I bought into Salesforce on Thursday. After the setback, I see this as an attractive opportunity. CRM has been a leading player in the SaaS sector for years, with stable cash flows, a strong customer base (from Finnair to PepsiCo) and a clear focus on AI integration.
I see the company as well positioned for the long term - solid balance sheet, recurring revenues and strong market position. For me, a classic "buy the dip" purchase to expand my position in a quality company.