CRM
Salesforce, Inc.
stock NYSE

CRM -6% 🥹

Seriously? All SaaS just fucked again? God damn NOW, CRM and MSFT

20% on guidance change. Oof. NOW down 7% and CRM down 5% too. Caught a lucky break on that one. Managed to get out of CRM yesterday.

Blurry must hate money. CRM, ADBE, MSFT taking a dump again. Bought BABA high and sold it all off at the lowest before recovery.

Adobe können wir drüber reden, aber CRM nicht. Da gehört ja viel mehr dazu: Die Persistenz, Prozesse die abgebildet werden müssen, dass ich dann am Ende des Tages vlt die Mail an den Kunden nicht mehr selbst tippe greift ja nicht die Daseinsberechtigung von CRM an.

Geht ja nicht um alle Buden und jeden Anwendungsfall. Aber Paradebeispiel ist für mich Adobe. Die hatten wie viele andere SaaS ein enormes Multiple. Und jetzt stellt man halt fest das dies nicht mehr gerechtfertigt ist. Gleiches Risiko bei $CRM
Leads qualifizieren, Mails schreiben, Report erstellen und Ticker bearbeiten. Wenn ich da anstatt 10 tools nur mehr einen KI Agenten nutze habe ich weniger Lizenzbedarf.

[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@140,94€(-6,26% 💥)

Bruh the way people flip flop on here is comedy.
You can literally see AI slowly replacing these bogus software companies, that have just skated by on high switching costs & vendor lock-in, without ever having to innovate (looking at you CRM).
Get out of these pure SaaS companies as soon as you can.

[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@140,98€(-6,24% 💥)

Ein neuer Tag zum Weichware kürzen.
$CRM

Lmao CRM

I like some software, like now, CRM... But not at these prices. I'm a developer and I have been personally replacing off the shelf software for my company with things we've built internally. There's a LOT of room for software to fall. It's about to get bad

LONG NOW, CRM. Shareholders expect companies to deploy AI to reduce OPEX but that takes OPEX investment. They’re both positioned very well to make that happen.

Because I bought the 2x CRM etf and they love crushing me with volatility drag

Look at SAP, HUB, CRM, Intuit, NOW, Crowdstrike and other software. All those gains going to memory today.

Why the f is CRM up 5% one day and the next it’s down 5%

My favourites from that list
\- PNG
\- CRM
\- INTU
I wouldn’t touch Klarna with a 10 foot pole.

Long NOW, CRM, and PLTR

You're too late for the chips and memory mania. Move to classic, boring software. CRM, NOW, HUBS or MSFT 

The switching cost thing is what gets me. It only works as long as ripping it out hurts more than keeping it. Once a 5-person team can build 80% of what you need for way less, that "wall" turns into a speed bump real quick.
Also not sure Agentforce even needs to win for this to hurt them. If some in-house dev can duct tape a decent CRM workflow together, most companies won't pay Salesforce prices just for the extra 20%.
My guess is turnaround, not death spiral. But turnaround usually still means years of the stock just going nowhere while they figure out who they are now. Not exactly a fun hold either way.