“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
CRM is a B-tier investment for value and quality; it is cheap but less exciting than peers, with low organic growth and high risk of AI competition eroding its market position.
>> I'll do Salesforce because I think we can do it quick. All right, Salesforce. Um, I think we can do it quick because I kind of look at Salesforce similarly, um, compared to the other SAS companies as I do to Microsoft when I look at the Max 7.
Um, not because quality is as high, just because I feel like it doesn't excite me that much.