Salesforce Partnership Backfires

11 days ago

Joseph Carlson

"Now, moving on, we get to the news. And this is somewhat comical, Id say disappointing, but also comical news about Salesforce. This stock is so hated by the market. As noted by this latest news, Salesforce is expanding its AI partnership with OpenAI and Anthropic, integrating their latest models into Agent Force 360, including deeper ChatGPT and cloud integrations to accelerate AI agent adoption. In this case, after Salesforce announced this partnership with OpenAI, the stock went down. How does a stock go down after you partner with OpenAI? Thats almost impossible. I should be giving them an award for accomplishing the impossible. This should be considered one of the fail of the weeks."

The speaker highlights an anomaly with Salesforce, noting that despite expanding its AI partnerships—a typically positive catalyst—the stock dropped. He underscores that the market sentiment toward Salesforce is extremely negative, describing the move as a "fail of the week."

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