Company
Salesforce
- Episodes
- 21
- Share
- 2.3%
- Shows
- 20
- Net sentiment
- −0.06
Up from 1.7% of episodes in the weeks before; net sentiment was +0.15.
Bullish 4Mixed 8Neutral 4Bearish 5
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Salesforce. Longest episodes first.
Bullish 4
- Host guest's company pitching unified commercial hub and agents to CPG and retail clients.Salesforce's Devin Kunysz: CRM-Driven Consumer Goods Growth · The CPG Guys · Oct 21
- Holding support at 10-week moving average with consistent growth as a Dow member.Nasdaq Pops 1.1%, Fueled By SpaceX Earnings: Salesforce, ADI, Qualys In Focus · Stock Market Today With IBD · Oct 21
- Partner ecosystem, FDE network and Claude partnership presented as driving customer AI deployments.Salesforce VP: What Claudeforce Changes for Customers and Partners | Nia Samady · The AI Report · Oct 22
- New Salesforce integration in Dia is described as a practical productivity gain for sales.The Browser Is Becoming an AI Workspace: Inside Atlassian’s Dia · The Ravit Show · Oct 22
Bearish 5
- Cited as part of a legacy platform group facing reckoning from AI-native competitors.Klaviyo · BIG IDEAS BY NEW ECONOMIES · Oct 22
- Software employers whose stock option packages have fallen, weighing on Bay Area workers.StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655 · The Meb Faber Show - Better Investing · Oct 23
- Software seat-based value may be disrupted as AI reduces need for many applications.Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse · All-In with Chamath, Jason, Sacks & Friedberg · Oct 21
- Software seat models face disruption as AI reduces need for many separate applications.Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse · All-In Podcast · Oct 21
- Stock flat for long period and multiple compressing on AI disruption fears.Bitcoin Isn't an Anti-Government Trade. It's an AI Trade. · Less Noise, More Signal · Oct 25
Mixed 8
- Acquiring Braze for $5.6B, adding AI summarization to workspace inboxes.Every's CEO says the newsletter is dead. Is he right? · 'LetterLand · Oct 21
- Charging for external AI agent access could boost revenue but risks customer pushback.1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1 · The Information's TITV · Oct 23
- Embracing APIs and MCPs rather than building agents, positioning it as a system of record.AI for the Fortune 2000: How Tenex Builds an AI-Native SDLC — Alex Lieberman & CJ Hess · Latent Space · Oct 21
- Acquiring Braze for over $5.5 billion; shares fell on the deal announcement.10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26 · Squawk on the Street · Oct 20
- Planned agent registration and interaction-based pricing could reshape its licensing model.AI Cyberattacks, Anthropic’s $500B Bet and the New Cost of AI Agents · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 24
- Braze fills a marketing gap at a premium, but growth is maturing and stock reacted negatively.GE & GM Earnings and Deals, Deals, Deals · Motley Fool Hidden Gems Investing · Oct 20
Show 2 moreShow fewer
- Seat-based model threatened by AI, but agentic pricing pivot and enterprise risk aversion support it.10 Stocks Drove 60% of Gains: Is Your Index Fund Safe? · Deep Values · Oct 23
- Won back six large pharma customers from Veeva but faces no non-compete now.Veeva Systems (VEEV) Up 77%: What We Learned · The 7investing Podcast · Oct 23
Neutral 4
- Cited as a leading CRM platform unlikely to disappear, despite SaaS disruption fears.Why AI Makes Human Advisors More Valuable, Not Less featuring Bryan Hyman (Ep. 30) · Contrasting Viewpoints with Mark Hurley and Ray Sclafani · Oct 23
- Discussed as an acquisitive incumbent buying AI marketing talent and platforms.CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings · The Information's TITV · Oct 20
- Named as an early cloud CRM alternative that was too horizontal for dealmaking workflows.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators – Inside the Institutional Investment Industry · Oct 22
- Mentioned as an early cloud CRM vendor built for traditional operating models.[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · Capital Allocators · Oct 22
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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