$CRM — FinTwit mentions on Surfaced

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264

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37

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$CRM

Salesforce

$CRM

Salesforce

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About this stock

$CRM has accumulated 262 mentions from 36 distinct FinTwit voices over a 12-month period spanning from August 30, 2025 to July 9, 2026. The most-active voices discussing Salesforce are @stocksavvyshay with 55 mentions, @ftr_investors with 52 mentions, and @alphaticaio with 35 mentions. Long research content represents the dominant category of discussion around this ticker.

AI-generated from tracked posts · updated Jul 9, 2026

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@stocksavvyshayJun 23, 2026 · 5:25 PM

Anthropic introduced Claude Tag letting teams delegate work to Claude directly inside Slack across approved channels & tools. The real winner of this shift could be $CRM as Slack becomes the coordination layer for humans and AI agents while model providers compete for distribution inside the platform.

@ftr_investorsJun 15, 2026 · 12:38 PM

$CRM Salesforce is acquiring Fin for $3.6B 💰🤝 Fin's AI customer service agents will strengthen Salesforce's Agentforce platform, helping companies automate customer support across multiple channels 🤖 The deal also adds Fin's AI team and 30,000+ customers 🚀 https://t.co/SSr8vsc93R

@jerrycapJun 15, 2026 · 12:36 PM

Salesforce will acquire Fin for approximately $3.6 billion $CRM https://t.co/9JnGnELztO

@stocksavvyshayJun 15, 2026 · 12:18 PM

$CRM is acquiring Fin for ~$3.6B to expand Agentforce with customer service AI agents. Fin resolves an average of 76% of support volume end-to-end across 30,000+ companies while Salesforce says Agentforce ARR hit $1.2B in Q1 FY27 (+205% YoY). https://t.co/c4psN919FP

@stocksavvyshayJun 8, 2026 · 8:06 PM

$CRM is acquiring M3ter to bring usage-based billing directly into Agentforce Revenue Management. The deal gives Salesforce more tooling for AI-era pricing models as software shifts toward usage, outcome and consumption-based billing. https://t.co/NGHyFPAwA7

@benitozMay 28, 2026 · 10:29 PM

Alright alright alright my take on Salesforce Earnings $crm @Benioff Get the agents to work! https://t.co/URBjiLj2Ka

@alphaticaioMay 27, 2026 · 8:25 PM

CRM just reported. We called BEAT. Here are the receipts. Street EPS: $3.13 Alphatica EPS: $3.25 Actual EPS: $3.88 ✅ Street Revenue: $11.05B Alphatica Revenue: $11.12B Actual Revenue: $11.1B ✅ Both numbers beat. The EPS surprise was +24%. Six straight beats. The acceleration continues: +1%, +8%, +35%, +25%, +24%. We called BEAT despite publishing our first BEARISH disclosure signal of the season on this name. The disclosure was a valid warning. The tone crash in the filings is real. But the beat streak was overwhelming, and we said so: "We are calling BEAT because the beat streak is overwhelming and the May quarter pattern is automatic." Our EPS estimate of $3.25 was closer to actual than the street's $3.13, but still $0.63 below the print. CRM's ability to crush estimates by 20%+ two quarters in a row means the street is still not calibrated to this margin expansion. Revenue was essentially inline at $11.1B. The number everyone was watching: CRPO grew 14% YoY. Last quarter it was 9%. Keith Weiss flagged the deceleration on the Q4 call. It just reaccelerated. That was the bear case in a single metric and it reversed tonight. Agentforce ARR hit $1.2B, up 205% YoY. Data 360 and Agentforce combined at $3.4B ARR. 3.8 billion Agentic Work Units delivered. The Agentforce monetization is real and accelerating. Q2 guidance: $11.27B-$11.35B revenue. Full year raised to $45.9B-$46.2B. Robin Washington confirmed organic revenue acceleration in the second half. $25B accelerated share repurchase announced. The stock is down 35% in 52 weeks. The EPS just beat by 24%. The CRPO just reaccelerated. The guide just raised. Six straight. The disconnect between the stock price and the earnings trajectory is the widest it has been all season. Not Investment Advice. $CRM $SPY

@stocksavvyshayMay 27, 2026 · 8:20 PM

$CRM Q1 EARNINGS • Revenue $11.13B vs Est. $11.05B • EPS $3.88 vs Est. $3.12 • CRPO $33.6B vs. Est, $33.7B • Billings $7.18B vs. Est. $7.33B FY27 Guidance • Revenue $46.05B vs Est. $46.11B • EPS $14.09 vs Est. $13.22 Announces $25B accelerated share repurchase

