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Palantir (NASDAQ: PLTR) vs. Salesforce (NYSE: CRM): Competing AI Visions Produce a Clear Risk-Adjusted Winner
['Ewan Scott']
Foreign Policy Journal
Palantir (NASDAQ: PLTR) and Salesforce (NYSE: CRM) both delivered fresh earnings results that reveal two sharply contrasting approaches to enterprise artificial intelligence.
Palantir posted a 92.83% revenue surge on August 3, 2026, while Salesforce reported a steadier 13.27% revenue lift on May 27, 2026.
Salesforce CEO Marc Benioff called his company’s results “an outstanding quarter,” anchored by the Agentforce platform embedded across every Customer 360 application.
Agentforce annual recurring revenue reached $1.2 billion, up 205%, with customers processing 3.8 billion Agentic Work Units across the platform during the quarter.
Slack’s Model Context Protocol crossed 1 million active users within just six weeks of launch, signaling strong adoption momentum within Salesforce’s existing enterprise customer base.