Goldman Sachs: Agentforce 3 paves the way for large-scale enterprise adoption and reaffirms CRM.US (CRM.US) “buy” rating

The Zhitong Finance App learned that Goldman Sachs released a research report saying that in view of the launch of Agentforce 3.0 by SEFTSE (CRM.US), this move showed improvements in agent observability, interoperability, and TTV, once again maintained the company's “buy” rating and set the target share price at $385.

Among them, this update adds a “command center”, marking the first time that the company has provided a native observability layer for artificial intelligence agents, which can provide real-time performance observation, lifecycle management, and telemetry integration through tools such as OpenTelemetry and Datadog. Goldman Sachs sees this as a key foundation for large-scale enterprise adoption, and echoes its broader argument that understanding agent behavior and results is critical to building trust and accelerating the spread of generative artificial intelligence (GenAI).

Second, the update supports the Model Context Protocol (MCP) to enhance its ecosystem benefits, enabling agents to interact with third-party systems (such as PayPal, Slack) without custom code, while maintaining policy control through natural language protection rules. Goldman Sachs sees this as an improvement in democratizing proxy scalability while maintaining governance and trust, particularly in a regulated environment. Additionally, with more than 200 pre-built industry operations (including more than 100 upcoming operations), outcome-based pricing ($0.10 per operation), and unlimited use licenses (for internal productivity agents), Goldman Sachs believes Safman is ready to improve customer economics and expand deployment entry points.

Verification points from early Agentforce users prove that proxy tools are increasingly production-ready: the engine reduced case processing time by 15%, 1-800Accountant achieved a 70% autonomous resolution rate of executive chat requests during peak tax periods, and GrupoGlobo increased subscriber retention by 22%. Although broader proxy AI adoption will gradually unfold, Goldman Sachs believes Agentforce 3.0 is ready to address key enterprise friction points, paving the way for larger, cross-functional agent adoption in the future. Goldman Sachs believes these proof points are further proof that SAFTSE is ready to seize a share in the growing digital labor market.

As a result, Goldman Sachs reaffirmed its belief that SAFTSE will achieve long-lasting growth over the long term (operating margin above 35%) and achieve free cash flow of $17-18 per share for FY27.