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Salesforce (CRM) has a price-to-sales ratio (P/S) of 3.1 and a price-to-earnings ratio (P/E) of 13.4, making it a favorite among penalized software stocks solely based on valuation. I cannot understand the fears that AI poses a threat to the business model in the short term. According to CEO Benioff, Anthropic is already using Slack as its central operating system. Slack is expected to be actively used by more AI agents than humans in two years. With Headless 360, Salesforce opens its platform to utilize functions through MCP interfaces from external...
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