Software faces 'SaaSmageddon' from AIRevived after 25 quiet weeks.
Then“The 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.”Now“The 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 11 finance podcasts across 14 episodes in the 30 days to 27 Aug 2026, generating 16 attributed ideas — most coverage from The Twenty Minute VC, The Compound and Friends and CNBC Fast Money.
- Mentions · 7d
- 3
- Mentions · 30d
- 16
- Mentions · 90d
- 51
- Episodes · 30d
- 14
- Shows · 30d
- 11
- Vs prior week
- -1
- Discussion depth
- Substantive discussion
As of 27 Aug 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
6 BULLISH · 2 BALANCED · 7 BEARISH
25 MAYWEEKLY · 90D24 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 |
| The Compound and Friends | 3 | 2 |
| CNBC Fast Money | 2 | 1 |
| All-In with Chamath, Jason, Sacks & Friedberg | 1 | 1 |
| Excess Returns | 1 | 1 |
Latest ideas · headlines, attributed
27 AUGTODAYWSJ WHAT'S NEWS
26 AUGYESTERDAYCNBC FAST MONEY
26 AUGYESTERDAYCNBC FAST MONEY
Then & now on CRM
What they said then, and what they are saying now.
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.