How Meet Kevin’s view on $CRM changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo12 entries

2026-09-10Bearish

“Revealing My Current Stock Thesis & Allocation Framework.”

Risk of CRM being replaced by AI integration (e.g., via Anthropic) and difficulty securing larger contracts are negative signals.

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?

Watch the source12:23

2026-09-04

“Major AI Stock is about to FLIP”

Speaker holds CRM; views Slack's AI integration as beneficial but admits the stance may seem pessimistic regarding CRM's future.

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.

Watch the source04:03

2026-09-03Bullish