Daniel Mahncke and Shawn O’Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. What you’ll learn here: 00:00:00 - Intro 00:02:13 - What exactly Salesforce does? 00:03:19 - How Salesforce dominates the CRM market and revolutionizes AI Agents 00:09:54 - Who Founder and CEO Marc Benioff is and how he thinks 00:46:34 - How the management and executives are compensated and incentivized 00:49:38 - Where Salesforce’s moat comes from and whether it’s sustainable 00:55:59 - Where Salesforce invests its money 01:03:55 - Whether Salesforce is fairly valued 01:10:49 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/salesforce-crm-agentforce-or-ai-native-w-daniel-mahncke-shawn-omalley/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 💰 Start building your long-term portfolio today and unlock an uncapped 1% transfer bonus. https://public.com/tivp ▶️ Related Episodes: - Shopify Explained: The Battle For The Future of E-Commerce: https://youtu.be/Xx24uLzhtpA - Dell Stock Valuation: Overlooked AI Growth Story?: https://youtu.be/VKp09oI6GLs - Trade Desk Deep Dive: Best Ad-Tech Stock?: https://youtu.be/fZko9Iut6AM Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Salesforce #ArtificialIntelligence #MarcBenioff #CRM #SaaS