CRM
Salesforce, Inc.
stock NYSE

No one looking at TEAM or WIX or ADBE or CRM at these levels?

Probably.  Take Salesforce.  They have a huge customer base with their CRM and other systems.  Anthropics can't take over those systems with a finger snap.  It is more likely Sales force embedds ai in their systems to get more immediate productivity gains.  
Any way one shakes it there will need to have data in organized fashion for a human or ai to do something with it.  

Yes, also CRM and Duol.
Everyone has their opinions.

Riding $CRM 1/16 235C into tomorrow

Has anyone here quit trading and just went full Boglehead?
It's super ghey, but after investing in NFLX, MSFT, CRM and PATH, I feel like I need to be cleansed.

Wouldn't really know it judging by the indices, but some fairly brutal drawdowns in tech, and it's not just US either. And these are big companies.
* ORCL: -41%
* NFLX: -33%
* SPOT: -34%
* SE: -36%
* ADBE: -52%
* NOW: -41%
* CRM: -35%

The difference between Adobe and say Salesforce and ServiceNow, is that CRM and SNOW is disliked by both the person paying (very entrenched and very expensive) and users - but in Adobe’s case it’s a product for creatives that definitely don’t prefer AI and definitely don’t like AI taking their “seat” in the sub plan.
Only the people paying for Adobe hate their monopolistic pricing, the users don’t want to prompt and their whole life depends on prompting not being better getting your hands dirty.
Adobe is not the first company to get replaced by AI, good money to be made here.

Thoughts on CRM down here?

Holding a lot of CRM, but thankfully just shares.
Am I cooked fam?

That is a 6.95% annualized return on the CRM trade - are you sure that capital at risk is worth barely more than PULS?

STO CRM Feb 20 210p for 1.47.
BTC NFLX 86p for .05. (+.20 ea)

>Leaning towards tech to be honest.
* Schwab U.S. Large-Cap Growth ETF™ (SCHG) - Holdings include NVDA AAPL MSFT AMZN GOOGL TSLA META AVGO GOOG PLTR AMD CRM KLAC APP INTU ANET PANW CRWD SNPS CDNS and 176 others.
* Schwab International Equity ETF™ (SCHF)
Since 2011, a portfolio of 70% SCHG 30% SCHF outperformed portfolios of 70% VTI 30% VXUS and 100% VT.
$10,000 invested in Feb. 2011 (the inception of the newest of the ETFs, VXUS) yielded the following end results as of Dec. 2025:
* Portfolio 1: 70% SCHG 30% SCHF = **$75,241** CAGR +14.49%
* Portfolio 2: 70% VTI 30% VXUS = **$53,167** CAGR +11.85%
* Portfolio 3: 100% VT = **$40,598** CAGR +9.85%
https://valueinvesting.io/backtest-portfolio/XCWKGK
You would do fine with just SCHG and SCHF. If you really wanted a third ETF you have several choices. You could reduce SCHG to 65% and SCHF to 25% and put 10% into the iShares® 0-3 Month Treasury Bond ETF (SGOV) to serve as an emergency fund and savings account.
Or, you could put that 10% into VanEck Gold Miners ETF (GDX), which has outperformed VOO, VTI, VXUS, and VT over the past 10 years.
10 year total return (with reinvested dividends)
* GDX +711.27%
* VOO +329.70%
* VTI +314.43%
* VXUS +152.31%
* VT +234.80%
https://stockanalysis.com/etf/compare/gdx-vs-voo-vs-vti-vs-vxus-vs-vt/

why are people being pussy about CRM: Salesforce,.... A.I is a productivity multiplier not a sales replacer. I'm going to farm CRM it will have its day

NOW, CRM, SNOW

I strongly suggest not to do covered calls if you’re planning to keep the stocks for long term. I burnt my fingers with google doing covered calls when it was around 180. I had more success with CSP than CC.
My go to stock is CRM, good premiums. Doesn’t go up nor go down. Mostly stays flat.

Up 3.6% YTD. I'm too diversified to be up or down more. My best is MP Materials (MP) at +37% and my worst is Salesforce (CRM) at -9.5%.

I was a believer in $BABA <$120/share but I would rotate into $PDD and possibly $JD, though I still like $BABA. I like $KWEB in general.
I like oil over the medium term and $OXY is priced very well.
I like a few tech companies that have been recently beat up and sell at fair to undervalued valuations: $PYPL, $FISV, $CRM, $ADBE, and $TTD.
$UNH, $ELV, and $MOH are still reasonably priced.
$META and $AMZN are the best mega cap buys

Gen AI agents hurt weak SaaS, not ones welded into core workflows and budgets. CRM, WDAY, NOW all live deep in enterprise plumbing; risk is slower seat growth and repricing, not zero. I use Snowflake, Datadog, and Pulse mainly to see which vendors become “must-have” line items.

All SaaS is down, market predicts they will be first to be hit by Gen AI Agents. Look at CRM, WDAY

My low conviction plays saving my portfolio
ACN, URA, UUUU,
Sadly also holding NFLX, CRM, META, SPY, QQQ
Jesus fucking christ.