CRM
Salesforce, Inc.
stock NYSE

PLS WHC up
WBT up finally
Gold stonk CRM up
Today is a good day

My personal opinion is that Adobe is a better buy than CRM. Now, a lot of people will comment their products suck and that is true. Adobe is not winning any price for customer delight but they do have customer captivity, especially in the professional market. And yes Canva and Figma are real threats including AI. But remember, Canva is valued at 13 times its revenue and Figma like 28 times, and was profitable only recently.
I am waiting for Adobe to go below $300 before I jump in.

Invest in AMD, CRM, Meta

Congratulations. We hit our number earlier this year, as well. Looking back at our total net worth is wild. 10 years ago, I had $80k in my Fidelity brokerage account, was staring at repaying $125k in student loans, and starting out in Tech doing inside sales. I knew that was my chance to get into CRM work in delivery. My wife and I married with her carrying a bit of debt as well.
Compound interest, frugality, discipline, staying the course and sound investing are wonderful things. I shocked myself when I found my Fidelity statement from March 1st, 2014 in my childhood room. That same account has $1.1m in it today, solely due to frugality, 3 fund portfolio investing, and being highly disciplined and that doesn't include my 401k, $200k I stashed in a Marcus CD for 14 months, or our equity in our home.
Personal finance isn't complicated. Changing human behavior is. It takes delayed gratification and some money to make money. We do make good livings but in San Diego are routinely surrounded by families out earning us by multipliers and doing all the wrong things with their money.
The only money I do not have invested is the $2,000 I need to keep in my checking account to avoid a fee.
I'm still as frugal as I was at that time which is more frugal than most as far as saving on costs of everyday life and we do travel at least once per year.

To compare CRM to PLTR? What? Impossible!

CRM and foundry have complementary roles so Mark Benioff should just chill and drink another glass of that overpriced Cali wine.

Emails, Google Calendar meetings-these sound like it could be integrated to your CRM. What do you currently use?

I'd go with CRM definately.

You’re talking to someone who does the actual work. Along with all the companies and orgs I mentioned. Have you guys tested individually or have you sat down together and worked up the learning curve to understand where and how it helps across all those systems. The problem you and everyone else is confronting is a new technology and silo’d efforts to implement. Maybe take a break to study and implement to get across the learning curve instead of hand waving and saying this thing doesn’t work. It’s like learning a new tool. Everyone is arguing it makes people less productive- and that’s like everyone saying why do I need a CRM if I have excel. It takes time to learn and implement. And if you don’t take that time, all you say is oh no I lost a day testing it and move on. This is going to be the demise of orgs that don’t get it vs those that spent the time and doubled down.

I use CRM every day at work , more like I am forced to use it … it’s beyond trash and prone to poor implementations

Also CRM isn't rocket science. Many companies have non-Salesforce solutions or custom built programs. Often more flexible and cheaper.

Just buy both ADBE trades at a 17 P/E and CRM trades at 22 both extremely undervalued.

If I had to pick one, CRM easily. It's crucial to many sales organizations and they acquire competitors left right and centre. Adobe isn't as crucial to the operations of many large organizations anymore. Also, everyone hates the Adobe pricing model even if they use it. Only back-end database nerds like me hate Salesforce.

Out of all the turnaround plays I’ve seen, I feel what you’ve just stated makes Adobe and CRM less risky compared to a UNH or lululemon which have underlying problems going on

My portfolio currently includes MRVL, TTD, MRNA, CRM, FTNT & DHR. I am looking to add few more & thinking about ENPH, ZURVY, MLI, NEE or any other suggestions. All stocks are for long term hold in non tax advantaged account.

These are quick analysis I’ve done on both of the businesses because I’ve seen a lot of talk about Salesforce and Adobe both SAAS business models.
CRM (what does it do)
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage and improve interactions with their customers. It centralizes customer data, allowing sales teams to track leads, opportunities, and accounts while automating repetitive tasks and providing insights through analytics and dashboards. Salesforce also supports marketing automation, audience segmentation, and engagement tracking, and offers customer service tools to manage support tickets, chats, and calls efficiently. Additionally, it provides a platform for building custom apps, integrates collaboration tools like Slack, and delivers advanced reporting and data visualization through products like Tableau. Overall, Salesforce helps businesses sell more effectively, market smarter, provide better customer service, and make data-driven decisions all in one unified cloud platform.
Financials
Annual Revenue(for fiscal year 25)
$37.9 billion, up 8.7% yoy. 
Net Income $6.2 billion, a 49.8% increase from the previous year. 
Operating Income: $7.66 billion. 
Operating Cash Flow: $13.1 billion, up 28% yoy
Market sentiment
To me it looks like the market re rated Salesforce due to its slowing revenue growth, but Marc Benioff has been saying AI will help scale agent force for a while now and we just haven’t seen it in the numbers.
Adobe (what does it do)
Adobe is a software company that provides tools and services for creativity, digital documents, and customer experiences. Its creative software, like Photoshop, Illustrator, Premiere Pro, and InDesign, is mainly used for image editing, graphic design, video production, and publishing. Adobe also offers document solutions such as Acrobat and Adobe Sign for creating, editing, and securely sharing PDFs and other digital files. Additionally, through its Experience Cloud, Adobe helps businesses manage marketing campaigns, analyze customer data, and personalize digital interactions. Most of its products are offered via subscription through Creative Cloud, giving users access to apps, cloud storage, and collaboration tools.
Financials
Total Revenue: $23.65 billion to $23.70 billion. 
Non-GAAP EPS: $20.80 to $20.85. 
Digital Media ARR Growth: Targeting 11.3% yoy
income for the fiscal year 2025 is projected to be between $9.48 billion and $9.53 billion
Market Sentiment
I’ve noticed that the fundamentals for Adobe keep improving while the stock price decreases. There’s fears that ai will hurt the business, but it hasn’t hit their top or bottom line yet. I don’t see why Adobe trades at a discount right now.
Final thoughts:
Both are buys in my opinion, I haven’t started a position because I need to do further research, but from what I’m seeing Salesforce has about 35% upside to their intrinsic value, and for Adobe I see 30% upside to their intrinsic value.

There are several software stocks that took a hit and could be poised to recover: ADBE, CRM, TTD, DUOL, CFLT, among others. 

$ADBE is beaten down and potentially undervalued. $CRM is beaten down and potentially overvalued. There's a difference. I'm not saying that's definitely case - just have to be careful.

CRM is a good as I can find. Good leader, too.

CRM was a stopgap to where we are getting to now. Everywhere you turn, companies are looking at ways to minimize Salesforce licensing costs. Salesforce will either adapt or die a slow, painful, and costly death. I'm gonna go look at LEAPS right now for Puts, actually. Enjoy your Saturday, everyone!

Great time to be alive! Thanks Alex.....