CRM Salesforce, Inc. Loading... : Bullish and Bearish Analyst Opinions
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12:08
Jun 03
Jun 03
Salesforce vulnerable to AI disruption
Salesforce is at risk from AI disruption because it has been able to charge high prices for niche software products that are now being commoditized or replaced by AI-enabled alternatives. Its monopolistic profit-taking makes it vulnerable.
MED
23:53
Jun 02
Jun 02
Salesforce too cheap to sell at 13x.
Salesforce was bought at 13 times earnings when it was too hated, and the stock now has asymmetric risk-reward; holding is better than selling, and any dip back to the 170s would be a compelling buy.
HIGH
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic AI expanding usage of complex enterprise software with strong APIs.
MED
19:17
Jun 01
Jun 01
Salesforce holds a stake in Anthropic valued at approximately five billion dollars according to a Bloomberg report.
17:52
Jun 01
Jun 01
Avoid holding CRM beyond a week — author views seat-based SaaS model as structurally disadvantaged in an AI-acceleration environment where usage-based/AI-native peers are taking the growth narrative.
MED
16:31
Jun 01
Jun 01
Salesforce has a stake in Anthropic worth about five billion dollars after repeatedly investing in the ascendant AI startup.
16:27
Jun 01
Jun 01
Salesforce's $5B investment in Anthropic is a positive strategic move, supporting a bullish stance on CRM.
MED
16:22
Jun 01
Jun 01
Salesforce's investment in Anthropic is valued at approximately five billion dollars according to the reported news.
04:24
May 30
May 30
Author contrasts software stocks' modest recovery with AI hardware names' massive gains but does not state a current position or forward call on any ticker.
LOW
02:27
May 30
May 30
Author explicitly states they are invested in and long-term bullish on beneficiaries like RDDT, ZETA, PLTR, and TEAM, arguing their financials are improving and AI will aid their business, making them undervalued buys.
LOW
20:16
May 29
May 29
Salesforce's price swing from $174 to $191 is noted without any forward-looking position or trade call from the author.
19:00
May 29
May 29
Long Salesforce; mission-critical CRM infrastructure with multi-year enterprise contracts and prohibitive switching costs; AI (Agentforce) integration should expand margins and revenue.
MED
23:03
May 28
May 28
Watch CRM due to enterprise IT budget reallocation from discretionary software toward hardware/infrastructure; Dell call signals crowding-out risk.
MED
22:26
May 28
May 28
Speaker reports CRM reduced diluted share count 10% year-over-year last quarter via buybacks; no directional trade stated.
MED
20:16
May 28
May 28
Buy these AI‑exposed software and data companies as the monetization of AI across the stack reaches a key inflection point, driving revenue acceleration. [Verifier: Author names CRM with Agentforce callout directly in own tweet as part of AI stack monetization theme with bullish framing.]
MED
19:50
May 28
May 28
Salesforce faces a critical test.
Salesforce faces a true test over the next six to nine months. It has green shoots but must prove it can monetize AI (Agentforce) across its customer base. While success is expected eventually, the stock is under pressure and investors need to see execution.
MED
14:14
May 28
May 28
The author acknowledges CRM's recent price increase but expresses a commitment to holding without adding, indicating a watch rather than an active long call.
LOW
13:39
May 28
May 28
Salesforce faces AI disruption risk.
Salesforce's revenue outlook missed estimates, with no upgrade to guidance and only 10% year-on-year revenue growth, while AI peers like Anthropic grow 200%. The company's AgentForce, despite 200% growth, is less than 10% of revenue and insufficient to offset disruption fears. High free cash flow, cheap valuation, and high margins do not compensate for the lack of growth acceleration, leaving Salesforce exposed to AI disruption risk and questions about software terminal values.
HIGH
13:13
May 28
May 28
Jim Cramer finds it hard to hate Salesforce at $174 due to its business model shift and newfound humility, signaling a bullish view.
12:35
May 28
May 28
Salesforce faces AI disruption and slow growth.
Salesforce's revenue outlook fell short of estimates, AI tools contribute less than 2% of revenue, and the company lacks clear growth acceleration. This raises unresolved concerns about AI disruption and terminal values in software, making Salesforce unattractive.
MED
08:48
May 28
May 28
Buy Salesforce as Agentforce results represent a concrete positive data point confirming AI monetization is materializing in enterprise software, countering the bear thesis that AI would not translate to software revenue.
MED
01:11
May 28
May 28
CRM reports Q1 sales and profit growth, with Agentforce cited as a contributing initiative; earnings result, no speaker directional view.
LOW
00:25
May 28
May 28
CRM is too inexpensive; buy.
Salesforce stock is deeply undervalued, and the company is aggressively buying back shares to return value to shareholders.
HIGH
00:18
May 28
May 28
Salesforce too cheap, buy here.
Salesforce is too inexpensive at current levels; the large buyback and strong earnings growth signal management's confidence. The stock should be bought at these prices because sellers are wrong.
MED
23:02
May 27
May 27
Watch Salesforce as AI agents abstracting Slack and CRM interfaces into back-end action endpoints risk reducing direct human UI engagement, a medium-magnitude mixed-to-negative long-term headwind to seat-based monetization.
MED
21:50
May 27
May 27
Author notes “loving all these CRM posts, that price is looking much more enticing at close today,” implying a perceived value opportunity but without explicit position or deep analysis. The price decline has made CRM attractive to the author based on other Reddit discussions, but no specific thesis is provided. CRM is worth monitoring for a potential entry if further weakness persists, but the author offers no concrete data or catalyst. No defined thesis; market sentiment could shift; lack of fundamental valuation support in the post.
LOW
21:28
May 27
May 27
Salesforce cheap, not declining
Salesforce is trading at 10x cash flow with low expectations. While guidance disappointed and AI transition is slow, the company is not in decline. With significant cash returns to shareholders and potential accretive M&A, Salesforce can perform better than its current sluggish growth suggests.
LOW
20:11
May 27
May 27
Salesforce shares fell 2.5% in a single-session price move with no additional context or forward-looking commentary provided.
LOW
20:11
May 27
May 27
The tweet reports a software theme where seat-based companies like CRM show modest results while consumption-based firms like SNOW post phenomenal results, without expressing a personal directional view.
LOW
20:10
May 27
May 27
Jim Cramer calls Snowflake a blowout and suggests Salesforce's story is still unfolding, indicating strong bullish conviction on Snowflake while CRM remains under observation.
LOW
About CRM Analyst Coverage
Buzzberg tracks CRM (Salesforce, Inc.) across 45 sources. 68 bullish vs 12 bearish calls from 115 analysts. Sentiment: predominantly bullish (29%). 196 total trade ideas tracked.