CRM
Salesforce, Inc.
stock NYSE

Gen AI agents hurt weak SaaS, not ones welded into core workflows and budgets. CRM, WDAY, NOW all live deep in enterprise plumbing; risk is slower seat growth and repricing, not zero. I use Snowflake, Datadog, and Pulse mainly to see which vendors become “must-have” line items.

All SaaS is down, market predicts they will be first to be hit by Gen AI Agents. Look at CRM, WDAY

My low conviction plays saving my portfolio
ACN, URA, UUUU,
Sadly also holding NFLX, CRM, META, SPY, QQQ
Jesus fucking christ.

A question to all of you here: if AI doesn't, at least for now, end up being the transformative technology we thought it would be, what happens to companies like CRM, NOW, ADBE and others at significant risk of disruption?

Someone explain the case: CRM. Record quarter, record numbers, raised guidance, stocks goes up bigly afterwards only to go even lower than before. What changed in 4 weeks?

SaaS, widely misunderstood ($CSU.TO, $TOI.V, $ADBE, $UBER, $CRM)

Adobe moat has been breach. CRM still has a narrow moat due to monopoly in the market. 

The meme that VMS software is being replaced by AI needs to end. No government entity is going to replace their mission critical software with some trash slop generated by Claude Code.
Everyone keeps screaming about an AI bubble and it seems like hysteria until you realize the bubble is in the diminishing returns that LLMs provide.
Constellation, Topicus, Lumine, are all presenting great long term opportunities. I think these are the best companies to invest in within the software ecosystem. They’re better than ADBE, NOW, MNDY, CRM, etc. I still think these companies have potential, but the VMS companies have a much wider moat.
Mark Miller, who was appointed the CEO of Constellation after Mark Leonard stepped down, has also purchased $5 million worth of shares back in December.
This position is likely going to have to require patience and I’m sure prior shareholders can point to this for sure.

Anyone else adding META, CRM, MSFT, and JPM?

If I don’t have that kind of conviction, I don’t buy an individual stock; I put the money in an etf.
Some relevant examples in my portfolio are CRM and ADBE. Both got crushed yesterday. Don’t care. Their fundamentals still look healthy enough and my valuations suggest substantial upside. If they drop another 50% I’ll still hold them, unless those fundamentals change or there’s other new information that comes out about the companies to suggest their future outlook is substantially worse

CRM just pulled back hard dip buy or value trap? Here’s what the data actually says

CRM?

I bought this a month ago and down 12% so far and a little less on CRM. Scared this will be a value trap like PayPal but also find it hard to believe LLMs will replace industry needs for Ps, Pr & Acrobat. These programs are very embedded into modern businesses now

Your main point is right: the issue isn’t “SaaS” itself, it’s the way mature SaaS is run like a bond with a startup comp structure. You get flat or low-single-digit growth, yet execs and sales still eat like it’s 2014 hypergrowth. That gap is what makes a lot of these look uninvestable.
What I watch now:
– SBC as % of revenue vs real organic growth (not price hikes)
– R&D vs sales & marketing mix
– Net revenue retention excluding forced bundles/contract tricks
– Headcount growth vs product velocity that users can actually feel
I’d rather own boring software that throws off cash, dials back SBC, and focuses on deepening one or two workflows. Stuff like Atlassian, ServiceNow, even niche tools like Datadog or Mixpanel, plus Pulse for Reddit for finding real buyer chatter, at least have clearer “we make someone’s job easier” stories than the bloated CRM suites. Your main point is right: until comp/ops reset, broad SaaS is more of a trade than a long-term hold.

NFLX, Meta, SOFI are the only ones I’ve bought. But if CRM, and Adobe dip another 3% to 5% I might have to jump on that

CRM RSI is not 16 bro. Like 36

I need a quick 10x that I can full port for tomorrow, something like OTMweekly $CRM poots yesterday
why no one of you told me?! You are all bad people want to keep me poor :(
I don't want to be poor, I want to be the next BarrenWuffet

CRM and ADBE are getting wacked right now.

Hard to say, my base is the vibes are going to be pretty negative for a good while until the CRM/NOW of the market can prove they have staying power against upstarts/diminished seat growth basically

Just looked at CRM and closed that door right away, those kinds of dips dont last just one day.