Salesforce, Inc. Goldman Sachs Communacopia + Technology Conference 2026

Thank you for having us today.

Yeah. Thank you for recognizing that it was two weeks ago, which seems like a decade ago.

Yeah But I think what's beautiful about the world of Claude and the world of Salesforce is our customers were naturally sort of pulling us together to work together more effectively.

Salesforce is a huge Anthropic customer, and Anthropic is a huge Salesforce customer, so there's just natural synergies about these two technologies working together in unison to drive ultimately better quality agents, better productivity for every employee, and just better synergy on the product side. It's always beautiful because we always say it like the number one AI platform and the number one CRM platform can come together because we can actually really validate a lot of the core use cases that we serve in the common roles with one another in that sense. I think it was more than just an announcement.

It was a product that was already being built, already being utilized, already being activated, already being deployed in almost every customer that we see today, and it was just a natural fit for these two product organizations to now work together and deliver a product, which we now call Claudeforce. I think this is just a classic example of two magical things coming together and delivering great impact for our users, and we're very excited about the early days there.

Not unexpected, but I think that the market and the customer community probably breaks down into three tranches. One, there's a lot of just heavy early adopters that were really doing a lot of innovation and building a lot of these connections and integrations already themselves that validated the pattern for why we wanted to create a product in this area. I think as part of that early adopter community, you got a lot of great feedback, a lot of validation, a lot of conviction about the magic of these two products becoming a strong partnership with one another. I think as you fast-forward to the second tranche or second community of users, there's still those users today that are trying to figure out how to make this work and how to make it scale and how to make it economically viable for organizations of their size.

Not every small business has an endless token budget, if you will. Really making sure that the economics work to drive the productivity and the performance of this offering is probably that second community of customers that now needs a little bit more knowledge and know-how to make it work and make it work right. I think there's a third community that has a lot of skepticism around what does AI mean for them. As you travel around the world in different communities, different geographies, not here in San Francisco per se, but as you go to other countries around the world, there is a little bit more AI hesitancy. That is a final community that does need to be convinced that this is not a destructive force. It's actually a force to fundamentally transform work.

I think as you take a long view around what the Claudeforce opportunity means, the early adopters are going to deploy it fast. Those that are trying to figure out the economics and the true math of how this works at scale, I think are still needing some convincing. That last tranche is an area that we have more responsibility as leaders to show them that this is a strong solution for their future and not, like I said, that cannibalistic force for eroding work as we know it.

Yeah. Look, I think that the fundamental mission of both organizations here is different from one another. The mission of Anthropic is really to prove that AI can have a really ubiquitous moment in our lives and our businesses. The role of Salesforce is fundamentally to make businesses better businesses. We have some relationship in that sense that we all want to help the customers that we serve. But in terms of the mission of what they innovate on and what we innovate on, they're very different technologies, very different pace of innovation, and also just different responsibilities of what we need customers to know, learn how to do, and manage to be successful with these offerings. There's been all kinds of new innovation that has always been the death of a CRM system at some point in time. The first one was a website.

Oh my God, that's going to eliminate how we do marketing and marketing outreach. No, it didn't do away with CRM. It just transformed CRM to be a world of outside in engagement just as much as it's been about inside out operational responsibility. I think there's a long list of companies and a long list of technologies that were trying to kill the CRM business. We're still here. We're doing well.