CRM
Salesforce, Inc.
stock NYSE

Guggenheim analyst John Difucci upgrades 
$Salesforce (CRM.US)$
 to a buy rating, and sets the target price at $228.
***
Shares of Software Companies Are Trading Higher After a Guggenheim Report Suggested That AI Concerns May Be Overblown.

My CRM calls were green as fuck today and still down 80% overall

The SaaS snapback js going to be glorious.
$CRM, $NOW

Bad day to have sold CRM call spreads yesterday...

Probably more fortune 500 works with SAP almost over 90%. But personally I feel CRM is vulnerable to AI, if it could dent what narrative is say so. I will choose SAP and Oracle over CRM if options are available.

MSFT CRM META

CRM is going towards $180!

Considering changing out CRM with Hubspot or Sprout Social.
**Consumer facing software:**
\- Booking 10%
\- Match 10%
**Tech Consultancy:**
\- Trifork 7%
\- Netcompany 3%
**Enterprise Software:**
\- SAP 9%
\- CRM 5%
**Industry & Mining**
\- Rockwool 20%
\- Rio Tinto 6%
**Consumer Cyclical**
\- SharkNinja 15%
**Healthcare**
**-** Xtrackers Europe Healthcare 10%
Not financial advice.

I'm a software developer and entrepreneur who's been building stuff for a long time, with lots of experience in ML/AI and growing companies and dev teams. The hard part for people who aren't deep in this to understand is that both the anti-AI case and the pro-AI case are sort of wrong.
Claude Code is the biggest thing to happen to software development since the internet. It fundamentally changes the game and is a huge deal. But it also doesn't magically make software engineers irrelevant.
While it's amazing that a non-dev can build a basic CRM now, I guarantee you that:
1. Your CRM is full of security issues, and a company would be insane to use it in the current state. I would be able to find massive security issues in minutes. This isn't because you are dumb, it's because you don't know what you don't know yet. Yes, AI tools will get better at helping you with this over time, but they aren't magically fixing things for you yet.
2. The product you've built is designed for small CS customers. This isn't what Salesforce is selling. They are selling a customizable platform designed for big customers with big budgets who want to spend a lot of money tweaking it. You building the sickest go kart doesn't mean there isn't a market for the Ford F350.
3. Because you've built something custom for a small customer, your product isn't designed at all for extensibility and customization like Salesforce. It's a different thing.
The real takeaways to me are:
1. Focused, simple, one-off custom software is a lot easier to build now. That segment of the consulting market is dead. People can build their own tools and dashboards in seconds. This is a huge deal.
2. The idea of replacing your team with AI agents is still a long way away and an MBA fantasy. But the ability for a single person to get a lot more done is here now.
3. If everyone has access to the same tools, it shifts where value creation is. If you can create a basic SaaS with no experience, so can everyone else. You don't have a product with any defensibility, moat, or real value.
The truth is nuanced and complex. You have to map this onto different business models and project out how you think this will impact the market.

I was asking the commenter if his work have dumped it. Every Fortune 500 sales rep I know is still using it. Some are doubling down with agent force. I expect CRM and FIG to bounce back. I have fully rotated out of healthcare stocks and into SaaS

Now go and sell it to a multibillion company using CRM or NOW as a replacement. Good luck. I promise I will sell my positions if you succeed.

About four weeks ago I decided to start building a CRM tool that is specialized in Customer support. I had decided to build this after having four experiences related to customer support that, in my opinion, were quite inefficient.
I have used Claude Code and since two weeks i have decided to get a second pro account to continue as my usage maxed out.
I have zero coding knowledge. Claude Code advised me on the platforms to run my tool for the front and backend. also instructed me how to work with GitHub.
Now I do not think this product is better than Salesforce, SAP or NOW. I do think that it can compete for smaller businesses, especially since my planes are way cheaper.
I also do feel that it must be missing something, since it was not hard to build in my opinion. I ran a Locust stresstest (also advised by claude) and my tool held up very well up to 300 users doing the same action (I stopped the stresstest since this scenario in reality is very, very far away).
I also do believe that large SaaS companies will not be replaced since they have proven reliability and resilience. And I myself have invested about 15% of my portfolio in SaaS stock.
In my experience , if a company decides to build their own SaaS with a team of engineers supported by agentic coding, they would be very able to do so.
I have not made this post to promote my product. I am just curious about the discussion. I will DM my website to commenters who want to see proof/see if it is actually any good. There it is possible to request a demo to see the tool for yourself.

How is it easier to switch your CRM which manages your customer data (addresses and credit cards) employee information, website interface, website backend, marketing, just to name a few, than your company that does payroll? Am I missing something more that SAP does?

lol this is some "end Justifies the means" kinda crap. So whats the capex increase for service now and CRM that they have crashed, please do explain?
Its essentially the SAAS part of MSFTs business thats really pulling them down. There is obv some jitters about the spend , but assuming that the top 5 companies in the world with the clearest demand signals (**that the market doesnt have**) have all lost their business marbles is naive.

MSFT is adding 4 GW capacity every year , thats as much as they built in 10 years being added every year for the next 4-5 years. even after this they are still supply contrained for atleast 2026.

If you have ever used a truly frontier model in a actual productive context (building stuff not asking questions) , you will realise how powerfull the tech is and why the demand is so strong. its almost life altering, you cannot go back to your old way of working.

Guggenheim analyst John Difucci upgrades 
$Salesforce (CRM.US)$
 to a buy rating, and sets the target price at $228.
***
Shares of Software Companies Are Trading Higher After a Guggenheim Report Suggested That AI Concerns May Be Overblown.

My CRM calls were green as fuck today and still down 80% overall

The SaaS snapback js going to be glorious.
$CRM, $NOW

Bad day to have sold CRM call spreads yesterday...

Probably more fortune 500 works with SAP almost over 90%. But personally I feel CRM is vulnerable to AI, if it could dent what narrative is say so. I will choose SAP and Oracle over CRM if options are available.

MSFT CRM META