Software faces 'SaaSmageddon' from AIRevived after 25 quiet weeks.
ThenThe thesis argued is that the rise of autonomous AI agents creates a new, more valuable layer of the software stack, capturing future profit pools at the expense of traditional SaaS companies.NowThe guest argued that recent incidents of large language models 'going rogue' have brought more focus and investment to software security and cybersecurity names.What finance podcasts are saying aboutSalesforce Inc.CRMNYSE
According to Zortix's podcast index, Salesforce Inc. (CRM) was discussed on 9 finance podcasts across 13 episodes in the 30 days to 11 Sep 2026, generating 18 attributed ideas — most coverage from The Twenty Minute VC, CNBC Fast Money and All-In with Chamath, Jason, Sacks & Friedberg.
- Mentions · 7d
- 0
- Mentions · 30d
- 18
- Mentions · 90d
- 49
- Episodes · 30d
- 13
- Shows · 30d
- 9
- Vs prior week
- -9
- Discussion depth
- In-depth coverage
As of 3 Sept 2026
Ask Zortix about CRMKey facts
- Exchange
- NYSE
- Sector
- Cloud & software
- Industry
- Services-Prepackaged Software
- Headquarters
- San Francisco, CA
- Incorporated in
- Delaware
- Fiscal year ends
- 31 January
- Formerly
- Salesforce.com, Inc.
Listing and registration facts from public registries · SEC EDGAR filings for CRM. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
13 BULLISH · 1 BALANCED · 4 BEARISH
15 JUNWEEKLY · 90D31 AUG
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| The Twenty Minute VC | 3 | 3 |
| CNBC Fast Money | 3 | 2 |
| All-In with Chamath, Jason, Sacks & Friedberg | 3 | 1 |
| The Options Insider Radio Network | 2 | 2 |
| Monetary Matters with Jack Farley | 2 | 1 |
Latest ideas · headlines, attributed
3 SEP1W AGOEXCESS RETURNS · DAN NILES
FLIPPEDEXCESS RETURNS · CHANGED ITS VIEW SINCE AUGUSTOpen in Zortix →Thesis and listen link in the app
3 SEP1W AGOTHE TWENTY MINUTE VC
1 SEP1W AGOPROF G MARKETS
The Callback on CRM
What they said then, and what they are saying now.
Proprietary data and compliance create durable moatsRevived after 22 quiet weeks.
ThenThe guest argued that AI is a traditional disruption threatening legacy software companies by automating the mechanical tasks their high-margin, sticky businesses were built upon.NowThe guest argued that model providers like OpenAI and Anthropic will aggressively move into the application layer to avoid commoditization and capture more value, posing a competitive threat to application-layer SaaS companies.Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.