The world's largest CRM (Customer Relationship Management) platform, used by sales teams at almost every major company. Also owns Slack and MuleSoft. Adding AI agents ("Agentforce") to automate sales workflows.
Runs the internal workflows of large enterprises — IT tickets, HR requests, finance approvals. Has become essential infrastructure for how big companies operate. Adding AI to automate these workflows is accelerating growth.
Owns the creative software stack: Photoshop, Illustrator, Premiere, and Acrobat. Transitioned entirely to subscriptions a decade ago. Firefly AI is embedding AI generation directly into tools used by 30 million creatives.
Runs HR and finance software for large enterprises. Once a company uses Workday for payroll and HR, they almost never switch. Extremely sticky revenue with 95%+ retention rates. Adding AI agents to automate HR decisions.
Linked to Workflow Automation. Competes with ServiceNow and Microsoft.
Linked to DevOps. Relies on Amazon. Competes with Microsoft and ServiceNow.
Linked to Marketing Automation and CRM Software. Relies on Amazon and Google. Competes with Salesforce and Microsoft Dynamics.
Linked to Cloud Communications. Customers include Uber and Airbnb. Competes with Microsoft (Azure Comms) and Google (Firebase).
Linked to DevOps & Development Tools. Customers include Google and Amazon. Competes with Microsoft (GitHub) and Atlassian.
Linked to Enterprise Software and ERP Systems. Relies on Microsoft, Amazon and NVIDIA. Competes with Oracle and Microsoft.
Linked to CAD & Design Software. Customers include Caterpillar, Boeing and Ford. Competes with ANSYS and Microsoft.
Linked to SMB Software and Tax & Accounting Software. Relies on Amazon and NVIDIA. Competes with H&R Block and Adobe.
Linked to Enterprise Search & Analytics. Customers include Microsoft and Uber. Competes with Datadog and Splunk (Cisco).
Linked to Data Streaming and Real-Time Analytics. Customers include Uber and Lyft. Competes with Microsoft (Event Hubs) and Amazon (Kinesis).
Linked to Work Management and Collaboration Tools. Relies on Amazon. Competes with Atlassian and Smartsheet.
Linked to HR Tech & ERP and SaaS. Competes with ADP and Paychex.
Linked to HR Tech & ERP. Competes with Paycom and Paychex.
Linked to Life Sciences Software and SaaS. Customers include Pfizer, AbbVie and Merck. Competes with IQVIA and Salesforce (Health).
Linked to Life Sciences Software. Customers include Pfizer and Johnson & Johnson. Competes with Veeva Systems and Moody's Analytics.
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