CRM

solidsneeze

'member how everybody thought GOOGL was dead because of ai? yah same thing's gonna happen with CRM

joe4942

Wasn't a good day for APP, PLTR, ADBE, CRM, MSFT etc.

LeBhikariLe

CRM, ADBE, MSFT, NOW etc leading the SaaS dump today

sirzoop

My top 10 are (in this order): 1. GOOGL 2. AMZN 3. NVDA 4. META 5. AMD 6. ELF 7. REGN 8. CRM 9. LULU 10. BRK.B

Big_Fix9049

How about ServiceNow $NOW? It's beaten down together with CRM and currently sits at its 150WMA. Good entry point in my opinion. ANET is another great company, but more attractive at $115 as it was a couple of weeks ago. I'm heavily eyeballing NFLX though in hopes of an even larger pullback to the $85-$90 range.

Altruistic_Emu_146

Sold HUBS and exchanged it for CRM

Basic-Ad-1143

Well I'm going with in order of position size; Meta Knsl Meli NVO (down 9% and holding for now) ADMA CRM Amazon Zeta Global I expect that grow my position in Amazon throughout the year

InquisitorCOC

I think concerns about $ADBE, $CRM, $FI, $PYPL, and $TTD all boil down to this question: Will AI disrupt their business models?

Veso10

36% YTD RKLB, AMD, NVDIA, GOOGL,APPLE,UBER,CRM, DBX. Kept buying for couple of years, small amounts, long positions. Recently opened 2 small positions in CRWV. Only one stinker WBD brought 2 years ago which i sold last month on the Paramount bid news when the prices pushes past 30. Got rid of it on 15% loss.

InquisitorCOC

$ADBE, $CRM, $FI, $NVO, $PYPL, $TTD Most energy stocks have not taken part in the rally, despite energy now becoming the bottleneck in AI Many staple stocks are at multi year, if not multi decade, lows. If you still believe people can return to booze, now it's the time to buy them. Or you can stock up on cheap quality alcohol too

Creative-Grocery2581

CRM

drewzyfer

Not near 52 week low really, but ADBE and CRM may be breaking downtrend

_hiddenscout

It's more about their vertical is medical, like they are suited for pharmaceutical and biotech companies. I think there is fear with RFK in the industry plus I think there is some competition from like CRM trying to grow into that field. It's an interesting play, just don't know if I would have enough conviction in the company or knowledge the space to want to own it.

salty0waldo

I think software in general has been out of favor, add in some competition from CRM and the draw down makes sense. Valuation wise, looks fairly compelling. FWD PE of 27 with a PEG of 1.4 is getting intriguing, but I am not familiar with their product enough to know if they have a real strong foothold or if the competition fears are real.

zbern

Thoughts on VEEV? The stock has been down around 25% since November of this year. Seems like everyone is bearish in the short term because it looks like VEEV is switching over from Salesforce to their own CRM and it seems like Salesforce is launching their own life science CRM. Just scanned it over but it caught my eye as an event. Not looking to start a position.

Apprehensive_Two1528

Interesting. And i agree.  CRM is on the edge of breaking out.  Snow is also doing better Cdns has been ok

Negative_Win_5117

I was this thiiiis close to selling my 40 CRM shares at $249. Instead I inversed myself and bought 40 more shares. Trade accordingly.

Ok_Cry7572

Stocks Near 52 Week Lows: Costco $COST - $870 Linde $LIN - $425 Domino’s $DPZ - $420 Home Depot $HD - $345 Salesforce $CRM - $265

Hifi-Cat

Gains on all 4 accounts. Some positions are negative (copart, CRM), others have done pretty good (schw, ssnc). One blew up (fisv).

doughboy_491

I’m not the one who originally posted that comment but if I were to guess the commenter means that Microsoft has undergone a transformation from trying to maintain its monopolistic market share thru predatory pricing to being a disciplined high margin subscription service for businesses. Not sure this is necessarily true for CRM and RDDT but it’s a theory I guess.

