CRM Salesforce, Inc. Loading... : Bullish and Bearish Analyst Opinions
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14:28
Sep 03
Sep 03
Snowflake rally lifts Datadog, ServiceNow, Salesforce
Snowflake's strong results and 20% rally are lifting software peers including Datadog, ServiceNow, and Salesforce, signaling positive read-through for software names.
LOW
13:49
Sep 03
Sep 03
Author expects the SaaS rally to persist for another 4-12 weeks.
Author expects the SaaS rally to persist for another 4-12 weeks, framing the recent gains as a continuing trend rather than a specific entry call.
01:00
Sep 03
Sep 03
AI software earnings broadening beyond hardware.
Beyond hardware, AI software names are now showing real earnings and guidance improvements—Salesforce, Okta, CrowdStrike, and Snowflake are all improving. This means AI monetization is broadening from semiconductor hardware into software and security, supporting the whole AI software complex.
MED
00:58
Sep 03
Sep 03
Agentic control planes threaten Salesforce's incremental value
Negative read-through for Salesforce as agentic control planes may erode incremental UI value and copilot monetization over time, but near-term disruption is limited.
MED
06:15
Sep 02
Sep 02
Tech and AI demand still strong.
He remains a believer in tech and AI demand. He positioned in CRM before strong earnings, sees Oracle likely to rally, and points to Dell's AI server optimization adding about $7 billion in revenue as evidence this is real demand rather than an AI bubble.
HIGH
11:27
Sep 01
Sep 01
Salesforce cheap cash flow, embedded enterprise.
DCLA started buying Salesforce when it traded down to the high 100s after its cash-flow multiple compressed from 20-plus times to about 8 times; it now trades around 13 times near-term cash flow while growing roughly 10-16%. Salesforce is embedded horizontally in enterprise software, is partnering with Anthropic/Claude for agentic AI, saw accelerated SaaS growth without losing customers, and has large cash flow and buybacks, so it should do well even if it does not regain a 20-plus multiple.
HIGH
02:39
Sep 01
Sep 01
Salesforce benefits from enterprise agentic AI
Watch Salesforce as an enterprise workflow owner benefiting from agentic AI adoption; research-framed read-through.
MED
23:59
Aug 31
Aug 31
Salesforce blowout quarter crushed shorts.
Salesforce took on short sellers with rhetoric and then a blowout quarter that obliterated the shorts, showing its business has not been hurt by the so-called SaaS apocalypse.
HIGH
17:35
Aug 31
Aug 31
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor.
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor beneficiaries as watch, names top four longs in SAIL/NTSK/OKTA/SILC, and calls CRM an easy short while avoiding CRWD/PANW shorts as too risky.
16:42
Aug 31
Aug 31
Application software remains under pressure.
Application software remains under AI-disruption question; the sector has reset from premium double-digit growth to low or high single-digit growth, making revenue-multiple and non-GAAP stories harder to underwrite. Names like Salesforce and Wix have left-tail risk and are less likely to deliver short-term upside.
MED
03:20
Aug 31
Aug 31
Software with data moats leads AI.
Salesforce's post-earnings surge and Workday's strength show software companies with large existing customer data have a moat in the AI era because that data becomes the input for AI analysis. Microsoft is near record highs and Palantir is near new highs, supporting continued software momentum.
HIGH
22:12
Aug 30
Aug 30
Software data moat supports continued outperformance
Software stocks remain strong because companies with existing proprietary data have a durable AI-era moat. Salesforce surged nearly 30% after earnings, Workday rose after raising margin guidance, Palantir is near new highs, and Microsoft is near all-time highs. Park sees AI monetization entering a new phase in which software companies leverage existing data and customer relationships rather than collapsing.
HIGH
19:56
Aug 30
Aug 30
Salesforce quarter details may be bearish
Suggests the Salesforce quarter contains negative details that market participants have overlooked, implying a bearish read-through, but no explicit position or directional call is stated.
LOW
15:34
Aug 30
Aug 30
Watch CRM on enterprise SaaS strength
Watch CRM after strong enterprise SaaS signals and the Anthropic Claudeforce announcement reinforce Salesforce/enterprise SaaS data value; no author-owned position language.
MED
15:26
Aug 30
Aug 30
Watch CRM on SaaS strength, Anthropic partnership
Watch CRM as SaaS strength validated by earnings and new Anthropic Claudeforce partnership leveraging Salesforce's data value.
MED
15:05
Aug 30
Aug 30
Salesforce's Q2 beat, 22% stock jump, and Claudeforce launch with Claude as default model behind Agentforce and Slack AI show the market rewarding AI monetization inside CRM software.
