Software Engineer - AI Products

Zoom Unified Context Layer makes meetings an AI asset. Published · Oct 23, 2026 Why Relve is Watching this Zoom's Unified Context Layer pivots the company from meetings to monetizing conversation data through APIs. Adoption across RevOps and HR, plus IT governance tests, will shape vendor roadmaps before year end. Key Takeaways * Zoom Unified Context Layer reframes Zoom as an AI data platform, turning meeting and contact-center conversations into a product surface for models and actions. * 15 MCP servers, new Search and Ask APIs, and integrations to Claude, Codex and Copilot open the data layer to third party tools. * Common Room and BrightHire extend Zoom into RevOps and HR alongside Workvivo, widening its buyer map. * Early traction: 65% of ZRA users report transformational impact, customers grew 50%, and Cricut cut waits by 89%, per Zoom. What happened. At Zoomtopia 2026, Zoom introduced Unified Context Layer and a focus on completing conversations, repositioning the company from video app to AI data platform built on conversational data from meetings, calls, and chats. The layer combines model knowledge, connected documents and apps, along with live conversational signals to map people, topics, and decisions in real time, then shares that context through 15 MCP servers and new Search and Ask APIs. Zoom is linking the context layer to outside AI tools, such as Claude, Codex, and Copilot, while expanding into new buying centers with Revenue Accelerator, Common Room for prospecting, BrightHire for interviews, and Workvivo for engagement. In prebriefings, Zoom said 65% of Revenue Accelerator users see transformational impact, with ZRA customers up 50%. It will extend Deepfake Risk Detection to meetings in December, and said Cricut cut wait times by 89%. Why it matters. Owning conversation context allows meetings to shift from transport to product, creating a defensible data layer and API surface that third-party models can monetize. This positions Zoom under many apps, similar to the rise of agentic workspace suites, and shifts competition toward context rather than chat windows. The challenge is commercial, not technical. Selling to CROs and talent leaders involves displacing Gong, Clari, ZoomInfo, and Greenhouse, while IT has tightened controls due to volatile token and consumption costs along with rising compute commitments seen in Microsoft's data center expansion plans. "AI models are only as powerful as their understanding of your business, and that context makes all the difference." Eric Yuan, Chief Executive, Zoom Bottom line. Pace of adoption among non-IT buyers for ZRA, BrightHire, and Common Room will indicate traction, while governance and deepfake detection may influence IT approvals. Procurement risk, including state-level rules shifting costs to operators, could shape developer uptake of the Search and Ask APIs. For founders and engineering leaders, interaction data and the conversation graph are becoming core infrastructure, with consent and retention controls a gating feature. Developer-usable APIs are emerging as a competitive edge, a trend Relve, an AI tools intelligence platform, is tracking across SaaS.

Salesforce Inc. $CRM stock: Milestone Asset Management LLC raises stake. October 16, 2026 Key points. * Milestone Asset Management increased its Salesforce stake by 190.6% in the third quarter, owning 13,197 shares valued at approximately $3.03 million. Institutional investors and hedge funds collectively own 80.43% of CRM. * Wall Street remains broadly positive, with Salesforce holding a "Moderate Buy" consensus rating and an average price target of $278.12, above its reported $246.66 share price. * Salesforce's latest quarterly results exceeded expectations, with earnings per share of $5.90 versus a $3.27 estimate and revenue of $11.35 billion. Investors continue to focus on whether the company's AI initiatives will translate into stronger growth and profitability. * Interested in Salesforce? Here are five stocks we like better. Milestone Asset Management LLC raised its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 190.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,197 shares of the CRM provider's stock after purchasing an additional 8,655 shares during the period. Milestone Asset Management LLC's holdings in Salesforce were worth $3,030,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. ABS Direct Equity Fund LLC acquired a new stake in shares of Salesforce in the second quarter valued at approximately $25,000. Manning & Napier Advisors LLC bought a new position in Salesforce in the 2nd quarter worth approximately $26,000. Persistent Asset Partners Ltd bought a new position in Salesforce in the 2nd quarter worth approximately $27,000. Costello Asset Management INC grew its holdings in Salesforce by 410.3% in the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider's stock worth $28,000 after buying an additional 119 shares in the last quarter. Finally, Gables Capital Management Inc. acquired a new stake in Salesforce in the 2nd quarter valued at approximately $28,000. 80.43% of the stock is owned by institutional investors and hedge funds. More Salesforce news. Here are the key news stories impacting Salesforce this week: * An analyst upgrade helped lift Salesforce, adding to favorable sentiment around its valuation, earnings outlook and AI growth prospects. * Salesforce benefited from broad strength in enterprise software and a major United Kingdom deal, while technical analysts pointed to a bullish flag breakout, a double-bottom pattern and a weekly reversal that could extend the recovery. * ZoomInfo was named a flagship data partner for Salesforce's new Hunter outbound sales agent. Hunter will combine CRM data with live intelligence to identify prospects and recommend next actions, reinforcing Salesforce's strategy of embedding AI into Sales Cloud. * One investment-fund review argued that Salesforce's AI integration is increasing the value of its core enterprise platform. Another comparison gave Salesforce an edge over ServiceNow based on stronger earnings-estimate revisions, faster AI growth and a lower valuation. * Investors continue comparing Salesforce with ServiceNow. Salesforce generates more revenue, but ServiceNow has posted faster and more consistent year-over-year