Salesforce Recalibrates with AI-First Push, Cuts, and a Major Acquisition

What matters most now is whether Salesforce can demonstrate with its upcoming quarterly report that the AI pivot is more than a costly makeover.

Key Points at a Glance
- About 1,000 roles are slated to be eliminated as part of the restructuring (per reports this week)
- Strategic focus: “Agentforce” and “agentic AI”
- Acquisition: Cimulate to bolster the Commerce business
- Next milestone: Q4 fiscal 2026 results on February 25

Restructuring: Focus on Agentforce

This week’s reports describe a restructuring that would trim roughly 1,000 positions across multiple units, including teams tied to AI. Management changes are also anticipated in tandem with the broader overhaul.

At the heart of the plan is a hard pivot away from the traditional SaaS narrative toward applications built around autonomous, agentic AI. Internally, Agentforce is being positioned as the central driver of growth. The immediate challenge: such shifts raise near-term execution risk, which currently weighs on sentiment around the stock.

Should investors sell immediately? Or is it worth buying Salesforce?

Cimulate Deal: AI to Upgrade Commerce

Beyond internal realignment, Salesforce is pursuing external expansion. A binding agreement to acquire Cimulate—a platform for AI-powered product search and “agentic commerce”—has been announced.

The goal is to integrate Cimulate’s technology into Agentforce Commerce, enabling merchants to guide customer requests through conversational interactions that more rapidly convert into purchases. The transaction is expected to close in the first quarter of fiscal year 2027.

Stock: Pressure Ahead of the Results

Market uncertainty is reflected in the share price. The stock was recently trading near $180 and sits close to its 52-week low. Many investors appear to be waiting for more concrete signals from the AI turnaround before committing.

The next definitive milestone is the Q4 fiscal 2026 earnings release on February 25. Investors will be looking to see how much the restructuring and strategic pivot are already affecting results and growth.