CRM
Salesforce, Inc.
stock NYSE

Guys, I have CRM and NOW calls 👀…🤣🤣🤣

CRM news?

Sold my calls on all these stocks at the bottom of the year. My worst was selling $CRM calls for ORCL calls when $CRM bounced and $ORCL was in free fall

CRM just shot in the back by App earnings. Don‘t even know what it did do deserve this.

CRM with a nice red candle.

Why did CRM just jump off a cliff AH

Not OC but i was also outperformed by VOO. I am too heavy in Salesforce $CRM. I know it will come back up but other companies are more attractive now.

lmao somebody shot CRM as collateral damage, Salesforce truly is the worst company

It’s definitely very rare and indicates a slowdown for sure. For companies like CRM i see it more as business cycle slowdown and nothing permanent. For Comcast i’d definitely suspect inherent business model flaws. DBX I see as more tech/vc business cycle but it’s definitely lower growth than CRM either way (and I see why skeptics avoid it, but at 10x it was just way too cheap to ignore, buybacks go insane at that level)

Yes SAAS is where I see the best opportunities. CRM ADBE look the best otoh. 
Is AXP really good? It’s fallen a bit but not as much as we seen in saas and fintech

I wanted to see how well Trefis Valuations worked so I created 2 portfolios : one for Undervalued and one for Overvalued.
I started this on 7/7/26 with a hypothetical 100k portfolio each. The technical criteria for the undervalued criteria was to buy when the price crossed above the 25 day moving average. The Holdings were: MDT, SAP, CRM, CMCSA, ADBE, ISRG, ABT, META, AMZN, TM, TMUS, ICE. A couple of the holdings were sold and then rebought when they went back above the 25 day moving average.
Value for this portfolio of 8/5/26 @ 9am PT: up 6.60%
The technical criteria for the overvalued was to short if the price was below the 25 day moving average. The Holdings were: TXN, NOK, CAT, GS, MU, GLW, TSLA, SPCX, INTC, AMD, AMAT.
Value for this shorted portfolio as of 8/5/26 @ 9am PT: up 8.67%
I will update the value of each portfolio roughly every week.

Jobs for who? If tens of millions of jobs disappear, like all white collar jobs and after some time (with robots) also most blue collar jobs, what are they producing? Most services run on advertising money, who will they advertise to if people don't have money to spend outside what governments give out as UBI? Who will need the super smart CRM software when the AGI can automate everything?

Companion funds of the one's you listed to look at - ASGI, CRM, BCAT, HQL, RQI

Why even use a stop loss? Just fumbled CRM.

Gotta be honest man, after my NOW and CRM and ZS and RBRK calls hit it big later this year, I will consider doing the same strategy. Just sitting on my cash and just waiting to strike it big when the memes reach level 100 and everything is red.

You’re clearly too wrapped up in your convictions to make any coherent argument.
“Software that’s good enough to route CRM logic should also be good enough to fly a plane” is one the dumbest points I think I’ve ever read on this site.

"Deterministic systems fail constantly also. You’re comparing AI’s imperfection to an idealised version of deterministic software that doesn’t actually exist in production."
But you can make it better with bug fixing. Probabilistic never will be.
"Conflating AI shouldn’t weld cars with AI shouldn’t guess where to route a CRM record is just stupid."
Why is it? If your software is so good at CRM routing, why can't it be used to make cars, run drug trials, do the avionics in aircraft? Or are you saying it's not actually very good? At which point, is it better than doing CRM with code?
"No I haven’t seen Salesforce’s codebase. Presumably neither have you."
Yes, but I'm not the one making claims about how easy it would be to fix it.
"Having worked at companies at Salesforce scale I can assure you there is debt, deprecated dependencies, and business logic nobody fully understands anymore, regardless of how good their API layer is."
You can assure me, but you've never worked there.
"Again, I am not making a case against Salesforce. I’m making a case against the dismissiveness of AIs disruption of SaaS companies. America has a long history of incumbents who failed to adapt when the landscape changed. Blockbuster, Nokia, Kodak, BlackBerry, Sears etc. The software landscape changed. Brushing it off as nonsense is short-sighted."
Completely different. A digital camera, Amazon, Netflix are still deterministic services. You didn't press a button on an iPhone and get random behaviour you weren't expecting.
"But I guess who am I to argue with the -22% YTD results of your picks"
Yet another bit of your telepathy at work there. Beyond knowing the code base at Salesforce, you also know when I bought the stock. Do you talk to the dead and bend spoons as well?

