SALESFORCE WKN: A0B87V ISIN: US79466L3024 Forum: Aktien Thema: Hauptdiskussion

https://de.investing.com/news/stock-market-news/ausverkauf-bei-softwareaktien-markt-ubertreibt-maslos-3334932

fällt das hier wegen Monday.com?

SAP oder Salesforce - was würdet ihr eher bevorzugen?

Salesforce verzeichnete im Geschäftsjahr 2026 eine starke Gewinnentwicklung, getrieben durch KI-Innovationen (Agentforce) und operative Effizienz. Der Gewinn stieg signifikant, mit Prognosen, die für 2026 auf Nettogewinne um 11,2 bis 11,57 Mrd. USD hindeuten. Im Q3 2026 betrug der Gewinn 2,1 Mrd. USD (pro Aktie 3,25 USD),

Ist jetzt eine Prima Gelegenheit zum Einstieg🚀

Kann gut sein. Muss aber nicht

🔮

Nochmal schön versrscht worden zum ende

Denke, Ende Februar steht die Aktie bei nahe der 130€

Hier ist das Ende auch noch lange nicht erreicht 📉

Genau: 4 Investing Lessons as a Tech Columnist Bids Farewell By Tae Kim Feb 04, 2026, 3:40 pm EST 'Now it’s happening again. Investors are panicking that advances in AI will disrupt nearly all software and information services businesses. On Tuesday, dozens of stocks in those sectors plunged, including legal software owner Thomson Reuters and RELX, owner of the LexisNexis legal database. The selling came after Anthropic introduced a legal plugin tool for its AI platform that enables automation for some legal tasks such as reviewing contracts. Days like these are why long-term lessons matter. Over time, investors are best served holding steady through volatility and thinking longer term amid the market’s tendency to overreact.' 'Take the Long View. It’s easy to panic and get caught up in fear and uncertainty during selloffs like last year’s DeepSeek scare and the current software rout. But it’s important to filter out macro events, short-term headlines, and stock price volatility. The reality is that stocks don’t go up 1% or 2% every day; volatility is part of markets. Investing in stocks requires getting comfortable with big moves, up or down. It’s best to take a step back and calmly assess the underlying fundamentals of a business. Peter Lynch once said that in the long run there is a 100% correlation between the success of a business—his definition was durable earnings growth— and the success of its stock. If the fundamentals are still sound, things will work themselves out.' www.barrons.com/articles/software-sto...

Anthropic arbeitet mit Daten von Salesforce!!!

MarketWatch: The Software Apocalypse Will Be a Buying Opportunity—Eventually By Adam Levine Feb 06, 2026, 2:00 am EST'In its documentation Anthropic adds, “Users should not rely on Claude as a singular source of truth and should carefully scrutinize any high-stakes advice given by Claude.” Does that sound like a reliable assistant to which you would hand over your computer? This isn’t just theoretical; we already see the dangers of hallucinations in the real world. Shares of Thomson Reuters, which provides news and information services to the legal profession, got clobbered because of the Cowork legal plugin, which promises to “review contracts, triage NDAs, navigate compliance, assess risk, prep for meetings, and draft templated responses.” But lawyers using AI language models to speed up their work have already run into a lot of trouble. HEC business school researcher Damien Charlotin maintains a list of incidents in which lawyers filed AI-written briefs that contained completely fabricated precedents and quotes. He’s up to 355 such incidents, with 34 in 2026. Many of these attorneys are liable for fines, professional discipline, and may be subject to malpractice suits from their clients. “The main thing to know is that Claude can take potentially destructive actions,” Anthropic said in the safety section of its Cowork launch announcement. Anthropic also recommends against using Cowork for any regulated workload, such as medical records. Agents are also vulnerable to an unsolved class of cyberattacks known as prompt injections, a threat organizations aren’t prepared for.' www.barrons.com/articles/tech-stocks-...

Denkbar ist vieles. Aktuell scheint die Stimmung noch gut. Kann sich aber mit der Vorbörse dann schon drehen.

Ich denke man muss das differenziert sehen. Es wird sicher einige Softwareunternehmen unter Druck setzen wie Adobe. Aber die hatten vorher schon Probleme. Gerade Salesforce sehe ich als gut aufgestellt. Daher bin ich mal mit einer ersten kleinen Tranche rein.