Salesforce: Risks Losing Market Share As Gen AI Disrupts

Sundry Photography/iStock Editorial via Getty ImagesSince I last covered Salesforce (NYSE:CRM) in May last year in the article entitled “Key AI Additions, But Probably Too Late To Get Excited”, it has gained about 10%, including the recent 20% plunge as charted below. Data by YChartsThis thesis aims to show that this is not a buy despite the drop to the $242 level because Salesforce has been unable to halt the deceleration in sales despite rapidly adopting artificial intelligence, while at the same time ...