TIVP044: Salesforce (CRM): Agentforce or AI-Native? w/ Daniel Mahncke & Shawn O’Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
How Salesforce's product ecosystem is structured
Shawn and Daniel map Salesforce's Data Cloud, Sales/Service/Marketing clouds, Slack, Tableau, and MuleSoft roles in the platform.
Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world’s #1 CRM provider, powering customer relationships for over 90% of the Fortune 500.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro 00:02:43 - What exactly Salesforce does? 00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents 00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks 00:44:06 - How the management and executives are compensated and incentivized 00:47:08 - Where Salesforce’s moat comes from and whether it’s sustainable 00:53:29 - Where Salesforce invests its money 01:01:24 - Whether Salesforce is fairly valued 01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Dreamforce Conference 2024.
- Dreamforce Main Keynote 2025.
- Marc Benioff Interview at Lenny’s Podcast.
- VIC Article on Salesforce.
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
- Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The AI-powered Podcast Player
