JPMorgan analyst Mark Murphy attributes today's weakness in Salesforce shares to speculation that the company lost a "major customer," which he traces back to a tweet from @lilnickysmith, a Twitter user whose account that "may not meet the definition of in-depth, reputable media reporting." Murphy points out that industry contacts are not aware of the company suffering any large customer loss, adding that the company's diversification would make even a large customer loss immaterial. Murphy, who expects the company to post solid results in the near-term and for its shares to recover, keeps an Overweight rating and $90 price target on the stock.