DocuSign recorded a 5% increase in its share price after revealing a partnership with Anthropic that will bring Anthropic's intelligent contract workflows into DocuSign's Cowork environment. The announcement marks a step toward deeper integration of advanced contract workflow capabilities within the Cowork product.
The collaboration follows a recent expansion of Anthropic's relationship with Salesforce in October 2025, when the companies extended efforts to introduce the Claude product into regulated industries. That earlier expansion is noted as contextual background to the new DocuSign-Anthropic arrangement.
Salesforce shares also moved higher, rising 5% on Tuesday. The intraday gains for both DocuSign and Salesforce reflected market reaction to the partnership news and related developments across the trio of companies involved.
However, premarket commentary from BWG Global presented a more cautious stance toward Salesforce's near-term prospects. BWG Global said that its checks indicated Salesforce's business largely met targets for the fourth quarter of fiscal year 2026 and that sources contacted by the firm maintained their outlooks. At the same time, BWG highlighted performance gaps in one product area.
Specifically, BWG Global reported that adoption of Agentforce fell short of expectations. The firm attributed the weaker uptake to concerns about return on investment and to friction arising from pricing. Those issues led BWG Global to retain a mixed outlook on Salesforce's prospects despite the company's reported execution on quarterly targets.
The combined market moves and analyst checks underscore divergent signals: headline stock gains on partnership and product news contrasted with an analyst assessment that pointed to adoption and pricing hurdles in a key offering. Market participants will likely weigh both the strategic partnership developments and the operational notes from BWG Global when assessing near-term momentum for the shares involved.
Context and next steps
The DocuSign-Anthropic partnership centers on embedding intelligent contract workflows into Cowork. The reference point for Anthropic's engagements with enterprise software vendors includes its October 2025 expansion with Salesforce to deploy Claude for regulated industries. BWG Global's checks focused on internal performance against fiscal targets for Salesforce and specific product adoption trends that may influence investor sentiment going forward.