Salesforce (CRM) is facing structural disruption. Not cyclical. Structural. The threat isn’t from Microsoft or Oracle. It’s from culture. From code.
Vibe coding, fast, open-source, AI-native development, is gaining speed. It’s cheaper, faster and skips bloated architecture. It’s not about replacing CRM software. It’s about rethinking workflows.
Salesforce is vulnerable at the bottom. SMEs don’t want complex SaaS stacks. They want modular tools, cheap, fast, scalable. This is where vibe code thrives. No legacy clients. No enterprise red tape.
As SMEs shift, the threat creeps upstream. Large corporates follow. Once adoption takes hold, momentum builds.
This is the Innovator's Dilemma. The incumbent is too invested to pivot. Too big to self-disrupt. So the change is ignored until it’s too late.
Yes, Salesforce has scale and capital. But it's built to sell software, not to be software. Culture eats strategy. Code eats incumbents.
Technicals are cracking. CRM is trading below its 200-day moving average. RSI is drifting lower. No panic, just quiet decay. Valuation isn't reassuring either, CRM trades at roughly 23–26× forward earnings, a discount to its historical average. That signals caution, not comfort.
Disrupt or be disrupted.
The risk isn’t earnings. It’s irrelevance.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
Vibe coding, fast, open-source, AI-native development, is gaining speed. It’s cheaper, faster and skips bloated architecture. It’s not about replacing CRM software. It’s about rethinking workflows.
Salesforce is vulnerable at the bottom. SMEs don’t want complex SaaS stacks. They want modular tools, cheap, fast, scalable. This is where vibe code thrives. No legacy clients. No enterprise red tape.
As SMEs shift, the threat creeps upstream. Large corporates follow. Once adoption takes hold, momentum builds.
This is the Innovator's Dilemma. The incumbent is too invested to pivot. Too big to self-disrupt. So the change is ignored until it’s too late.
Yes, Salesforce has scale and capital. But it's built to sell software, not to be software. Culture eats strategy. Code eats incumbents.
Technicals are cracking. CRM is trading below its 200-day moving average. RSI is drifting lower. No panic, just quiet decay. Valuation isn't reassuring either, CRM trades at roughly 23–26× forward earnings, a discount to its historical average. That signals caution, not comfort.
Disrupt or be disrupted.
The risk isn’t earnings. It’s irrelevance.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
The Blueberry Team
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.