CRM
Salesforce, Inc.
stock NYSE

What a dumb logic. You have never worked at big enterprises.
Sure some company would try to build salesforce lol , there are entire devs for sales force ecosystem. Countless examples , SaaS companies are the best business models and they have stupid valuations right now . CRM, NOW, ADBE , all are great buys

CRM stock, I really like it

I think many SaaS stocks like TEAM, CRM, ADBE, FIG etc are oversold at this point, despite valid concerns, and are going to have a good recovery over the next year or two.
But also not going to buy because I work in SaaS and my salary and RSUs makes my existing exposure very high.

>You aren’t going to AI vibe-code a CRM at scale. Period.
Back in 2019 I built a replacement for Salesforce for an org in 3 months. Saved them $100k+ a year in licensing costs and it did a better job. This was Pre-AI. With Codex, I probably could've done it in 1-2 weeks, because most of the work was tedious stuff that AI does well nowdays.
Salesforce is a lousy product and company. Huge value trap IMO

I am really loving this software sell off. Can you believe people sold off Synopsys, Candence, Autodesk, Snowflake, and even moody and spgi, and freaking Microsoft because they are worried about vibe coding replacing CRM??? I’m not saying that these companies have been sold off enough for them to be value, but the market is clearly wrong about how AI might impact them and it strikes me as an opportunity. Like wtf try to replace synopsys with AI??? This makes no sense? (There are also some edge cases like servicenow, intuit, figma etc.)
Another thing is that people are selling off huperscalers for AI capex while (i) also being pessimistic on chip companies like nvda and (ii) claiming saas apocalypse because of AI. Like only one of those things can be true: either AI is so good that salesforce and friends become a thing of the past but the hyperscalers make bags, or that software survive and their current valuation is a generational opportunity. There is definitely alpha to be extracted here

MSFT, CRM, RDDT, QCOM

PLTR is a threat to a lot of SaaS.
Soon enough case studies of PLTR replacing legacy ERPs and CRM should start emerging.

I’ve got decades of enterprise SaaS experience and I am recently bullish on $CRM after years of mocking it.
I  agree with everything you said about their moat and ALSO, their big friction point to more 7-8 figure deals is their customers’ engineers hate learning their systems, APIs, vocabulary: they create friction every step of the way. But all of those bits are easily glued together with vibe coding.  The integration friction is suddenly WAY lower. 
$CRM also has a flywheel going on where the more big deals they get the more AI training they can do to pull out deep, deep insights 

I feel like RBRK would be more resistant towards this supposed AI threat versus like APP or NOW or CRM, I would love to hear your thoughts on that.

So you want AI related leaders that haven’t had massive moves up already? Those don’t exist. Best bet is trying to buy the winners that have sold off. MSFT, CRWV, PLTR, CRM, ORCL. Not advocating for all, but they’re worth a look.

I said generalized usage of AI, not General AI. Accountability, CRM and those workflows that required 4 people working it can be done now with 1 or 2.
I am not sure which model are you using, but your request seems to me rather a simple one and Gemini or Claud can easily get the right answer for you.
Also, hallucinations happened way more often in the early stages of AI, now it depends more on the topic itself. If it is too complex or abstract then it is likely.
It is not exactly the median but the one that has the highest score in terms of correctness based on a threshold that you can actually choose in the fine tuning.

From the value perspective, given the recent downturn for the past few days, has there been any that has fallen to the point of worth picking up? I would love to see if we can all compile a list of recommendations.
From my side. NVO, MELI, CRM, CVLT, IREN, LRCX.
I would love to hear what others have picked up or are planning on picking up on Monday.

Hello folks, mid-40’s new stock investor here. Some background: between the wife and I, we have about $2M in tax-advantage retirement accounts mostly in VTI/VXUS and equivalent, a modest house payed for, no debt, 6 months emergency savings in a HYSA, and a couple of years shy of having two 529s fully funded for our kids. Basically, our family picture would be fitting next to the definition of discipled/boring investors.
Around January 2025, we agreed to put $100k in individual stocks/ETFs with Fidelity (not touching options) that, at the time, would seem to gain from the early chaos of this administration: rift between US and eurodefense, radical changes to US healthcare, and later tariffs. Caught some really nice gains from concentrated positions (EUAD, UNH, a couple of biotech, and several penny stock short-squeezes) and managed to limited the downside (10-20% trailing loss on risky/speculative stocks). And we have been very LUCKY: I am not kidding myself, sometimes I’d DD a stock with conviction only to see it fall apart for no apparent reason, or l’ll throw $5k into a WSB meme stock, only to see it 3-10X. So by Dec 2025, we were sitting on almost $300k.
But the constant anxiety, trying to “feel” upcoming macrotrends from news, and constantly monitoring stock price action got to me, bad, to the point where I checked overnight prices before bed, and pre-market prices first thing in the morning. And the daily news swings, without rime or reason, just became too much for me. I read somewhere that “everyone feels a genius in a bull market” and “everyone thinks they have a high risk tolerance until the market wobbles”. Well I have experienced both and I can admit without false pride that I am not cut for concentrated stock picking.
So early January 2026, we have diversified our fidelity portfolio into “sector” focussed value stocks that I gathered from this sub and others. Mostly solid names, presently battered by policy headwinds or sector rotation. These are all intended to be long term holds, with a cap to 5% of portfolio. I tried to mostly stay away from crypto, AI, space, and mag7. I did my best, lots of deep discounts but most likely have some dogs and value traps, and I’d appreciate any warning about particular ones that you strongly feel are heading for disaster.
Heath Insurance/ care: UNH, CNC, MOH, CI, ELV, HUM, MLAB, AVTR, OGN,
Vaccines/pharma: NVO,PFE, MRK, MRNA, BIIB, BHVN, BMY, NVAX, PRGO, PHIO, IXHL,
Discretionary: AMZN, STLA, RH, SG, WEN, LRN, GME, CAVA,
Staples: TGT, PEP, CPB, SFM, NGVC, FLO, KVUE,
Communication/Media: NFLX, TDD, META, ATEX,
IT/Software: MSTR, ADBE, GLOB, HUBS, NOW, CRM, TEAM, CTM,
Financial: FISV, PGR, PYPL, GPN
Material/Industrial : ASPN, SMR, VAL, XIFR.
Thank you for reading and for your feedback.

