My CRM position is down 27% this year. Twenty-seven percent. Then they drop a quarter that beats by nearly 25%, Agentforce hits $800M ARR growing 169%, and they announce a $50 BILLION buyback. And the stock… drops 4%. Make it make sense. Benioff says it's an "irrational market." Maybe. But I'm sitting here wondering if the AI fears are real or if I'm just watching a great company get punished for no reason.
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