CRM Stock Is Down More Than 30% This Year, But Marc Benioff Says Salesforce's Blowout ...

Salesforce just posted its first $11.1 billion quarter. The stock is still down more than 30% this year.

Hold both of those facts in your head at the same time.

Benioff is out celebrating record revenue while investors are quietly voting with their feet. That gap usually means one thing: the product is selling, but the confidence in where it's heading isn't there.

For you, that matters. When a platform this size is under that kind of pressure, the roadmap stops being about what operators need and starts being about what keeps the stock story alive. More AI announcements. More enterprise packaging. More features you'll never use wrapped around the three things you actually care about.

You've already lived through one or two cycles of a vendor reorienting around their priorities instead of yours. You know what it looks like — the features you relied on get buried, the pricing tiers shift, and suddenly the workaround you built your whole process around stops working.

None of this means Salesforce is going anywhere. It means the gap between what a platform that size has to be and what your business actually needs keeps getting wider.

The businesses that stop losing to that gap are the ones that stop waiting for a $11 billion company to care about their specific workflow.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #RevOps

Original Source

Marc Benioff, Chair and CEO of Salesforce (NYSE:CRM), celebrated the company's first $11.1 billion quarter by linking the company's strong ...