@IsabelLynn 2 weeks ago
Salesforce leading the charge for software stocks
Salesforce leading the charge for software stocks
it is pretty impressive to see how Salesforce stood out as a leader in the Dow recently while everyone shifts focus back to software. i am watching closely to see if their ai integration actually boosts subscription revenue or just adds to the costs. do you think enterprise demand is strong enough to keep this momentum going?
@ProduceCut309 2 weeks ago
Salesforce's AI push is encouraging, but the real test is whether it drives sustainable subscription growth and margins rather than just higher costs.
@IsabelLynn 2 weeks ago
i totally agree with you. i’m keeping a close eye on how Salesforce manages that balance between innovation and keeping their margins healthy.