It is a truly odd case for sure. Several things that have created a basis of value that is not talked about much...one, the data they have is massive and is worth a ton (can't personally quantify that now). Sales force was very interested in it. Two, the advances in AI that will feed on the same data. Mark Cuban has just taken a position for the same reason. Three, the have over a billion in cash that gives them time to goof up without concern for bkp.
That being said, I have as much comfort in them as an investment as Bitcoin. Both have value that I can't logically support.