CRM
Salesforce, Inc.
stock NYSE

Thanks, it's not an investment case (anyway I'm not interested by investment cases on reddit), but it's a valuable description of the state of the business. I don't care if you used AI to write it, please ignore the haters.
Agentforce is not bad. Contrary to other agentic platforms, an Agentforce agent can interact directly with all Salesforce objects. So you can automate about anything you want inside the CRM. They were also quite careful with cybersecurity, with state of the art defense.
It does not mean that Salesforce is safe from external automation. MS Copilot tries hard to enter the CRM space. But for now the result is not great.
So my take is that Salesforce is playing defense. Protect their ecosystem within companies where they are already present. I see them growing, but at a moderate pace. That explains some of the rerating.
I wouldn't invest in CRM now, but playing with volatility by selling careful puts at the right levels seems interesting.

Just throwing in my two cents as a telco executive
These platforms are so deeply embedded in the business they're not going anywhere. CRM is the heart of the typical BSS stack with hundreds of interrelated systems. AI makes application development faster and easier but it won't replace the big pieces of the engine that keeps everything running, managing 10s of millions of customers and billions of transactions in real time.

I'm not confident but I've got my eye on things.  Some of these companies will be losers, but at least some will be massive winners from here.  May be worth rolling the dice, especially on CRM...

The Case on Salesforce Stock (CRM)

CRM and NOW may rise somewhat, but they won’t return to their previous high flying days anytime soon. It’ll be a long time before we have actual clarity.

I recently noticed something interesting.
Many small businesses still manage customer support from a single phone that's passed between employees.
It creates obvious problems:
* Customers receive inconsistent replies.
* No one knows who responded last.
* Conversations get lost.
* It's difficult to measure response times.
* The business can't really scale customer support.
I understand why many businesses start this way—it's simple and inexpensive.
But at what point does it become worth investing in a proper shared inbox or CRM?
For those of you running customer support on WhatsApp, when did you decide it was time to move beyond a single device?

The idea that only vibe coders use AI for development is laughable in 2026. Vendors and MSPs augment internal engineering teams and software is pushed through all of the quality gates (and more) it normally goes through, with higher throughput in production and immediate pilot development. The actual strategic advantage is that you build the system exactly how it should function in your org and you can get rid of expensive licenses. If you understood the value of this you would understand the value of this. Companies are hamstrung creating workarounds for systems they can realistically own. Everyone thinks of rebuilding the CRM and not the 80 pieces of software that connect with it.

Coding was never really a barrier, it’s a value delivery mechanism. There isn’t much of a reason to rebuild CRM software or critical systems of record in house. What’s the actual strategic advantage in the marketplace for intimately controlling and being responsible for development and maintenance? Vendors also have routine security patches and provide guarantees. What happens if a vibe coded critical system is down? Major S&P500 companies like to offload risk to large established vendors with insurance and guarantees because the risk is too high to operations.

I use ThetaPal to keep an eye on things like this above that you mention with their AI market scanner. you can give it specific stocks or just let it scan the general market. then setup scanners that run nightly/weekly etc...
for example
"track ADBE NOW CRM and look at insider buying, politician buying, news, earnings, and options volume and alert me when anything noteworthy occurs"
it works extrmely well because it mixes with enterprise data and gets really precise answers for you.

i mean hey man you do you. You'll know it if works out or not 5 years down the line. I don't know your use case and I don't know your details but I know you can't run a fully fledged for CRM 300k a year. My guess is you probably aren't going to stick around to see the downfall anyways so what's the point in defending it

Since Oracle, NFLX and CRM didn’t rally when qqq was rallying they won’t fall on Monday when qqq falls, right? Right?!!!

But Adobe's stuff is actually of the kind that AI will really make obsolete. AI won't kill for example big CRM systems like SAP but nobody will need Photoshop, Lightroom or After Effects mich longer.

Why do u think adbe is a trap ? I mean all software stocks are suffering but fundamentally speaking they are great ( INTU , ADBE, VEEV, NOW, CRM)

Sure I can narrow it to a few rn. Microsoft, CRM, Uber. Buy and check in a few years. You’ll be up bigly. Bookmark it

Don’t put ADBE in the same discussion. Their stock started weakening long before the SaaSpocalypse started.
AI is going to change everything. Question is, which companies will benefit and which will lose business? I’d bet on NOW and CRM.

Buy CRM full port! 

CRM sales aren't just from software but each company hire solution architects when you buy a software. They come in and customize the CRM to your company needs. That's a big billing line item. With AI that bill will be much less because AI can do the custom work and act as a in house solutions architect.
Nobody's building their own Salesforce but Salesforce consultants aren't needed as much anymore. That's where the productivity gains will come from imo. And that is cost savings and less revenue to Salesforce. That's my thesis atleast.

Building your own CRM was already possible before AI. In terms of security, support maintenance updates etc SaaS remains better than on premise though for many companies

Can someone tell the market so my losses can be erased on NOW, CRM and SAP?

Agree, it’s a scam. We moved CRM in my current company to SF and it reminds me of the 90s