Forget Palantir as It Bounces Back and Get in Salesforce Before Wall Street Wakes Up to Real Value

Salesforce stock is down nearly 40% over the last year, and Wall Street is starting to treat it like a bargain.

That's the investment thesis making the rounds right now. The market has punished Salesforce hard — shares sitting around $165, off over 37% year to date — and some analysts think that's a buying opportunity before the stock recovers.

Fine. Maybe it is. That's a conversation for your portfolio manager.

Here's what it actually means if you're running ops or marketing at a mid-market company: the platform eating a significant chunk of your software budget just had a rough twelve months, and the pressure to justify that spend isn't going away. When the vendor's stock is sliding, you can bet internal cost scrutiny follows — more upsells, slower feature delivery, and support quality that quietly degrades.

You've probably already felt the version of this where the tool stops serving you and starts serving its own roadmap. Every "upgrade" adds complexity you didn't ask for. Every customization still requires a consultant you didn't budget for.

A CRM's stock price doesn't fix the fact that your team has built workarounds around your workarounds.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #CRMStrategy

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Now look at Salesforce (NYSE:CRM), which the same market has punished to $165.65, off 37.14% year to date and 38.61% over the last twelve months.