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$CRM
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The Motley Fool on $CRM

Channel profile →Sources cited by the channel: AXON management, Alphabet management on return on invested capital, the company2 entries

The Motley Fool has discussed $CRM in 2 videos since 2026-10-20. The latest, on 2026-10-31, was bearish.

2026-10-31Bearish
“Motley Fool Co-Founder Warns Investors: Don't Make This Mistake”
AI summary · Salesforce faces many workflow changes and rework that will make it difficult for it to thrive; other companies have a clearer path to success right now than the big software makers that flourished in the past, though many investors still believe in it.

Conversely, if you look at the other end of the spectrum, such as Salesforce and Adobe, you will find that these companies are facing a lot of changes and rework of workflows, which will make it difficult for them to thrive.

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2026-10-20
“GE & GM Earnings and Deals, Deals, Deals”
AI summary · Salesforce's $5.7 billion Braze acquisition at a 50% premium targets a weak marketing/AI offering; the strategy makes sense but is pricey and may not solve its problems. The stock is near its level 6 years ago amid SaaS fears and maturity, with 10-11% revenue growth expected this fiscal year.

This is Salesforce. Salesforce today announced, in a surprise move, its acquisition of Braze for approximately $5.7 billion. So, Matt, can you explain to me what you do and why you think Salesforce needs it?

The Salesforce Marketing Cloud platform is much weaker than its competitors in the field of modern interaction with mobile devices. That's absolutely true. Salesforce has a huge marketing department, but it is not very good at AI-powered marketing, personalized marketing, or advanced technology marketing.

She is trying to improve her performance in this key area to support her business. A 50% premium in a cash deal, so it's clear that Salesforce believes it needs to close this deal.

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