Salesforce will probably do OK because it is so deeply embedded with customers, but it may be a cigar butt whose returns come out acceptable without real organic growth. x.com 

Salesforce's poor M&A is literally half the reason its multiple stays low. Slack and Informatica are cited as examples, with Braze raised as a question; AI making Tableau obsolete in a few years would be a separate risk, not itself poor M&A. x.com 

Salesforce stock is unlikely to do much because the company has little growth, though the business should be fine long term; not a buy. 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 now has a fundamental catalyst to go with its technical recovery: a big EPS beat and an expanded Anthropic partnership launching Claudeforce. Claudeforce lets sales teams pull Salesforce data, draft emails, update CRM records and run sales actions directly in Claude, with 37 prebuilt Sales Skills in testing and a wider preview next month. The chart was already repairing amid a software rebound, with positive gamma exposure in options; breaking resistance would open more upside. 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's $25 billion accelerated share repurchase, starting Monday, March 16, and syndicated out over months, should provide at least a short-term floor for the stock. x.com 

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 

Salesforce looks vulnerable long term because users hate it and will happily switch to alternatives, while in the AI era users actually liking a product will be a key moat for SaaS stocks. Adobe showed this when users who hated it switched more easily to Figma. Present-day fundamentals look great across these companies, so the threat is still theoretical. x.com 

Salesforce's rising whale accumulation, now at 80.6%, supports a potential mid-term uptrend if the stock holds above $250. It has closed above the descending blue ribbon; near-term resistance sits at $252 and $258. x.com