MarketsSalesforce AWU: First Major Incumbent Agentic Pricing PivotSalesforce·high signalSalesforce settled on Agentic Work Units. 19 trillion tokens = 2.4B AWUs processed. Pricing -/user/month. Benioff raised FY2030 target to B. Template for incumbent pricing transition.SourceSource pageSalesforce↳ Follow the threadShared entity / Stack layerJuly's Enterprise Agent Wave: Salesforce Goes Fully Autonomous, Google Consolidates Into a Gemini Enterprise PlatformSalesforce NewsroomShared entityDisplacement From the Inside: Salesforce Posts $1.2B Agentforce ARR (+205% YoY) While Running Its Third Workforce-Reduction RoundEnterpriseDNAShared entityKatalyst Ships an AI Agent That Runs Your Salesforce Pipeline End-to-End — Sales-Ops Busywork as a Single Agent on Top of the CRMProduct HuntPolicy dependency / Stack layerFirst Recon AI ships AI Security Runtime GA — inline policy enforcement on every agent-to-agent and agent-to-tool callBusiness WirePolicy dependency / Stack layerCodenotary ships AgentMon 3 for agent runtime policy and compliance loggingAI Agent StorePolicy dependency / Stack layerHalluSquatting weaponizes LLM hallucinations to push botnet malware into agentsThe Hacker NewsPolicy dependency / Stack layerReason Less, Verify More: Deterministic Gates Catch a Silent Policy-Violation Failure in Tool-Using AgentsarXivStack layer / Threat patternGhostcommit hides prompt injection in PNG files to make AI coding agents exfiltrate repo secretsSecNews