Salesforce’s AI “Problem” Is Mostly a Storytelling Problem

Why one of software’s most debated names may be far closer to an AI winner than the market thinks.

Let’s run a quick thought experiment.

Imagine a company that:

• Controls mission-critical workflows for thousands of global enterprises

• Generates north of $40B in annual revenue

• Is embedding AI inside systems customers already rely on

• And is being priced as if its best days are behind it

That disconnect is where things get interesting.

Salesforce has spent the last two years wearing an unflattering label: AI laggard.
Not because the tech isn’t there—but because it doesn’t shout.

Markets love spectacle. Salesforce prefers plumbing.

And plumbing is boring… until it isn’t.