Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.
Published on October 14
Salesforce's $15 billion commitment signals the start of a massive enterprise AI transformation. Companies across the value chain are positioned to benefit from this unprecedented investment wave.
Agentforce 360 represents the future of work where humans collaborate with AI agents. This shift creates demand for the entire technology stack powering these intelligent systems.
From semiconductors to cloud platforms, the companies building AI's foundation are experiencing surging demand as enterprise adoption accelerates across industries.
Salesforce's $15 billion investment in Agentforce 360 represents a pivotal shift towards agentic AI, where humans collaborate directly with AI systems. This massive enterprise push creates opportunities across the entire AI value chain, from foundational models to specialized infrastructure that powers these sophisticated platforms.
This collection focuses on the broad ecosystem required to support large-scale enterprise AI adoption. It includes companies involved in AI models, data management, cloud computing, and the specialized semiconductors that form the backbone of AI infrastructure, offering diversified exposure to this technological shift.
These companies were handpicked by professional analysts as key technology providers and infrastructure players positioned to benefit from the rising tide of enterprise AI adoption. Each represents a different piece of the puzzle needed to power Salesforce's AI revolution and similar initiatives across industries.
Market capitalisation breakdown for the 'Salesforce's AI Agent Revolution' basket.
CRM: $236.81B
NVDA: $4.58T
SNOW: $83.78B
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+45.58%
On average, analysts expect assets in this group to grow 45.58% over the next year.
11 of 17 assets in this group are rated Buy by professional analysts.
