CRM
Salesforce, Inc.
stock NYSE

How are their margins shrinking? AI lets them deliver more efficiently, and offer more things to charge for. They just transition from seats to a consumption model. A burger chain CEO would be incredibly dumb to take on the risk to vibe code themselves or rely on some new vibe code start up to replace their CRM and pos etc.

It's gonna be the issue again. Every salesperson is trained on Salesforce. Now you switch CRM, and you have to retrain everybody again.
And not talking about that, if you build a Salesforce competitor and go head-on. Your product is gonna be inferior in everyway. And not speaking of, no VC is gonna fund you to make a Salesforce clone.
The code has never been the moat of software companies. If you don't understand that you don't understand software companies.

GuMo ihr Lieben, Fuß gebrochen und das in der Elternzeit :( jetzt muss Weichware ein übertriebenes Kommzurück hinlegen damit ich meiner Familie wenigstens aus finanzieller Sicht nicht im Weg rumliege $MSFT $CRM

[MSFT](https://www.onvista.de/aktien/Microsoft-Aktie-US5949181045) - Winzigweich 📃@338.95€(-0,44% 🥱)
[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@166.38€(-1,57% 😡)

You say they aren’t supposed to be cheap but you only highly large decliners lol. Why do you thing CRM is resistant against Ai distribution?

Paid a roughly market PE for 35%+ rev & MAU growth, growth every quarter as a public, 100%+ eps growth, and 1B in net cash. Now, a top and bottom beat w/buyback but conservative guidance. Exactly like CRM yesterday (well not buyback size). CRM was down 4% post-earnings, up 4% today. My $112/sh spec position will break even next quarter, if not this. 

Yes but software development and creation is already their area of expertise. An energy company is not suddenly going to go through the titanic effort of developing their own custom ERP & CRM. It’s simply too risky to the business as a whole.

I wouldn’t call these companies value by a long shot. Maybe CRM with the earnings growth and more mature profile but this is just loading up on high beta growth stocks. The you also fundamentally misunderstand companies like MRVL which operates in the semiconductor industry which has fundamentally different business cycles from software.

List of other mismanaged companies
$PYPL has 24k employees
$CRM has 76k employees
$SNAP 5k employees
$TEAM 14k employees
$PINS 6k employees

https://preview.redd.it/qan73ca18ylg1.png?width=1541&format=png&auto=webp&s=e3d9eaa354892736c45f6e3205a07ca484f2a8aa
🌍 Market-Moving News
🧠 **Post-Earnings Repositioning**
Markets continue adjusting after Nvidia’s earnings, with volatility normalizing and capital rotating across growth segments.
☁️ **Software Sector Rebound**
Salesforce earnings revived sentiment in enterprise software, easing concerns that AI infrastructure spending was crowding out SaaS budgets.
🏗️ **Consumer & Labor Crosscurrents**
Recent retail earnings and labor data continue shaping expectations around discretionary demand and broader economic momentum.
📊 **Month-End Portfolio Flows**
As February concludes, institutional rebalancing and performance adjustments may influence sector-level positioning into the close.
🪙 **Crypto Weakness Persists**
Bitcoin remains below recent highs, with continued softness impacting crypto-linked equities and related risk appetite.
📊 Key U.S. Economic Data
Friday, February 27 (ET)
8:30 AM
Producer Price Index (Jan.)
Forecast: 0.3%
Previous: 0.5%
Core PPI (Jan.)
Forecast: 0.4%
Previous: 0.4%
PPI Year over Year
Forecast: —
Previous: 3.0%
Core PPI Year over Year
Forecast: —
Previous: 3.5%
9:45 AM
Chicago Business Barometer (PMI) (Feb.)
Forecast: —
Previous: 54.0
10:00 AM
Construction Spending (Nov., delayed)
Forecast: 0.2%
Previous: 0.5%
Construction Spending (Dec.)
Forecast: 0.2%
Previous: —
⚠️ For informational purposes only. Not financial advice.
📌 #SPY #SPX #PPI #Inflation #PMI #Construction #Fed #NVDA #CRM #Macro #Stocks #Markets

NOW, CRM, MSFT, SAP, WDAY

Of course CRM celebrates its great day with an after hours drop. These companies are making money hand over fist and everyone hates them.

