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This Cloud-Based Software Company Has Re-Built Its Platform to Benefit From AI

Its stock hasn’t soared yet so an entry now would be low risk

Denis Gorbunov's avatar
Denis Gorbunov
Nov 09, 2025
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Salesforce CEO Marc Benioff. By Salesforce. - https://www.flickr.com/photos/salesforce/52304269299/, CC BY-SA 2.0, https://commons.wikimedia.org/w/index.php?curid=122325078

I rarely talk about large bellwether companies. They’re unlikely to be multi-baggers in the foreseeable future.

That is, unless they reinvent.

They usually have piles of cash they’re ready to invest in disruptive technologies. That kind of investment doesn’t always pay off for large corporations.

My stock market teacher used to say large companies are like giant ships. It’s hard to turn them around so reinventing fails. By contrast, small companies are “malleable” and can pivot quickly.

Well, here’s a large company that is on track to profit extensively from the AI revolution happening in front of our eyes.

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