{"id":3415,"date":"2026-04-16T18:04:34","date_gmt":"2026-04-16T18:04:34","guid":{"rendered":"https:\/\/finzexpert.com\/blog\/burry-buys-the-dip-in-salesforce-and-other-software-stocks-after-sell-off\/"},"modified":"2026-04-16T18:04:34","modified_gmt":"2026-04-16T18:04:34","slug":"burry-buys-the-dip-in-salesforce-and-other-software-stocks-after-sell-off","status":"publish","type":"post","link":"https:\/\/finzexpert.com\/blog\/burry-buys-the-dip-in-salesforce-and-other-software-stocks-after-sell-off\/","title":{"rendered":"Burry buys the dip in Salesforce and other software stocks after sell-off"},"content":{"rendered":"\n<div>\n<div data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\">\n<p><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"ArticleBody-extraData\"><span hidden=\"\" aria-hidden=\"true\" class=\"xyz-data\">Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more by technical factors than deteriorating business fundamentals. The &#8220;Big Short&#8221; investor said in a Wednesday Substack post that a &#8220;reflexive positive feedback loop&#8221; between falling equity prices and stress in bank debt tied to software companies helped accelerate their declines, creating what he sees now as a buying opportunity. &#8220;I do not believe the technical pressures brought on by the private credit\/software debt issues are big enough to affect these stocks for much longer,&#8221; he wrote. The move back into the stocks comes as fears mount that artificial intelligence could upend large portions of the software industry, challenging business models and long-held growth assumptions. The iShares Expanded Tech-Software Sector ETF , for example, has slumped about 28% from its September peak, pushing the group into a bear market and highlighting how quickly sentiment has soured on what had been one of Wall Street&#8217;s favorite sectors. IGV 1Y mountain iShares Expanded Tech-Software Sector ETF one year Burry disclosed he opened a roughly 3.5% position in PayPal, while maintaining holdings in Fiserv , Adobe , Autodesk and Veeva Systems . He said he planned to add positions in Salesforce and MSCI early Thursday. None of these companies rely on private credit markets, Burry said. Retail investors have been pulling money from a group of private credit funds for the past couple months, and many of the loans were tied to software companies. &#8220;I do see several handfuls of companies seriously affected by advanced [large language models] for specific reasons of the business models,&#8221; Burry said. &#8220;I do not see this for my selected companies and a good number of others, all of which I have just about finished analyzing forensically, competitively, and fundamentally as to investment potential.&#8221;<\/span><\/span><\/span><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more by technical factors than deteriorating business fundamentals. The &#8220;Big Short&#8221; investor said in a Wednesday Substack post that a &#8220;reflexive positive feedback loop&#8221; between falling equity prices and stress in bank debt tied to software companies helped [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3416,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2150,2646,2496,3182,627,2707,191],"class_list":["post-3415","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-loan","tag-burry","tag-buys","tag-dip","tag-salesforce","tag-selloff","tag-software","tag-stocks"],"_links":{"self":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3415","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/comments?post=3415"}],"version-history":[{"count":0,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3415\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media\/3416"}],"wp:attachment":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media?parent=3415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/categories?post=3415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/tags?post=3415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}