Salesforce's revenue growth is decelerating, and while its profitability has improved, it faces threats from AI potentially disintermediating its CRM software and impacting its seat-based model.
Source Post
Should You Buy Salesforce Stock Instead of Oracle Stock? | CRM Stock Analysis | ORCL Stock Analysis
Jul 6, 2026
The creator compares Salesforce (CRM) and Oracle (ORCL) stock, noting both are down significantly. Oracle shows accelerating revenue growth and higher operating profit margins compared to Salesforce, which is experiencing decelerating growth. Oracle's massive CAPEX is driven by demand for its infrastructure, particularly from OpenAI, while Salesforce, as an asset-light software company, has much lower CAPEX. The creator sees risks for Oracle tied to its dependence on OpenAI and for Salesforce related to AI potentially disintermediating its CRM software or impacting its seat-based model.
Linked Mentions
Tickers discussed in this post
Oracle is showing accelerating revenue growth and higher operating profit margins, with significant CAPEX investment in data centers to meet demand, particularly from OpenAI.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.