Deterministic systems fail constantly also. You’re comparing AI’s imperfection to an idealised version of deterministic software that doesn’t actually exist in production.
It’s also not a crude algorithm. It’s high-dimensional pattern matching and it can map a described outcome to an action without someone hand-coding every rule and mapping in advance
Conflating AI shouldn’t weld cars with AI shouldn’t guess where to route a CRM record is just a stupid.
No I haven’t seen Salesforce’s codebase. Presumably neither have you. Having worked at companies at Salesforce scale I can assure you there is debt, deprecated dependencies, and business logic nobody fully understands anymore, regardless of how good their API layer is.
As for trust, it’s the same adoption curve every automation technology has gone through, eventually automaton gets there. There are loads of guardrails, fiction calling, and context injection paths you can add to narrow the scope of error. And yes, heavily regulated companies like banks will be much slower on the curve. The majority of Salesforce costumers aren’t banks.
Again, I am not making a case against Salesforce. I’m making a case against the dismissive of AIs disruption of SaaS companies. America has a long history of incumbents who failed to adapt when the landscape changed. Blockbuster, Nokia, Kodak, BlackBerry, Sears etc. The software landscape changed. Brushing it off as nonsense is short-sighted. But I guess who am I to argue with the -22% YTD results of your picks.
Google and Microsoft are the only AI adjacent companies I have. Maybe Analog Devices and intuitive Surgical could be argued for as well.

Fraction of cost and budget? I don't know quite what percentage you are thinking there. It improves coding performance. NewCRM can do their coding a bit quicker. But so can Salesforce.
"No I don’t work in AI but I know many non programmers that now use AI to create apps and software that they sell."
And that's a whole different thing to Salesforce because of scale and importance.
Scale: is it used by 5 people or 150,000 people. If it's 150,000 people, it's worth spending money to make it solid. The cost per person is tiny.
Importance: if the software is wrong, what is the negative outcome? Does a plane fall out of the sky, can someone not get money out of the bank, does a sales call not happen or do they not get the fun fact of the day?
I've vibe coded a wine scanner. Point it at a label and it tells you about the wine and where to buy it. Now and again, the results are crap. Outcome? Minor annoyance to the user.
There's a world of difference between my wine scanner being crap, and a CRM being crap. That might mean data isn't saved or updated properly, it might mean you fail to contact someone about something.
The thing with all the companies I've bought into is that there's scale and/or importance. How many of your friends are working on something as serious as systems to submit regulatory documents for the medical industry like Veeva do? Or to handle scheduling of field service like ServiceNow?

"Let's take Salesforce as that is the one i know more about, if a small business wants to use their product then they will be paying $25-100 per user per month, that quickly scales to thousands and tens of thousands. Yes maybe with the current abilities of AI it isn't worth trying to create an alternative but that is only going to lean more and more in favour of AI. Lets imagine that in 5 years time you can describe your business to AI and it can create a CRM product tailored specifically to your business. Yes this still won't be possible for large companies that have decades of customer data within Salesforce but it's a process that can slowly transition to all new businesses and as small businesses grow the AI CRM could adapt with them."
You've made a massive leap in there, that in 5 years, probabilistic AI will deliver that level of understanding of your demands.
I am going to guess here that you don't work in AI, don't know the fundamentals of how LLMs work, or the principles like Bayesian inference. To get to what you're saying in 5 years requires completely overhauling the current state of AI. Requires a whole fundamentally new technology.
This is the sell of AI. "Look at how great self-driving is now at 99%. Coast-to-coast is just around the corner". The problem is that probabiility might get you to 99%. But it's not reasoning, so the human has to step in to deal with it. It's why Robotaxis have a load of humans watching the cars who can intervene.
It's really important when analysing this stuff to understand the mechanics of what is being done, and why all sorts of vague promises probably won't happen any time soon.