Salesforce Inc. (CRM): NDR takeaways & Fin Agentric Math

研报英文原文证据摘录

Salesforce Inc. (CRM): NDR takeaways & Fin Agentric Math

Goldman Sachs Salesforce Inc. (CRM)

Exhibit 1: Intercom (Fin) stood out with the highest quota attainment in marketing tools in 1Q26

Category 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 Repeat top performers

Lead Flow Best AWS AWS AWS AWS databricks databricks databricks databricks databricks

Data & AI Fivetran, sigma

Quota Attainment Best Samsara Google Cloud Monte Carlo Fivetran AWS sigma AWS AWS AWS

Lead Flow Best Inuit SAP Concur Ramp Ramp Brex Ramp Ramp Ramp Ramp

Finance & ERP Ramp, Brex

Quota Attainment Best Servicenow Servicenow Intuit Bill.com Brex Ramp Ramp Ramp Ramp

Lead Flow Best Klaviyo Klaviyo Amazon ads Amazon ads Semrush Podium Amazon ads Hootsuite Amazon ads

Marketing Tools Attentive, Intercom, Podium

Quota Attainment Best Sprout Social Hubspot Attentive Attentive Attentive Attentive Attentive Attentive Intercom

Lead Flow Best deel. deel. deel. deel. Rippling Rippling BambooHR BambooHR greenhouse

HR Tools deel., Rippling, greenhouse, BambooHR

Quota Attainment Best Rippling Rippling greenhouse Rippling deel. Rippling Rippling Rippling Rippling

Lead Flow Best Stripe Twilio Atlassian Stripe Atlassian Vanta Vercel Vercel Stripe

DevOps & Dev Tools Vercel, Vanta

Quota Attainment Best Atlassian Atlassian Stripe Atlassian Twilio Twilio Twilio GitHub GitHub

Lead Flow Best Monday Adobe Monday Monday Monday Monday Monday Monday Workiva

Productivity & Collaboration Tools Miro, Drata

Quota Attainment Best Miro Miro Drata Workiva Monday Monday Monday Monday Monday

Lead Flow Best KnowBe4 Crowdstrike vmware NetApp Crowdstrike Rubrik Vanta Vanta Paloalto

Cybersecurity KnowBe4, Veeam, Vanta

Quota Attainment Best vmware Veeam WIZ vmware WIZ vmware vmware vmware Akamai