Salesforce Secures $5.6B US Army Contract Amid Leadership Changes and AI Concerns

Salesforce has secured a $5.6 billion, 10-year contract with the US Army, expanding its role as a core software provider to a major government customer. The deal coincides with leadership changes, including departures at Tableau and Slack, raising concerns about Salesforce's organizational stability and product direction. Investors are weighing the implications of deeper public sector ties against questions about Salesforce's AI-driven disruption in enterprise software.