Salesforce and Datadog: Which Cloud Software Stock Offers the Strongest Investment Case?

Salesforce and Datadog are two key players in the enterprise cloud software space. Salesforce dominates customer relationship management and data platforms, while Datadog leads in monitoring and observability. Both companies are betting big on AI to power growth. Salesforce's latest innovation, Agentforce, generated $800 million in recurring revenues, up 169% year over year. Datadog's AI adoption is seeing rapid growth, with revenues increasing 29% year over year. Salesforce is expected to grow 10-11% in fiscal 2027, while Datadog's growth estimates are not provided.