Company
Salesforce
- Episodes
- 14
- Share
- 1.4%
- Shows
- 12
- Net sentiment
- +0.07
Down from 1.8% of episodes in the weeks before; net sentiment was +0.18.
Bullish 6Mixed 3Neutral 0Bearish 5
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Salesforce. Longest episodes first.
Bullish 6
- Bank of America double upgraded, citing AI deepening client dependence on its platform.The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Bank of America double upgrade on enterprise AI strategy and improving momentum.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
- Bank of America double upgrade to buy after strong Dreamforce quarter and sticky product.9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/26 · Squawk on the Street · Oct 12
- Cut dollar attrition from over 20% to about 8% through process and AI changes.How Salesforce Cut Customer Attrition From 20% to 8% ft. Michael Marguglio · [Un]Churned – The No. 1 Podcast for Customer Retention · Oct 17
- Key partner whose data, workflow and agent architecture is presented as expanding customer success.How Salesforce and Altimetrik Are Bringing AI Agents to Regulated Industries · The Ravit Show · Oct 13
- Bank of America double upgraded it and raised its price target to $285.CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26 · Squawk on the Street · Oct 12
Bearish 5
- Traditional human-centric software may lose relevance as agents interact headlessly with systems.Vercel CEO Guillermo Rauch on Building the Internet for Agents · Sourcery · Oct 16
- Software business questioned by AI, multiple compressing despite earnings growth.Jordi Visser: Why the AI Economy Needs Crypto Rails · Less Noise, More Signal · Oct 14
- Native Salesforce was outperformed by AI agent tools connecting to it.SaaStr 882: Claudeforce vs. Replit vs. Lovable. Who wins? (The Agents #016) · The Official SaaStr Podcast: SaaS | Founders | Investors · Oct 16
- Software seen as losing moat to AI, though brand and switching costs offer some protection.Top Quant: Stocks to BUY before the AI bubble POPS · Full Signal · Oct 15
- Mentioned as an example of software businesses facing AI disintermediation risk.Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches · Inside the Rope with David Clark · Oct 12
Mixed 3
- Recent earnings suggested AI disruption to software is less negative than feared.The Stock Market Isn't Crashing… Here's What Wall Street Knows · Talk Money To Me · Oct 18
- Opening its data fabric and MCP approach is necessary for agent adoption.Why AI Agents Will Demand 1,000x More Compute | Aaron Levie · MTS · Oct 14
- Host of Dreamforce; excited about AI transformation but enterprise pricing confusion remains.Why Enterprises Are Struggling With AI: HFS Research and Altimetrik Explain What’s Missing · The Ravit Show · Oct 12
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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