Now, Benioff\u2019s pitch is Agentforce.<\/p>\n
It’s not just a single product, but also a mesh of AI-powered agents that are integrated across Salesforce\u2019s cloud suite, from Sales to Slack. The goal is to reduce silos, promote swifter action, and take more effective decisions at scale.<\/p>\n
However, these moves aren\u2019t just about deepening CRM.<\/p>\n
In a surprise turn, Benioff is making a calculated move into a software category that\u2019s long been synonymous with ServiceNow (NOW), a nearly $200 billion enterprise software titan.<\/p>\n
At Dreamforce 2025, Marc Benioff outlined Agentforce\u2019s expansion beyond CRM into new enterprise territory.Getty Images <\/p>\n
Salesforce wasn\u2019t just pitching AI at Dreamforce; in fact, CEO Marc Benioff sketched a lane that runs straight through ServiceNow\u2019s turf.<\/p>\n
In a sit-down interview with Jim Cramer in San Francisco on October 14, 2025, during the Dreamforce 2025 conference, Benioff revealed that Salesforce is moving into IT service management (ITSM) with its Agentforce agentic IT service. He considers this more of a platform play, leveraging the company\u2019s existing footprint.<\/p>\n
Benioff also spoke of a major competitor in ServiceNow:<\/p>\n
ServiceNow is a great company. They have 8,000 or 9,000 customers. You know that. We have a million customers with Slack, 150,000 on core Salesforce services. All of them want this kind of capability. They want IT service. They want field service. They want call centers.<\/p>\n
That said, Benioff\u2019s entire pitch rests on distribution and data gravity.<\/p>\n
The goal is to essentially put AI agents right inside the tools in which people already live, letting Salesforce\u2019s Sales Cloud, Service Cloud, Slack, Tableau, and Data Cloud do all the heavy lifting.<\/p>\n
In his words, what was a single product last year has become a full-fledged platform, with \u201ctens of thousands\u201d of deployments already live.<\/p>\n
According to Grand View Research, the ITSM space is massive, representing roughly $13.5 billion in 2024, and remains on track to hit about $29.9 billion by 2030, growing at a 14.4% CAGR<\/a>.<\/p>\n Another dataset pegs the market\u2019s size in 2025 at $12.8 billion, potentially surging to $27.8 billion by 2030 (16.7% CAGR), underscoring the strength of the secular tailwind.<\/p>\n Related: CoreWeave stock has one big hurdle to overcome<\/a><\/p>\n ServiceNow dominates this field, commanding more than 44% of ITSM share as of 2024 and generating $12.1 billion in trailing 12-month sales. Its Q2 2025 numbers came in strong as well, where it posted $3.22 billion in sales<\/a>, up 22.5% year over year.<\/p>\n Now imagine Salesforce stepping in.<\/p>\n Even if the tech giant took a 1% slice of today\u2019s ITSM pie, it could rake in roughly $130 million to $140 million in annualized sales. A 2% share doubles that to around $260 million to $280 million, and with the market swelling toward 2030, those slices expand proportionally.<\/p>\n Marc Benioff was quick to dismiss Wall Street\u2019s latest fantasy.<\/p>\n When Jim Cramer suggested Salesforce could potentially beef up its valuation by spinning off its AI arm, the CEO snapped back:<\/p>\n Absurd? It\u2019s complete lunacy. People don\u2019t understand that Agentforce is part and parcel of Salesforce. It is the core of every product we make now. It is the platform.<\/p>\n That pushback effectively set the tone for Dreamforce 2025, where Benioff\u2019s message was crystal clear that Agentforce isn\u2019t an add-on, but more of a connective tissue binding Salesforce\u2019s clouds.<\/p>\n Salesforce can inject autonomous AI agents across Sales, Service, Slack, and Tableau to efficiently streamline workflows, resolve tickets, and expand into adjacent markets, such as IT services and internal operations.<\/p>\n More Tech Stocks:<\/p>\n Moreover, Benioff didn\u2019t just talk about the platform; he showed results.<\/p>\n At FedEx, COO Richard Smith \u201chas been able to make hundreds of millions of dollars\u201d using Salesforce\u2019s potent Data Cloud in identifying and converting domestic shippers into global clients. At Dell, Agentforce is powering an incredible supply chain platform with 20,000 suppliers already onboard.<\/p>\n The financials back the pivot.<\/p>\n Data Cloud and AI ARR topped $1.2 billion in Q2<\/a>, up an enormous 120% year over year. Additionally, north of 12,500 Agentforce-related deals have closed since its launch, with 6,000 paid, and 40% of Q2 bookings coming from expansions within existing accounts.<\/p>\n Related: IonQ CEO just threw a curveball at Nvidia<\/a><\/p>\n This story was originally reported by TheStreet<\/a> on Oct 15, 2025, where it first appeared in the Technology<\/a> section. Add TheStreet as a Preferred Source by clicking here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Say what you want about Salesforce CEO Marc Benioff, but one thing is certain: He rarely mutes the…\n","protected":false},"author":2,"featured_media":228733,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[28,127907,109430,10446,29884],"class_list":{"0":"post-228732","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-business","9":"tag-itsm","10":"tag-marc-benioff","11":"tag-salesforce","12":"tag-servicenow"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/228732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=228732"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/228732\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/228733"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=228732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=228732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=228732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}