Salesforce laid off more employees in a new round of cuts that hit workers on its Agentforce AI product, its MuleSoft integration tool and Marketing Cloud. A California WARN notice listed 86 job cuts in sales, general administration and technology and product roles.
The cuts land at a moment when the company is trying to prove that its AI push can drive growth, not just cost reductions. Salesforce said last month that annualized revenue from Agentforce had passed $1 billion, even as its stock has fallen more than 30% this year.
The latest round gives a sharper picture of where the company is trimming. Salesforce had more than 80,000 employees at the end of January, according to an SEC filing, after it eliminated fewer than 1,000 roles that month. The new layoffs show that the pressure is not limited to a single back-office function; it is reaching the product teams closest to the company's AI strategy.
That strategy has also been under scrutiny. Business Insider reported in November that use of Agentforce was relatively low and that its capabilities were not matching the company's demos, feeding concern that AI models, tools and agents could eventually replace parts of traditional software, including Salesforce's core customer relationship-management business.
Salesforce has not responded publicly to the latest cuts, and the WARN filing leaves one key question unresolved: whether the 86 positions in California were the full extent of this round or just the portion the company was required to disclose there. For now, the clearest signal is that Salesforce is still cutting around the same AI products it is selling as the next engine of growth.
