Salesforce: AI Is Not The Problem, Architecture Is
Source: SeekingAlpha
2026-03-20 11:30:29 ET
I am initiating coverage on Salesforce (NYSE: CRM) with a Hold rating. While I don't subscribe to the "SaaSpocalypse" theory—Salesforce’s core business model remains fundamentally insulated from total AI displacement—I am increasingly concerned by the structural friction hindering their ability to scale efficiently....
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Salesforce: AI Is Not The Problem, Architecture Is
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