SA Asks: Can Salesforce thrive in an AI-dominated world? (CRM:NYSE) | Seeking Alpha

Salesforce stock is down 28% this year, and the reason matters more than you'd think.

Investors are worried that AI is going to eat the SaaS model alive — specifically the part where vendors charge you per seat, per feature, per consultant hour to do things that a well-configured AI agent might just... do. The question on Wall Street right now is whether Salesforce can reinvent itself fast enough to stay relevant.

Here's what that actually means if you're running ops or marketing at a mid-market company: the platform you've been told to wait on — the one that's always six months away from the feature you actually need — is now also fighting for its own survival. Roadmap priorities will shift toward what keeps investors calm, not what fixes your workflow. You'll keep paying enterprise prices while the product chases a strategy you had no vote in.

You've already lived through one or two transitions that promised to fix everything and landed you in the same place. The pattern here is worth noticing — vendor uncertainty rolls downhill, and it's your team that absorbs the chaos.

The companies that stop betting on vendor roadmaps and start owning how their CRM actually works are the ones that stop having this conversation every 18 months.

#CRM #SalesOperations #MarketingOps #MidMarket #SalesForce

Original Source

Despite rallying Friday, shares of Salesforce (CRM) are still down 28% year-to-date, largely over investor concerns that AI will hamper the SaaS ...