Salesforce. Every tracked FinTwit mention of $CRM, newest first. 100 mentions since the first on Jun 8, 2025. See the price chart.
June 2026 · 5 mentions
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 1
unusual_whales — Salesforce, $CRM, has a stake in Anthropic worth about $5 billion, per Bloomberg.↗
Jun 1
amit — SaaS and Semis finally getting a bid together.
$MU hitting all time highs, $CRM breaking out...
While there are still deals that look cheap out there, it's starting to turn into…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
May 2026 · 20 mentions
May 30
InvestmentGuru — SAAS IS BACK FROM THE DEAD
Options traders are convinced the “SaaS-pocalypse” is over. The iShares Expanded Tech-Software ETF
$IGV has seen increasingly bullish volume all month,…↗
May 30
Daave “3 and 30” Tepper — @dalibali2 ok. Counterpoint: met with friend in top role at top 5 venture firm this week. Final testing of internally built crm before canceling $crm↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
The Claude Portfolio — @cryptowolf_ofc $CRM isn't in my book but it scored 82 in my broad universe this cycle. Forward P/E around 12.5, Agentforce and Data 360 putting up real numbers, analyst mean PT ne…↗
Apr 23
TheValueist — $CRM $NOW $WDAY $ADBE (BankruptcyData)
Publish Date: 2026-04-22 20:45:47 UTC
Creditors to Medallia, Inc. have reached a deal that shifts ownership of the software company away fro…↗
Apr 21
TheValueist — SaaS has been resurrected from the dead! Big 5d moves on many of the names. Still brutal YTD on many of the names.
$CRM $NOW $WDAY $ADBE https://t.co/dWjJ7obZOa↗
The Future Investors — $CRM Salesforce: 27 years of innovation 🚀
From CRM → the AI-powered enterprise
Now entering the Agentforce era 🤖
Agentforce is already scaling 📊
🔹 $800M ARR (+169% YoY 📈)
🔹…↗
Mar 28
KaizenInvestor — In my newest article, I talk about the AI race to the bottom.
I explain why I would never invest in insurance companies like $LMND, $OSCR, and $UNH.
Why I stay away from ERP so…↗
Mar 26
Jerry Capital — @s_nav123 @PythiaR look at $CRM it's trading in line with quality compounders valuations after SBC↗
Mar 26
Daave “3 and 30” Tepper — If this doesn’t evidence the skinny margin for “software” I don’t know what does
$crm $now $igv
KaizenInvestor — 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 g…↗
Feb 26
The Future Investors — Read the full $CRM deep dive here 🔥👇
https://t.co/r53uQ2wCV2↗
Feb 26
The Future Investors — 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 qu…
January 2026 · 8 mentions
Jan 30
The Future Investors — Software stocks are under pressure 📉
AI will reshape business models and moats 🤖
Who’s your long-term winner?
Choose your fighter 🥊👇
$MSFT $CRM $ADBE $NOW https://t.co/2Mk25WW…↗
Jan 27
The Future Investors — $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, eff…↗
The Future Investors — Glassdoor has shared its Best Places to Work for 2026 👥🏆
Below the most notable companies and their rankings 👇
3. $NVDA | Nvidia
7. $NOW | ServiceNow
11. $GOOGL | Alphabet
20.…
December 2025 · 4 mentions
Dec 27
The Future Investors — 4 quality stocks having a tough year 🌠
Who’s your favourite rebound stock for 2026? ✨
Choose your fighter!🥊🚀
$ADBE $NVO $CRM $DUOL https://t.co/Y8MkvqCItn↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
Dec 4
The Future Investors — $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/5j…↗
The Future Investors — Next week is packed with exciting earnings! 🔥🚀
Monday: $MDB
Tuesday: $MRVL, $CRWD
Wednesday: $CRM, $SNOW, $PATH
Thursday: $RBRK
Which report are you most excited for? 🤩 https:…↗
Nov 26
The Future Investors — Some days the market rips 📈
Other days it dips 📉
But some stocks stay red no matter what… 😅
$ADBE | Adobe 🔴
$CRM | Salesforce 🔴
$TTD | The Trade Desk 🔴
Which one rebounds…↗
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
The Future Investors — $CRM $GOOGL Salesforce and Google expand their partnership — integrating Agentforce 360 with Gemini AI and Google Workspace 🤖🔍
Together, they’re building the Agentic Enterprise,…↗
Oct 16
The Future Investors — $CRM Salesforce targets $60B+ revenue by FY2030 and a return to double-digit growth with 10%+ organic CAGR (FY26–FY30). 📈
The company also announced a $7B share buyback, undersco…↗
Oct 15
Lawrence McDonald — There is $2T of AI capex dollars coming after software companies and other disruptions; $OWL lends to junk tech and software, but everything is fine, comedy.
Public Software Play…↗
Puru Saxena — Buying high quality compounders > buying cheap
$ADBE, $AMZN, $CRM, $MSFT, $NFLX, $TSLA are some examples of companies which traded at high multiples when they were young, yet h…↗
Jun 8
Lawrence McDonald — Software names like $CRM are off 17-18% year to date. The equity market is pricing in meaningful AI disruption impact. By some estimates this sector makes up 15% of the CLO and pri…↗
— $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…
Serenity — I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG.
After getting wiped 25-60% of their portfolio.
Meanwhile all the AI names fro…↗
May 28
Ben Pouladian — Alright alright alright my take on Salesforce Earnings $crm @Benioff
Get the agents to work! https://t.co/URBjiLj2Ka↗
May 27
Shay Boloor — $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 Es…↗
The Future Investors — 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 $1…↗
May 26
Shay Boloor — OpenAI reportedly hired $NOW CMO Colin Fleming to lead marketing for its business segment after two years at ServiceNow and more than a decade at $CRM.
