Salesforce is undertaking a sweeping transformation, pruning roughly 1,000 roles across several divisions and revamping its leadership as it doubles down on artificial intelligence. At the heart of the reshuffle is the AI platform Agentforce, designed to support autonomous AI agents. Investors have reacted with caution, and the stock has faced pressure in the market.
- About 1,000 positions eliminated across multiple functions
- Five senior executives replaced; six new leaders brought in to steer the AI push
- Emphasis on the Agentforce platform for autonomous AI agents
- New quarterly dividend of $0.416 per share
- Earnings release scheduled for February 25, 2026
Where the cuts are concentrated
The workforce reductions affect marketing, product management, and data analytics, and notably also include teams working directly on the Agentforce product. CEO Marc Benioff frames the move as a strategic realignment rather than merely a cost-cutting measure. The goal is to streamline the company to sharpen its competitiveness in the race for AI-powered enterprise software.
Leadership overhaul and the AI agenda
In parallel with the headcount reduction, Salesforce is reshaping its executive lineup. Five top managers are being replaced, and six new executives have been appointed to drive the company’s AI strategy. Benioff says the restructuring is essential to keep pace with growing competition in the field of autonomous AI systems.
Analysts grow more cautious
Should investors sell immediately? Or is it worth buying Salesforce?
The shares are trading near $181, placing them well below several important technical moving averages. Piper Sandler trimmed its price target from $315 to $280. Market researchers are weighing the risk of “Seat Compression”—the idea that AI agents could render traditional user licenses unnecessary—and this remains a concern because such licenses have long been Salesforce’s core business.
Dividend steady amid changes
Despite the organizational upheaval, the company continues to reward shareholders, with a quarterly dividend set at $0.416 per share.
Decision looming
On February 25, Salesforce will disclose its fourth-quarter results and the full-year fiscal 2026 figures. Investors will be watching to see whether the strategic pivot yields early benefits and whether Agentforce can offset any ongoing weakness in the conventional license business.
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