CRM
Salesforce, Inc.
stock NYSE

CRM was never the play, it was always MSFT

CRM is cancer lmao

I don't think they'd be replacing end user software like spreadsheets. It's likely more enterprise apps like CRM, analytics and the likes.

The cost to leave with there being no clear leader or cheap alternatives will make most of us (I'm a client) stay right where we are with CRM.
Same goes for MSFT. Azure, O365, and Windows 12 aren't going anywhere.
Home steady people!

I think everyone’s port should have a 3-5% sleeve of CRM, ADBE, MSFT, VEEV, INTU
No more, no less.

They are chasing the SP and rerating their coverage since CRM is flat to down with the AI boom. Fair enough but who knows where it actually ends up in 1 year. We know as much as them.

The part that stands out to me is the price target being removed entirely, not just lowered. That's analysts saying they can't model the outcome, not that they're bearish. Agentforce either hits and CRM re-rates, or it doesn't and the multiple compresses further as growth stalls.

If agents bypass the Salesforce UI entirely, the moat gets thinner regardless of adoption timing.
I'd wait for a few quarters of actual Agentforce revenue disclosure before taking a position. The data, not the narrative.

Software (ZS, PANW HUBS, CRM, NOW, RBRK) buddy and AVGO

CRM downgrade

They're just having their best IT guy re-write their CRM platform with Claude Code.

CRM you POS

Shit what the hell happened to SAAS? NOW and CRM are about to get destroyed

CRM and NOW; bought both last Oct at ATH's and then they tanked. I lost $16k on $70k of CRM and $6k on NOW. Held both for 2 mos before dumping. Then i cleared my account to "all cash" before starting to actively trade (mix of day, momentum, and swing, depending on conditions. Currently @ $229k of realized st gains, grew an inherited $381k into $590k before this last pullback. I re-invest every gain made and utilize all of my account. Cash only, no options, and currently holding 15 stocks that are recovering from the recent mess. Oracle is my biggest turd currently. Even if i pull the plug on the -$94k losses, i walk away with over $100k+ of realized gains for the last 3 months of trading. It was NOT easy watching the paper losses add up, but i held steady and they are climbing back slowly. I hold AMZN, LITE, MU, SNDK, AAOI, COST, INTC, MCHP, ORCL, ASML,and a bunch of other similars. I TRY to cash out daily, and stick to stocks that have good history of gains, and often trade in and out several times in a day riding volatility. LITE has been my best stock for doing that. I was at 54% return; pullback dropped me to 42% ytd. I am holding as my account is climbing back so far. Will jettison as neccesary to free up funds. The account is self-funded; i dont add anything other than realized gains as they are made.

Zero semis. been trading BA, BABA, HD, PFE, AMZN, CRM, WMT, F, LEN and other stuff. Ive traded the SOX short and long, but sure ain't holding semis

This definitely would be unpopular ideas.
I think the reason might be holding too long, like you’re holding because you like the idea of holding! Time doesn’t guarantee profit! But actual sell at a higher price does!
For example CRM is above $250 for quite a lot of days and if you sold, you wouldn’t be eating up a “loss” and you could’ve already used that money on something else!
Thats why I think physical time in the market, longer the better, generally working for index funds.
And time in the market beats timing the market for individual stocks, means once you hit a profit over 15-20% yearly, it’s a win already. Unless you have a strong conviction, sell and secure the profit!
Anyhow, that works for me every time once I accept the concept.

For those of you who have beanten the market, did you sell any tickers at loss in the past 6 months? and how many weeks , months of bag holding before you pull the trigger
Let me throw mine out for thoughts
I sold below in loss
1. Jmia, a 3 year hold in loss for a tiny position. simply does not work. a 78% loss.
2. Ldos, a 2 year hold, a 8% loss or something. This is a mistake for holding too long, was once 80% gain. medium position
3. CRM a 2 year hold, 30% loss. I sold to shuffle the position. a small position
4. chkp . checkpoint software a 30% loss. i sold to shuffle position. a small position
5. cof 8% loss. one share. this is a test of financial tickers. ended up with another financial ticker.
also sold joby axon and something else at very small loss and can’t recall.
TBH, from hindsight it’s a right decision to sell all of them.
Any of yours would be wonderful sell from a hindsight?

CRM -2%

The only SaaS stocks that are doing well is cybersecurity like Crowdstrike because you need to protect your sex robot from hackers.
You don't need a fucking CRM from Salesforce when you're busy fucking your sex robot all day & night

This sub might hate me, but the AI end is near. CRM to the moon.

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