How The Compound’s view on $CRM changed

2026-09-25Bullish

“People Hate These 5 Stocks But They'll Be Wrong | TCAF 261”

Salesforce's competitive risk from AI providers has been neutralized by partnerships (e.g., Anthropic), suggesting the stock's downside narrative is complete.

Well, you were, I think you were very optimistic about CRM. Yes. The stock had suffered a severe blow at that time, and the picture has clearly changed now. They entered into a partnership with "Anthropic" instead of being eliminated by it.

I don't think many people were feeling optimistic at that time, but you were.

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2026-09-01Bearish

“Is Tim Cook the Greatest CEO of All Time? | WAYT?”

Salesforce is unlikely to make a new high due to persistent cost pressure threats.

If workday fell 70% and Salesforce fell 50, whatever it was, it was an absolute bloodbath.

And in the winner category, Salesforce and a bunch of other names that I probably should have had handy before because I don't know all these names.

In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce. Pause. Pause. Salesforce. The literal eye of the storm. Salesforce. Best stocks in the market.

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