@ftr_investorsMay 27, 2026 · 8:05 PM

𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRM Revenue: $11.13B vs $11.06B est. ✅ EPS: $3.88 vs $3.13 est. ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝗙𝗬𝟮𝟳 Revenue: $11.27B-$11.35 vs $11.36B est. ❌ EPS: $3.25-$3.27 vs $3.25 est. ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗙𝘂𝗹𝗹 𝗬𝗲𝗮𝗿 𝗙𝗬𝟮𝟳 Revenue: $45.9B-$46.2Bvs $46.11B est. ❌ EPS: $14.06-$14.12 vs $13.23 est. ✅ Shares: -1.5% after-hours 📉 U can find our full deep dive of Salesforce in the comments 👇

@stocksavvyshayApr 25, 2026 · 3:05 PM

@jasonlk $NOW & $CRM have a very a specific window (next 12 to 18 months) where the software companies with deepest customer data & most embedded workflow integrations can consolidate the agentic layer before the AI startups build simpler, faster alternatives have the distribution to displace them.

@ftr_investorsApr 17, 2026 · 6:19 AM

$CRM Salesforce launches "Headless 360," an agent-first CRM platform that lets AI agents run workflows via APIs, no UI needed 🤖 It automates tasks like customer support and campaigns end-to-end using natural language, making CRM faster and fully autonomous 🚀 https://t.co/NifafWvUzM

@aleabitoredditApr 15, 2026 · 9:51 PM

@pennycheck Anytime lol.. I don't think majority of people realize yet stocks are positive sum, where everyone benefits. Also don't think they realize you can make profit off AI bottlenecks, instead of going long on traditional companies like $PYPL or $CRM.

@ftr_investorsApr 1, 2026 · 5:58 AM

$CRM Salesforce unveiled 30+ AI upgrades to Slackbot, transforming Slack into an "agentic" workplace platform where AI can take meeting notes, automate tasks, and even act as a built-in CRM 🤖 🧠 https://t.co/Hrby0rrKKD

@stocksavvyshayMar 16, 2026 · 1:21 PM

@PolymarketMoney Not a fan of $CRM using money for buybacks...

@kaizen_investorFeb 26, 2026 · 11:12 PM

Why I think you should be careful buying this SaaS dip. Today, during our bi-weekly management meeting, we discussed cost-cutting measures. This is nothing new, as things aren't going superbly in our business right now. We are a Scandinavian company, so cutting jobs isn't in our DNA. We believe that if we remain loyal to our employees, they will repay us with loyalty and trust when the market picks up. So, we often look at other measures. And today, for the first time, there was a new topic on the agenda: our ERP system. Let me explain. An ERP system is a hassle for every sales employee and a lovely tool for management. Managers can pull lists of won, lost, or stalled opportunities, competitors, quotes, market share... as long as the sales employees fill everything in correctly. That's the hassle: correctly. They have to fill in every box correctly, link every opportunity with a quote correctly, link the competitors correctly,... you know the drill. This takes time, it's repetitive and boring. Time-consuming, repetitive, and boring. Sounds like an ideal job for AI. $CRM thought exactly the same. In 2014, Salesforce started investing in a project now known as Salesforce Einstein, which is the AI layer on top of the standard Salesforce platform. Since 2014, the project has cost approximately $40B. Yet, according to the latest results, Salesforce Einstein brought in $800M in revenue in 2026... Two years ago, we thought Einstein would be a huge benefit. AI would make analysis way easier, and it truly does today. There is just one major problem: AI has evolved. Einstein has been outpaced. We feel that with most basic LLMs today, it no longer matters where the information is stored. The bot will find it. It doesn't matter if sales reps store the competitor info perfectly, link the quote perfectly, or close an opportunity correctly. AI will just find the data. The most expensive ERP systems still haven't solved this hassle, while easy-to-access AI tools have. Even a combination of Microsoft Dynamics and Copilot (which isn't universally seen as the best LLM) would already solve this problem partially. At the moment, we haven't changed our systems. I don't think we will for a long time. But it highlights a major $40B issue. AI has disrupted major businesses, is disrupting major businesses, and will continue to disrupt businesses. I'm not saying that none of the SaaS companies can make a comeback. Today was just a major reality check for me. They are not the safe havens they used to be. You can't just park your money in these companies without being deeply aware of the impact of AI. Investing is not about what you want to happen, but about what is really happening. So open your eyes, listen, and always do your research. The safest bets of today can be major risks tomorrow.

