(https://www.cnbc.com/2026/08/27/salesforce-stock-soars-on-track-for-second-best-day-ever.html) on the Anthropic AI partnership looks like a victory lap for enterprise software. But here's what the data actually shows: Salesforce is growing revenue 8.7% YoY with an 18.9% net margin, while Oracle is posting 21.7% YoY revenue growth at a 25.4% net margin.

Research these companies