What is the divide between AI and software companies?

The divide refers to investors favoring AI infrastructure companies (e.g., NVIDIA) over traditional subscription-based software firms.

Were other software companies affected besides Adobe and Salesforce?

Yes, shares of ServiceNow and Workday also saw similar declines.

Adobe, Salesforce Stocks Hit 52-Week Lows Amid AI Divide

Adobe (ADBE) and Salesforce (CRM) shares hit 52-week lows today, reflecting a growing divide between AI infrastructure companies and traditional subscription-based software firms.

June 18, 2026

1 min read

Source: Stocktwits

Shares of Adobe (ADBE) and Salesforce (CRM) experienced a sharp decline today, hitting their 52-week lows. The selloff highlights investor concerns that traditional subscription-based software companies are losing ground to AI infrastructure providers.

Possible Reasons

Analysts point to a widening gap between companies supplying AI infrastructure (e.g., NVIDIA) and those relying on conventional subscription revenue. Investors are currently favoring firms that directly benefit from surging AI demand, putting pressure on ADBE and CRM.

Context

Over the past month, Adobe's stock has lost about 15% of its value, while Salesforce has declined by 12%. This weak performance comes despite relatively strong financial results for both companies in recent quarters.

Similar Moves in the Sector

ADBE and CRM were not alone; other software stocks like ServiceNow (NOW) and Workday (WDAY) also saw similar declines, confirming a broader sector trend.

Frequently Asked Questions

Adobe's stock fell as investors shifted focus from subscription software firms to AI infrastructure providers.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.