@gnoble79Feb 26, 2026 · 2:14 PM

Software bro, just say no to $CRM ENOUGH OF THE BULLSHIT ACCOUNTING GAMES SELL IS NOT A FOUR LETTER WORD

@ftr_investorsFeb 26, 2026 · 11:13 AM

The Agentic Revolution is here. Companies are using Salesforce’s Agentforce to deploy AI agents that automate work, boost productivity, and make teams smarter 🚀 Is it still a quality stock? ⭐ Read the full $CRM deep dive in the comments 👇 @Benioff https://t.co/SAzDrE1Llu

@kaizen_investorFeb 25, 2026 · 9:07 PM

$CRM delivered a strong quarter, beating expectations for revenue and profit. Despite the beat, the stock is down 3.5% at the moment. Their big story is AI: Agentforce is a massive hit, doing real work for companies and already bringing in $800 million in recurring revenue. They also announced a massive $50 billion share buyback. So why did the stock drop 3.5%? It mostly comes down to future expectations. While their overall revenue forecast looks solid, a noticeable chunk of that growth comes from their recent Informatica acquisition. Organic growth isn't expected to speed up again until the second half of the year, leaving impatient investors wanting faster underlying results.

@unusual_whalesFeb 25, 2026 · 9:05 PM

BREAKING: Salesforce, $CRM, announces $50 billion increase to share buyback program

@ftr_investorsFeb 25, 2026 · 9:04 PM

𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗤𝟰 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRM Revenue: $11.20B vs $11.19B est. ✅ EPS: $3.81 vs $3.05 est. ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟭 𝗙𝗬𝟮𝟳 Revenue: $11.03B-$11.08B vs $10.98B est. ✅ EPS: $3.11-$3.13 vs $3.01 est. ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗙𝘂𝗹𝗹 𝗬𝗲𝗮𝗿 𝗙𝗬𝟮𝟳 Revenue: $45.8B-$46.2B vs $46.01B est. ✅ EPS: $13.11-$13.19 vs $13.12 est. ✅ Shares: -3.1% after-hours 📉 U can find our full deep dive of Salesforce in the comments 👇

@stocksavvyshayFeb 25, 2026 · 9:03 PM

$CRM Q4 EARNINGS • Revenue $11.19B vs Est. $11.19B • EPS $3.81 vs Est. $3.05 • CRPO: $35.1B (+16% YoY) Q1 Guidance • Revenue $11.06B vs Est. $10.98B • EPS $3.12 vs Est. $3.01 FY27 Guidance • Revenue $46B vs Est. $46B • EPS $13.15 vs Est. $13.12 Announces $50B share buyback.

@leveraged_catFeb 14, 2026 · 10:51 PM

Good piece from @chumbawamba22 I recommend reading: https://t.co/gbhDwzmHOr You can debate all day many aspects of the piece and their actionability, it's up to you to form your own opinion and let that inform, if at all, how you allocate capital. One line that stuck out to me as hard to refute was this, "it is increasingly probable that uncertainty goes up only over the next few years - and uncertainty is almost always bearish risk assets" It's hard to refute because you can see this happening in real time with assets like $IGV. I would argue $IGV has not been getting killed because the market thinks these companies are existentially threatened right now. I would argue instead that they are being structurally re-rated from companies that, while very expensive, have strong moats and very reliably growing revenues and cashflows; to companies that no longer have 10+ year unimpeachable moats that allow you to discount their cash flows very far into to the future. Take $CRM for instance, possibly one of the hardest platforms to disrupt by vibe coding internal tooling, and a SaaS darling that is actually profitable today (many in $IGV still are not). I find it unlikely that over at least the next 1-2 years that the impact of AI will start to show up in their financial performance. But, looking out to 10+ years, I don't think anyone can confidently say anymore we'll still need Salesforce if you account for the exponential pace of AI capability, particularly in the domain of software development. In general this structural re-rating has clearly been applied to $IGV broadly, and the market is keen to sniff out other parts of the market that deserve to be re-rated on this increased structural uncertainty principle. So here's my takeaway: As much as a large part of the bear case resonates with me, I find it difficult to turn into an actionable allocation thesis, at least used directly. Most or all of the bearish concerns could play out, but if you get the timing wrong by even just a few months, you may not benefit much or worse you might blow up. So what I've been thinking about the past few weeks, as $IGV blows up, with this substack providing a good platform for discourse on the idea, is this: invert the problem. Here is my axiom: In the age of structurally increasing uncertainty, that which is certain, becomes structurally scarce, and drives premium expansion regardless of other, asset specific, fundamentals. I've been rethinking my allocation framework with this in mind the past quarter or two, but the market now seems to be demanding this re-structuring of capital allocation. That said, this could be a very long process, as AI is very likely here to stay and still in early innings from an economic proliferation point of view. If anything, this re-rating of premiums in the market is in very early innings. As someone who much prefers to be long assets I understand well, this way of thinking has helped continue to look for beneficiaries rather than losers. Personally speaking, getting very bearish has typically only benefited me from a tactical perspective. Many of the players the market is anticipating will lose probably will lose, but there will likely be some surprise winners that are being marked losers today (hence my interest in simply finding the certainty in the growing cloud of uncertainty).

