CRM
Salesforce, Inc.
stock NYSE

PANW, MSFT and CRM are biggest mistakes in recent times

MSFT is ultimately headed down the same path CRM and ADBE have been on. You can even make the case those are better buys here. They at least have stick products that people enjoy using.
I can’t even remember a time I’ve heard one person say they found copilot useful

lol ADBE CRM down again.
AI eating the software

For me it was missing a followup that cost a real client. That was the moment the spreadsheet stopped being a system and became a liability.
Switched to Anjiz [https://anjiz.co](https://anjiz.co) handles CRM, orders, tasks, products and expenses in one place. Hasn't missed a followup since.

Fuck you CRM

CRM continues to drill me badly. At least HOOD is up bigly today.

CRM is a better value play.

JPM cashing in on those July insurance policies this week or next week that they told retail to sell for CRM lmao

Same with MSFT and CRM

There are lots of high quality names trading at discounts which I believe show much better next ~2-4 year returns than FIX at the current $1,450 price. I think FIX is now a big gamble given the valuations and multiple. FIX is already up another whopping 57% YTD following a 130% run up last year. This rally simply can't continue long term given the physical constraints of labor workforce. $1,450 is basically already pricing in a 20-30% YoY growth for this year, going into 2027, and possibly even into 2028.
As we all know, the entire SaaS sector is unjustifiably punished. As my name implies, I've been continuing to actively invest in CSU.
There are plenty of other high quality names that are very discounted. Some I have tracked that I believe are high quality at fair or even good valuations include SPGI, FICO, MCO, MSFT, CRM, BKNG, MELI, KNSL, CPRT, and BRO.

DCAing MSFT, NOW, CRM. Yup!

many of us still believe companies like MSFT, NOW, CRM are just stupid cheap. AI was going to KILL Google, remember? Then it doubled in like 6 months.

PANW, MSFT and CRM are biggest mistakes in recent times

MSFT is ultimately headed down the same path CRM and ADBE have been on. You can even make the case those are better buys here. They at least have stick products that people enjoy using.
I can’t even remember a time I’ve heard one person say they found copilot useful

lol ADBE CRM down again.
AI eating the software

For me it was missing a followup that cost a real client. That was the moment the spreadsheet stopped being a system and became a liability.
Switched to Anjiz [https://anjiz.co](https://anjiz.co) handles CRM, orders, tasks, products and expenses in one place. Hasn't missed a followup since.

Fuck you CRM

CRM continues to drill me badly. At least HOOD is up bigly today.

CRM is a better value play.

JPM cashing in on those July insurance policies this week or next week that they told retail to sell for CRM lmao