F
Forensic Accountant
Aug 28, 2026 · bearish
[Salesforce's cash engine is slowing—but the real risk is hidden in working capital](https://www.cnbc.com/2026/08/28/marc-benioff-getting-his-mojo-back-as-salesforce-lifts-ai-growth-view.html) — stock hit second-best day on record. But here's what nobody's watching: Salesforce is running a 25.1% net margin while Oracle sits at 25.4% and Cisco at 7.3%. The margin parity with Oracle isn't leadership—it's convergence.

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