Salesforce, Inc. (CRM.US) FY26Q3 performance meeting: As of now, the company's total capacity has increased by approximately 23%.

Recently, Salesforce, Inc. (CRM.US) held its FY26Q3 performance meeting. Salesforce, Inc. stated that this year's biggest achievement may lie in the fundamental strengthening of the distribution organization, which is crucial for the years to come. The company not only delivered exciting technologies like Agentforce, but also made radical enhancements to its production capacity not seen in many years. As of now, the company's total production capacity has increased by approximately 23%. The company's "Back to Basics" strategy covers four key areas: first, after significantly increasing production capacity, the sales team underwent comprehensive training and empowerment to deliver the Agentic Enterprise vision created by the company to all six core market segments. Second, the company is driving core capacity and seeing double-digit growth not seen in many years in multiple market segments. Third, the company aligns the sales team's compensation plans with core objectives. Finally, the company has implemented aggressive fine-tuned management to measure the engagement of each salesperson in each market segment and geographical region, thereby identifying and addressing sales barriers. Q&A: Q: Investors are generally concerned that generative AI may harm the SaaS application layer, believing that enterprise customers may choose DIY solutions to replace functions provided by suppliers like Salesforce. Given the significant turning point that Salesforce's business is going through, can you discuss their experiences with large customers, their willingness and tendency to choose DIY AI applications versus choosing Salesforce solutions to achieve generative AI features and capabilities? A: It is indeed touching on the misconception in the current market regarding generative AI's impact on the SaaS industry. Based on my in-depth conversations with over 400 global large customers this quarter, I must emphasize: a significant, long-term trend is currently taking place, which is the rise of Agentic Enterprise (enterprises widely using AI agents). Every company wants to transform through AI to boost growth and reduce costs. However, despite the huge opportunity, customers are now generally feeling frustrated after over two years of experimentation. They realize that using large language models (LLMs) alone is far from enough to achieve scalable applications; it is a much more difficult "last mile" challenge than they had imagined. Context is absolutely necessary for successful and accurate enterprise AI. This is not a simple DIY project. Customers need more than just a model; they need a complete solution that embeds AI where humans are located. This requires data, metadata, deterministic workflows, and ensuring that AI agents execute trusted processes validated by humans over the years. Only Salesforce can provide this unique combination: contextual data, applications, deterministic workflows, and the ability to place AI in users' daily work. It is for this reason that customers are abandoning their complex DIY attempts and turning to us for integrated, scalable AI solutions, which is the reason for the company's strong growth in bookings. (translation continues)