growth, highlighting the need for Salesforce to accelerate its expansion. * Some investors remain skeptical that agentic AI will meaningfully improve Salesforce's profits, particularly because many customers have not yet upgraded to newer offerings. That uncertainty could limit further gains until AI monetization becomes clearer. Wall Street analysts forecast growth. Several analysts have weighed in on the company. DA Davidson set a $225.00 target price on Salesforce in a research note on Thursday, September 17th. Barclays lowered Salesforce from an "overweight" rating to a "positive" rating in a research report on Monday. The Goldman Sachs Group reissued a "buy" rating on shares of Salesforce in a report on Thursday, August 27th. Truist Financial restated a "buy" rating and set a $300.00 price objective (up from $280.00) on shares of Salesforce in a research note on Thursday, August 27th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $300.00 price objective on shares of Salesforce in a report on Thursday, September 17th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $278.12. Discover more MarketBeat All Access Research tools subscription Stock Screener access Salesforce price performance. NYSE CRM opened at $246.66 on Friday. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11. The firm has a market capitalization of $203.00 billion, a PE ratio of 22.49, a P/E/G ratio of 1.07 and a beta of 1.26. The company's 50 day simple moving average is $230.50 and its 200 day simple moving average is $194.50. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84. Salesforce (NYSE:CRM - Get Free Report) last released its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, topping analysts' consensus estimates of $3.27 by $2.63. The firm had revenue of $11.35 billion during the quarter, compared to the consensus estimate of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%. The firm's revenue for the quarter was up 10.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.91 earnings per share. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, equities research analysts forecast that Salesforce Inc. will post 12.82 EPS for the current fiscal year. Salesforce dividend announcement. The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Thursday, September 17th were paid a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, September 17th. Salesforce's payout ratio is currently 16.04%. Insider buying and selling at Salesforce. In other news, Director David Blair Kirk bought 4,176 shares of the stock in a transaction that occurred on Friday, September 18th. The shares were purchased at an average cost of $239.33 per share, with a total value of $999,442.08. Following the completion of the acquisition, the director directly owned 18,748 shares in the company, valued at approximately $4,486,958.84. The trade was a 28.66% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Craig Conway sold 4,500 shares of Salesforce stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $260.61, for a total value of $1,172,745.00. Following the transaction, the director directly owned 5,437 shares in the company, valued at approximately $1,416,936.57. The trade was a 45.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.50% of the company's stock. Salesforce company profile. Salesforce, Inc NYSE: CRM develops cloud-based customer relationship management (CRM) software and enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, analytics, data integration and collaboration through subscription-based services. The company's product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Salesforce Platform, Data Cloud and Tableau. Salesforce also offers MuleSoft integration technology, Slack collaboration software and artificial intelligence capabilities through its Einstein platform. Want to see what other hedge funds are holding CRM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Salesforce Inc. (NYSE:CRM - Free Report). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Salesforce, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Salesforce wasn't on the list. While Salesforce currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps. 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Daily research news online. The global MR industry's daily paper since 2000. Follow DRNO on... ZoomInfo brings clients' unstructured data into GTM. October 15 2026 Business data specialist ZoomInfo has added new features based on the technology of Workbounce, a knowledge platform company it acquired in 2024. The new tools allow companies to bring data such as call transcripts, emails, product documents and Slack threads into its store of actionable GTM intelligence. ZoomInfo's B2B data includes more than 100 million companies, 500 million contacts and billions of signals, helping revenue teams to identify, engage and convert buyers. Workbounce, co-founded by Rowan Bailey and Adam Smith (pictured), is a search, collaboration and analytics platform for unstructured go-to-market data, connecting to tools teams already use and making their data semantically searchable, using context rather than mere keywords. The addition of its tech has extended GTM.AI, ZoomInfo's headless layer, beyond external market intelligence and into existing internal GTM knowledge - its integration with Zoominfo's verified company, contact and buying-signal data means agents can become more personalized, more context-aware, and therefore more effective in improving customer interactions. 'ZoomInfo gives GTM.AI the verified structured data needed to understand the market,' says Henry Schuck, founder and CEO. 'Workbounce adds the institutional knowledge inside your own walls. When those two layers come together, an agent can understand both the market and the account, with provenance, permissions and confidence built in.' Adam Smith, VP Product Management at ZoomInfo, adds: 'By bringing Workbounce into GTM.AI, agents can ground their answers in both external market truth and everything the team already knows, exactly when that context is needed.' Web sites are at www.zoominfo.com and www.gtm.ai. All articles 2006-23 written and edited by Mel Crowther and/or Nick Thomas, 2024- by Nick Thomas, unless otherwise stated. Most viewed items in the last week... Each (*) indicates > 1,000 views. Select a region below...