "AI + data analysis" Palantir both announced exceptionally strong performance data and future performance prospects, indicating that not only is there an extremely strong demand for AI computing infrastructure represented by NVIDIA Corporation's AI GPU, but there is also a strong demand for enterprise-level AI application software that can significantly improve operational efficiency, accelerating penetration into various industries.