Dear Salesforce Stock Fans, Mark Your Calendars for February 25

Core Viewpoint - The software sector is experiencing significant turmoil, referred to as "SaaSapocalypse," driven by fears of AI automation impacting enterprise applications, leading to a sector-wide selloff [1] Group 1: Market Performance - The iShares Expanded Tech-Software Sector ETF (IGV) has declined by 21.69% year-to-date [1] - Salesforce (CRM) stock has decreased by 28.38% in 2026 [1] - Over the past 52 weeks, CRM stock has fallen by 42.48%, and in the last three months, it has dropped by 21.09% [6] - The IGV ETF is down 22.41% over 52 weeks and 22.53% in the past three months [6] Group 2: Company Developments - Salesforce secured a $5.6 billion contract with the U.S. Army, enhancing its enterprise credibility [3] - The company delivered a quarterly report that exceeded earnings expectations, indicating operational momentum despite sector challenges [3] - Salesforce is set to release its fourth-quarter and full-year fiscal 2026 results on February 25, with expectations to assess its ability to maintain momentum [4] Group 3: Analyst Perspectives - Analysts like Dan Ives from Wedbush Securities suggest that the threat from AI is overstated and that established platforms like Salesforce are adaptable [2]