Investor Michael Burry, known for his role in the 2008 housing collapse, is buying software stocks, specifically software stocks such as Salesforce (CRM), PayPal, Fiserv, Adobe, Autodesk, and Veeva Systems. Burry argues that the recent sell-off in quality software stocks offers a clear buying opportunity as falling prices cause additional stress on software-related debt. He believes that these companies are still in good shape and that their shares are trading at prices that he believes reflect fear more than reality. Despite this, Salesforce's CFO Robin Washington highlighted the company's record revenues, a record quarter, and record cash flows for fiscal year 2026. Salesforce also completed its acquisition of Informatica in November and expects to return to organic double-digit revenue growth in fiscal 2027. The company's free cash flow is projected to grow from $1440 billion to $2080 billion.