Beetlejuice_hero

Long 600 shares. Benioff is a bit of a nut but he has a vision and is executing it. Barring a major economic downturn, CRM gonna pop off and climb up to 400/share.

doughboy_491

I think all of them were on the growthy spectrum, with RDDT the most expensive for its earnings. Both CRM and NKE were ‘value’ buys here relative to their histories of being premium to the market whereas right now they are closer to a market multiple than they’ve ever been. This is in line with Barron’s philosophy which is to never chase the highest PE multiple but to find entry points which are contrarian or relative value.

doughboy_491

I didn’t have space to go into Barron’s explanation that software companies like CRM follow something called the rule of 40 ie that when you add the rev growth rate and the gross margin of CRM together and the sum is greater than 40, the stock will be in an uptrend. And CRM is poised to meet this condition this quarter.

Classic_Web5494

Salesforce, Reddit, and Nike represent a convergence of structural mispricing. CRM’s margin growth mirrors the 1990s Microsoft transition. RDDT’s data licensing creates a high-margin floor that peers lack. NKE’s insider buying from Tim Cook, paired with OBBBA stimulus, offers a textbook contrarian entry. Which suggests that, much like the post-2000 tech recovery, current skepticism provides a professional window for accumulation.

PTRBoyz

Long CRM

Apprehensive_Two1528

I like All three!  CRM makes a lot of sense now It's only like 2 times sales and it's a Software company  On the edge of breaking out

Hi_Keyboard_Warriors

I do have few names that can give returns like Meta in 2026, here are those tickers. SPT (Sprout Social) OS (One stream) KSPI (One of the overseas hidden gem 💎) UPS (we all know about this) UNH (Has more potential to go up) CRM (don’t need explanation here) UPST (I don’t know man, bought at $43 and currently up on it) CAVA (same condition with UPST) PIN (yeah, nah?)

zxc123zxc123

Can't do that. Like +30% of my portfolio is GOOG/GOOGL. Luckily for everyone else, I had to make some sales to cover down payment last year and sold some of my GOOG and gold including my SLV. Also sold OPEN last year.... plus LMT/SSO. Also TPR/CRM. Truly a disaster.

awesomeslaws

Business platforms where workflows exist (SAP, NOW, CRM) all have their own automation orchestration engines now. Would love to hear from a UiPath user but I would think that really limits their use cases to cross platform automation orchestration

Other_Rub_6273

What id like to see is a augmented glasses that connects to a CRM. When it identifies someone, it brings up data on the contract and gives you all your info on the fly. There needs to be a business driver to create mass adoption.

No_Violinist_4573

CRM

sarcasticrichard

NOW I think saas stocks are broadly oversold right now. Maybe there’s good reasons for that but I think NOW is best positioned to deliver high value AI solutions inside the enterprise that can be metered and sold on a consumption basis. If they deliver and that doesn’t translate to shareholder value, I have lots of questions. One could make the same argument on the customer side for CRM but I think NOW is more focused and capable. I think AMZN will be effective in this space/model but obviously other businesses will dominate their results; gravy if you like AMZN for other reasons.

balowknee

CRM - undervalued and lots of potential with AI

PTRBoyz

Rbrk, path, meta, amzn, tsla, CRM, ma

Osamah_Badeeb

CRM

PTRBoyz

Up until now it’s been all about AI infrastructure, 2026 will be about applications and use cases now. Agentic AI should outperform the chips and data centers. I’m long CRM and PATH to play that angle, but also like NOW despite the M&A overhang. Also very bullish RBRK which has flipped into positive earnings and FCF while still growing sales rapidly.  BA probably outperforms this year as well with the same principle, flipping FCF positive with commitments underway. 

StoryTimeJr

People are going to read this as "lmao, AI fail" but if you actually dig into it they're basically just scaling back their insane "let AI do everything" experiment and are now just automating individual tasks and functions. Also, Salesforce is literally in the process of building their own AI features into their core CRM product. This is the problem with AI, it's going underground. It's going to be in fucking everything but they're going to be quiet about it.

