Salesforce (NYSE:CRM) has become cheaper while skepticism surrounding its AI growth strategy intensifies. ServiceNow’s (NYSE:NOW) latest quarter showed that customers are still paying for AI workflow tools, shifting the fundamental evidence toward the more expensive competitor. The Salesforce thesis now rests on one critical test: whether billings reaccelerate in September.
Stock prices used were the market prices of July 23, 2026. The video was published on August 5, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
