CRM
Salesforce, Inc.
stock NYSE

CRM

CRM is trash. MSFT looks like it has potential to come down much further unless it gives a look below and fail and goes back into the prior balance range.

I think I’m with Burry on the Oracle hate. I’d also like to throw in Salesforce. Seriously the most useless POS CRM ever

This is just an opinion on the list of opinions…
At this point you’re not “DCA” you’re throwing good money at bad money. Adding to a position is done because of a conviction not a hope. If you’re at a roulette table and keep betting on 23, but 00 hits 20 times in a row, do you keep double down 23? Stop putting more money into a bad position.
Individual/retail bag hold because they want to be right. Professionals want to make money.
Next, if you own that many shares would imply you are down about $20K or so? Is that 1%, 10%, ???? of your portfolio? My max drawdown is about 5% in a single position unless the price drops dramatically like CRM did for example. But I was out at -11%. If this is a substantial position as a percent of your portfolio, did you have a plan? It sounds like you didn’t have an exit and now want your money back. This is no longer a conviction but an emotional trap. You’ve lost and you keep digging deeper.
Finally, you have learned a lesson. And searching for a winning way out on Reddit is yet another checkbox.
Please don’t add more money into the position. It’s a fools errand. But you really need to pick an all out price or you might be down another 10%-20% in no time.
Just an opinion. Good luck!

Because honestly who tf wants to engineer CRM systems? If you want to work in a boring domain I’d work in finance because there’s at least money there.

Hello,

As mentioned on the title, one of my old inaccessible accounts cannot be deleted (so can't withdraw money) I've even added 3 new payments methods, customer service asks for my ID + Selfie to be shared on the app and not via a KYC in-app process, I insisted on this to be secure as it gets (retention policy, not being accessible by customer service after the verification, being copied int eh CRM system, etc), I even offered a secure link if it were only for the agent to verify my ID, but customer service wouldn't agree unless Selfie + ID is shared as plain photo on the chat itself. am I wrong and this is standard procedure? I just don't feel comfortable..

Fortinet is solid, cybersecurity aint going anywhere and they’re actually profitable. Pandora is intresting, didnt expect that one here lol.
I’m watching ADBE and CRM this earnings season, both oversold with decent fundamentals. Got alerts set up for both on stockalert.pro so I dont miss the move if earnings suprise.​​​​​​​​​​​​​​​​

Duolingo is the next Chegg. In today’s stock market environment , NARRATIVES are what will kill a company no matter how well their financials are . Wallstreet has already decided Ai will destroy Duolingo , and the narrative is sticking . That’s how Chegg got obliterated . Look at ADBE, CRM and most of the software stock. They are getting destroyed because of Ai narratives

Compared to TTD, there is a better case to be made for software stocks(CRM, NOW, TEAM, etc) which are caught up in the AI will eat your business narrative. Plus, quantitative easing will propel these stocks forward.

$ADBE, $PYPL, $CRM, $NFLX

AMD, INTC, META, UBER, ADBE, CRM, AMZN

I like NOW too. Work with it and dont think it is going anywhere - AI strengthening it if anything - same with CRM I think. A few other SW stocks that have sold off but are long term compounders: CSU, INTU, ADP.

Your main point is right: most of this selloff feels like narrative whiplash, not a clean read on long‑term cash flows.
What I’m watching is mix, not headlines. If CRM, MSFT, ADBE, etc. can show either (1) AI features lifting net retention / ARPU or (2) real opex leverage as they swap human-heavy workflows for AI, then current multiples are probably mispricing how sticky these platforms are. If, on the other hand, AI turns into pure margin compression (bundled “for free,” GPU bills up, no pricing power), then it’s not a dip, it’s a reset.
Concrete way to play your “slam the buy button” plan: predefine levels and triggers. For each name, pick a valuation band (e.g., FCF yield or EV/FCF vs its 10‑year median) plus 1–2 business metrics you want to see stabilize, then stage into it instead of guessing the exact bottom.
I’m using Koyfin and TIKR for the numbers, Notion to track theses, and Pulse in the background to surface good Reddit threads like this when the semantic filters think they’re actually useful.
Main point: this looks more like sentiment overshoot than a real obituary for quality SaaS, but you need hard triggers, not vibes, to buy the flush.

CRM, SMCI

Based on working with Salesforce as a CRM vendor in my former job, I would never buy this company. They are a chaotic mess. We'd constantly get calls from various people, telling me their left and right hands have no idea what is going on. Getting anything done by them was bureaucratic, red tape nightmare. I didn't see competency at any level I experienced.

What's your take on CRM? It hasn't broken down below 220

I don't buy this, having worked in customer service and IT in my career. There is a bucket ton of savings to be made answering general queries, amending customer records, renewing policies and even handling simple complaints right now.
Moving forward as the AI models learn from real world use within given companies the more effective they will be at handling more complex queries. It's the same argument in the coding world. You will need human oversight/escalation/approval sure. However ultimately I only see it reducing headcount requirements in these roles.
Therefore CRM already trusted by companies globally are positioned well to be the first place they go to, to provide.

i think CRM is down because people think AI will replace it. virtually all of its growing revenues and profits come from its original business. AI not being so great bolsters their long term value proposition ironically. they need to invest in AI as its an existential threat

-3.3%. I own a lot of CRM.

Check out stockalert.pro/insights - they do daily AI screening and MU is scoring +76 right now, ADBE is interessting too at forward P/E of 12.9 which is crazy cheap for them. CRM also oversold with RSI under 30.​​​​​​​​​​​​​​​​