Ithinktoodeep55

alright, I've picked the stocks im going to dump for tax loss harvesting to offset some nice gains in 2025: 1) paypal: 15% in the red, been DCA'ing for 3.5 years (started summer 2022). The fact that I'm still red after DCA'ing over 3.5 years while the market is up over 80% is just downright pathetic. Trash stock. 2) nike: same story as paypal (15% in red, DCA since summer 2022): declining YOY revenues, falling knife for over 4 years, same stock price as 2015. a 10 year flat return (including dividends/inflation) 3) pfe: -7% red fall 2024. using DCF model this stock is highly undervalued, forward pe is 6-7 for gods sake. but there is no helping this stock or company. 4) my SPXU and SQQQ positions - the market just wont correct, despite buying/selling/re-buying these hedge positions in cycles. I keep buying as the market reaches unprecented highs valuation wise and the market just keeps going higher. I'll sell during the mini drops though. what will I do with this money? if you can't beat em - join em. going to throw half of it in tech names - CRM, NVDA, AMAZON, GOOGLE. other half will be cash and/or other defensive positions that are doing better.

reflectedstars

Puts on many tech names. Also got rid of GTLB, CRM.

SeriesParking4344

CRM and NOW.

wegster

I had some oracle stock I bought around 20 years ago and just left it alone. Wasn't much, but something like 670% return on it. I just dumped it. I'll preface it with I don't often dig deep into financials, and am mostly in ETFs, but I've worked in tech for some time. Oracle and HP have both 'chased cloud' including when I worked at one of them, but few really bite (versus Azure, AWS, and Google Cloud, generally in that order of adoption). Literally I can see a new piece of software and call out - this must be an Oracle product, because it's unintuitive and awful, unless it was an acquisition. Kudos to Larry for keeping the money flowing and the company alive all this time, but I inherently feel they are still trying to find a post-oracle-db (which in itself is kind of a mess, also IMO) 'thing' to latch onto. It's not surprising they 'teamed up' with OpenAI as I keep watching them just trying to remain relevant. To me, they feel like IBM - used to be a pretty amazing company, but now, would I bet the farm/house/future on them? Hell no. If we look across their domains, I just don't see it. Yes, they still have some amount of oracle DB activity - most likely the same groups of companies that were continuing purchase IBM mainframes, e.g. some financial and big industries it's just too painful to move off of. Meanwhile, a good number of others have moved on. ERP and CRM - Their ERP offerings are awful. Someone is still buying them, but they're pitiful and a huge PITA for the users and for customization. CRM - sorry, salesforce and others eat their lunch. Cloud - already covered. a perpetual 'chaser' vs the big guys IMO. They have bought some companies, I think in healthcare and retail - don't know if they're big enough to keep much of the rest of the company afloat. They also have some stuff in the utility sector, but they're far from a market leader there either. Yeah, they sadly bought Sun way back and now own Java. I'm sure there's some amount of revenue there, but doubt it's all that much for a company of their size. Note they aren't trying to compete on the LLM/large AI model front, which is probably better for them as I don't think they'd hold up to Google or others working in the space, so what do they do - offer hosting and such to still claim 'look, AI!' and try to ride another wave to relevance, and does some integration into some of their generally crappy products. I had to evaluate an enterprise Oracle product for a specific purpose a few years back. Starting out at around 20+ possibles, I built out a pretty comprehensive evaluation plan and 'scorecard' versus weighted scenarios/plans we needed to solve for. At the end, there were 4-5 left and I kept Oracle in the running, mostly because 'older management' wanted them there. Numerous engagements with deep dives with all of them. Oracle talked a good game, and pretended they had some 'special sauce' akin to domain specific 'AI.' Without too many details, let's just say within 5 minutes I had the product massively embarrassing itself. The Oracle offering was dated and seriously outclassed by the others in the final rounds. We did not purchase the Oracle offering - with good reasons. TLDR: Dump it into index funds and be done, unless NVDA, GOOGL, or MSFT have big dips. Or roll the dice; whatever. ;)

thefrogmeister23

Also, what are some other companies that you think are being unfairly punished due to this sort of fear? WDAY, CRM?

