CRM
Salesforce, Inc.
stock NYSE

its not just "producing more code quicker".. ive built tools that save time, that just would not have been viable before....
image an automation that every month saves your co-worker 2 hours of work.
if I told you it would take 40 hours to build it, it would not get built. The ROI is too far away. If it takes 1 hour to build, and cuts their monthly task time from 3 hours to 1 hour, it would get built month 1, no questions asked.
That's just one example.
Here are real examples from my company:
- A finance person spent 2 hours every month exporting data from three systems, fixing column names, joining spreadsheets, and formatting a report. Now its automated.
- Every morning, someone spent 45 minutes reading yesterday’s support tickets, tagging them, identifying duplicates, and sending the team a summary of recurring issues. Now that's automated and ready before we get to work.
- 50 salespeople each spent 10 minutes after their weekly meeting updating the CRM from their notes. 10 minutes per person, times 50 people. That is now automated.
These are all just simple examples of tools i have built in the past 9 months. That does not include how many more updates I've shipped to our warehouse software, our website, etc.
I have easily done as much work in the last year (and provided as much value to the company) as I did in the previous 3 years, and I've been a software engineer for 10+ years.

Your profile is private, what would those names be? I have some of my own, that I think are rather benefiting form AI.
Thats NOW, RBRK, CRM and MDAY (not sure about this one)

There’s 3-4 competing trends with none showing prominence at the moment. I’m still fairly defensive with a large healthcare tranche for the midterm rally. I have some energy, a long term call on CRAK that’s been printing, i have some GLD. I’ve had some military defense names like LMT and RTX.. I sold out of semis, but i have a large 50k or so Google position. I bought apple as well, their costs for chips won’t matter as they’ll pass that cost to their very loyal customer base. If the AI trade can hold up I’ll begin adding again. For software i have CRM and Sailpoint. A lot of names in agentic security are too pricey - i think sailpoint could 5x or get acquired

Why are we comparing NKE and LULU with CRM and ADBE? One side is fashion/goods with little to no moat and the other side is services that enhance productivity...

I tend to agree. There will be winners and losers with saas. To your point CRM and SAP are jeyt so tightly integrated with systems that it will be very difficult to displace.

There are certainly some SaaS companies who will be affected by cutting expenses due to AI, but that won't be CRM, SAP, NOW, VEEV. Real risk is to the companies like ADBE, TEAM, Accenture, cognizant etc.

I'm curious what's bad with CRM? Even I avoided ADBE though it surged but in long term its risk. I went with NOW, SAP and CRM.

Horses for courses. CRM and ADBE were my 2nd and 3rd biggest gains this year 🤷‍♂️

I won't say its skill till I donit for 5 years so sure. Its just thinking for yourself and not blindly following reddit. But in general I do like this place and some good stocks are brought to my radar here and the stocks the sub really gets onboard with tend to play out well.
The big ones this sub loved and I avoided were NVO, NKE, LULU, CRM, ADBE. And I'm happy to have avoided those. Meanwhile my PYPL position I got shit on endlessly for is looking more and more like it is going to make me some very nice returns with this $70 offer in the works.

CorMedix ($CRM)
Just had another look at CorMedix after the latest Q2 results, and the story continues to look interesting.
Q2 revenue came in at $101.9M, with $26M net income and $58.7M adjusted EBITDA.
DefenCath generated $66.1M in Q2, and the company now has supply agreements with all five major U.S. dialysis organizations.
Even more interesting: management maintained 2026 revenue guidance of $325–345M, while raising adjusted EBITDA guidance to $125–140M.
For me, the biggest change is that this is no longer just a biotech waiting for a product to work.
DefenCath is already generating significant revenue and profit.
There are still risks, of course, and the valuation needs to make sense at the current price. But if DefenCath adoption continues, I think the market may eventually start valuing CorMedix more like a profitable growth company rather than a small biotech.
I’m still holding and watching the numbers closely.
Not financial advice — just sharing my research.

