CRM
Salesforce, Inc.
stock NYSE

I have invested into multiple SaaS stocks, MSFT, CRM, and NOW, all of these have been up around 10% in the past two days. These make up around 30% of my portfolio together so they're very important. This is mostly because sentiment on SaaS has changed after snowflake reported some crazy earnings and signing 6B AWS deal.
Since the whole sentiment has changed, I'm curious what other investors are thinking, me personally, I will hold these positions with conviction, I believe SaaS deserves more attention.
But is anyone planning on joining me or holding if they already have positions in similar stocks?
Do you believe that this is the end of the "SaaSpocalypse" ?
Or is this just a short term mini rally?

Take a shot at digital marketing if that’s what you studied, it sounds like you didn’t like sales, but maybe you could get into call center analytics or sales engineering. For digital marketing you could get into analytics, search strategy, social media campaign management, CTV management, CRM campaigns, creative development, etc etc etc
Once you start rounding out those marketing skills you can start up your own agency and serve marketing functions for various clients.
To be honest you can probably just start out by taking any shitty marketing jobs you can get to gain experience and fill out your resume, then hop to a better one in a year or two and rinse and repeat as you develop your marketing career.
The good thing about sales experience is you know how to manage a pipeline and work a leads list (but this time instead of sales leads it’s companies, job postings, hiring managers, linked in contacts etc etc).
Just keep searching for jobs and building skills, you’ll start to learn what skills you like using that you’re good at and lean into it. Also what you don’t like. You’ve got a long journey ahead, it’ll be hard and uncomfortable at times, but you’ve got this

CRM is a steal right now. It’s been down lately but saas products about to make a comeback. Look at SNOW. NOW is starting to rebound as well. CRM should follow soon too.

Will go higher along with other software stocks - CRM and SNOW earnings show saaspocalypse will occur much later than we thought and the SW companies are adapting with their own AI products

STO CRM 192.5c for .60. BTC for .20.
STO CRM 187.5c for .40.
STO CRM Jun 160p for 1.62.
Continuing to chip away at cost basis...

Seems like a very strong business but it's hard to justify with so many things growing much much faster.
Not bad for a basket of SaaS recovery stocks like NOW CRM and VEEV as an AI narrative hedge though.

sold CRM $162.5 Put Jun 05, '26 @ 1.38 at market open
bought CRM $162.5 Put Jun 05, '26 @ 0.59
sold CRM $165 Put Jun 12, '26 @ 1.86

wow , what's going on ?

Think I made the right call buying dat CRM dip

BTC CRM 200c for .20 (+1.80).

What rounds out the SAAS play? I got MSFT, CRM and NOW.

I like the SaaS NOW CEO that wears transition glasses. He seems very nice. I'm sorry his company is going to $0.
I dislike the SaaS CRM CEO that advocated for the policies that made San Francisco heck hole. Then he pleaded with orange man to send in National Guard. I'm glad his company is going to $0.

CRM 🚀🚀🚀

Software generally feels like it \*could\* become the next melting ice cube industry. Not necessarily in the sense that it'll suddenly start shrinking, just that 20%+ growth rates are going to become exceptionally tough to maintain. I think from memory of their last earnings, NOW had an acquisition that helped juice revenue numbers a bit, which I'm always a bit wary of - something I don't really like about CRM either. One or two feint alarm bells around organic growth. But admittedly I'm talking here as someone who has only done a tiny bit of fluff research on it, I just didn't see anything to really compel me to look deeper.

Sorry but didn’t CRM just issue lower Q2 sales guidance?

Scalped CRM tonight and made $124. Don’t trade as much anymore but I’ll take my water bill being paid in 2 hours.

Agree with this. The Agentforce play is a move to try to get ahead of the trend, but even if that is successful, a lot of the money they earn will trickle back to the AI infrastructure providers. And I don’t see CRM being able to charge a premium on their outsourced ai for long…

The CRM selloff is a massive buying opportunity.
AI cannot function without it and vibe coding one is not feasible - regardless of what talking heads on LinkedIn, AI founders and VCs are saying.

Why CRM after this ER report?

CRM better be down 10% by morning. What is this dip for ants

Just ratcheted up $17,000 overnight to buy CRM on margin boys. I’m either buying a new graphics card, or selling ramen packs tomorrow. No in between.