Salesforce is a buy if Slack has even a 1% chance to win collective intelligence, which @AnjneyMidha sees as a $100B-plus business Slack could win if it really wanted to, though it would require deeper capabilities than a typical enterprise SaaS team has. 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 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 Slack, once one of the worst-looking acquisitions, now looks juicy as AI agents move into it. Anthropic introduced Claude Tag, which brings Claude into Slack as a team member with access to chosen channels and tools so teams can delegate tasks to it. 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 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'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's proposed Braze acquisition opens another avenue for growth. The $5.7 billion all-cash price raises questions, though quality growth companies command a premium; whether this deal proves worthwhile remains to be seen. Closing is subject to Braze shareholder and regulatory approvals. x.com 

Okta, Salesforce and Atlassian look insanely expensive at nine times forward revenue against roughly 10% year-over-year growth. Many SaaS firms also have high sales and marketing costs. A commenter flags inference spending, which SaaS investors worry could compress margins; if free cash flow, growth, retention or gross margins weaken, their price-to-sales multiples could collapse. x.com  x.com  x.com  x.com 

Salesforce's usage-based AI billing can expand revenue beyond traditional software seats. Agentforce ARR has surpassed $1.5 billion, with year-over-year growth more than doubling, while Data 360 supplies customer data for its agents. At about 14-15x forward earnings and a 7.8-8.2% trailing free-cash-flow yield versus the S&P 500 median of 4.5%, Salesforce is a top candidate for returning institutional capital seeking both defense and growth. x.com