Salesforce Vision Statement — page 1

Salesforce Vision Statement

AGENTIC CRM • PEOPLE • AI AGENTS • DATA • APPS • TRUST

THE AGENTIC CRM

“Salesforce is the world’s

#1 Agentic CRM.”

Bringing together people, AI agents, apps and data on one open,

trusted platform.

From CRM to Agentic

CRM

Traditional CRM

↓

Cloud CRM

↓

Customer 360

↓

AI-Assisted CRM

↓

Agentic CRM

↓

Agentic Enterprise

The Agentic Enterprise

Our strategy is organized around organizations in

which humans and AI agents work together

across customer and business processes.

Human Workforce + AI Agents

Trust Is the Control Layer

Data Security • Privacy • Permissions • Grounding •

Governance • Human Oversight

Trusted AI → Enterprise Adoption

Sales • Service • Marketing • Commerce • IT •

Analytics • Slack

Salesforce Vision Statement — page 2

How Salesforce Aligns the Organization

V2MOM: A longstanding management and alignment framework associated with Marc Benioff.

Vision

Where are we going?

Values

What principles guide

us?

Methods

How will we get

there?

Obstacles

What stands in our

way?

Measures

How will we succeed?

Strategic Synthesis:

CRM → Customer 360 → Data + AI → Agentforce → Agentic Enterprise. People and AI agents working together

on a trusted platform.

Salesforce Vision Statement — page 3

From Vision to Agentic Enterprise

How Salesforce translates its platform vision into AI agents, customer workflows, data intelligence,

and measurable outcomes.

Agentforce in the Workflow

Customer

Need

CRM Context

Data

Agent

Reasoning

Action

Outcome

Representative use cases: Service resolution, Lead qualification, Sales assistance, Case routing.

Humans + Agents

Human Roles

Judgment, Relationships, Creativity,

Strategy, Leadership.

AI Agents

Routine workflows, Retrieval, Task execution,

Automation.

Business + Community

The 1-1-1 Model

1% Equity

1% Product

1% Time

Structurally connecting business growth with

giving and community support through equality and

philanthropy.

The Salesforce Strategic Logic

POSITIONING: World’s #1 Agentic CRM

↓

PLATFORM: People + AI agents + apps + data

↓

INTELLIGENCE: Data + AI + Agentforce

↓

EXECUTION: Sales, Service, Marketing, Commerce, Analytics, Slack, MuleSoft

↓

DESTINATION: The Agentic Enterprise

↓

OUTCOME: More intelligent, connected and trusted customer relationships

Leadership

Marc Benioff

, Chair & CEO. Centrally involved in the

evolution of CRM strategy toward AI and agentic software.

Understanding Salesforce's Strategic Language:

• Current: Agentic CRM / Agentic Enterprise

• Frameworks: V2MOM (Alignment), 1-1-1 (Impact)

• Historical: Connecting companies and customers.

↓

↓

↓

↓

↓

Sources: Salesforce About; Agentforce; Customer 360; Data Cloud; V2MOM; 1-1-1 Philanthropy.

© 2026 Strategic Vision Synthesis

Salesforce Vision Statement

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