1. Despite mixed Q3 results, CRM's stock surged due to the launch of Agentforce, which signed 200 deals in its first week; 2. Agentforce 2.0, with advanced features and integrations, positions CRM to capitalize on the booming Enterprise AI market; 3. Valuation suggests a 22.5% upside, with a price target of $421 driven by Agentforce's traction and CRM's strategic acquisitions.

➀ Salesforce CEO Marc Benioff criticizes Microsoft's Copilot; ➁ Claims it lacks necessary data and security for real intelligence; ➂ Asserts Microsoft is in 'panic mode'; ➃ Introduces Agentforce as a solution

1. Salesforce acquires Own Company for $1.9 billion to enhance CRM and generative AI security systems; 2. Own Company has previously received investments from Salesforce Ventures and other firms; 3. Salesforce has also announced the acquisition of AI voice agent developer Tennex to strengthen generative AI solutions.