Company
Salesforce
- Episodes
- 15
- Share
- 1.5%
- Shows
- 11
- Net sentiment
- +0.12
Down from 1.9% of episodes in the weeks before; net sentiment was +0.20.
Bullish 3Mixed 3Neutral 7Bearish 2
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Salesforce. Longest episodes first.
Bullish 3
- Positioned as building a top enterprise AI platform through Agentforce and the Enterprise AI harness.How Salesforce Is Building the AI-Ready Data Foundation for Agentforce · The Ravit Show · Oct 6
- Hosting Dreamforce and scaling its own agent deployments toward hundreds of agents.From AI Pilots to Production: How Salesforce and Altimetrik Are Scaling Agentic AI · The Ravit Show · Oct 8
- Guests praise its unified AI strategy, Agentforce and expanding marketing and Slack capabilities.How Salesforce and Altimetrik Are Helping Huntington National Bank Scale AI · The Ravit Show · Oct 9
Bearish 2
- Custom in-house CRMs built with AI agents may displace its high subscription fees.AI:AM: A Level We Shouldn't Pass? Notes from The Curve + Tokens vs. Salaries & Is SaaS Cooked? · The Cognitive Revolution · Oct 8
- Same argument: high sticker price SaaS faces pressure from AI-built alternatives.“AI Co-founders” with Chris Hefley & Troy Magennis · Hard Boiled Software · Oct 6
Mixed 3
- Mentioned as having made its products headless, a shift that could erode its platform position.Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots · All-In with Chamath, Jason, Sacks & Friedberg · Oct 10
- Acquisition of Listen Labs for $2B questioned as meaningful to its scale.20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 8
- Ampersand's core CRM integration target; AI agents depend on its data but could be disrupted.Why MCP Protocol Alone Won't Fix AI Agents | Ayan Barua · MTS · Oct 8
Neutral 7
- Acquired Listen Labs for about $2B; hosts questioned how much it moves the needle.20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B · 20VC · Oct 8
- Mentioned only as Martin's prior employer for eighteen years.Software That Never Breaks: OutSystems CEO Woodson Martin on Building Enterprise-Grade Apps at ... · The Cognitive Revolution · Oct 7
- Cited as a large enterprise customer of AWS.Building the Cloud for an Agentic World | AWS CEO Matt Garman · The a16z Show · Oct 8
- Historical example of building SaaS metrics and convincing the market in early days.AI Revenue Is Real. But Will It Last? | Amy Konary, Founder & Chair, Subscribed Institute @ Zuora · Topline · Oct 11
- Mentioned as a destination for contact data extracted from email.Learning AI by Doing, Not Watching, with Ben Schorr · Lawyerist Podcast · Oct 8
- Guest's employer; she notes her views do not reflect company positions.Stop Overpaying for AI Power You Don't Need - with Melissa Ramey of Salesforce · The AI in Business Podcast · Oct 6
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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