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Benzinga

Business

Rishabh Mishra

Salesforce's 'Record Year' Narrative Faces Serious Partner Pushback Before Q3 Earnings

Salesforce CRM Salesforce Inc Marc Benioff Informatica

Salesforce

As Salesforce Inc. (NYSE:CRM) prepares to report its third-quarter earnings, the narrative is split between a management team touting a “record year” and a partner ecosystem signaling caution.

The stock is caught in a tug-of-war: Bulls point to surging AI metrics and disciplined execution, while Partners report “gradual” adoption and shrinking pipelines, setting the stage for a tense third-quarter print.

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