CRM
Salesforce, Inc.
stock NYSE

I paper handed the ones below at those prices:
Nvidia at 130.
Alphabet at 200.
Nebius at 90.
Reddit at 150.
Hood at 50.
Apple at 240.
ASML at 750.
Always sold for profits but they could have been so much more. The biggest regret is ASML and NBIS. Recently bought MSFT, NOW and CRM. Hopefully will paperhand a bit late this time.

Totally agree, enterprise owners aren't just gonna hand the keys to some big model. It'll come through trusted SaaS providers like CRM, NOW, or PLTR that already sit inside the firewall.

I don’t trade it because it’s too much of a meme stock. Too many people with strong feelings for and against. Too political and too much potential for government influence. And frankly like many I don’t really understand their business. I buy what I know and I know enterprise s/w like SAP, CRM,NOW, CRWD, Oracle, IBM from my time working for IBM.

Gonna buy some CRM now

Buying software. CRM/NOW/PLTR

Solve your problem first.
I can vibe code my own NVO, MSFT and CRM value stock pumping app

Unfortunately, some stocks which went down continue to go down further despite having strong profits Eg $CRM

People always ask why a stock is going down, but they never ask if the original price was justified.
$CRM has no moat! The large user base and high switching costs can maybe promise that current users won't leave, but it doesn't guarantee any growth. There are literally hundreds of competitors, and now with AI, it's easier than ever to build software and compete with them.
AI agents are also breaking the pay-per-seat pricing model. Do you really think in 5 or 10 years people will still use their ugly UI and messy infra?

the "when is my thesis no longer valid" question is the hard part, and honestly most people never define it in advance, which is why they hold broken theses too long. the fix that works: for each of ADBE/NOW/CRM, write down the specific thing that would prove you wrong *before* you need to decide. not "if it drops," but "if net revenue retention falls below X" or "if seat growth stalls two quarters running." then you're checking against a pre-committed line instead of rationalizing in the moment.
on the tracking mechanics, most people cobble together earnings calendars, google alerts, and a spreadsheet, and it falls apart around 5+ names because you can't tell signal from noise. the software names especially, there's so much macro-driven price movement that has nothing to do with the actual businesses.
disclosure since it's relevant: i built a tool for this exact workflow, [mythesis.ai](http://mythesis.ai) you write your thesis and the conditions, it watches filings, earnings and news against them and flags only when something material hits, quiet otherwise. free to use. mentioning it because it's literally the question you asked, not to spam.
the ADBE/NOW/CRM software debate is a good stress test for this actually, the bull and bear cases are both articulable, so they're easy to write falsifiable theses for.

Packaged food is dead money - all down or flat past 10 years. They are facing rising costs but cannot raise prices too much or lose sales to generics and store brands.
If you are buying it for capital appreciation, just buy VOO. If you ware buying it for dividend, just buy SCHD. SCHD will give you both NAV and distribution growth.
With software such as CRM and NOW, those companies are growing revenue and earnings. CRM has been growing distributions too. That is value because beatup up share price despite consistent growth. With your packaged foods, you have flat, low, declining growth and all over the map up and down earnings. That is not value, it's deserved/fair valuation.

>HUBS has around 300,000 customers; twice of CRM's about 150.000 customers.
CRM owns Slack which has \~200K paying customers, and Tableau which has \~100k.

Not particularly sure. But CRM, ADBE and NOW look decent. Dont forget MSFT.

CRM, INTU, SAP, NOW, and ADBE

Honestly the winners of a cooling off in the ai trade, because of an overbuild like you're saying probably would just be a rotation into what hasn't worked and whats sold off due to the ai narrative. Which would mainly be SaaS stocks like MSFT, ADBE, INTU, NOW, CRM and others

$CRM $ABDE easy

This is impressive, but I think the hard part starts after the app works. A CRM is not just screens and stress tests, it is permissions, audit trails, customer data, reliability, support workflows, backups, and weird edge cases. Claude Code can move fast, but I would still put a review layer around it. Traycer fits that kind of spec, task, and review workflow.

before lol. still +10% but its funny when it's up that today. but CRM took out a 25 billion dollar move to buy their own stock earlier this year at a higher price than current price and respect a big ball move like that. they print money. chart showed selling exhausting and put in a higher low, and claude is helping implement salesforce, not replace it.

Anyone else think of Criminal when they see CRM? Like how tf is that Salesforce?

Ha — I'll take "reads like an AI" as a formatting compliment and move on.
The three-precedent frame is genuinely better than my dichotomy, so point taken: stents vs TAVR vs Amulet is the right way to bound it, and if PFA lands TAVR-ish, then yes — growth survives, the 2028 margin bridge is what breaks. We've converged on the same verdict from opposite directions.
One wrinkle before I fully buy the TAVR analogy though: console-plus-catheter is razor-and-blade economics, and that changes *where* pricing pressure lands. Consoles are the switching cost, catheters are the recurring revenue — so the rational entrant move is to give the console away to seize labs and fight on catheter ASP. TAVR never had that structure; the valve *is* the whole ticket. If Medtronic discounts hardware to buy installed base (and bundling with CRM is exactly the balance sheet to do it with), catheter erosion could run hotter than TAVR's low single digits even while the installed-base stickiness you describe holds. Stickiness protects share; it doesn't protect blade pricing once both consoles are in the lab.
And your Amulet counter cuts both ways: if a fully credentialed entrant barely moved WATCHMAN, why is management guiding it flat? Either the franchise is stickier than the guide (bullish, the growth cut was kitchen-sinking) or something beyond competition is eroding it (and the benign precedent doesn't apply). That gap is worth as much attention as EP pricing on the 29th.
The Penumbra timestamp is your point, not mine — signed inside the alleged nondisclosure window is a genuinely damning detail and I'm stealing it. Agreed on the resolution: July 29, pricing commentary over volume. Good sparring.

sold half my HOOD position to fund a starter in CRM yesterday lol