Salesforce Investor Day 2026

Please welcome to the stage EVP Global Investor Relations, Mark Murphy.

Thank you. Welcome, everyone. Great to be here. Look at the energy in this room. Love it. As mentioned, I am Mark Murphy, EVP of Global Investor Relations with Salesforce. We have just a fantastic investor day lined up for you. I want to start by thanking everyone in this room. We are so grateful to you for your time and attention. We hope you are going to make the most of this unbelievable event by getting out there and engaging with customers and partners. Ask them anything you want, ask them what is changing, ask them how this transformation is occurring for them. This is at least my 20th Dreamforce, if you can believe that. I have kind of lost count, but it is at least 20, and it is just unbelievable to be here and to be on this side of the room for the first time. It means so much to me.

As I reflect back on having been here through 20 Dreamforces, what is actually amazing is what has not changed at all. The location hasn't changed. We are still here in San Francisco, in Moscone Center. The keynote is in the same room. The founders haven't changed. We have Mark, we have Parker sitting right over here. They are going to be on stage later today. The energy level hasn't changed. At the beginning of the keynote, the Hawaiian ceremony hasn't changed. I think a lot of the jokes that get made have not changed somehow in 20 years. What has changed is the technology. The technology has changed quite a bit over the summer. There is a new ability to unlock trapped value that has legged up in a pretty exponential way in the last couple of months.

Because of that, we are going to have a totally different structure to the analyst day. It is going to be unlike other analyst days you have seen. We are going to be opening up laptops, and we are just going to be showing you live this kind of transformation that is happening, and we are going to be trying to show you what is possible. We are also going to have many more customers on stage. We are going to have Siemens, we are going to have Adecco, and we are actually going to have Anthropic on stage toward the end of this event. One more thing that has not changed in the last 20 years is the legal disclaimer.

I am not going to read it to you, but we are going to make some forward-looking statements that are subject to change. We would strongly encourage you to refer to our most recent SEC filings, including 10-Qs and 10-Ks. This agenda is going to be fast and efficient. We are going to really fly through this. We are going to start with Patrick and Rohan. They are going to go a lot deeper on the technology. We are then going to move to the go-to-market execution engine. We are going to have Miguel and Alexa for that section. Then, batting cleanup, we are going to have Robin with the financial framework for the agentic opportunity. After that, Mark is going to join us. Mark will be on stage, and we will have a Q&A with the full leadership team for as long as they want to go at the end.

After that, we are going to have an investor reception and demos. That is actually going to be right outside this room. With that, I am going to hand it over to Patrick, who is President of Applications and Marketing. Patrick, welcome. You want this?

You want this? That's all I need.

I need your boon too. Give me that. You got it.

All right. Thanks, everybody. Does anybody want to take any bets on whether this agenda is fast and efficient, as Mark put it? Because I'll be happy to take a couple bets. I think I know where it'll get slow, but that's okay. Okay, so I'm psyched to be here with you all today. Don't look at me like that, Miguel. We're going to walk you through a whole bunch of stuff about where we're going. We're going to break down what you saw in the keynote a little bit more today. I've been getting a lot of questions from yesterday on how did we do that? It's funny, there's two sides of belief. There's the side that kind of has an inkling and wants to know more detail, and then there's the other side that's like, "That couldn't have been real." It totally was.

We're going to break that down and show you how all of that works. Rohan and I, the way to think about these two sections in the agenda here is, I'm going to start by walking you through how I think our apps are going to change, and how they need to become agent ready, or a more technical term, agent legible. Meaning every app needs to be usable by agents in a composable environment like Cowork like you saw earlier. Rohan is going to come up and start walking you through how we are in the midst of transforming into a much bigger data company, and how we'll leverage that data in an enterprise harness for the future. That's the course of the next 30 minutes or 40 minutes or so.

Now, what I want to do as something just mildly annoying for a moment is, I want to hop out of the slides and I want to go to the demo screen just for a second, if we could. Thank you, team back there. Okay, so I mentioned. Actually, how many of you saw the keynote yesterday? Oh, most of you. Okay, great. I thought it would be about a third of you. Good job, everybody. I mentioned in the keynote yesterday that you can go from nothing to something pretty usable in about 6 to 8 minutes. After that, you might have a few days of iteration as you build and you refine and you design the user. I have a prompt up here, and I worded it kind of in a funny way, but I am saying build a one-shot artifact.

An artifact is actually a capability within Cowork, which you will see in a moment. I want it to list my open Salesforce opportunities. I want it to use the Headless Toolkit to do it. Then I want it to build a model where Claude drafts a task and posts that over to Slack. Then I say, "No questions." One shot at the front and no questions at the back are me trying to get Claude not to ask me any damn questions and just build the thing so that I do not have to keep coming back in and hit enter while this is going.

What I am going to do is, this is like the cooking show, if you have ever seen a cooking show where they pull the turkey out of the oven even though it has been in there all day, is we are going to hit enter and you are going to see this start, and it is going to start working on this application, this opportunity application that I just asked. It is loading the tools, and all in all, this is probably going to take about 6 minutes end to end to come back with a completely working application. This is really no longer vibe coding, right? This is, we are taking the acceleration that these coding agents have delivered to developers, and we are putting it in the hands of knowledge workers. That is really what Cowork is. You are never going to see any code here. You are not going to see any of that background.

Cowork just takes care of all of it for us. In fact, we can kind of expand and see what is going on. This is going to take maybe 8 minutes or so, and so we are just going to let that run, and we are going to go back into our slides, and then when we come out of our slides, God willing, it will have produced something mildly useful, and we will take a look at it. Okay. We can go back to the slides. Okay. I think you heard yesterday that we really believe that there is a big interface revolution going on.