Say No To Trading
Public Markets Investor, Opportunistic Buying & Cost-Basis Management
Salesforce does not merit adding on weakness for lack of conviction: Marc Benioff's leadership and a business model built on buying revenue are both unappealing. It could reach $300 in two years, but averaging down only makes sense in a stock with real conviction, not merely because it has fallen. x.comÂ
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.comÂ
Salesforce is the pick over Meta because everyone is positioned wrongly. Given @sigmazerocap's choice of Meta at 16x GAAP earnings or Salesforce at 30x, Salesforce it is, and the poll results suggest the crowd sits on the wrong side, a setup that could lift Salesforce another 25% next quarter. x.comÂ
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 stock should eventually come back to life once the market realizes LLMs will not destroy its business. This replies to a post arguing software, not AI infrastructure, is the market's biggest opportunity over the next two years. x.comÂ
Salesforce, at the forefront of CRM for decades, is far likelier to build an even better product for the AI era than companies are to build their own CRM, making it the favorite SaaS name. The case examines what it would take for Salesforce to compound about 27% a year over the next five years. x.com x.com x.comÂ
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.comÂ
Salesforce is being treated as a slow, outdated software company even as it keeps growing recurring revenue, expanding margins and converting its massive customer base into earnings.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.comÂ
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.comÂ
Salesforce is exposed to AI-native rivals aiming to own the sale itself rather than build a better CRM. Upstarts such as Attio, Monaco and Rox can capture the decision traces behind closed deals, a learning loop Claude cannot rebuild from Salesforce's fields. Its schema is more tax than foundation: relationship-driven work like recruiting and VC does not fit it, and young startups cannot be served profitably. Its 150k customers won't churn soon, but new AI-native firms may never install it. … Show more
Salesforce can deliver a 30% annual return, and that target is conservative. A modest dividend, cash flow growth and even slight multiple expansion are enough to get there. x.comÂ