Salesforce unveils Claudeforce plugin integrating Anthropic’s Claude
Salesforce’s stock surged 46% in the third quarter as investors bet on AI’s role in enterprise growth. The company introduced Claudeforce, a plugin that lets customers use Anthropic’s Claude to access Salesforce data and automate tasks like drafting emails or updating records. Salesforce also reported strong earnings and used its lower share price to buy back stock.
Key points
- Salesforce stock rose **46%** in Q3 as it launched Claudeforce, integrating Anthropic’s Claude for data tasks
- Microsoft (+37%), Workday (+55%), and Veeva (+60%) led software sector gains amid easing AI disruption fears
- Cramer warns Fed rate hikes could pressure stocks like Home Depot ahead of earnings season
Jim Cramer of CNBC called the software sector’s rebound the quarter’s defining trend, with Microsoft (+37%), Workday (+55%), and Veeva (+60%) leading gains. Cybersecurity firm CrowdStrike (+39%) also rose as AI-driven threats spurred demand for protection. Meanwhile, Corning (-39%) and Caterpillar (-24%) cooled after strong runs, though Cramer framed their declines as profit-taking. The Fed’s interest rate hike remains a concern for rate-sensitive stocks.
The story so far
4 episodes →- Salesforce unveils Claudeforce plugin integrating Anthropic’s Claudethis story
Software roared back last quarter. Cramer says these stocks can keep climbing
CNBC Technology · 1 October 2026
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This text was published by CNBC Technology and written by Alexa LoMonaco. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
Coverage and discussion
2sources- Salesforce Price Prediction: The Cheapest Way to Own AI SoftwarePress · 247wallst.com ·
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