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Schwab Network

CRM Beats on Earnings as AI Opportunity Remains in Focus

6 min28 maj 2026

Dan Romanoff and Steve Koenig look at Salesforce (CRM) higher after beating earnings. Dan says while software is performing well, there's not a catalyst that shakes Salesforce out of its lane in the software trade. Steve notes there's work to do to get investors convinced there will be an AI opportunity within Salesforce.


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