$Salesforce(CRM.US) saw a small gain, and $Intuit(INTU.US) along with $Palo Alto Networks(PANW.US) followed suit with slight increases; the gains across all three were modest. The current issue in the enterprise software sector isn't demand, but rather whether AI can actually translate into revenue we can collect🤔
Salesforce's Agentforce, Intuit's tax preparation assistant, and Palo Alto Networks' security operations automation—all three product lines have already started charging fees. However, it remains to be seen whether price hikes can withstand retention rates.
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