CRM
Salesforce, Inc.
stock NYSE

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.

I bought Adobe, the crashed, i bought CRM, then crashed, then i bought MSFT and crashed

Everything i hold crash and everything i don't hold goes to the moon

I bought Silver yesterday

Crash?? More like fire sale, CRM for the win!!!

AAPL 260c, HOOD 106c, CRM 222.5c all expiring worthless today.
SOFI 23.5p rolled to next week for .50.
Patching the sinking ship with duck tape.

Just different business types and also just business quality.
CRM is still growing revenue double digits compared to CRM in the single digits.
Now has better ROIC and more constant FCF growth.
NOW also has less debt.

CRM/NOW or other companies?
I am still not sure if I should jump in. Using Salesforce every single day and I feel like it is a no-brainer to go in.

The Oversold/Overbought list shows stocks that are trading at extreme levels based on their Relative Strength Index (RSI), suggesting potential short-term reversals during the trading session.
## 📉 **Oversold Stocks:**
Stocks with RSI below 30, potentially indicating oversold conditions and possible upward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [NFLX](https://marketrodeo.com/asset/NFLX) | Netflix, Inc. | 26.18 | 83.11 | -1.53 | -1.81% | $352.2B |
| [PLTR](https://marketrodeo.com/asset/PLTR) | Palantir Technologies Inc. | 28.51 | 151.86 | -5.49 | -3.49% | $346.9B |
| [SAP](https://marketrodeo.com/asset/SAP) | SAP SE | 26.56 | 200.21 | -35.90 | -15.20% | $233.3B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | 27.10 | 214.08 | -13.88 | -6.09% | $203.8B |
| [ABT](https://marketrodeo.com/asset/ABT) | Abbott Laboratories | 19.27 | 106.09 | +0.04 | +0.04% | $184.6B |
Source: [Oversold](https://marketrodeo.com/screener?rsiLowerThan=30&exchange=NASDAQ%2CNYSE%2CAMEX)
## 📈 **Overbought Stocks:**
Stocks with RSI above 70, potentially indicating overbought conditions and possible downward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [META](https://marketrodeo.com/asset/META) | Meta Platforms, Inc. | 73.54 | 738.31 | +69.58 | +10.40% | $1.9T |
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | 79.91 | 140.51 | +2.93 | +2.13% | $592.6B |
| [ASML](https://marketrodeo.com/asset/ASML) | ASML Holding N.V. | 73.78 | 1455.16 | +32.24 | +2.27% | $564.0B |
| [JNJ](https://marketrodeo.com/asset/JNJ) | Johnson & Johnson | 76.94 | 227.29 | -0.43 | -0.19% | $547.6B |
| [MU](https://marketrodeo.com/asset/MU) | Micron Technology, Inc. | 80.78 | 435.79 | +0.51 | +0.12% | $490.5B |
Source: [Overbought](https://marketrodeo.com/screener?rsiMoreThan=70&exchange=NASDAQ%2CNYSE%2CAMEX)
**Understanding RSI:**
- **RSI < 30:** Potentially oversold (stock may be undervalued)
- **RSI > 70:** Potentially overbought (stock may be overvalued)
- **RSI 30-70:** Normal trading range

There's a couple of software names that have some hardware component that I'm mildly interested in and have bought a little bit of but otherwise I have no interest in buying something like CRM. I'm amused by Benioff going full Gavin Belson and doing things like paying $10M a year for Matthew McConaughey as a "creative advisor" while the stock has gone nowhere for half a decade but I don't want to invest in it.
I don't want to invest in ADBE. I honestly don't care that much about buybacks if that's pretty much the story like I haven't cared about PYPL on here as it's been incessantly brought up for three years and the core talking point the whole time has been "but the buybacks!"

I used to tracking MSFT’s Azure AI revenue, until they stopped disclosing anything. My assumption is that meant the growth rate or size weren’t impressive enough to disclose.
I guess we are now to start tracking CoPilot revenue. Let’s see, 15MM users x $20/mo = $3.6BN? Nope, they’d have disclosed it if the number was in that ballpark. This seems like another CRM Agent handwave.

CRM

Interesting strategy since you can basically vibe code a fucking CRM in a day now.

Curious as to why you guys picked NOW over CRM and how risky is the knife catching rn

Understanding the complexities of a company like Constellation Software can be challenging. It sounds like you're deep into assessing their business model and growth potential, especially in terms of recurring revenue and regulatory-driven demand. If you ever find managing your own small business operations overwhelming, like CRM and client follow-ups, Stealth Agents can provide experienced executive assistants to help keep everything organized.