$Salesforce (CRM.US)$ The recent selloff in software stocks ... - moomoo Community

Salesforce's stock is getting hammered right now — and the reason matters more than the stock price.

Investors are betting that AI will commoditize software. The theory: if AI can do what enterprise platforms do, pricing collapses, profits follow, and the big vendors lose their grip. That fear has been dragging down Salesforce, Adobe, and others for weeks.

Here's what that actually means if you're running ops at a mid-market company: the pressure on vendors to justify their price tags is real and growing. Salesforce isn't going to sit still — expect more AI feature announcements, more rebundling, more "innovation" messaging designed to keep you locked in and feeling like the platform is still worth what you're paying.

You've probably already learned that more features don't fix a CRM that doesn't fit how your team works. The next wave of Salesforce AI announcements won't change the fact that you're still building workarounds for basic workflow problems your business has had for three years.

The vendors who are feeling investor pressure are the ones most likely to prioritize their roadmap over your actual needs — and they'll sell you on a vision while your team drowns in the day-to-day.

The gap between what enterprise CRM vendors promise and what mid-market operators actually experience isn't closing — it's just getting better marketed.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #RevOps

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Many investors assume AI will commoditize software, leading to lower pricing and weaker profits. That fear has pushed companies like $ADBE, $CRM, $ ...