CRM

cm1430

The logic only works in the short term though. The current estimate are another 1 trillion in investment for 2027. If they just slow down for a year all the gpu compute will get eaten up again. Everyone is using AI, now if it is profitable for the search and software companies that is debatable but the compute may only be 6-12 month ahead of current demand. Coding is a lock for usage Graphic and AD generation isn't going to slow down CRM usage is definitely debatable AI search is definitely a lock for usage but profit margin may be debatable Documentation review isn't going to slow down Consumer level payment for AI service is definitely going to increase

Bilbo_Butthole

RDDT HOOD UNH META CRM. We eatin well this past week, boys

Agreeable_Mud_9048

CRM carrying the whole port today

dFrame3070

And it can totally rebuild SaaS. That’s why Anthropic built their own CRM with Claude and is adding it to their enterprise bundle.

Moist-Guava-732

more stocks to buy tomorrow final edition of the night BKR CRM DPC COIN ZETA QNT SOLS

Fancy_Cattle_5914

NOW and CRM are so ass

Medium_Beautiful_721

CRM cucked me

Hifi-Cat

Do you recall what your average purchase price was? I just added to CRM and 472 in SSNC, 866 IN SCHW.

NerdSlamPo

CRM or INTU for longer term value? (Yes, I know value isn’t what we do here etc etc)

LauserRacing

Customer relationshit management (CRM)

Hi_Keyboard_Warriors

NOW, MSFT, TEAM (check their last earnings before say anything), CRM

DragonfruitTasty9776

MSFT CRM ORCL I don’t know why

ScroogeMcThrowaway

I don't agree as I think ADBE still sucks ass. But, props for the guts in gambling that much and giving it enough time. If I were to bet on shit software, I might go with NOW or CRM.

Critical-Cat3178

I pick with "never to sell" horizon.....pays off as winners pull any or all losers by several margins (and yes I have picked lasers too). It's only when I see the true fundamental of business challenged or disrupted I exit....no emotional bias Tech - Google Microsoft Amazon Meta Nvidia AMD Broadcom I have been loading up on "disrupted by AI" theme stocks - Adobe, CRM, NOW, Pubmatic, Twilio, Duolingo, Spotify And last bet purely asymmetric Ford. Picked up because my friend works in EV and he told me how Ford is repurposing them to BESS which I feel will be huge catalyst (Ford gets valued as traditional automaker but if their pivot to Ford Energy is successful imagine re ratings, earnings growth and multiples it can command maybe not as Tesla but still). Worse case it pays be 5% dividend so 20yrs all paid!

Fancy_Cattle_5914

You are wrong. Here are my SaaS holdings p/cfc: MSFT - 39x CRM -12x NOW - 24x WDAY - 13x Here are the p/cfc of popular semis: NVDA - 43x MU - 43x TSM - 65x AVGO - 54x

tocinoman

Bad day to have sold CRM call spreads yesterday...

LoneWolferson7

Why buy Salesforce when you can build your own CRM?

Slightlybadpicks

Why don’t nflx, CRM, Orcl pump with qqq holy shit? Serious answers only 😖😖😭😭

Fancy_Cattle_5914

NOW, ORCL, MSFT, CRM - just sickening shit man. Sickening. MU is going to infinity and fucking beyond every fucking day and these shitters are destroying my wealth 

boundbythebeauty

If you're a boglehead ETF investor it doesn't really matter, but if you're more strategic, look for good/profitable companies that are beaten down by sentiment, e.g. CRM, ADSK, ORCL, etc. trimming as they rip and accumulating as they dip. I loaded up on MSFT awhile back and its starting to rip. NVDA and GOOG are about 4-5% outside their buying ranges; AVGO about 8%, so a little patience might pay off. It really is about as simple as buy low and trim high - trim being the operative work bc you rarely want to get out of the good names you've bought, just take off a little cream to buy the stocks that are down.

degenfish_HG

thank you, I’m doing okay and I appreciate the kind words. just wanted to shout into the void for a bit, maybe entertain my fellow wsb regards for a while. next play is probably going to be CRM LEAPS once i can afford them and DCAing into some indefinite expiry 1.0 delta call options (AKA stock ownership) in MAMA

Me-Regarded

Who knows. I'm short semis again and long AMZN. Few other odds and ends, CRM, NFLX, some nke 🫡 let's see where the chips fall

Temporary-Basil-3030

IGV up, SMH down, SPY up and SMH down, NVDA and SPY up, NOW, CRM, MSFT up.

cuzziezcuz

CRM going to do a turnaround soon?

