CRM
Salesforce, Inc.
stock NYSE

I see some people never learn. I warned so many people about PYPL, CRM, DUOL, LULU and ADBE in the past. But they didn’t listen. Bcz all they think is “how low can it go?” Instead of checking 1 metric Called fwd PEG, if they don’t know whether its too cheap or expensive already or not.
U guys need to listen famous Peter Lynch’s speech which he did in 1970s or 1980s.. most people loose money bcz they think “How how can it go?” Or “Surely it can’t go any lower”

Just a matter of time (shortly) that the software rebound will be big and sharp. I think we’ll see a really nice reversal in the larger and more beaten down software names. Look for MSFT, CRWD, PLTR, CRM and ORCL to have big moves back up.

CRM has supposedly planned a commercial with Mr.Beast. lol

With the recent market pullback, a lot of quality software names have been sold alongside the broader tech sector. Rising rate sensitivity, guidance caution, and risk off sentiment have pushed valuations lower even for companies with strong balance sheets and recurring revenue models. For dip buyers, this kind of environment is usually less about catching exact bottoms and more about identifying businesses that are oversold relative to their long-term fundamentals.
One way to frame this is by looking at large, established software companies that are trading near key technical support while still showing durable demand. Examples many traders are watching include enterprise SaaS names like Salesforce (CRM), Adobe (ADBE), and ServiceNow (NOW). These companies benefit from sticky customers, subscription based revenue, and high switching costs. While growth has slowed compared to peak cycles, their cash flow profiles and market positions remain intact, which is why pullbacks often attract longer term interest rather than panic selling.
From a strategy perspective, not everyone is jumping straight into spot positions. Some traders are using stock futures as a diversification tool, especially in volatile markets where price swings are sharp and conviction is mixed. Instead of committing full capital, futures allow traders to express shorter term views or hedge exposure. A few traders are executing these ideas via platforms like Bitget stock futures, while others use different brokers, the key point is flexibility, not the platform itself. As always, position sizing, clear invalidation levels, and patience matter more than chasing rebounds when buying dips in oversold stocks.

You are right. Microsoft is investing in AI in enterprise. History tells the first couple of rounds, it always seems bad and failure. Microsoft is learning and reading the user behavior with AI (which is not great in some cases).
When this AI market boils over, companies made investments will prevail. It's just not Aws, Azure and Google cloud...CRM, Medical software, ERP, and others will relay on AI improvements.
I have MS, AMZN, Google, Nvidia, Intel and AMD.

CRM - Benioff is a beast at selling to Fortune 500 and will not lose the AI race

You know...before you post stupid questions like this, you can attempt to answer it yourself by going to Finviz or some other screener tool.
Here's a list, sorted by market cap, of companies -20% (there's no option to select -25% without a subscription) over the last year, within the tech sector only: https://finviz.com/screener.ashx?v=141&f=sec_technology,ta_perf_52w20u&ft=4&o=-marketcap
For those too lazy to click the link:
SAP, CRM, ACN, QCOM, ARM, INTU, ADBE, NOW, ADP, INFY, MRVL....it goes on for 18 pages x 20 tickers each page.

Hey I need help rebalancing my portfolio. Currently the set up between all accounts is:

VTI : 40 %
VXUS: 23%
VTV: 5%
SCHG: 5%
GOOGLE: 5%
ASML: 5%
SPGI, CRM, UBER, AMZN, GLD: each of these is 2-2.5%.
Rest: (5.5-7%): Cash

Listen I study Econ, so pls don't think im stupid when it comes to basic financial knowledge. The GLD buy was around Trump first tariff wave and the bric conference has done well. I'll admit the other individuals stocks like SPGI, CRM, UBER are down about 15% (bought on dips but software got hit hard last week), and Google and ASML are up a lot. AMZM just even rn.

I just realized I have some cash and need to rebalance, so I was wondering do I buy more VTV or move to SCHD for diversification. Next, even at a volatile market do I just put more money into SCHG or VXUS to increase international exposure.

Over the past few days we’ve seen a selloff in SaaS stocks, which initially confused me since many of these companies are still profitable and largely just seeing higher R&D spend (for example, $CRM).
Then this morning, while getting ready to start tax prep, it started to make sense: instead of paying for tax software or a prep service, I can realistically try using vanguard LLM (Opus 4.6 or insert model of choice), handle it myself, and mail it in. Caveat: my taxes aren’t that complicated (i.e. no foreign income, on company boards, etc), but this feels like a small example of what’s happening more broadly.
The obvious angle may be to short $INTU, but is there something else here?

This is a terrible take.
So many companies that you’d apparently invest in have returned negative returns on the 5 year chart, or significantly underperformed the market.
Stock picking consistently is ridiculously tough, you may be winning gloriously in year 1,2,3,4 but then a serious drawdown could wipe out all your gains and then some.
Look at $NKE, look at $LULU, look at $ADBE, $CRM, $NOW…

**PLTR isn’t just a stock, it’s infrastructure**
Everyone keeps trying to value Palantir like it’s a normal SaaS company and that’s the mistake. This isn’t another CRM or workflow tool, it’s a data operating system that governments and enterprises literally build around.
Gotham + Foundry + AIP = sticky as hell. Once you’re in, you’re not ripping it out. Mission-critical, high switching costs, long contracts, expanding use cases. That’s the moat.
People love to dunk on government revenue like it’s a bad thing, but stable, recurring, inflation-proof contracts funding commercial expansion is exactly what you want long term. Meanwhile commercial growth is accelerating and AIP is finally turning AI hype into actual deployment instead of PowerPoint decks.
Karp has been right for 20 years. He doesn’t sell the dream, he builds it and waits. This is a “buy it, forget it, check back in 2030” kind of company.
Short-term traders can fight over candles. Long-term holders understand what this is becoming.

Yeah I’m having a hard time believing people are ditching $CRM to develop their own end-to-end system using Claude.

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