"Claudeforce" Gives CRM New Earnings Opportunity While Maintaining Moat

Salesforce (CRM) will be a company that benefits from AI instead of being disrupted by it, says Michael Monaghan after seeing the software giant's earnings. He adds that Anthropic's Claude being integrated into Agentforce will add pricing power to Salesforce's future earnings. Michael offers more insight into how earnings and Anthropic give Salesforce renewed momentum in the software trade.