@UndyingValue 1 month ago
Comparison of SoundHound and Salesforce as Agentic AI plays
Comparison of SoundHound and Salesforce as Agentic AI plays
Agentic AI - where AI performs tasks autonomously - is becoming a major focus. SoundHound (SOUN) and Salesforce (CRM) are approaching this differently.
SoundHound is combining its voice tech with its recent Amelia acquisition to build customer service agents. Revenue has doubled recently, but the valuation is high at 15x 2026 sales estimates.
Salesforce is using its data management position to power agents. The stock has been down on fears that AI hurts SaaS models, but the author argues it's undervalued at 17x forward P/E.
Conclusion: Author prefers CRM for safety and value, but thinks SOUN has higher upside potential due to its smaller size.

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| Better Agentic AI Stock: SoundHound AI vs. Salesforce | The Motley Fool

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