Salesforce's sum-of-the-parts case looks secured by Slack alone. Per the quoted post, Salesforce's market cap is about $130 billion, and Slack could probably raise at a $130 billion valuation as a private company as the neutral interface and context layer for AI agents and LLMs. x.com 

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 looks reduced to a backend provider for Claude's Slack bot, undercutting claims that it is an obvious AI winner and undervalued in a SaaS recovery, a risk flagged as early as January. 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 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 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

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'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 is toast because custom Claude apps can now replace software products, the way a custom Claude app replaced a spin-the-wheel tool for picking family movies. x.com 

Salesforce is set to make a lot of money from AI as the market realizes it may be an AI winner, not a victim. Agentforce ARR reached $1.5 billion, up 240% year over year, and Claude will become Agentforce's default model through an Anthropic partnership, with secure CRM data access and 37 prebuilt sales skills. Contracted revenue expected over the next 12 months reached $33.5 billion, up 14%, its fastest bookings growth in four years. x.com