Company
Salesforce
- Episodes
- 29
- Share
- 2.7%
- Shows
- 28
- Net sentiment
- +0.16
Bullish 8Mixed 6Neutral 10Bearish 5
The episodes that named it
Why each one was bullish, bearish or in between on Salesforce. Longest episodes first.
Bullish 8
- Dines says Salesforce cannot be replaced by vibe coding and would buy it as a system of record.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Sep 21
- Growth and AI revenue ramp are strong, though the stock fell after its investor day.Anthropic's AI Slowdown, OpenAI's $1.2T Valuation & Salesforce's AI Bet | Six Five Pod EP 320 · The Six Five with Patrick Moorhead and Daniel Newman · Sep 21
- Benioff cites record second quarter, strong margins and cash flow, and a $50 billion revenue target.Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack · Sources with Alex Heath · Sep 22
- Benioff reports record Q2 results, strong margins and cash flow, and a $25 billion stock purchase.Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack · Sources with Alex Heath · Sep 22
- Pushing Agentforce and open headless access while keeping its trusted data and workflow layer central.AI’s next test: turning pilots into productivity · The Business of Tech · Sep 23
- Its specialist model claims fewer CRM errors and protects proprietary business knowledge.OpenAI, Palantir & Grok: The AI Safety Reality Check · What the AI?! · Sep 22
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- Parent company of Slack, deploying agents at scale across its platform.Are AI agents changing the rules of business? · Take on Tomorrow · Sep 22
- Guest's employer, positioning AgentForce 360 and data tools to address enterprise agent data needs.1030: Garbage In, Gospel Out: Why Agents Need Better Data, with Salesforce's Gaurav Pathak · Super Data Science: ML & AI Podcast with Jon Krohn · Sep 25
Bearish 5
- Shares underperformed as AI disrupts software businesses.Bitcoin's iPhone Moment Will Trigger Wall Street FOMO | Jordi Visser · The Pomp Podcast · Sep 26
- Shares fell about 40% on disruption fears despite strong earnings growth.André Perold – Investing Through Exponential Change (EP.516) · Capital Allocators · Sep 21
- Guests say AI can build custom CRMs cheaply, making per-seat Salesforce pricing hard to justify.The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis · RiskReversal Pod · Sep 23
- Cited as a target of API key theft by threat actors affecting many organizations.What Elastic’s CISO Wants You to Fix Before Deploying Autonomous AI · Tech Talks · Sep 21
- Fell with high-multiple software names on rate-hike fears.Fed's Decisive Move!! · The ELEVEN: US Markets · Sep 21
Mixed 6
- Dines says it cannot be replaced by vibe coding as a system of record, though he is cautious on the stock.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · 20VC · Sep 21
- Seen as exposed to in-house builds and agents, but a system of record with strong APIs.Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More) · Chit Chat Stocks · Sep 23
- Its CDP and marketing cloud are seen as flawed for enterprise, though it has large CDP revenue.“Yes.” Building Claude Code for Marketing | Kashish, Hightouch · The Neon Show · Sep 25
- Earnings growth strong but multiples compressed sharply on fears of AI disruption to terminal value.André Perold – Investing Through Exponential Change (EP.516) · Capital Allocators – Inside the Institutional Investment Industry · Sep 21
- Headless agents and in-house models support its system-of-record position, though an outage hurt credibility.AI News for Mid-September 2026 · The Enterprise AI Show · Sep 21
- Seen as having been unfairly sold off during the software selloff.Meta’s new Muse AI agent gives investors the warm-'n-fuzzies · Marketplace All-in-One · Sep 25
Neutral 10
- Slack remains the incumbent that AI-native challengers like Ando are targeting.A rogue OpenAI agent hacked Australia’s government. Does this matter? | E2342 · This Week in Startups · Sep 25
- Cited as an example of a SaaS incumbent that must go headless for agents.How to Get a ‘Transformative’ AI Fluency Rating as a PM, with Wade Foster | CEO of Zapier · The Growth Podcast · Sep 24
- Large incumbent platform that Decagon competes against in enterprise deals.Inside the AI Startup Making Customer Support 65% Cheaper · Grit · Sep 21
- Travis moved there in 2023 to work as a full-time internal transformation lead.Neuroscience of Resistance: How to Use ‘No’ as a Way In With the Transformation Expert Who’s Led Change at Google & Salesforce · Influence Anyone · Sep 22
- Mentioned as the company where Gassner worked early on, when it had fewer than 200 employees.How Veeva Became the First Public Company to Convert to a Public Benefit Corporation | Peter Gassner · The Eric Ries Show · Sep 24
- Mentioned regarding headless software and MCP-based agent integration trends.E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha · How I Invest with David Weisburd · Sep 23
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- Referenced only as the employer of a prior podcast guest.Zero risk tolerance in payroll with George Luca · Passion For Payroll - The Podcast · Sep 21
- Considered as CRM option but seen as expensive to implement.Thousands of Merchants Could Be at Risk: Understanding VAMP with Rey Pasinli of Total Apps | PEP125 · The Payments Experts Podcast · Sep 24
- Former employer where speaker helped build the payments platform with Stripe.What a CPBO Learned Building a Personal Fleet of AI Agents · Product Talk · Sep 21
- Mentioned as the acquirer of Click Software.Rebuilding Aerospace: The Future of Digital Manufacturing with Vishal R. Sanghavi · GSD Venture Studios Podcasts by Gary Fowler · Sep 21
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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