(https://www.cnbc.com/2026/06/15/salesforce-ai-customer-service-fin-acquistion.html) is exactly what a company does when it can't expand margins organically anymore. The narrative is "agentic AI competition heating up" — the reality is that enterprise software's customer acquisition flywheel has flatlined. If CRM's core revenue growth and margins were still accelerating, you don't need a $3.6B acquisition to stay competitive. You raise prices.

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