Salesforce looks driven by real earnings growth rather than a re-rating, making it a fresh bet on software. Per a @newsinvesting outlook the post quotes, Salesforce shows a genuine earnings inflection and triple-digit Agentforce growth, not just multiple expansion. x.com 

Salesforce is being treated as a slow, outdated software company even as it keeps growing recurring revenue, expanding margins and converting its massive customer base into earnings. Its latest quarter delivered 16% cRPO growth and a 52% jump in GAAP EPS. The narrative changes when Agentforce and its wider AI strategy become a measurable revenue driver rather than another product announcement. x.com 

Salesforce is no longer cheap enough given how much wallet share core CRM is losing. Organic growth only matches nominal GDP despite a massive increase in agentic spending, and large enterprises increasingly see Salesforce as a data pipe for their own custom agents, an ex-growth business that deserves a low multiple. The Informatica acquisition doubles down on that weak model. Salesforce was too cheap at 12x non-GAAP earnings, but near high-teens it is fair, and terminal risks have not abated. … Show more

Salesforce's strong free cash flow and healthy balance sheet support its setup as enterprise AI adoption, Agentforce and AI-driven workflow automation advance. Its earnings gap on four times average volume has been followed by a tightening formation. x.com  x.com 

Software stocks probably have a floor as results challenge fears that AI agents will displace them. Since the June 22 momentum unwind, IGV is up 25% and the SOX index down 22%. Atlassian and Salesforce jumped on solid results, plus an Anthropic deal for Salesforce, and possible Silver Lake interest lifted Workday. A new bullish twist says agents will use software tools 10-100x more than humans. Whether fundamentals back the rally is still open; a likely Fed hike and weak September are risks. … Show more

Salesforce faces real AI threats: more competition, margin headwinds from compute costs and disruption risk for businesses like Tableau and Service Cloud. Agentforce is showing some momentum, and the stock felt oversold earlier, but it is not attractive at current levels. x.com 

Salesforce at a 52-week low trades like a broken business at about 11x forward earnings, yet it is 95% subscription with 77%-plus gross margins and $72 billion of RPO, up 14%. Marc Benioff has repurchased $27.1 billion, cutting diluted shares 10%, and says AI makes Salesforce stronger and the latest quarter had a record volume of large deals. A roughly 1% Anthropic stake bought for about $330 million is now worth over $8 billion, value the market is giving away free. x.com 

Salesforce's $25 billion accelerated share repurchase, the largest ASR in history and half of its $50 billion buyback program, should have an EPS impact people don't yet understand. Its numbers already made it very attractive, and the initial delivery of about 103M shares shows how bullish Marc Benioff is. x.com 

Salesforce is fully priced, even a little more than worth paying, for roughly 12% annual growth: trailing revenue of $43B is expected to reach $63B by 2030. A lower price would be needed for a long-term position, and it is not a buy-and-forget stock. x.com  x.com 

Salesforce is being re-rated from a slowing company to a growth company again, and re-rating returns can be insane. At 13x it was priced for the end of growth forever until Claudeforce changed the perception, sending the stock 150% beyond its expected move. As with Micron, Intel and Atlassian, a stock written off as mature sees growth return and its multiple expand, so investors get both earnings and a higher multiple. x.com  x.com