Salesforce's Q2 beat, 22% stock jump, and Claudeforce launch with Claude as default model behind Agentforce and Slack AI show the market rewarding AI monetization inside CRM software.
Risk: Earnings included $2.6B from strategic investments, mostly Anthropic, so the reported profit is partly dependent on Anthropic's valuation.
01:37
Aug 29
Aug 29
Salesforce oversold; systems of record win.
Sacks says the SaaS apocalypse narrative was overdone. Core systems of record like CRM will not be ripped and replaced with vibe-coded software because enterprises want compliance, certainty, and professionally managed software that has been debugged for years. Benioff is integrating Salesforce with Anthropic/Claude, accepting the AI agent as the front end, and unlocking trapped value in Salesforce functionality through AI agents, making the platform more relevant.
HIGH
18:00
Aug 28
Aug 28
Salesforce reload zone near 190-200.
Solodin took profit in Salesforce after the gap near 242-243 and now expects a retest around 200. His plan is to reload near 200-190 for the next leg higher.
MED
17:21
Aug 28
Aug 28
The tweet mocks traders who longed software momentum names after Salesforce's post-earnings.
The tweet mocks traders who longed software momentum names after Salesforce's post-earnings squeeze, implying crowded positioning without a clear directional call.
17:07
Aug 28
Aug 28
Salesforce may outperform other software.
While Matt is not sure the broader enterprise-software slowdown has bottomed, he says Salesforce could be pulling away from other software names after yesterday's strong results, suggesting relative outperformance.
LOW
14:45
Aug 28
Aug 28
The author observes a year-long sector rotation pair trade between AI and SaaS names.
The author observes a year-long sector rotation pair trade between AI and SaaS names, questioning the narrative that one sector's gain must hurt the other, without taking a directional position.
LOW
11:07
Aug 28
Aug 28
Salesforce-Anthropic partnership revives Salesforce.
The Salesforce-Anthropic partnership is a concrete positive catalyst showing that software names are not done, and AI can embolden, fortify and galvanize names like Salesforce.
MED
09:04
Aug 28
Aug 28
Author argues SaaS giants will strengthen with AI adoption despite shallow-moat peers fading.
Author argues SaaS giants will strengthen with AI adoption despite shallow-moat peers fading, but frames it as industry observation rather than a personal position.
LOW
08:45
Aug 28
Aug 28
AI strengthens SaaS giants; own NOW/CRM
Buy/overweight ServiceNow and Salesforce because AI is saving time, optimizing workflows, improving user experience, and finding errors faster, strengthening incumbent SaaS platforms.
MED
04:02
Aug 28
Aug 28
CRM valuation questioned on AI capex economics.
Questions the justification for CRM at a $2T valuation, arguing that AI-enabled back-office automation cannot justify the associated capital expenditure, implying skepticism about the valuation without a definitive bearish call.
MED
03:52
Aug 28
Aug 28
Author reads Salesforce's transcript as bearish for AI labs and value chains.
Author reads Salesforce's transcript as bearish for AI labs and value chains, arguing software providers retain frontend value while AI models commoditize.
03:00
Aug 28
Aug 28
AI monetization benefits software names.
Nvidia said AI has started making money and reached an inflection point; this triggered buying in software, with Salesforce, Palantir and CrowdStrike rallying. The speaker views this as the most important point: AI is entering monetization and buying is spreading toward AI software.
HIGH
23:42
Aug 27
Aug 27
Strong earnings disprove bearish SaaS apocalypse narratives.
Salesforce delivered its strongest net new annual order value growth in four years, with strong pricing, low attrition, and an expanding partnership with Anthropic, completely disproving the bearish 'SaaS apocalypse' narrative.
HIGH
23:16
Aug 27
Aug 27
Salesforce AI partnership drives stock.
Salesforce had its best day in six years after a strong revenue guide and an expanded Anthropic partnership, reassuring investors that it can compete in the AI era.
MED
22:00
Aug 27
Aug 27
Software earnings prove AI monetization now
The speaker argues AI has moved from an infrastructure spending story to a monetization story. Nvidia's conference call said software companies are beginning to earn money from AI, and the market responded to blowout results from Salesforce, Oracle, Palantir, ServiceNow and Adobe. Supply rotated out of crowded semiconductors into software, giving software a clear win over hardware.
HIGH
About CRM Analyst Coverage
Buzzberg tracks CRM (Salesforce, Inc.) across 81 sources. 136 bullish vs 16 bearish calls from 214 analysts. Sentiment: predominantly bullish (27%). 440 total trade ideas tracked. Past 7 days: 7 bullish, 9 watch. Latest voices: Jessica Ettinger, endicottinvests, Lee Ju-hyeon.