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Source document· May 12, 2026

Salesforce Expands AI Skills And Security Push As Stock Pullback Continues

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Salesforce Expands AI Skills And Security Push As Stock Pullback Continues Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge…
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  • Kanopy's tooling addresses a practical concern for customers as more non-engineers build AI agents inside Salesforce and security teams look for guardrails.

    60% confidence
  • The Pearson partnership can help Salesforce align hiring and training with the AI features it is selling, such as Agentforce and Data 360.

    60% confidence
  • AI-driven automation and workflow tools can raise switching costs and support longer-term revenue and margin outcomes for Salesforce.

    60% confidence
  • Investors should watch how quickly AI skills and controls are adopted inside customer environments and across Salesforce's own teams.

    60% confidence
  • Heightened attention to AI security through Kanopy and internal training can be seen as a response to regulatory and data privacy risks flagged as potential headwinds if not managed well.

    60% confidence
  • Salesforce is treating AI as an operational shift rather than only a feature addition, evidenced by workforce-wide AI training and new security tooling.

    60% confidence

Data points we hold from this source

Salesforce · stock return-30.0 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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