Salesforce stock has risen this week, and new data reveals that business customers have increased their spending recently.
Business customers looking to capitalize on AI have increased their average median Salesforce spend by 3% over the past three months, according to data from the venture-capital firm Andreessen Horowitz.
The TrailblazerDX Boost
Last week at TrailblazerDX in San Francisco, Salesforce revealed a slew of new features, called ‘Headless 360’, along with Agentforce Vibes 2.0 at TrailblazerDX.
Reaction so far appears to be relatively positive from the community, aside from the occasional tongue-in-cheek Reddit comment (such as this one calling for a moratorium on the word “headless” for 24 hours).
Salesforce MVP Hall of Famer Paul Battisson wrote in our developer summary that devs should be excited because, as part of Salesforce Headless 360, Salesforce is hosting more than 60 new MCP tools and 30 new skills to make agents smarter.
“One of the big headaches for those trying to use AI coding agents with Salesforce is ensuring that the correct context and information are available for the agent from Salesforce,” Paul wrote.
SF Ben Technical Content Writers Tim Combridge and Mariel Domingo wrote in their summaries of the event for architects and admins respectively, that this year’s TDX keynote was “extremely well-received” and that, regardless of role, one of the clearest messages was that every builder has “just become more powerful”.
Outside of SF Ben, Diginomica wrote that TDX ‘26 was Salesforce showing its customers what the shift towards the “agentic enterprise” looks like in real, concrete terms.
Customers Increasing Spend
“The software bears are dead wrong,” Salesforce CEO Marc Benioff recently wrote on X. He would say that, of course, but there might be some truth to it.
The WSJ reported that there are signs that some are beginning to buy into Benioff’s AI push, with customers increasing their average median spend on Salesforce by 3% in the past three months. The publication cited data from venture-capital firm Andreessen Horowitz.
And, as of Tuesday’s close of market, Salesforce stock is up 7.6% in a five-day period.
An article from Axios published on April 15, humorously titled ‘Salesforce takes on “tokenmaxxing”’, seems to imply that Salesforce’s outcome-based AI strategy is making sense, at least to some customers. Singapore Airlines and Williams-Sonoma are both using so-called “AWUs”, or “agentic work units”, as a tracking metric, Salesforce told the publication.
Salesforce debuted the AWU metric in its Q4 results as a way to measure tasks accomplished by an agent. It appears, at this early stage, to be a better metric than the “tokenmaxxing” approach of other tech giants.
Final Thoughts: Why Is Spending Up?
It could be that AI-active customers are increasing their Salesforce footprint. The number of Agentforce customers has been increasing, according to Salesforce’s quarterly results.
In a story from February this year, we crunched some of the available figures for Agentforce usage. Salesforce said at the time that the number of Agentforce customers was growing by nearly 50% QoQ, and more than half of Agentforce’s Annual Contract Value (ACV) was from existing customers “refilling the tank” (buying more credits).
In any case, people who argue the ‘SaaSpocalypse’ narrative might be best treated with a hint of skepticism – at least, for the moment.
