☣️ Shorting Salesforce
I'm seriously considering going short on $CRM (Salesforce Inc) due to its stagnant growth amid intensifying competition and internal self sabotage via AI.
The company's revenue growth has slowed to single digits (around 8 to 10% YoY in recent quarters), underperforming peers like Microsoft or Adobe, while its high valuation leaves little margin for error in a macro slowdown.
A key red flag for me is CEO Marc Benioff's incompetence in steering the ship. An example being his erratic focus on activism over execution, like his vocal stances on social issues distracting from core CRM dominance, leading to botched acquisitions (e.g., Slack integration struggles) and talent exodus. This has fueled operational bloat, with headcount up 20%+ since 2020 but margins compressing.
Worse, Salesforce's aggressive AI push via Einstein and Agentforce is cannibalizing its own legacy revenue: AI tools automate sales and marketing tasks that once required pricey human led customizations, eroding upsell opportunities and prompting customers to downsize licenses.
Early data shows AI features displacing 10 to 15% of traditional consulting fees, accelerating churn in a market where AI native rivals like HubSpot are nipping at heels.
If you agree please DYOR, markets are brutal.
$NSDQ100$ADBE (Adobe Systems Inc)$MSFT (Microsoft)$HUBS (HubSpot)
Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results... Show More
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Sat Jan 17 2026 19:48:02 GMT+0000 (Coordinated Universal Time)
