Analyst Says She's Selling Salesforce (CRM)- 'It's Been Slow' Despite a 'Lot of Promise'

We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Salesforce, Inc. (NYSE:CRM) is one of the stocks moving on buzzing news.

Karen Firestone, executive chairman at Aureus Asset Management, said in a recent program on CNBC that she’s selling Salesforce shares. Here is why:

 “We know the company well. The benefits from AI and all the spending they’re doing, we believe, are more focused on client support and not the whole sales effort, which is what the clients need. They need software for that; they need benefits from AI, and we’re not seeing that yet. We’ve had a lot of promise. We’ve had a lot of discussion from the company about where it’s going and what they’re going to do and when they’re going to see revenue and profit enhancement, and it’s been slow. So we just decided to step away, and we’ll watch it. We’ll watch and see when there’s an opportunity.”

Vulcan Value Partners stated the following regarding Salesforce, Inc. (NYSE:CRM) in its third quarter 2025 investor letter:

“Salesforce, Inc. (NYSE:CRM) is the world’s leading SaaS vendor for customer relationship management (CRM) and salesforce automation (SFA) software, including AI agents. Salesforce offers many other products including software for marketing automation, customer service automation, analytics, application integration, and enterprise collaboration among others. Growth guidance for the upcoming quarter was slightly lower than anticipated leading some investors to question whether Salesforce’s growth was slowing and AI investments were not bearing fruit. These questions have been amplified by a bearish industry narrative that AI will take market share from enterprise software companies like Salesforce. We believe the company is poised for sustained growth and will actually benefit from AI. Salesforce’s software is deeply embedded in the enterprise. The company is expanding its product suite with multiple cloud offerings, proprietary data, and an emphasis on being an AI innovation leader. In addition, its customers would rather focus on running their businesses instead of designing, testing, maintaining, and securing internal AI products in an ever-evolving landscape. Salesforce is deeply entrenched within its customer base, has high retention, high recurring revenue, and is a very scalable business with high margin potential. Salesforce is dominant across its offerings and is constantly innovating with new products like Agentforce to deepen customer relationships and grow the business.

While we acknowledge the potential of CRM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.