Buying opportunity due to exaggerated AI concerns. The company has three protective barriers. When to strike?
Salesforce is wrongly seen as an AI loser. With Agentforce, they are driving the penetration of AI agents forward.
I find the valuation attractive. At 150 to 175 USD, I plan to enter.
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The software sector is currently almost "hated" by the market, and therein lies a great opportunity for contrarian investors. The concerns about AI in the sector are exaggerated when it comes to the disruption of complex software. The transition from passive chatbots to proactive, autonomous agents is underway, with Salesforce leading this movement with Agentforce. Moving away from licenses towards monetizing real work performance with customer service agents or AI-supported logistics experts. Over 9,500 paid customer contracts and explosive ARR...
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