@ftr_investorsFeb 11, 2026 · 9:01 AM

$CRM Salesforce will acquire Cimulate 🤝 Cimulate adds AI-driven, intent-based search 🔎 to power more personalized and conversational shopping experiences 🛍️ Deal expected to close in Q1 FY27. https://t.co/UmOyay1a3x

@altcapFeb 8, 2026 · 12:50 AM

@Benioff @sundarpichai Chatgpt challenged Google BUT Sundar got Gemini / TPUs firing while accelerating the core growth rates at GCP & Search. Amazing execution. We were fortunate to be shareholders since late ‘24 & remain so today. Now people are questioning software - but if $CRM is able to accelerate its core biz w AI while building an AI moat - $CRM will also be hugely rewarded. 👊🚀 @sundarpichai

@yasutaketinFeb 5, 2026 · 7:07 PM

"SaaS市場の惨状は、以下の単純な前提に照らすと混乱を招くものです。もしAIがすべてのSaaSをコモディティ化（汎用化）させようとしているのであれば、なぜ市場は半導体やハイパースケーラー銘柄へ大幅なセクターローテーションを行っていないのでしょうか。仮にAnthropic（アンソロピック）が $CRM や $NOW を駆逐することになるのであれば、膨大な計算能力が必要になると私は想像します。もしエージェントがSaaS企業の数千億ドルの時価総額を奪い取るのであれば、我々の想像を絶するほどの計算能力が必要になるはずです。しかし、市場はSaaS銘柄とAI銘柄の両方を売却しています。SaaSの惨状による需要のすべてがAIの成長につながるのであれば、この動きは理にかなっていないように思えます。また、巨大なエンタープライズ・ソフトウェア企業がAIによって壊滅させられるという話をしている中で、どうしてAIがバブルだと言えるのでしょうか。この売り浴びせの背後にあるロジック全体は、なぜそのローテーションが起きているのかという純粋な理由がないまま、強制的な構造的ローテーションが行われているように感じられます。ゴールドマン・サックスより：「ソフトウェアの予想PER（株価収益率）は、2025年後半の35倍から現在は20倍に低下しており、2014年以来の最低水準、かつS&P 500平均株価に対するプレミアムとしては2010年以来の最小幅となっている。」"

@thevalueistFeb 3, 2026 · 3:36 PM

SaaS contining to get murdered. I will tell you 100% without a doubt, having pushed my Clawdbot extremely hard (which many of you have seen), in 24 months, the vast majority of software will be built start to finish with a similar tool. There is no need even for an IDE, no need for vibe coding, no need for Cursor/Windsurf/Loveable or anything else. There will really be no need for an offshore development team. The Clawdbot will do everything - front end, back end, database, infrastructure, project scope/planning, communication, and more. What it can do now is rather deep and complex work, give it 24 months it will be building almost anything needed. Maybe more importantly, it will maintain it all 24/7/365 via English-language interactions by anyone with basic MS Office skills. Your admin will tell Clawdbot to update or change something in the software whenever needed. $NVDA $CRM $NOW #WDAY

@ftr_investorsJan 27, 2026 · 1:43 PM

$CRM Salesforce won a $5.6B, 10-year IDIQ contract from the U.S. Army to modernize military operations, using its secure cloud, data, and AI platforms to boost decision-making, efficiency, and mission readiness across the Department of War. 🪖🤖 https://t.co/TZYBh4CVCd

@unusual_whalesJan 27, 2026 · 11:57 AM

Salesforce, $CRM, unit Computable Insights has been awarded a nine-year contract to provide services to the U.S. army, the Department of War said. Computable Insights was awarded a firm-fixed-price contract worth $5.64 billion to “establish a decentralized enterprise agreement for Salesforce products and outcome-based services” to the DOW.

