Salesforce: A Value Trap Hiding In Plain Sight (NYSE:CRM) | Seeking Alpha

Salesforce keeps telling you the AI revolution is here. Investors are starting to wonder if they believed the pitch too early.

A recent financial analysis flagged Salesforce as a potential value trap — meaning the stock looks cheap on paper, but the underlying growth isn't showing up. Their big AI bet, Agentforce, hasn't moved the revenue needle in any meaningful way. Wall Street is getting impatient.

That's a stock story. But here's what it means for you.

When a vendor is under pressure to justify billion-dollar AI investments, their product roadmap stops being about solving your actual workflow problems and starts being about their narrative. Features get built for the demo, not the day-to-day. And you end up paying enterprise prices for capabilities your team will never use — while the thing you actually need, a simpler way to track a customer conversation, still requires a consultant and three months.

You've already been through enough CRM cycles to know that what a platform promises at the keynote and what it delivers in month eight are two very different things.

Betting your operations on a vendor's financial recovery story is not a strategy.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #RevenueOperations

Original Source

Salesforce (CRM) faces mounting skepticism as its AI initiatives, particularly Agentforce, fail to deliver meaningful revenue inflection against a ...