Shay Boloor(@StockSavvyShay):$CRM just agreed to acquire $BRZE for ~$5.7B in cash bringing in a real-time customer engagement platform that had been taking customers from Salesforce’s own Marketing Cloud. The acquisition gives Agentforce ability to act on live customer behavior while adding Braze’s usage-based revenue model as AI agents increasingly challenge traditional per-seat software pricing.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.10.20 12:08

$CRM just agreed to acquire $BRZE for ~$5.7B in cash bringing in a real-time customer engagement platform that had been taking customers from Salesforce’s own Marketing Cloud. The acquisition gives Agentforce ability to act on live customer behavior while adding Braze’s usage-based revenue model as AI agents increasingly challenge traditional per-seat software pricing.