@yasutaketinJan 27, 2026 · 5:04 AM

"🇺🇸陸軍がSalesforce $CRM に56億ドルの10年間契約を授与しました軍はSlackなどのツールにアクセスできるようになり、時代遅れで古い慣行を加速させることを目指しています - WSJ"

@institlpgpJan 17, 2026 · 2:03 AM

$crm falls until they officially complete the growth to value rotation. It’s a 15x ebitda business tops. Need to buyback the stock but cant and wont until it fully rerates to value land. Not there yet IMO

@amitisinvestingJan 16, 2026 · 6:15 PM

pretty incredible how software continues to get hit these companies are producing incredible amounts of cash flow but the fears of 2 things seem to be creating an issue: 1) AI making their core workflows irrelevant, aka what Claude CoWork introduced this week 2) These companies claiming AI is a tailwind for them but still only growing at 10% like $CRM and $ADBE at what point does the market say they don't need to grow as fast as the semis because their core businesses are fine or is the software overhang something we see for the rest of the year? $IGV down 10% over the past few months

@ftr_investorsJan 13, 2026 · 7:24 PM

$CRM Salesforce launched a new Slackbot that acts as a built-in personal AI agent inside Slack, using company context and permissions to help employees find information, create content, and take action 🤖🔍 It’s now generally available for Business+ and Enterprise+ customers. https://t.co/8A28KusmQT

@thevalueistDec 24, 2025 · 1:20 PM

$CRM Salesforce: Agentic Transformation Strategic Financial Realignment, and Investment Thesis

@ftr_investorsDec 4, 2025 · 9:31 AM

$CRM Salesforce reported its 𝗤𝟯 𝗙𝗬𝟮𝟬𝟮𝟲 results yesterday: revenue came in at $𝟭𝟬.𝟯𝗕 (+9% YoY) 📈. Here’s the revenue breakdown 📊👇 @salesforce @Benioff https://t.co/5jxGwGfavk

@ftr_investorsDec 3, 2025 · 11:23 PM

𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗤𝟯 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRM Revenue: $10.26B vs $10.27B est. ❌ EPS: $3.25 vs $2.87 est. ✅ Outlook Q4 FY26: Revenue: $11.13B-$11.23B vs $10.90B est. ✅ EPS: $3.03 vs $3.04 est. ❌ Outlook Full Year FY26: Revenue: $41.45B-$41.55B vs $41.25B est. ✅ EPS: $11.76 vs $11.38 est. ✅ Shares: +2.0% after-hours 📈

@ftr_investorsNov 7, 2025 · 9:19 PM

$CRM Salesforce will acquire Spindle AI, an agentic analytics platform that uses AI agents to model and forecast business outcomes. Deal expected to close in Q4 FY2026. Can Salesforce become the leader in agentic AI? 🤖🤔 https://t.co/mHhVpyfJrN

@ftr_investorsOct 16, 2025 · 5:05 PM

$CRM $GOOGL Salesforce and Google expand their partnership — integrating Agentforce 360 with Gemini AI and Google Workspace 🤖🔍 Together, they’re building the Agentic Enterprise, where AI and people work seamlessly as one 🚀 https://t.co/2C6gw8da9a

@benitozOct 14, 2025 · 10:24 PM

While Salesforce talked about AI, https://t.co/EYXAncwNcB showed it. Sidekick built on mondayDB feels like a new compute layer for work — fast, contextual, and actually useful. CRM shouldn’t look or feel like 1999 code. $crm $mndy https://t.co/NZmEnqyGbe

@ftr_investorsOct 14, 2025 · 12:46 PM

$CRM Agentforce is coming to ChatGPT later this year — giving users instant access to Salesforce data and even the ability to sell products directly in chat 💬 🔥 https://t.co/JKvchphsgT

@ftr_investorsOct 13, 2025 · 12:40 PM

$CRM Salesforce launches Agentforce 360 — the next big step into the Agentic Enterprise era 🚀 AI agents and humans now work seamlessly together on one trusted platform with Voice, Builder, and Slack integration. Is Salesforce becoming an AI winner? 🤖 https://t.co/1IXqlW5fw7