Despite slower AI adoption and macro concerns, this CRM leader may be one of the best-value plays in enterprise software right now, + my thoughts on the Informatica acquisition.
Much smaller, but Salesforce acquired another AI hiring company called Moonhub. Is this a sign that Salesforce is getting back to its old habit? https://techcrunch.com/2025/06/02/salesforce-buys-moonhub-a-startup-building-ai-tools-for-hiring/
Salesforce shares also appear attractively valued using other methods like a reverse DCF. Seems like a pretty good deal right now.
Yes, I agree!
Much smaller, but Salesforce acquired another AI hiring company called Moonhub. Is this a sign that Salesforce is getting back to its old habit? https://techcrunch.com/2025/06/02/salesforce-buys-moonhub-a-startup-building-ai-tools-for-hiring/
Salesforce shares also appear attractively valued using other methods like a reverse DCF. Seems like a pretty good deal right now.
Yes, I agree!