Aggressive-Pen9772

Now is not a good time to buy sp500. It is likely to descend considerably over the next year or two. So there is really no point. Wait till it goes down a lot from where it is now. Then load up monthly in it. Here are some good stocks that are beat down, and should increase with time ADBE CRM JD BABA

spacedragon13

> coding was never really a barrier Most ridiculous thing I've ever heard. Custom software development is very expensive still. The idea that only vibe coders use AI for development is laughable in 2026. Vendors and MSPs augment internal engineering teams and software is pushed through all of the quality gates (and more) it normally goes through, with higher throughput in production and immediate pilot development. The actual strategic advantage is that you build the system exactly how it should function in your org and you can get rid of expensive licenses. If you understood the value of this you would understand the value of this. Companies are hamstrung creating workarounds for systems they can realistically own. Everyone thinks of rebuilding the CRM and not the 80 pieces of software that connect with it.

Scared_Brilliant6410

Coding was never really a barrier, it’s a value delivery mechanism. There isn’t much of a reason to rebuild CRM software or critical systems of record in house. What’s the actual strategic advantage in the marketplace for intimately controlling and being responsible for development and maintenance? Vendors also have routine security patches and provide guarantees. What happens if a vibe coded critical system is down? Major S&P500 companies like to offload risk to large established vendors with insurance and guarantees because the risk is too high to operations.

didnt_knew

i mean hey man you do you. You'll know it if works out or not 5 years down the line. I don't know your use case and I don't know your details but I know you can't run a fully fledged for CRM 300k a year. My guess is you probably aren't going to stick around to see the downfall anyways so what's the point in arguing

Slightlybadpicks

Since Oracle, NFLX and CRM didn’t rally when qqq was rallying they won’t fall on Monday when qqq falls, right? Right?!!!

Twysted_Gaming

Sure I can narrow it to a few rn. Microsoft, CRM, Uber. Buy and check in a few years. You’ll be up bigly. Bookmark it

s1nbad_the_sailor

CRM sales aren't just from software but each company hire solution architects when you buy a software. They come in and customize the CRM to your company needs. That's a big billing line item. With AI that bill will be much less because AI can do the custom work and act as a in house solutions architect. Nobody's building their own Salesforce but Salesforce consultants aren't needed as much anymore. That's where the productivity gains will come from imo. And that is cost savings and less revenue to Salesforce. That's my thesis atleast.

The_vegan_athlete

Building your own CRM was already possible before AI. In terms of security, support maintenance updates etc SaaS remains better than on premise though

AgreeablePudding9925

Can someone tell the market so my losses can be erased on NOW, CRM and SAP?

Ok-Personality-6630

It depends what you are using from that CRM. Building a basic CRM tool is actually very easy and expedited by AI. Also many firms like to have it customised to their particular business journeys. Previously we would have paid for that customisaton and ongoing support. Big organisations can replace CRM tools. I know this because I've seen it and currently working on a Salesforce replacement too.

Heavy_Nothing_1158

I think the key split is systems of record vs. workflow wrappers. A CRM/payroll/ERP seat is not just a UI; it’s approvals, audit logs, permissions, integrations and a CFO/legal/security committee waiting in the bushes with a clipboard. AI probably pressures the thin wrapper tools first. For the boring core systems, it may just turn into another add-on meter. Very exciting, another line item with vibes.

