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Salesforce has been battered in 2026. Bank of America sees more losses ahead
Truly ridiculous moves in software all about the software index because Salesforce (sell from BAM) doing as well as ServiceNow (buy from BAM)
You spend more time assembling information than actually using it. The pipeline data is in Salesforce. The context is in Slack. The budget is in a spreadsheet someone emailed last week. Amazon Quick connects all of it and turns it into answers, actions, and outcomes in one conversation.
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You spend more time assembling information than actually using it. The pipeline data is in Salesforce. The context is in Slack. The budget is in a spreadsheet someone emailed last week. Amazon Quick connects all of it and turns it into answers, actions, and outcomes in one conversation.
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Marc Benioff, co-founder & CEO of Salesforce: SaaS CEOs hurt by AI-driven valuation resets should stop whining. Public markets rationalize; private valuations are fantasy until paid. Focus on revenue, customers, cash flow, profit, innovation, and value.
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If you're hiring a sales person, hire from @salesforce . Honestly, these guys are phenomenal. My wife uses salesforce for work, and i took a peek. Omg. What a steaming pile of dogshit. It is 2026. How/why does this exist??! Whomever can sell this crap is a legend. Respect.
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JEFF SMITH'S STARBOARD JUST OPENED TWO NEW $258M POSITIONS IN LAMB WESTON AND CARMAX Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai: Top 10 holdings: 🥇 Qorvo $QRVO: $581M 🥈 Kenvue $KVUE: $471M 🥉 iShares Core S&P Mid-Cap ETF $IJH: $394M 4. Algonquin Power $AQN: $351M 5. Match Group $MTCH: $350M 6. Acacia Research $ACTG: $294M 7. Bill Holdings $BILL: $269M 8. Lamb Weston $LW: $258M (NEW) 9. CarMax $KMX: $258M (NEW) 10. Riot Platforms $RIOT: $192M New positions: - Lamb Weston $LW: $258M - CarMax $KMX: $258M - GPGI $CMPO: $86M - iShares High Yield $HYG puts: $3M - iShares Russell 2000 $IWM puts: $2.7M - Riot Platforms $RIOT puts: $705K Biggest adds: - Riot Platforms $RIOT: +22% shares - TripAdvisor $TRIP: +12% - iShares Core S&P Mid-Cap $IJH: +11% Biggest trims: - Rogers Corp $ROG: -51% shares - Healthcare Realty $HR: -46% - Clearwater Analytics $CWAN: -45% - Fluor $FLR: -44% - News Corp Class B $NWS: -42% - Becton Dickinson $BDX: -32% - Gen Digital $GEN: -26% - Algonquin Power $AQN: -10% Full exits: - Autodesk $ADSK: $297M - Salesforce $CRM: $249M - iShares Russell 2000 $IWM common: $34M (rotated into puts) The rotation: out of enterprise SaaS and broad small-cap. Into two major new activist positions in consumer names plus bearish hedges on high yield and the Russell 2000.
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CHUCK AKRE AND AKRE CAPITAL JUST UPDATED THEIR $6.1 BILLION PORTFOLIO This is what Chuck Akre owned as of the end of Q1 2026 🥇 Mastercard $MA : 2,280,000 🥈 Brookfield $BN : 17,030,000 🥉 KKR $KKR : 6,720,000 Moody's $MCO : 1,250,000 Visa $V : 1,640,000 Roper Technologies $ROP : 1,260,000 CoStar Group $CSGP : 10,350,000 Fair Isaac $FICO : 363,760 O'Reilly Automotive $ORLY : 3,890,000 Copart $CPRT : 8,000,000 Airbnb $ABNB : 2,030,000 CCC Intelligent Solutions $CCC : 31,510,000 Salesforce $CRM : 717,800 ServiceNow $NOW : 1,100,000 Goosehead Insurance $GSHD : 443,380 SOPHiA Genetics $SOPH : 3,720,000 American Tower $AMT : 50,770 Perimeter Solutions $PRM : 250,000 Berkshire Hathaway $BRK.B : 10,340 (Source @ralliesai)
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This is Trump's personal portfolio: $AVGO Broadcom $DELL Dell $TXN Texas Instruments $DVA DaVita $JBL Jabil $KLAC KLA $COMT GSCI Commodity ETF $FFIV F5 $GOOGL Alphabet $ETN Eaton $NVDA NVIDIA $XLK Technology Select Sector ETF $TT Trane Technologies $COST Costco $IEMG MSCI Emerging Markets ETF $IEX IDEX $AMZN Amazon $XLI Industrial Select Sector SPDR ETF $CDNS Cadence Design Systems $AAPL Apple $VOO Vanguard S&P 500 ETF $VTI Vanguard Total Stock Market ETF $WST West Pharmaceutical $IWB Russell 1000 ETF $XEL Xcel Energy $EFA MSCI EAFE ETF $SNPS Synopsys $RSP S&P 500 Equal Weight ETF $BA Boeing $MSI Motorola $NWSA News Corp $MSTR Microstrategy $ORCL Oracle $WM Waste Management $GOVT U.S. Treasury Bond ETF $ICE Intercontinental Exchange $MARA MARA $NFLX Netflix $UBER Uber $KRMN Karman Space $HD Home Depot $TDG TransDigm $MSFT Microsoft $CVNA Carvana $COIN Coinbase $AXON Axon $ADBE Adobe $CRM Salesforce $NOW ServiceNow $WDAY Workday
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Mind Robotics, the startup founded by Rivian CEO RJ Scaringe, has now raised over $1 billion for its AI-powered industrial robot project, valuing the company at $3.4 billion. The latest fundraising round, which secured $400 million, was led by Kleiner Perkins and includes investments from Salesforce Ventures and Incharge Capital, a Volkswagen-affiliated venture-capital firm, The Wall Street Journal reports.
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