Salesforce spent a year getting dumped by investors because Claude was supposed to kill it. Then the stock jumped 20% in a single day, on the back of Claude. Here's the trade Benioff actually made while everyone was writing SaaS obituaries. The stock slumped 21% last year as the "SaaSpocalypse" narrative took hold. AI agents would replace enterprise software, and Salesforce, the biggest enterprise software company on earth, was the biggest target. Analysts were openly saying only two…

Benioff@Benioff10h ago

Welcome Dario to Dreamforce! https://t.co/lckFPDVp0c