CRM
Salesforce, Inc.
stock NYSE

My point applies to both CRM and ADBE

That's a very good point that I fully support. I see LLMs as more of a generic technology that will be deployed to enhance existing products, to add new features. But you want the core of your CRM or your accounts software to be rock solid.
Salesforce feels like a good one at this point. Solid product, 52 week low.

I'll agree with you on 2, although maybe moreso in the "fairly valued" camp than overvalued per se.
For other SAAS businesses, I own a large stake in CSU and the spinoffs, a medium-ish sized position in ADBE, and am currently deciding which names on my watch list to add in the carnage here. The frontrunners so far are NOW, ZETA, RBRK, CRM, and maybe INTU. TEAM, HUBS, IOT, and TTD are also on the radar, but need more research to have much of an opinion on them.

Imho all the SaaS that has money to invest. I think AI is 100% disruptive, but ppl don't realize how easy It Is to make your product better with It instead of deploying from 0. 
For me CRM is the most tempting. 

I’m in TEAM, DUOL and CRM.
Feeling same as Goog vibes when everyone was saying google gonna dead because of chatgpt 😂

When the stock price disconnects from fundamentals, that’s a good buying opportunity
$CRM $ADBE $PYPL all come to mind

If you’re just starting, Google Workspace or Microsoft 365 are the gold standards because they offer professional @yourbusiness.com addresses.
However, to actually receive more emails (leads), you need to make it easy for customers:
• Embedded Contact Forms: Use Typeform or WPForms instead of just listing an email address to prevent spam.
• Live Chat to Email: Tools like Intercom or Tidio can capture an email if you're offline.
• CRM Integration: If you’re getting a lot of volume, look into HubSpot. It tracks every interaction so nothing falls through the cracks.

How much are you down? Software companies are taking a beating now but none is losing business yet. Perhaps later but I think many will do great. Start DCAing into the good ones when they hit rock bottom. I think CRM will do fine!

CRM is already moving away from seat count. For the past year. It’s not going to be an issue long term.

Bro. If AI can replicate and replace Adobe and CRM, they can replace any vertical SaaS.

1st, there are 2 valid arguments currently, the jevon paradox I mentioned below in another comment. There is another one I had not mentioned which is to pivot to a outcome pricing per Satya Nadella as he thinks the industry is moving toward that model instead of raising seat price that you're thinking of which probably won't work. Either way, AI is making massive disruption to the SaaS industry as a whole.
2nd, I mentioned below some of the vertical SaaS for medical and legal are probably safe. Definitely not CRM or ADBE however as they are considered to be horizontal.

Software stocks like Servicenow, CRM, Snowflake, Elastic, Monday.com are battered down.. the AI fear has been overrated 

Confias en que podran adaptarse a la IA y verse beneficiadas a largo plazo? si es asi conservalas y sino las vendes . Me paso con CRM, deje de confiar en la empresa y la vendi para comprar SAP.

I just realised that my 50% portfolio includes software companies like Team, Duol and CRM.
Brought Team at $150, Crm at $225, Doul at $165 and RDDT at $200
How fucked I am in long run?

>Some of these points are really dumb
Brah, read the title of the post. Lmao. You're too slow, think faster.
point 1 applied to both CRM/ADBE
point 2 applied to only CRM, I even gave an example brah, lmao
point 3 applied to both CRM/ADBE
You focused only on point 2, lmao.

CRM and ADBE. Still best of breeds

ADBE CRM, The BlackBerry_Kodak Moment Has Arrived

CRM 195 Feb 6th put sold for 0.52

You hit the nail on the head with the **CRM parallel**.
The market struggles to re-rate 'Hyper-Growth' stocks into 'Mature Compounders' without a massive drawdown first. We saw this painful transition with Microsoft in 2014 and Apple in 2016. Adobe is currently in that awkward 'middle age' phase where the multiple compresses before the shareholder returns (buybacks/dividends) take over.
Regarding the AI workflow: We view Generative AI not as a replacement for the editor, but as a **supply shock** for raw assets. If Midjourney creates 10x more images, that is 10x more files that need to be color-graded, composited, and finalized in Photoshop. The 'last mile' of design still belongs to Adobe.

Adobe is a great company, transitioning from growth to value just like CRM. I find their Moat to still be very strong with unparalleled customer loyalty as well as their financials. The AI narrative that it will disrupt the company isn’t as dangerous. Professionals still need PS or AI or other softwares to edit the imperfections done by LLMs. Will it reach a point that LLMS can perfectly interpret your ideas? Maybe but in a long time. Competition like figma or canva is another threat but they cater towards another market and another use. The MOS in these Software companies like ADBE is I think I great opportunities if sentiment shifts.