Will Deeper Google Cloud Integration and Agentforce Deployment Change Salesforce's (CRM) AI Automation Narrative?

• In late April 2026, Salesforce and Google Cloud expanded their partnership to let AI agents run end-to-end workflows across both platforms, while Unisys announced a broadened use of Salesforce’s Agentforce 360 to power field services in more than 120 countries and manage millions of supported devices and tickets.
• Together, these moves show Salesforce embedding its Agentforce platform deeply into large-scale, real-world operations and cross-cloud workflows, reinforcing its repositioning around AI-powered enterprise automation.
• We’ll now examine how this deeper Google Cloud integration and large-scale Agentforce deployment could reshape Salesforce’s investment narrative.

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Salesforce Investment Narrative Recap

To own Salesforce today, you need to believe its pivot to AI agents and Data Cloud can support durable growth even as competition intensifies and core CRM markets mature. The Google Cloud expansion and Unisys rollout both speak to real-world Agentforce adoption, but the key near term catalyst remains evidence that AI usage translates into recurring revenue growth, while the biggest risk is that hyperscalers and AI native rivals compress pricing before that monetization fully shows up.

Among recent updates, Salesforce’s decision to reorganize revenue disclosure into “Agentforce Apps” and “Data 360, Platform & Other” from FY27 is particularly relevant. It gives investors clearer visibility into how deals like the Google Cloud integration and Unisys deployment flow into AI and data driven revenue, which can sharpen how the market judges both the upside from Agentforce traction and the risk that AI competition erodes those segments’ growth and margins.

But while Agentforce adoption is encouraging, investors should also be aware that...

Read the full narrative on Salesforce (it's free!)

Salesforce's narrative projects $51.9 billion revenue and $10.3 billion earnings by 2028. This requires 9.6% yearly revenue growth and a $3.6 billion earnings increase from $6.7 billion today.

Uncover how Salesforce's forecasts yield a $317.21 fair value, a 71% upside to its current price.

Exploring Other Perspectives

Some of the lowest estimate analysts were already assuming only about 8.4 percent annual revenue growth to roughly US$52.9 billion by 2029, so this new AI partnership news could either ease those concerns about commoditization or reinforce them, depending on how you think it changes Salesforce’s competitive position.

Explore 38 other fair value estimates on Salesforce - why the stock might be worth just $200.91!

Form Your Own Verdict

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Salesforce research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Salesforce research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Salesforce's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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