100% agree with both u/PennyStonkingtonIII and u/AgreeablePudding9925's comments - I've spent 20 years in Fortune 500 enterprises, most of it in some kind of data / quant / consulting capacity. Most folks in the Big Whatever suffer from PTSD - post traumatic (in-house) software development. Nobody forces you to use Office 365 - network effects force you into using it because others use it (that's how network effects work, it's a very powerful moat). Does anyone with a functioning frontal cortex actually think enterprises are going to vibe code a new Excel? Forget for a second the hellscape that using this new 'product' will be - the migration effort of all the data, all the macros, all the file repos would be an absolute shit show that would make this a non-starter. Agentic AI is intended to prevent that exact scenario - nobody would look at an agent if the conversation started with "Before we can deploy said agent, we'll need you to develop an in-house CRM system first...". This entire narrative of "we'll vibe code a new Office!" is being expounded (loudly) by people who have never built a single data bridge (i.e., once you build a data bridge, and that shit just-about-sort-of-kind-of works, you NEVER touch it again). If you've never sat through an audit, or through hours of change management conversations (few things make me want me to eat a gun quite like the question "But how will we socialize this change across the organization?!"), please stop telling us how SaaS is dead. Final point - you know what big companies like? A degree of plausible deniability (i.e., the ability to point a finger at someone else) - guess what goes out the window if you've developed your own in house software that absolutely & totally shits the bed? Plausible deniability! Guess what replaces it? A metric shit-ton of litigation, where you are now directly liable because, hey, the software is proprietary to you.

>You have no way of knowing what the future holds for AI agents, same as me.
Absolutely! I don't have the slightest idea. No one does, even the tech bros who work on these things.
>For example, 2025 was originally touted as “the year of AI agents”. That ended up being not true. Now in 2026 we’re seeing some simple agentic products that are impressive on the surface but are wildly unreliable to use at scale in an enterprise setting.
Timing can be wrong but the milestones and improvements are very visible and factual. AI is improving no doubt and it's reasonable to think it will continue to improve simply because money and effort are being spent for it to improve. For example, in just 2 years, we went for deformed AI videos of Will Smith eating spaghetti to Seedance 2.0 that can produce amazing quality videos.
>There is zero proof today that these things will be capable enough to build and maintain an enterprise CRM in the next 5-10 years.
What kind of proof do you require exactly? That the agents actually do? Now they don't, YET, but:
1. We see constant improvements of the tech
2. We see investments go to the tech
3. We see smart highly paid people working and competing on it
What else do you want?
>I hope one day they can because that would mean we’re probably able to solve all sorts of problems,
I disagree. I'm kind of a doomer regarding AI...
>It’s a very very challenging problem that will likely require several breakthroughs in AI/LLM technology, not just brute forcing with more data centers and training data.
I agree, although the agentic use hasn't been explored much yet. Also, I used to think that progress would take a long time for robotics and now I'm surprised at how fast it's coming.
>I’m not blind to what the future could hold, in fact I hope you’re right. But personally I’m not holding my breath.
I hope I'm wrong to be honest. I wish AI stalls and progress stops and its usage becomes generally limited, otherwise, with our greed, we're probably looking at some form of dystopian future.

CRM is dinosaur tech 🤣

ADOBE,CRM,RBRK,DUOL,TTD.

Bought CRM and Duol before close, fml

lol all CRM gains from today wiped.

CRM bankrupt by morning 

You have no way of knowing what the future holds for AI agents, same as me. I’m making my argument based on the current state of things and the trends I’ve been observing. For example, 2025 was originally touted as “the year of AI agents”. That ended up being not true. Now in 2026 we’re seeing some simple agentic products that are impressive on the surface but are wildly unreliable to use at scale in an enterprise setting. There is zero proof today that these things will be capable enough to build and maintain an enterprise CRM in the next 5-10 years. I hope one day they can because that would mean we’re probably able to solve all sorts of problems, but the agentic AI trend line is not going straight up like the marketing hype wants you to believe. It’s a very very challenging problem that will likely require several breakthroughs in AI/LLM technology. I’m not blind to what the future could hold, in fact I hope you’re right. But personally I’m not holding my breath.