WonderiingWizard

Stocks I bought heading into 2026 (DCAing into don’t have full positions yet). PATH, ZETA, SOFI, CRM, AMZN, VKTX, ULS

thefrogmeister23

Interesting, can you elaborate? I put the threat of copilot dis-intermediating CRM or other SaaS products under “relegation risk”. If we’re talking about the same thing I agree it is a risk.

Adept_Mountain9532

AI "Eats" Software: Overhyped => not sure. Look at what Copilot is able to do when it's integrated into the collaborative suite. You will see they are many way to kill CRM...or a least to take market share

Used_Salamander_3532

NOW and CRM

Beetlejuice_hero

CRM just had a very good quarter. I'm long 600 shares and buying more. Benioff is a bit nutty but he's got a vision to make CRM a one stop shop data company minus the cloud storage servers. Also a huge buyback program in play.

Big_Fix9049

I'm looking to add more shares if / when they dip: NOW, NFLX, CRM, SPGI, VRSN, RACE

Apprehensive_Two1528

CRM has really picked up recently.  Your theory might actually work!

Beetlejuice_hero

I mean the Shiller PE is [the 2nd highest it's ever been](https://www.multpl.com/shiller-pe) and now close to the tech bubble high. Am I all cash? No. And still have (always) my monthly SPY auto buy on and also buying CRM & META. But it's not crazy to be a little wary at valuations. (PS not a broke boi either).

Foreign-Package-4359

Business school... and wikipedia/chatgpt. Most of these financial metrics are either outdated or misleading if you don't understanding the quirky accounting behind them or both.  At GE, you sell a aircraft engine. A liability is created, you have to deliver the engine, and an account receiveable asset is created. They deliver the engine, you pay net 30. If you have way more engines to deliver and no account receiveable paying for them, that's a bad thing. At Oracle, or any subscription company, they sell ERP or CRM SaaS, they get paid up front and they have to deliver over time. That payment up front is an asset but because it is tied to contract delivery it isn't considered unrestricted cash so it doesn't count as an asset on the quick ratio. Quick ratio says you have all these services you need to deliver... and you don't have any accounts receiveable paying for them. You're going broke. You're not going broke. It is actually a good thing as you were paid ahead of time.  Shareholder's equity is outdated. If you ran a railroad in 1890, the initial investors put in money, the railroad used their profits to buy more railroad assets minus an insignificant amount of dividends. All of that stuff is counted as an asset, minus liabilities = equity. Shareholder equity doesn't count IP as an asset in the equity calculation. Kind of an oversight for a software company like Oracle where software IP is their largest asset. Equity also assumes that the shares outstanding are more or less constant. Buybacks used to be illegal. Oracle has bought back $150 billion worth of their own stock over the last 10 years. That takes cash (an asset) out of Oracle which is bad for equity. It is good for EPS. It is good if you are a shareholder, all other things being equal, because one share of Oracle is now owns a greater share of the company. 

ramy_mousa

CRM is at 14x and it does 10-12% growth

Old-Commission2782

CRM and RDDT going for it while the market dumps

gizamo

Yeah, that checks out. Maybe MRVL took a backrubbing break take the pic from above. Also, CRM is in the corner crying because they can't get hard without a cracker to eat after.

PTRBoyz

AMZN META TSLA UNH RBRK CRM PATH BA DIS were my picks. TSLA has run a lot now so I wouldn’t be a buyer at this point. CRM can’t break out of this downtrend so that’s one I would be cautious with. Same with BA. Don’t own either at the moment. Looking to establish a RBRK position and would buy PATH as a spec lower. 

