BROKERS’ NOTES: Buy Naspers, sell Salesforce

As the AI onslaught becomes a reality, Salesforce and other enterprise system providers see growth slowing, and enter the sell category

Feb 19, 2026 - 05:15
BROKERS’ NOTES: Buy Naspers, sell Salesforce
As the AI onslaught becomes a reality, Salesforce and other enterprise system providers see growth slowing, and enter the sell category

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theprofiler A profiler of note