LynxAdventurous1127

You're missing the big picture which is that Salesforce charges a ton of money to companies for a CRM to manage leads and a sales pipeline. Mark my words, this will be the first enterprise vibe coded app. Mid size companies that pay $1m/year for this will dump salesforce for cheaper options, and their AI isn't impressive enough to keep clients on the cutting edge. I work in the industry and have 30+ yrs of experience in enterprise software. The stock market knows more than all of us combined. The tape is telling you some tiny real, I'm short IGV.

Advanced-Ticket-5852

Duol, CRM, microstrategy, Netflix

Lazy_Acanthisitta729

Picked up some CRM leaps 200 Jan 2028. Feel like SaaS is going to see a rebound when everyone realizes AI can't vibe code enterprise platforms that need to be consistent between businesses.

Mrsir300

CRM long

DroopyDreedy

Why long CRM but puts on NOW?

Me-Regarded

Software..niceeee. CRM best of all the earnings

Me-Regarded

No, CRM it appears

Me-Regarded

CRM to double??

zxc123zxc123

I think GOOG comes out on top too. I've been investing in GOOG since before the GOOG/GOOGL split, but even I've been adding to MSFT since it feels overblown. I feel the market is throwing MSFT out with the SaaSpocolypse bath water. It's priced like they are BOTH burning all their margin/earnings on capX (like META/GOOG/AMZN) AND going to get disrupted like CRM/ADBE/NOW despite the CapX actually building it's moat as a hyperscaler. Folks really out here acting like AI will replace windows or office when both OpenAI and Gemini both say it can't (although upon asking more OpenAI did agree with my idea that AI LLMs do open up Linux as an alternative *for consumers* by lowering barrier to entry and helping with trouble shooting.)

Pin-Last

I’m not gonna disagree META, it’s just a trade for me. I’ll leave the crypto to you! Agree about quantum, & toss in space/aero while ur at it, Redwire is volatile as hell & MDA is getting close to its rising support line. But software is priced for death spiral despite maintaining its growth, I got laughed at calling the bottom on DUOL in the 90s, CRM is getting stupid cheap, even ADBE will bounce 2nd half imo. Huge trading potential, the MSFT/NOW volatility already made me mint this quarter.

theb0tman

Msft has been trying to steal CRM market share for 20 years. How’s that been going

dark_bravery

there will be a reversion to the mean. nothing is replacing salesforce. just like Micron is up way too much, Saleforce is down way too much. Exactly what will we be running on all those spare Micron chips after AI gets more efficient? probably $CRM and $NOW. this is a gift. this is $INTC when it was around $20.

Grateful5150

I took a 30% loss on CRM and couldn’t be happier. That thing doesn’t do shit it seems but go down. I kick myself not selling after that little run it had, but I held out hope again! lol  Even Sold SNOW luckily for an ok gain. 

Fancy_Cattle_5914

I mean I was looking at a lot of these great companies down 40-60% from highs and figured that there is still plenty room to fall, but I just have to get in at some point. Getting in, then watching PLTR immediately tank another 30% in just 3 sessions, ORCL 20%, etc. sucks bad, and maybe they fall another 20%, but I am in now. These valuations make no sense. CRM's forward PE is half the S&Ps average, PLTR is growing at 85%, expected 95% this Q, has a PEG of 1.2.... These companies will probably be fine at some point, but fuck look at what was lost in just one week, I am wishing I just stayed in my cozy ETFs.

VolatilityBox

MSFT is gunning for CRM with Dynamics 365 and NOW with Azure. I wouldn't touch those two. Only MSFT is safe to invest in, in the long run. 

Cantonius

nterprise AI is less circular but it is pretty much in the Application layer that sits atop of the Foundational Model Layer. There's NOW and CRM which are at the top of the revenue chain. They started showing Agentforce ARR and NowAssist ACV. There's also AI native companies like PLTR. Then there's AI Native startups. Agentforce and NowAssist +150% Y/Y ARR/ACV, Palantir rev growth +85% Y/Y, AI Native startups are hitting 100 MM ARR in less than 2 years vs 6-8 years in SaaS 2.0.