its not just "producing more code quicker".. ive built tools that save time, that just would not have been viable before....
image an automation that every month saves your co-worker 2 hours of work.
if I told you it would take 40 hours to build it, it would not get built. The ROI is too far away. If it takes 1 hour to build, and cuts their monthly task time from 3 hours to 1 hour, it would get built month 1, no questions asked.
That's just one example.
Here are real examples from my company:
- A finance person spent 2 hours every month exporting data from three systems, fixing column names, joining spreadsheets, and formatting a report. Now its automated.
- Every morning, someone spent 45 minutes reading yesterday’s support tickets, tagging them, identifying duplicates, and sending the team a summary of recurring issues. Now that's automated and ready before we get to work.
- 50 salespeople each spent 10 minutes after their weekly meeting updating the CRM from their notes. 10 minutes per person, times 50 people. That is now automated.
These are all just simple examples of tools i have built in the past 9 months. That does not include how many more updates I've shipped to our warehouse software, our website, etc.
I have easily done as much work in the last year (and provided as much value to the company) as I did in the previous 3 years, and I've been a software engineer for 10+ years.

Your profile is private, what would those names be? I have some of my own, that I think are rather benefiting form AI.
Thats NOW, RBRK, CRM and MDAY (not sure about this one)

There’s 3-4 competing trends with none showing prominence at the moment. I’m still fairly defensive with a large healthcare tranche for the midterm rally. I have some energy, a long term call on CRAK that’s been printing, i have some GLD. I’ve had some military defense names like LMT and RTX.. I sold out of semis, but i have a large 50k or so Google position. I bought apple as well, their costs for chips won’t matter as they’ll pass that cost to their very loyal customer base. If the AI trade can hold up I’ll begin adding again. For software i have CRM and Sailpoint. A lot of names in agentic security are too pricey - i think sailpoint could 5x or get acquired

Why are we comparing NKE and LULU with CRM and ADBE? One side is fashion/goods with little to no moat and the other side is services that enhance productivity...

I tend to agree. There will be winners and losers with saas. To your point CRM and SAP are jeyt so tightly integrated with systems that it will be very difficult to displace.

There are certainly some SaaS companies who will be affected by cutting expenses due to AI, but that won't be CRM, SAP, NOW, VEEV. Real risk is to the companies like ADBE, TEAM, Accenture, cognizant etc.

I'm curious what's bad with CRM? Even I avoided ADBE though it surged but in long term its risk. I went with NOW, SAP and CRM.

Horses for courses. CRM and ADBE were my 2nd and 3rd biggest gains this year 🤷‍♂️

I won't say its skill till I donit for 5 years so sure. Its just thinking for yourself and not blindly following reddit. But in general I do like this place and some good stocks are brought to my radar here and the stocks the sub really gets onboard with tend to play out well.
The big ones this sub loved and I avoided were NVO, NKE, LULU, CRM, ADBE. And I'm happy to have avoided those. Meanwhile my PYPL position I got shit on endlessly for is looking more and more like it is going to make me some very nice returns with this $70 offer in the works.

CorMedix ($CRM)
Just had another look at CorMedix after the latest Q2 results, and the story continues to look interesting.
Q2 revenue came in at $101.9M, with $26M net income and $58.7M adjusted EBITDA.
DefenCath generated $66.1M in Q2, and the company now has supply agreements with all five major U.S. dialysis organizations.
Even more interesting: management maintained 2026 revenue guidance of $325–345M, while raising adjusted EBITDA guidance to $125–140M.
For me, the biggest change is that this is no longer just a biotech waiting for a product to work.
DefenCath is already generating significant revenue and profit.
There are still risks, of course, and the valuation needs to make sense at the current price. But if DefenCath adoption continues, I think the market may eventually start valuing CorMedix more like a profitable growth company rather than a small biotech.
I’m still holding and watching the numbers closely.
Not financial advice — just sharing my research.