Speaker holds CRM; views Slack's AI integration as beneficial but admits the stance may seem pessimistic regarding CRM's future.
“Major AI Stock is about to FLIP”
Meet KevinPublished Sep 4 · 4 passages
Jump to any passage
4 passages
Meta recently moved to using Slack, which is interesting to me because we are investors in Salesforce, and Slack is owned by them.
Slack is a subsidiary of Salesforce. But Slack essentially allows you to chat with programming agents directly within Slack, eliminating the need to go to chat.gbt or cloud.com, for example, and talk to chatbots directly in the Slack window.
This is obviously beneficial for Salesforce. We have investments in both stocks, so I just wanted to mention this bias.
This may sound a bit pessimistic about the future of Salesforce, but I think it's possible.
What this channel has said about $CRM
Meet Kevin has 12 calls on this stock; only the adjacent ones are shown.
2026-09-10Bearish
Like even though we've crushed it on Salesforce and and you know I think we're doing very well overall in this this idea of a Q3 Q4 software bottoming is there not still a risk that if Salesforce is now onboarding everybody headlessly uh their data via Anthropic that Salesforce ends up getting replaced. and they're already telling us they're having trouble signing bigger contracts with their customers. That's a problem. That's a red flag, right?
Quote at 12:23 ›2026-09-04This one
Meta recently moved to using Slack, which is interesting to me because we are investors in Salesforce, and Slack is owned by them.