Salesforce posted a record Q1 beat on EPS and revenue, but full-year guidance came in light, reigniting fears that Agentforce AI adoption isn't translating into accelerating growth fast enough. The market faces a tug-of-war between a beat-and-raise narrative that failed to fully materialize and a stock already down ~0.9% pre-reaction, setting up a 'sell the guidance' dynamic despite the AI hype.