Salesforce’s (CRM) Inventors’ Confidence Shaken on Lower Growth Guidance

Core Insights - Vulcan Value Partners reported positive absolute performance across all strategies in Q3 2025, with the All-Cap Composite leading at 5.5% net return [1] - Salesforce, Inc. (NYSE:CRM) was highlighted as a key stock, experiencing a one-month return of -3.15% and a 52-week decline of 18.73% [2] Company Overview - Salesforce, Inc. is recognized as the leading SaaS vendor for customer relationship management (CRM) and salesforce automation (SFA) software, including AI agents [3] - The company offers a diverse range of products, including marketing automation, customer service automation, analytics, application integration, and enterprise collaboration [3] Growth Outlook - Growth guidance for Salesforce was slightly lower than anticipated, raising concerns about potential slowing growth and the effectiveness of AI investments [3] - Despite bearish narratives suggesting AI could take market share from enterprise software companies, Salesforce is expected to benefit from AI advancements [3] Market Position - Salesforce's software is deeply integrated within enterprises, showcasing high customer retention, recurring revenue, and scalability with high margin potential [3] - The company is continuously innovating with new products like Agentforce to enhance customer relationships and drive business growth [3]