C+

EWP · Pulse 2 of 6 · Agentic Demand Family · weekday composite

Enterprise Workflow Pulse

Where enterprise agents are actually being deployed: Agentforce AWUs in Salesforce, Now Assist customers at ServiceNow, Copilot seats at Microsoft, MCP server count across the developer ecosystem, Datadog's LLM observability span volume. The Pulse that decides whether agentic SaaS is real work or just demos. Six modules, weekday composite, equity-gap signal against CRM/NOW/MSFT/DDOG/SNOW/MDB/NET/TEAM.

Composite 80.5 / 100 Surging
As of Jun 11, 2026, 06:00 AM UTC
Modules live 4 / 6
Equity basket CRM · NOW · MSFT · DDOG · SNOW · MDB · NET · TEAM
History · momentum Flat +0 pts recent

13 points · since 2026-05-27

Module breakdown

Module Weight Raw signal Score Status
M1 · Salesforce Agentforce 25% signal 89/100 89 live · 2026Q2
Evidence — CRM 89/100
CRM 2026Q2 scaling · accelerating confidence: high
  • Paid Agentforce deals (cumulative, 3 quarters since launch): 6,000
  • Total Agentforce deals (paid + unpaid): 12,500+
  • Data Cloud and AI ARR: $1.2 billion (+120% YoY)
  • Pilot-to-production conversion increase: 60% increase QoQ
  • Existing customer share of new Agentforce bookings: 40%
  • Flex credits share of Agentforce Q2 new bookings: 80%
“In the three quarters since we launched, there have been 6,000 paid deals and more than 12,500 overall. And 40% of our agent force new bookings this quarter came from existing customers...We've seen a 60% increase quarter over quarter in cu”

Extracted from company earnings-call transcripts (AlphaVantage) via Claude Sonnet, temperature 0. Diary entry on our process, not investment advice.

M2 · Copilot / Claude Code (dev adoption) 20% 9,738,911 npm/wk 100 partial — GitHub Copilot org-count next
M3 · ServiceNow Now Assist 15% 50 (neutral) pending — awaiting transcript
M4 · Datadog LLM Obs + AI-native 15% 50 (neutral) pending — awaiting transcript
M5 · MCP ecosystem (GitHub + npm) 20% 35,499,180 weekly downloads 100 live
M6 · Snowflake + MongoDB (RAG/data) 5% signal 67/100 65.2 live · 2026Q2
Evidence — SNOW 72/100 · MDB 62/100
SNOW 2026Q2 scaling · accelerating confidence: high
  • Accounts using Snowflake AI weekly: 6,100+
  • AI-influenced new logos in Q2: ~50% of new logos
  • AI-involved deployed use cases in Q2: ~25% of all deployed use cases
  • Iceberg accounts: 1,200+
  • Product revenue growth: $1.09B, +32% YoY (+32% YoY)
“AI is a core reason why customers are choosing Snowflake, influencing nearly 50% of new logos won in Q2...powering 25% of all deployed use cases with over 6,100 accounts using Snowflake's AI every week.”
MDB 2026Q2 early · accelerating confidence: medium
  • Atlas revenue growth YoY: 29% (+3pp vs Q1 26% YoY)
  • Atlas customers: 58,300+ (+18% vs 49,200 YoY)
  • Vectors handled (EV customer): 1 billion vectors
  • Expected data growth (EV customer): 10x by next year
  • Total customers: 59,900 (+18% vs 50,700 YoY)
“a leading electric vehicle company chose Atlas and Vector Search to power its autonomous driving platform...they selected MongoDB for superior performance at scale...now rely on Atlas to handle over 1 billion vectors and expect 10 times gro”

Extracted from company earnings-call transcripts (AlphaVantage) via Claude Sonnet, temperature 0. Diary entry on our process, not investment advice.

M5 (MCP ecosystem — GitHub stars + npm weekly downloads) and M2 (Copilot / Claude Code dev adoption) are live lead modules, re-fetched each run. Substance modules M1/M3/M4/M6 are scored from the latest company earnings-call transcripts via the Earnings-NLP pipeline (AlphaVantage transcript → Claude Sonnet extraction, temperature 0, confidence-damped), cached per fiscal quarter — expand “Evidence” on each to see the underlying metrics and the verbatim quote. Modules awaiting a fresh transcript hold a neutral 50 until the next quarter lands.

Multi-Basket Equity Gaps v3 · value-capture decomposition

Three sub-baskets organized by where in the enterprise-workflow stack value is being captured: Workflow Platforms (CRM/NOW/MSFT/TEAM) where agents are authored, Observability + Governance (DDOG/NET) where they're monitored, and the Data + RAG Layer (SNOW/MDB) they call against. The cross-read is what reveals rotation — when one layer accelerates while another stalls, the market is pricing-in a stack-shift.

Sub-Basket Vertical Weight 21d Basket Return Module Score Tickers
Workflow Platforms Where agentic workflows actually get authored + run 45% +3.22% 66.1 CRM · NOW · MSFT · TEAM
Observability + Governance How agentic workloads are monitored + routed 25% +13.01% 100.0 DDOG · NET
Data + RAG Layer Vector + warehouse layer agents call against 30% +38.28% 100.0 SNOW · MDB

Methodology

EWP is Pulse 2 of 6 in the Closelook Agentic Demand Family. Pulse weight philosophy per Phase 2 spec: M5 MCP ecosystem (20%) and M1 Agentforce (25%) are the highest-conviction anchors — MCP ecosystem because adoption-numbers (5-6M weekly npm downloads, 86k+ GitHub stars) signal mainstream production, not developer experiment; Agentforce because CRM disclosed $800M ARR + 2.4B AWUs + 169% YoY at Q4 FY26 — T3 mass-production maturity per the family-wide Maturity-Score sub-module.

Weekday-only composite (06:00 UTC). Lead modules (M2, M5) re-fetch each run; substance modules (M1, M3, M4, M6) re-evaluate quarterly with each earnings cycle. Equity Gap activates once ~3 months of EWP composite history accumulates.

Pulse reading is a diary entry on our process, not investment advice.