Salesforce Inc (CRM): Dreamforce Keynote 2026: AIforce Launches With Claude and Coworker Packaged Into Premium Editions, Supporting the Repricing Thesis

We attended Salesforce's Dreamforce keynote, which centered on the launch of AIforce, the "live interface" layer above Data 360, Customer 360 and Agentforce, that recomposes Salesforce's metadata into Claude (Claudeforce), Slack (Slackforce) and Lightning (Agentforce Coworker), with an SDK and additional surfaces to follow. More importantly, we see the new information as constructive to the installed-base repricing thesis on account of several factors, including: 1) Salesforce in Claude is limited to the Advanced ($395/user/month) and Max ($550) editions and unmetered Coworker access to Max only, such that the interface most likely to drive engagement is also the lever that helps move 90%+ of Sales/Service knowledge workers not on the highest editions up the ladder;