Cantonius

Enterprise AI is less circular but it is pretty much in the Application layer that sits atop of the Foundational Model Layer. There's NOW and CRM which are at the top of the revenue chain. They started showing Agentforce ARR and NowAssist ACV. There's also AI native companies like PLTR. Then there's AI Native startups. Agentforce and NowAssist +150% Y/Y ARR/ACV, Palantir rev growth +85% Y/Y, AI Native startups are hitting 100 MM ARR in less than 2 years vs 6-8 years in SaaS 2.0.

trancik

I also have a small position in RBRK. While they are technically software, both of those are in the cybersecurity space. They aren't dropping as much as traditional software stocks like NOW, CRM, INTU, etc

orcassharks

280 we’re going to 2022 prices like CRM and NOW

Fancy_Cattle_5914

This software selloff is unreal... MSFT - Sub $340 CRM - Sub $150 ORCL - at $150 NOW - Sub $90 PLTR - almost below $100 What are we even doing????

Ozzark3

ZS, NTSK, MSFT, ADBE, CRM are some of the stocks I collected from very low. I'm especially very heavy on ZS and NTSK. I'm expecting a good bump in most of them. Also thinking about getting small positions in META, BABA and ORCL as well.

VegetableResource204

buying FIG and CRM here. we're at giga lows boys

CMDR_Shepard96

My port has looked like a side profile of an Everest descent since June 1st.. AEM, CRM, GOOGL, INTU, SAP, SHOP..

Slightlybadpicks

Haven’t seen a single green day in my port thanks to these raggedy whores: CRM, ORCL, ADBE

Always_Curious_One2

Good point re CRM

miamiinvest

I hope PLTR buy out Zeta, valuation? 1 + 1 =5 here, to eat CRM

dangered

It depends on what the future of AI truly looks like. It would have been a sure thing no matter what in 2020 though. Right now it’s probably the last thing users want. Microsoft’s “on-prem”/“local” copilot was anything but that. In rest state it reached out to ad servers and fed them data, reported data back to Microsoft with AI data, and a lot of other shady stuff. The tech market moved to Mac minis and Mac studios to run flows because their proprietary hardware is superior. The gaming market is moving toward Linux at an increasingly alarming rate, roughly doubling each year without any sign of stopping. Developers used to only support Windows but Valve who owns Steam made Linux their operating system of choice. Linux kernels are now outperforming Windows OS, when people in Esports begin mainly using Linux, the bottom will fall out of this market. Window’s bread and butter was selling cheap machines people would use at home and then later use in the office. That’s projected to be gone in the next 3 years. Xbox by their own admission is struggling after they priced themselves out of the mass market with a steep subscription increase. Even their CRM, Microsoft dynamics, was built to be inescapable. Barriers and obfuscation in all directions to ensure a migration away from the platform would take years. AI can help get it done in months. AWS owns the cloud market. GCP is a very far second. Azure sits in the corner like their retarded cousin. Their recent acquisitions are already showing their age in the day of AI. GitHub struggles to keep up with the traffic of AI coding and VScode is the least AI native IDE. They’ll stick around for another 20 years just because of their dark patterns and “lock-in” strategy but it’s not going to be very pretty.

Slightlybadpicks

My company uses both oracle and CRM and I’m bagholding both, fuck the lies they told me about how good these stocks were 😭😭😭😭

Able_Show_8560

SAAS is gonna get obliterated tomorrow imo. they held it up for a few days to give msft bulls some hope, and now MSFT CRM ORCL NOW likely see -5% days tomorrow

mixtape312

The pump 'n dump in CRM, ORCL, MSFT is criminal ass shit

Riskismyapellido

wtf. JUST FULL PORT INTO $NOW, $CRM otm LEAPS. And chill

verified-trader

**BanBet Lost** — /u/gervs99 (0W-1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **CRM** ▲ | $158.55 → $175.00 | +10.4% | 1w | Lost |

Slightlybadpicks

The whole market is green today except these motherfucking POS I’m holding like CRM, adbe, Orcl. What the fuck is wrong with these MF 🤬🤬

Suspicious_Celery552

Just wait until semi conductors have a correction and CRM will also plunge deeper. Make that make sense.

aperartnft

I don’t think this is just random selling, but I also don’t think it means software is dead. To me the market is basically saying: “prove AI actually helps these companies make more money, not just spend more money.” That’s why a name like CRM can look cheap and still keep falling. Personally I’m not chasing semis up here, but I’m also not panic-selling software after a move like this. If the business holds up and AI actually adds revenue, these prices could look great later.

