Analyst Says Salesforce (CRM) an ‘Unloved’ AI Stock Amid ‘Nonsense’ Market Assumption

We recently published 10 Buzzing AI Stocks to Watch in September. Salesforce, Inc. (NYSE:CRM) is one of the stocks to watch in September.

Bryn Talkington, managing partner at Requisite Capital Management, explained in a recent program on CNBC why she bought Salesforce shares.

“Salesforce is Uber in the 60s. And Marc Benioff has been very clear. Let’s focus on free cash flow. Let’s focus on margins. Let’s focus on growth and financial stability. I think what they’re doing, I think the market is completely missing this nonsense that some other nebulous AI is going to come in and take over what Salesforce is doing — just is absurd. Salesforce is using AI. Their acquisition of Informatica I think is going to be great; it’s going to be creative the year after next. I just think this is an unloved stock that’s getting caught up in the hedge fund shorts of shorting these software companies, and this is one to me. It’s been up the past few days and it can easily trade up 15 to 20% in after earnings because I just think the market is missing this name and it’s an Uber in the 60s,” Talkington said.

Photo by Ruben Sukatendel on Unsplash

Salesforce shares are down 24% so far this year. The company recently reported a decent quarter, but the stock fell amid weak guidance. For the third quarter, the company expects revenue between $10.24 billion and $10.29 billion, below the Wall Street estimates at the midpoint.

Oakmark Fund stated the following regarding Salesforce, Inc. (NYSE:CRM) in its second quarter 2025 investor letter:

“Salesforce, Inc. (NYSE:CRM) is a leading technology company that offers a collection of software products aimed at providing businesses with a full front office productivity suite. We believe Salesforce is a wonderful business going through a transformation into a profitable, shareholder-focused enterprise. Since management announced their renewed focus on operating discipline a couple years ago, Salesforce’s margins have increased substantially. In our view, there is further room to improve as the company leverages its unique position to help businesses deploy AI and continues to restructure its sales organization. Since exiting our position in Salesforce in December, the stock price has declined by over 30% despite continuing to report fundamental results that are in line with our expectations. We were pleased to buy the stock, but we first established our position using a put writing strategy to lower our entry price. We believed the puts were overvalued as they implied that Salesforce was among the most volatile large companies, which was completely at odds with our assessment of its business value.”

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Disclosure: None. This article is originally published at Insider Monkey.