CRM
Salesforce, Inc.
stock NYSE

100% agree with both u/PennyStonkingtonIII and u/AgreeablePudding9925's comments - I've spent 20 years in Fortune 500 enterprises, most of it in some kind of data / quant / consulting capacity. Most folks in the Big Whatever suffer from PTSD - post traumatic (in-house) software development. Nobody forces you to use Office 365 - network effects force you into using it because others use it (that's how network effects work, it's a very powerful moat). Does anyone with a functioning frontal cortex actually think enterprises are going to vibe code a new Excel? Forget for a second the hellscape that using this new 'product' will be - the migration effort of all the data, all the macros, all the file repos would be an absolute shit show that would make this a non-starter. Agentic AI is intended to prevent that exact scenario - nobody would look at an agent if the conversation started with "Before we can deploy said agent, we'll need you to develop an in-house CRM system first...". This entire narrative of "we'll vibe code a new Office!" is being expounded (loudly) by people who have never built a single data bridge (i.e., once you build a data bridge, and that shit just-about-sort-of-kind-of works, you NEVER touch it again). If you've never sat through an audit, or through hours of change management conversations (few things make me want me to eat a gun quite like the question "But how will we socialize this change across the organization?!"), please stop telling us how SaaS is dead. Final point - you know what big companies like? A degree of plausible deniability (i.e., the ability to point a finger at someone else) - guess what goes out the window if you've developed your own in house software that absolutely & totally shits the bed? Plausible deniability! Guess what replaces it? A metric shit-ton of litigation, where you are now directly liable because, hey, the software is proprietary to you.

>You have no way of knowing what the future holds for AI agents, same as me.
Absolutely! I don't have the slightest idea. No one does, even the tech bros who work on these things.
>For example, 2025 was originally touted as “the year of AI agents”. That ended up being not true. Now in 2026 we’re seeing some simple agentic products that are impressive on the surface but are wildly unreliable to use at scale in an enterprise setting.
Timing can be wrong but the milestones and improvements are very visible and factual. AI is improving no doubt and it's reasonable to think it will continue to improve simply because money and effort are being spent for it to improve. For example, in just 2 years, we went for deformed AI videos of Will Smith eating spaghetti to Seedance 2.0 that can produce amazing quality videos.
>There is zero proof today that these things will be capable enough to build and maintain an enterprise CRM in the next 5-10 years.
What kind of proof do you require exactly? That the agents actually do? Now they don't, YET, but:
1. We see constant improvements of the tech
2. We see investments go to the tech
3. We see smart highly paid people working and competing on it
What else do you want?
>I hope one day they can because that would mean we’re probably able to solve all sorts of problems,
I disagree. I'm kind of a doomer regarding AI...
>It’s a very very challenging problem that will likely require several breakthroughs in AI/LLM technology, not just brute forcing with more data centers and training data.
I agree, although the agentic use hasn't been explored much yet. Also, I used to think that progress would take a long time for robotics and now I'm surprised at how fast it's coming.
>I’m not blind to what the future could hold, in fact I hope you’re right. But personally I’m not holding my breath.
I hope I'm wrong to be honest. I wish AI stalls and progress stops and its usage becomes generally limited, otherwise, with our greed, we're probably looking at some form of dystopian future.

CRM is dinosaur tech 🤣

ADOBE,CRM,RBRK,DUOL,TTD.

Bought CRM and Duol before close, fml

lol all CRM gains from today wiped.

CRM bankrupt by morning 

You have no way of knowing what the future holds for AI agents, same as me. I’m making my argument based on the current state of things and the trends I’ve been observing. For example, 2025 was originally touted as “the year of AI agents”. That ended up being not true. Now in 2026 we’re seeing some simple agentic products that are impressive on the surface but are wildly unreliable to use at scale in an enterprise setting. There is zero proof today that these things will be capable enough to build and maintain an enterprise CRM in the next 5-10 years. I hope one day they can because that would mean we’re probably able to solve all sorts of problems, but the agentic AI trend line is not going straight up like the marketing hype wants you to believe. It’s a very very challenging problem that will likely require several breakthroughs in AI/LLM technology. I’m not blind to what the future could hold, in fact I hope you’re right. But personally I’m not holding my breath.

MSFT CRM and NOW all taking a huge dump AH, how peculiar

Lmao @ CRM giving up it's entire pump literally one hour after close

Why is CRM down 3% and MSFT down 1.4% in AH lol

I have bought Salesforce (CRM), ServiceNow (NOW) and Amazon (AMZN). These are all heavily entrenched products in enterprises and aren’t going anywhere. SAP would be another. There are many but the first two get adopted over years, become sticky with tentacles across an org, and very costly to replace.
Sure, they may have seat count volume concerns if AI does impact employee numbers at enterprises, but I don’t envisage significant impact to revenue.

What I have issue with when discussing the effect of AI on the future is that people, such as yourself, use historical data in order to argue that AI has no effect and that it is merely hype. For example, your argument is that
>Ex-Salesforce employees have been creating CRM competitors for years now. This isn’t new.
The issue with this type of reasoning is that it makes you completely blind and you can use it to say that nothing will ever change even though change is the only constant. I can for example use your reasoning to say that any new pandemic would behave similarly to previous pandemics and that recovery from it exists, which is not true at all. Events that are unlike anything that has happened could happen and people like you would be completely oblivious to it. The other extreme is of course people who see every event as having completely different outcomes from similar past events.
>Do you think devs at Salesforce aren’t using AI to increase their output?
How?! We are just getting to agents that can run for a long time unattended. As agents proliferate, it changes EVERYTHING!
Another issue I have with these discussions is that people seem to freeze the capability of AI in time: "just because it sucks now, it'll always suck". No, it'll get considerably better.
You are right that I don't work in CRM, but I was a software engineer for 20+ years before I transitioned a couple of years ago because that profession is doomed no matter how you look at it.

CRM strong like bull

Salesforce could be replaced with AI-assisted CRM software that has lower operational costs

Even worse, when you 'pick' that perfect stock, you have no control of external forces that might act on that one particular stock, much less the whole market. Just ask anyone who aped into PYPL today thinking it would be bought out, or who went all-in on NVDA, MSFT, CRM, etc etc on the back of the recent earnings.

Man I said I'd wait until morning to buy CRM instead of after hours in case it went further down and now I'm regretting that

Extreme overvaluation. Why does it have to be more complicated an answer than that? Same with PLTR, CRM, MSFT, all the other tech companies. Just because P/E ratios didn’t matter during a bubble doesn’t mean they don’t during hard times.

CRM calls gonna print over the coming weeks, should see it at $230 by mid March, THANK YOU FOR YOUR ATTENTION TO THIS SPLATTER

Ex-Salesforce employees have been creating CRM competitors for years now. This isn’t new. Do you think devs at Salesforce aren’t using AI to increase their output? It takes tens of thousands of people to build and maintain an enterprise CRM the size of Salesforce with or without AI. A team of 20 or 200 employees is not able to disrupt Salesforce anytime soon, or ever. The best they can do is take some SMB market share from Salesforce. If anything Salesforce has even more of a competitive advantage with AI since they have a shit ton of money and infrastructure to utilize AI.
Also your last line “even the clients have this idea and want to make something that doesn't have to integrate with their systems because it's built with their systems in mind.” Makes literally zero sense and you clearly do not work in this space.