Mojeaux18

“Low quality semis” is doing a lot of work there. NVDA, AVGO, and TSM aren’t exactly penny stocks. They’re printing record revenue on actual AI infrastructure demand, not hype. The rotation out of CRM/PLTR into semis isn’t dumb money chasing memes; it’s institutions following where AI dollars are actually landing right now, at the silicon layer, not the application layer. You can disagree with the trade, but the thesis is coherent.

LBCkook

Your thesis: “trust me bro, I work around multimedia and I see it with my own eyes”.. oh yes, you’re watching $100 billion+ market cap companies just fragment out their various creative tools from a single vendor to a dozen because…… I guess in your world an entry level graphic designer can just use whatever software they want when they get a job at a corporations. Every single software vendor a major corporation uses has to go through rigorous cybersecurity audits, legal reviews, and data privacy compliance. Getting one vendor (Adobe) approved is a massive corporate hurdle. No CIO is going to willingly onboard 10 different unvetted, less established startups, introducing 10 new security attack vectors just so their creative team can use a different niche tool. So idk what role you currently play in your job, but I think what you are saying is completely detached from reality within enterprise procurement. You also mentioned alternative pdf editors. Dude document cloud share is 15% of their overall revenue. Every company on earth could abandon Adobe for this use-case and they would still be massively undervalued given the current valuation. It’s the exact same thing as with Salesforce and many other software companies. No company is just going to retrain their entire sales base to use a new CRM, or try to create their own. It’s too integral to the workflow at this point. It makes absolutely no sense.

Delicious_Invite_127

I can't attached image. But its Productivity and Business Processes segment profits is like 60% of its profits. The segment is defined in the 10K as below: Our Productivity and Business Processes segment consists of products and services in our portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. This segment primarily comprises: •Microsoft 365 Commercial products and cloud services, including Microsoft 365 Commercial cloud, comprising Microsoft 365 Commercial, Enterprise Mobility + Security, the cloud portion of Windows Commercial, the per-user portion of Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, and Microsoft 365 Copilot; and Microsoft 365 Commercial products, comprising Windows Commercial on-premises and Office licensed on-premises. •Microsoft 365 Consumer products and cloud services, including Microsoft 365 Consumer subscriptions, Office licensed on-premises, and other consumer services. •LinkedIn, including Talent Solutions, Marketing Solutions, Premium Subscriptions, and Sales Solutions. •Dynamics products and cloud services, including Dynamics 365, comprising a set of intelligent, cloud-based applications across ERP, CRM, Power Apps, and Power Automate; and on-premises ERP and CRM applications.

ToonamiNights

CRM and ORCL need chemo

auraborosai

Anyone now can make their own CRM software.

auraborosai

Exactly. Just create your own CRM software. It’s not that difficult at all…and you can include api’s into slack and other apps.

auraborosai

Who needs Salesforce when you can literally create your own CRM software from scratch? SaaS is just about dead.

