周四（11月6日）盘中，全球CRM领导者Salesforce（股票代码：CRM）股价大跌5.08%，引发市场广泛关注。
此次股价下跌可能与近期发布的一篇耶鲁大学论文有关。该论文提出了一个引人深思的观点："若半数人因AI不上班，世界GDP或无变化"。这一观点对企业服务领域，尤其是人力密集型的客户关系管理（CRM）行业造成了冲击。投资者开始质疑在AI时代，传统CRM系统的价值和未来发展前景。
面对AI带来的挑战，Salesforce正在积极探索AI与CRM的融合之路。在最近举行的2025云栖大会上，阿里云上的Salesforce展示了"中国定制化AI CRM"解决方案，试图通过AI技术重塑CRM的价值。然而，市场似乎仍在观望这一转型能否成功应对AI时代的挑战，这可能是导致今日股价下跌的原因之一。
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