The Agentforce Illusion: Salesforce, Margin Compression, and the M&A Death of ‘Seat-Based’ SaaS
The Fortune report on Salesforce’s Agentforce strategy is being read by the market as a triumphant pivot to AI-driven efficiency. To the uncritical eye, Salesforce is successfully cannibalizing its own seat-based revenue model before a competitor does it for them. They are wrong. What Salesforce is actually doing—and what the enterprise M&A market is beginning…