Update to our Salesforce recommendationSalesforce, Inc.BATS:CRMBlueberrySalesforce CRM is down around 23% since our short recommendation back in August last year. The thesis back then was fundamental in nature, based on the rapidly changing AI vibe coding environment and pace of technological change. While Salesforce consdiers itself an AI enabled company, its difficult to see manage the innovator's dilema. It has a lot of revenue at stake and so while it wants to sell AI, it won't be as well positioned as disruptors who want to take away Salesforce's customers and reduce their spend to a fraction of what it currently is. Agentic AI will completely disrupt the entire software business and because of that, we maintain our bearish view. 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.