msft is a winning horse, not going anywhere, u gona bag hold them but i promise ull make ur 4k vack and then some, actually the MSFT position alone will cancel CRM/LULU losses, trust, nancy is long on MSFT and so is every retirement 401k, look into what all of them hold, MSFT.

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | $149.02 | $149.57 | $628.4B |
| [JNJ](https://marketrodeo.com/asset/JNJ) | Johnson & Johnson | $239.99 | $240.94 | $578.2B |
| [KO](https://marketrodeo.com/asset/KO) | The Coca-Cola Company | $79.03 | $79.19 | $340.1B |
| [CSCO](https://marketrodeo.com/asset/CSCO) | Cisco Systems, Inc. | $84.82 | $84.95 | $335.1B |
| [MRK](https://marketrodeo.com/asset/MRK) | Merck & Co., Inc. | $121.93 | $122.66 | $304.6B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | $191.35 | $187.12 | $182.2B |
| [ADP](https://marketrodeo.com/asset/ADP) | Automatic Data Processing, Inc. | $231.36 | $230.28 | $93.6B |
| [CCI](https://marketrodeo.com/asset/CCI) | Crown Castle Inc. | $80.88 | $77.01 | $35.2B |
| [AXON](https://marketrodeo.com/asset/AXON) | Axon Enterprise, Inc. | $414.20 | $396.41 | $32.7B |
| [VEEV](https://marketrodeo.com/asset/VEEV) | Veeva Systems Inc. | $183.65 | $178.04 | $30.2B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

agree w. impossible on this, you're looking at this wrong. Even if you just extrapolate out their Q4 earnings that they just reported and assume ZERO growth the PE is around 30...stock market is always forward looking, stocks don't get credit for what they've accomplished in the past - just look at the software stocks for example NOW, CRM, MSFT.

CRM calls made me creammmmmm

That, I will concede.
However, I think if the big SAAS companies reduce workforces because they have the force multiplier of agentic coding, we're going to have a large number of unemployed software engineers, and I think some of them are going to probably start small businesses, some of which may compete with existing SAAS companies, but I think the vast majority will be small companies solving small problems that were previously overlooked because the effort to payoff was too disjointed.
With agentic coding, a couple of unemployed devs can get together and probably make a small product for a specific niche use case. Hell, maybe some of these will even be plugins for Salesforce or Hubspot or Atlassian or Workday whatever, and can be sold in their 3rd party app store / marketplace. But at any rate, I think that many of these new startup companies will also end up using the existing SAAS vendors that they're already familiar with.
Maybe this is cope. But I kind of see AI being a thing that actually solves new, smaller problems. I don't really think it's going to re-solve the big ones - the ones that have lead to these current SAAS monoliths.
I can tell you, when I worked at a software startup, the last thing we ever wanted to do was deal with was doing our own HR or handling our own CRM. We were too busy trying to build the damn product; we didn't have time to vibecode a replacement for Datadog or Shopify or Canva or Postman or Figma or whatever the hell we used for travel receipt reimbursements (Gusto maybe? I forget). Companies just don't have time to deal with that. Even though on a personal level I can tell you I absolutely abhor Adobe's subscription model, they're here to stay, and from a business perspective, if you care about your designs and listen to your design team, and they tell you they need creative cloud, you just do it. You don't tell them to vibecode an Illustrator replacement. It doesn't make financial sense.

I will probably get flak for this but I think TEAM, CRM, NOW, ZM will not do well with AI

Investors expected continued growth at 2025 rates but that’s unrealistic. 2025 was a quick transition of existing RF to PFA. at this point PFA conversion is mostly done and most RF holdouts have converted.
Competitors who are more established are coming out with their products slowly so some clawback was inevitable. But Boston was smart and has solidified their position with aggressive deals across watchman and CRM, along with first mover advantage, and the fact that their system is very fast and requires minimal mapping making it perfect for the upcoming ASC expansion—I think they are exactly where they want to be. The entire market is going to continue to grow very quickly