WendyDumpsterFire

I got INTU, NOW, CRM, and ADBE let’s see what happens

mzakieh

I have a start up that implements ERP and CRM tools for small companies. Here’s my take and ill try to keep it short (unlike your post😛). There are many small companies and there are many small ERP options. Those small companies can ask me to build them a makeshift ERP tool or a customized Odoo ERP to handle their operations, all in one platform. No big deal. It’s a small investment and they can use it at a relatively low maintenance cost. Then there are the large companies that need ERP (like SAP) to coordinate workflows between many departments, a CRM (like Salesforce) for their many sales employees and maybe APIs that connect both together and to a Microsoft ecosystem (Teams/ Outlook). Those companies wont move anywhere. They are a sustainable cash generator for Salesforce. The cost of moving to a different platform is proportional to the size of their operations. Those companies are the reason why software companies like Salesforce have a gross margin of 77%. So what will happen, for big companies, as those companies grow, they will keep adding users, more subscribers for ERP/CRM. Small companies that scale up, more subscribers for ERP/CRM. Smaller companies more likely to shop around ERP/CRMs and test other tools built by AI. But when they want a reliable platform that doesn’t hallucinate over their accounting books, they will go to a developer and ask for a reliable ERP.

Rich-Badger-7601

CRM wants to go red here I can feel it

WendyDumpsterFire

WTF Intuit your the only one that’s shitting the bed while all the other stocks are up ADBE, NOW, and CRM 🤬🤬🤡🤬🤬

Far-Requirement9180

CRM -42.60% ytd, dear lord lmaooooooo

tomridesbikes

Every SaaS that is competing with a giant. CRM market is insanely saturated.

Paynefullll

$CRM, please tell me its the turning point

soa333

CRM and ADBE competing for 52 week low every damm day

sadferret123

1000 shares of TTWO 250 CRM 2000 FIG I don't think I'm gonna look at my phone for the next few days. I always panic sell in hard times

Riskismyapellido

ever heard about $NOW? $CRM $WDAY HUBS?

Ceyenne18

Yeap. MSFT, NOW, SAP, CRM ... all up at least 1-2%.

dvdmovie1

Rotation not too surprising; you have names like CRM down 15 straight days and MSFT down 20% since 6/1 while BE corrects 20% then goes up like 50% in 12 days and every semi name basically only goes up. Do I like something like CRM? No, but the long AI/short software trade feels crowded again. At some point have to wonder whether MSFT and AMZN shareholders will start to not tolerate the spending, especially given that over the last 5 years you'd have done better in KO and JNJ than owning either. (MSFT +38%, AMZN +36%, JNJ +40%, KO +46%.)

CMDR_Shepard96

It's tough to watch ngl.. they're March '27 calls, but they were only like 10% OTM on June 1st. Now they're wayyyy OTM after the last few weeks CRM/INTU/SAP & SHOP https://preview.redd.it/kiqxko9brz8h1.jpeg?width=2160&format=pjpg&auto=webp&s=155e8f63927c6fcbce42782768a32152ee7550d0

Sophia1995_miam

ai has lowered software moat - anyone equipped with claude or chatgpt can create a CRM compettietor overnight. no where as good but you can get a functional prototype up and running.

SophisticatedLogic

Went all in on CRM today I deserve to be at wendies forev— Yes medium diet coke and anything else sir?

orcassharks

Yeah man CRM is in 2022 December values.

Luffy1810

Clearly nobody hear is aware of the the impact on CRM business due to the Veeva break up. There will be blood bath

gizamo

> I direct dev teams... ...in the context of developing. A replacement for CRM functionality. Context makes a "pretty big difference" once you learn to hold multiple thoughts simultaneously. Best of luck with that, mate.

ga643953

Short CRM and NOW and long DRAM.

PerniciousDude

Hodling ADBE and CRM. Bought way before the dump started. Not buying, not dumping. Just waiting.

_Clit-Commander_

Have you tried Claude? Base 44? I can make my own CRM using the English language and no coding skills compete with a backend and everything (whatever that means). So these SAAS companies are going to be obsolete when they can potentially have hundreds of thousands of tiny competitors making their own version.

kuteguy

This is just not true. Before Salesforce the CRM leader was Siebel. People said there's no way Salesforce could replace Siebel. Just look into how easily Siebel got replaced by Salesforce in about 5 years. It could happen to any enterprise software. Except SAP maybe

Kevcky

100%. We switched from custom CRM to Salesforce a few years ago and it impacted our datawarehouse so much we decided to rebuild it from scratch because it would have cost us about the same. For the better though as we also shifted from kimball to data vault which now is much more agile.