Wenox

CRM broke the insider wall, no NFE news yet, what am i supposed to with my life

shmito17

CRM is going to have one of those days today where it plunges to the earths core.

4w3som3

CRM has an important MOAT too, it's certainly difficult for a company to move away from their ecosystem once they start using it.

Beetlejuice_hero

Disagree on CRM. Some of the acquisitions were clearly overpays, but Benioff with things like Informatica is trying to make it a one stop shop data company minus the cloud storage servers. They have sticky customers in government in addition to private sector. Growing revenue (though slowed) and unlike year's past now very profitable for additional acquisitions and to juice share buybacks. Also unlike ORCL it's share price has not gone parabolic - forward P/E around 20. Hard to find value in this market, but I think CRM is one. I'm long 600 shares.

lostPixels

CRM is the same exactly story as Oracle, out of touch leadership selling shit products with AI slapped on the side. I see a ton of companies moving away from their products on LinkedIn because of lack of vision. Especially their e-commerce solution which is still running on 2010 era software.

ramy_mousa

Why did CRM and META shrek up in AH on friday? What happened?

Evening-Statement-57

I just recently left and it’s a chaotic company. Zero trust between employees, you try to keep your business secret so the bus doesn’t show up and all the reps start stabbing each other in the back to steal your deal. No one uses the CRM so you spend lots of time informing management with slide decks, all of the customers hate you, pricing is way too complex and legal is impossible to work with.

csnsmth

My bet is META, they are a fortress when it comes to financials and all of thier targets are super high, which is good because higher targets usually mean stronger gains. The one thing that really made me sure was cutting metaverse spending, if they move less in that direction I’m thinking 20% at least by 2027. I still think AI has a couple more years before people start turning on it, most earnings calls from ai forward companies have continually disproven the bubble sentiment. HM: NVDA CRM UNH

shmito17

CRM showing a bit of strength. That shit should plunge back to 230.

leeuwvanvlaanderen

I’ve used their CRM software. What atrocious garbage. SalesForce deservedly came and ate their lunch.

sirzoop

Wow I was going to recommend CRM and ADBE

PerfectInAllThings

I bought CRM to hold for a while. Consumers are struggling so I'm avoiding B2C companies. CRM is B2B.

PeddyCash

Damn. Wish I had scooped CRM at 225. Sheesh

PerfectInAllThings

ADBE and CRM have good free cash flow, both undervalued Incredibly boring companies/products but both are a buy There's a concern AI will obsolete ADBE, I doubt it CRM does HR work, Quality Systems (Pharma), etc. Companies have a history with CRM and its hard, risky, and expensive to switch from their existing application. So CRM is my favorite.

Beetlejuice_hero

Had been CRM but that came roaring back and had a banger Q that should keep it going up. DECK 105 cost basis, averaged down at 80, now slightly in green. Very good fundamentals. CPB I wanted a boring dividend play which I guess it is but it just lumbers along. 32 cost basis. Meh, overall great year so can't complain.

shmito17

CRM back to 235 soon - like a magnet.

dislikesmoonpies

Thinking of selling DDOG and moving it into CRM. I'm already well into the green as far as DDOG goes. Agreed?

er0ldo89

Damn I’m super bullish because of earnings for oracle adobe and one more big name Thursday. Also fed rate cut same day. CRM was a good indicator last week for bullish sentiment imo.

Beetlejuice_hero

RamCockUpMyAss - my CRM popping off. More Green this week hopefully. I say on all panic threads (back in April, a couple weeks ago): **NEVER** turn off your S&P auto buy. Have it in a totally separate account that you forget the PW to if it helps. I fk around with some individual holdings and take profits sometimes, and sometimes it's ill-advised, but that S&P auto buy is always on no matter what. Thanks RamCockUpMyAss.

UsefulInvestigator60

What the fuck is proprietary about CRM now. It was an “ai” sales software before ai. Now anyone can automate. Puts on that CNBC Peloton style dog shit.

