Salesforce shares rose 1.88% to $187.75 as the company detailed its strategic shift toward a consumption-based pricing model for its AI initiatives.
- The new "Agentic Enterprise License Agreement" (AELA) transitions from per-user subscriptions to a model charging $0.10 per autonomous AI action.
- While Agentforce now manages 84% of interactions autonomously, the market remains skeptical about whether micro-transactions can effectively replace legacy subscription margins.
- Wedbush analyst Dan Ives remains bullish on the company's durability during this "Service as Software" transition.