When Diplomacy and Earnings Align; Wall Street Writes New Records | ChartMill.com

Salesforce stock is down 33% year-to-date — the worst performer in the Dow Jones. That's not a typo.

Marc Benioff is pointing to Agentforce crossing $1 billion in annual contract value as proof the strategy is working. Wall Street isn't buying it. When your stock drops that hard while you're celebrating AI milestones, something isn't connecting between what the platform promises and what customers are actually getting.

Here's what that means if you're running ops or marketing at a mid-market company: the enterprise CRM vendors are deep in a race to sell you AI features you didn't ask for, while the core problems — messy data, workflows that don't match how you actually operate, changes that require a consultant and a six-week wait — stay exactly where they were.

You've already been through at least one expensive CRM cycle that didn't deliver. The pitch was different last time too.

When the biggest name in CRM is losing a third of its market value while chasing the next big thing, it's worth asking whether their roadmap is built for your business — or for their next earnings call.

#CRM #SalesOps #MarketingOps #MidMarket #SalesForce

Original Source

CRM is down 33% year-to-date, the worst performance in the Dow Jones. CEO Marc Benioff pointed to Agentforce having crossed $1 billion in annual ...