Happy-Champion1661

I don't really like ORCL and AVGO setups here even by if you ignore FED week, ORCL might have a run up to ER and then just die. AVGO is good but the move might be already priced in by the small run up the past days. Both went up a ton last ER, so puts seem incorrect here. ADBE had high IV for very little payoff last time, maybe this is the right time? calls at open post IV crush, similar to CRM

shrindcs

Any1 have any info on CRM buying c3.ai? Supposed rumor

Wowmuchrya

It spiked off CRM because the retardo narrative has been that SAAS companies are dead because fraud google wrapped search ChatGpt will kill them. Only thing ChatGpt is killing is itself in 2026.

Myers112

CRM earnings sympathy play

er0ldo89

At the very least keep 100 shares. Also check out CRM, oracle and adobe

niwash1

I would have better invested on CRM

cuntish_libtard

You do realize that $NVDA, $AMZN, $GOOGL, $AAPL, $TSLA, $NFLX, $CRM, $PLTR—you see where I’m going with this?—have all gone down 50%, most of them more. So what you’re saying is that you can’t do math. OP is 100% right. You are picking up pennies while people who know what they’re doing are compounding their wealth over time. It’s one thing to gamble and trade it’s another entirely to lie to yourself and act like it’s a retirement plan.

er0ldo89

CRM for the win today

Realistic-Event1930

Buying ADBE and CRM calls was about the smart thing I've done all year 

Paynefullll

Ladies and gentleman, $CRM

bzl33

> SALESFORCE $CRM CEO MARC BENIOFF SAYS HE MIGHT RENAME THE COMPANY 'AGENTFORCE' - BUSINESS INSIDER Genius

AluminiumCaffeine

Nice CRM followup day, software has been crushed for so long think it could have legs for sure if the animal spirits oblige

Realistic-Event1930

Lot more room for CRM to run after that earnings report 

dislikesmoonpies

Would it be dumb to sell a few NVDA to buy more CRM? I would still have plenty NVDA but I think there's some ramp in the mid-term for CRM.

vermilli21

CRM calls are saving my life right now

livin_in_the_land

Locked in my losses on CRM calls 😉

Realistic-Event1930

ADBE, CRM, PYPL, SAP calls bought yesterday 🫠😋

Riskismyapellido

RBRK, PATH and CRM. Just as I said in my previous comments

thefrogmeister23

That makes sense, but what I worry about is that individuals (many of whom don’t seem to like Adobe products but put up with them) start picking up alternative freemium tools. Additionally, Adobe charges per seat and in a world increasingly influenced by AI there may be a switch to pricing by outcome or usage. If companies keep using Adobe but have a smaller number of designers on Adobe software, it will affect revenues. Companies offering a system of record like CRM can more easily charge by access to data and integrations etc…

JerryFletcher70

Markets do all sorts of weird things. I have a Stock Rover subscription that includes analyst reports and their consensus is that Adobe is a Buy stock that is very undervalued, which is unusual compared to most things in this market. So, you’re not alone or crazy for thinking it is undervalued. I suspect there is a market theory of software companies being vulnerable to AI companies. Or, maybe just not as sexy. Salesforce (CRM) is in the exact same situation of analysts giving it a buy and much higher target value than what markets are giving it. Unfortunately, there is no guarantee that markets will ever fall back in love with these companies.

Cantthinkofacoolnam

CRM might be the biggest mover tomorrow or Monday. A lot of good news out.

Cantthinkofacoolnam

!banbet CRM 270 2w

AluminiumCaffeine

Moved a little hardware gains into some CRM/MNDY, both have been treated as AI losers in many ways but agentforce #s looked solid and I dont expect seat growth to just die overnight barring imminent AGI

Happy-Champion1661

today play was CRM calls at open, after IV crush they were super cheap and CRM was flat but I agree, outside of that pretty boring day for me too

ceptionsounds

As somebody who supports Salesforce admins and their work I fully agree with you. The CRM is extremely limited without third party/ custom Apex code. Your environment is super bare bones without devs around.