What podcasts say about Salesforce
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Salesforce
13 statements · 11 positive · 2 negative
Salesforce is deploying several billion dollars on agent and AI-infrastructure deals
“Salesforce has been on a buying spree as of late, deploying several billion dollars in deals related to agents and AI infrastructure”
Open the episode · Week Ahead: Lennar, Salesforce, and Take-TwoListen at 2:54
Salesforce is moving toward becoming an AI-focused company
“they are definitely leaning in towards becoming an AI forward company”
Open the episode · Week Ahead: Lennar, Salesforce, and Take-TwoListen at 4:12
Salesforce has strong existing-customer adoption of its AI products.
“they've had really strong take-up from existing customers on their own AI deployments”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 41:28
Salesforce is partnering with Anthropic on Claudeforce
“they're actually partnering with Anthropic for what they're calling Claudeforce”
Open the episode · Nvidia Rises, Salesforce Jumps, HP Falls on Investor Concerns About PC DemandListen at 1:39
Salesforce reported good results and deepened collaboration with Anthropic.
“good results from the software company Salesforce, which has also deepened its collaboration with Anthropic”
Open the episode · Nokia Rises, Pernod Ricard Dips, Novo FallsListen at 1:44
Salesforce's results and Anthropic partnership will temporarily ease concerns
“It does seem like this print and that partnership is going to allay the concerns for at least right now”
Open the episode · Nvidia Rises, Salesforce Jumps, HP Falls on Investor Concerns About PC DemandListen at 2:12
Salesforce bottomed in June and rose 66% since June 22
“Salesforce actually hit their bottom based on my ability to read a terminal in June. Since June 22nd, it's up 66 percent.”
Open the episode · Nvidia Rises, Salesforce Jumps, HP Falls on Investor Concerns About PC DemandListen at 2:32
Salesforce sales are expected to have increased 11%.
“Sales expected to have increased 11%”
Open the episode · Nvidia and Salesforce Report; Intuit SlumpsListen at 1:35
KeyBank downgraded Salesforce from overweight to sector weight.
“Salesforce which was cut to sector weight from from overweight at Keybank”
Open the episode · Pepsi Reports; AstraZeneca and Levi Strauss FallListen at 3:39
Salesforce shares trade below half their price from 18 months earlier.
“Shares are trading at less than half the price they were at 18 months ago”
Open the episode · Pepsi Reports; AstraZeneca and Levi Strauss FallListen at 3:53
Salesforce will exceed $46 billion revenue and $16 billion cash flow this year.
“We'll do over 46 billion this year, more than 16 billion in cash flow.”
Open the episode · Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El NiñoListen at 35:04
David Friedberg assesses Salesforce as trading below ten times free cash flow.
“This thing is trading at less than 10 times free cash flow. It's unbelievable.”
Open the episode · SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer SpikeListen at 32:40
David Sacks says Salesforce stock may currently be a bargain.
“I think it might be a bargain, to be honest.”
Open the episode · SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer SpikeListen at 32:44
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.