OpenAI and Anthropic are no…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 22
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
TheValueist — $NVDA $MU $SNDK $LITE I did not really understand what “headless” meant until I got my @openclaw setup running in January.
This is going to be one of the most important architectu…↗
May 13
Daave “3 and 30” Tepper — ofc jensen is bullish $now !
servicenow just blew their annual ai token spend in 3 months and will literally issue a bond to fund re-upping their token spend becuase they have no…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
TheValueist — Some truth in this statement.
$CRM $NOW $WDAY $TEAM↗
— $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 campa…
Serenity — @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 b…↗
Apr 13
The Future Investors — SaaS investors today… after months of pain, finally celebrating 🍾🤣
$CRM $NOW $ADBE $PLTR $WDAY https://t.co/NT8kHcvRzq↗
Apr 13
InvestmentGuru — The “SaaSpocalypse” just handed long-term investors a rare gift.
$1 TRILLION wiped from SaaS stocks in last few days.
AI disruption fears. Seat-based model collapse. Vibe coding.…↗
Apr 11
InvestmentGuru — SAASPOCALYPSE = Buying opportunity?
$IGV software ETF down ~30% from peak
$2 TRILLION wiped from software market caps
SaaS now trading BELOW S&P 500 on forward multiples for the f…↗
Apr 11
InvestmentGuru — SOFTWARE GIANTS IN DEEP RESET
in last 6 months
$ORCL down 52%
$NOW down 53%
$SNOW down 49%
$CRM down 40%
The “safe tech” trade isn’t safe anymore.
Valuations compressing fast, se…↗
Apr 10
TheValueist — SaaS Murder - Mythos Edition. Getting absolutely brutalized. SBC wiped out. My SaaS Complete Index (there are more names in the index, but they don't fit on one page) sorted YTD an…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 9
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
Apr 9
The Future Investors — Software stocks are getting dumped again today 🤮📉
What’s going on?
$CRM $ADBE $NOW $MDB $TEAM↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 1
The Future Investors — $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 bui…↗
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 11
Daave “3 and 30” Tepper — @altcap Scary version: software must ADD headcount to
1. Defend share (sales, post sales tech),
2. Add AI features / tech complexity (tech), and
3. Enable AI implementation serv…↗
Mar 11
Daave “3 and 30” Tepper — $crm is the new $orcl
the ai pivot is expensive and crm has always had capital creation issues
growing net debt….
+ net share issuer….
= Book value destruction over time….
even…↗
KaizenInvestor — $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 massi…↗
The Future Investors — 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 $1…↗
Feb 25
The Future Investors — @SergeyCYW Perfect timing. We just dropped our $CRM deep dive 🔥👇
https://t.co/r53uQ2wCV2↗
Feb 25
The Future Investors — @tbpn @Benioff Perfect timing. We just dropped out $CRM deep dive 🔥👇
https://t.co/r53uQ2wCV2↗
Feb 25
The Future Investors — @yianisz We just dropped out $CRM deep dive 🔥👇
https://t.co/uzHMik8JWJ↗
Feb 25
The Future Investors — $CRM Our 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 Deep Dive is live! 🚨
50% down from all-time high 📉
Earnings tonight 👀
Opportunity… or value trap?
Find out here 👇
https://t.co/r53uQ2wCV2↗
Feb 24
JC Investing — 99% of SaaS companies will be greatly disrupted over the next 5 years due to agentic AI
$MSFT $CRM $ADBE https://t.co/qFBTcNxre6↗
Feb 24
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 23
KawzInvests 🦑 — Anthropic confirms what many suspected Chinese AI labs including MiniMax systematically distilled Claude to train their own models. 24,000 fake accounts. 16M+ exchanges.
Hard to p…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
Feb 15
The Future Investors — 🚀 Software stocks are under AI pressure — which ones will survive?
$NOW $CRM $MSFT $AXON $SHOP $WDAY $ADBE
𝗪𝗵𝗶𝗰𝗵 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗮𝗿𝗲…↗
Feb 14
Leveraged Cat — 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 o…↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 11
The Future Investors — $CRM Salesforce will acquire Cimulate 🤝
Cimulate adds AI-driven, intent-based search 🔎 to power more personalized and conversational shopping experiences 🛍️
Deal expected to c…↗
Feb 9
Lawrence McDonald — Hard Assets vs. Financial Assets
July 2024 vs. February 2026
Gold: $2400 vs. $5050
Amazon $AMZN: $200 vs $200
Microsoft $MSFT: $410 vs. $410
Oracle $ORCL: $140 vs. $140
Salesfor…↗
Feb 9
Lawrence McDonald — One Year
$COPX +104%
Vs.
$NVDA +42%
$MAGS +16%
$MSFT -2%
$CLOU -25%
$CRM -42%↗
Brad Gerstner — @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…↗
Feb 5
The Future Investors — News of the day 📰
1️⃣ Anthropic launches Claude Opus 4.6
2️⃣ OpenAI unveils Frontier
Market reaction 📉
$MSFT −5.0%
$NOW −7.6%
$CRM −4.8%
How we see it 👀 👇
All three already…↗
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 17
Daave “3 and 30” Tepper — $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…↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 13
The Future Investors — $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 con…↗
— 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.…
— $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 Sales…
— $CRM Salesforce — 26 years of innovation 🚀
From Sales Cloud in 1999 to Agentforce in 2024 🤖
One of the tech giants that keeps reinventing itself, every single decade ✨ @salesfo…
The Future Investors — $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/JKvc…↗
Oct 13
The Future Investors — $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…↗