CRM
Salesforce, Inc.
stock NYSE

I tend to skim the 52-week lows. But, I've been eyeing ADBE & CRM. I'm just waiting for the FOMC for this week to get a better picture

What are your thoughts on Salesforce $CRM? Just acquired Fin and the stock is close to 52 week low.

CRM just cannot catch a break god damn. There is no way. Imma dig in this week to check if they are worth more. How much do u have. What u rolling with?

How the fuck did ACN and CRM drop today??? How low can they go? It does not make any sense...

I once loaded up CRM calls cause I liked their HQ...-86%

CRM looks like a steal

this was my last chance to CRM. about to go to fuck itself

What is happening with CRM. It’s being forced down hard at every turn.

Adobe, intu and CRM

Bro if ZS gets dragged with CRM I’m backing the truck up. Last week’s action was pure clown market vibes, zero conviction anywhere.
If NOW ever actually chills under 99 again I’m selling my organs for more shares 😂

Will probably take CRM and a couple other big software names with it

Jeremy is like the patron saint of this sub. PYPL, NOW, ADOBE, CRM all his favorites.

I’ve been seeing ADBE and CRM a lot on my YouTube feed. I ain’t touching it but not all the videos recommend it as a buy.

He did a few weeks ago. Still holding onto CRM and NOW though

There are so many youtubers promoting this stock, and some of them have 100,000+ followers. They have been recommending the stock for over a year, so if anyone followed their recommendations, they are down like 50%.
And it's not just Adobe, but also Nike, CRM, Paypal, etc.
I have a feeling lots of young inexperienced investors will lose shirt in this market.

Why I’m bearish: service Now is an efficiency based product, it allows enterprises to be more effective with workflows (like Jira or Salesforce) - it’s not a revenue driver. There’s a limit to how much it’s worth to an enterprise so making the product cheaper (not losing no capability, likely being better over time with AI/Claude/etc)
The pricing models need to change, margins will shrink, scale will be challenged, downward spiral
Now Microsoft with an operating system, industry standard software like Excel (oracle or other infrastructure like financial reporting software or millions of other applications that are mission critical) may also be impacted BUT to varying degrees. Maybe margins are impacted but switching costs w ignorance of be high and offering little savings or efficiencies. So maybe they are safe(r)?
A company like Constellation Software that buys software businesses can cherry pick those with moats and/or just too small to “copy” or replace the software/support
There will be every example and outcome in software.
Really hard to say (impossible) who the winners and losers will be.
I think ultimately, the ones with proprietary data may have the best chance to leverage AI for bigger wins and margins - Google, Amazon, Meta, or even a company like AppLovin or Trade Desk (beaten badly for every other reason in the past year) - no matter what, they will all need: NVDA, ASML, MU, AVGO and lots of data centres to make it all work.
I don’t see a real value in CRM, NOW, INTU, ADBE that can’t be replicated for pennies on the dollar
But I guess that’s why their share prices are so defeated.
Oracle is interesting though. But I’m still not sure they will be able to pivot fast enough or read the market well enough. Probably my fav though they are high debt and play in different sectors (like MSFT and AMZN)
Messy and exciting world.

Msft, AMD, CRM, Goog, Appl, Amzn, meta, ORCL, Nvda, Crwv, Mrvl, Rddt & MU. Just buy a Call of each

I hv worked in this space for 20 years at leadership level...
NOW is just a glorified helpdesk tool.. they hv a monopoly in their space , hence the demand....
But they are no ERP , no CRM , they dont possess any contextual knowledge like SAP , Oracle , Salesforce etc...
Bill McDermott brought in his SAP selling skills to boost this stock for last 5 years , thats it
NOW is striving hard to stay relevant in the AI era... but the tool they recently launched Command center is good , but it's a matter a of time before that space gets crowded...
NOW has good customer base but they hv hit the saturation in their space.... so unless they buy lot of other cybersecurity companies & grow into a different space , they will hv a tough time sustaining

I usually find best results from investing in buying beat up but quality names so far. Usually its easy to pick up name like MMM or UNH, INTC but this time the whole software sector is down and It is a but harder to pick one or two names so I would like to buy something like 5-10 names and split the risk a little bit.
What would be your top 10 picks for something like this to hold for 10years+ ?
I really like INTU , CRM , FISV , FIS
not teally sure about ADBE
MSFT SAP NOW and ORACLE dont seems to be that down so far?
what about [monday.com](http://monday.com) or path ? These sre not exactly proven or long standing ones but could be good runners if they still exist in 10 years?
any insight would be greatly appreciated

What about CRM and ADSK?