CRM
Salesforce, Inc.
stock NYSE

There's a couple of software names that have some hardware component that I'm mildly interested in and have bought a little bit of but otherwise I have no interest in buying something like CRM. I'm amused by Benioff going full Gavin Belson and doing things like paying $10M a year for Matthew McConaughey as a "creative advisor" while the stock has gone nowhere for half a decade but I don't want to invest in it.
I don't want to invest in ADBE. I honestly don't care that much about buybacks if that's pretty much the story like I haven't cared about PYPL on here as it's been incessantly brought up for three years and the core talking point the whole time has been "but the buybacks!"

I used to tracking MSFT’s Azure AI revenue, until they stopped disclosing anything. My assumption is that meant the growth rate or size weren’t impressive enough to disclose.
I guess we are now to start tracking CoPilot revenue. Let’s see, 15MM users x $20/mo = $3.6BN? Nope, they’d have disclosed it if the number was in that ballpark. This seems like another CRM Agent handwave.

CRM

Interesting strategy since you can basically vibe code a fucking CRM in a day now.

Curious as to why you guys picked NOW over CRM and how risky is the knife catching rn

Understanding the complexities of a company like Constellation Software can be challenging. It sounds like you're deep into assessing their business model and growth potential, especially in terms of recurring revenue and regulatory-driven demand. If you ever find managing your own small business operations overwhelming, like CRM and client follow-ups, Stealth Agents can provide experienced executive assistants to help keep everything organized.

RIP CRM

## 📈 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 |
|:-------|:-----|:-----:|:---------:|:----------:|
| [GOOG](https://marketrodeo.com/asset/GOOG) | Alphabet Inc. | $338.66 | $342.29 | $4.1T |
| [GOOGL](https://marketrodeo.com/asset/GOOGL) | Alphabet Inc. | $338.25 | $342.26 | $4.1T |
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | $140.51 | $142.34 | $592.6B |
| [JNJ](https://marketrodeo.com/asset/JNJ) | Johnson & Johnson | $227.29 | $229.98 | $547.6B |
| [MU](https://marketrodeo.com/asset/MU) | Micron Technology, Inc. | $435.79 | $444.71 | $490.5B |
## 📉 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 |
|:-------|:-----|:-----:|:--------:|:----------:|
| [SAP](https://marketrodeo.com/asset/SAP) | SAP SE | $200.21 | $195.14 | $233.3B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | $214.08 | $208.78 | $203.8B |
| [INTU](https://marketrodeo.com/asset/INTU) | Intuit Inc. | $502.98 | $491.72 | $140.0B |
| [ADBE](https://marketrodeo.com/asset/ADBE) | Adobe Inc. | $291.65 | $284.60 | $122.1B |
| [NOW](https://marketrodeo.com/asset/NOW) | ServiceNow, Inc. | $116.73 | $113.13 | $121.2B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

ADBE, PYPL, CRM and SAP will all go straight to 0

It sounds like you're on a great path with your AI app, and getting real feedback is crucial. You might find it useful to keep track of user feedback and feature requests through a solid CRM system. At Stealth Agents, we've got over a decade of experience helping businesses like yours manage client follow-ups and operations smoothly, so you can focus more on refining your app.

I have a sinking feel my msft entry is just going to be another "forever catching the falling knife" like it has been for CRM.
I start buying at like a 20% drop already, then it just keeps dropping and bleeding everytime I buy, no matter how long and often I buy, into perpetuity, for years.
did this with AMD in 23/24 and it just...kept..bleeding....for what felt like forever. finally up now..but it took 2+ years.

There is a tremendous amount of ignorance pushing down major software and database companies and pushing up memory and storage commodity companies. As well as NOW you have CRM, SAP, oracle, workday, etc etc. The theory is that AI will somehow allow others to build better apps. That totally underestimates the complexity of those apps which literally run major aspects of all the major worlds corporations. It would be massively difficult and prohibitively expensive for those capabilities to be replaced. When I worked for IBM Global Service ad a Delivery Project Executive I had a team operating SAP for Whirlpool. It took 30 very expensive SAP SMEe just to keep that massive sprawling complex application functioning 24/7. Without it Whirlpool would be out of business.
The lunatics are running the asylum. This is a great opportunity to open positions in core software companies but they may keep going down until sanity returns.

these stocks are 5 year + lows with increasing fundementals but the market is at ATH
which means these stocks will CRASH further if we have a correciton.
if you want them, WAIT.
I think we see CRM hit 150 MINIMUM during pull back and ADBE 250 MINIMUM. that is almost a 70% discount from their ATH.
likely we go lower though, CRM 100 ADBE 175.

Why tf did CRM, SAP, ZS, RBRK sell of today? 

CRM with that big government contract, great fundamentals too but market doesnt care rn. prolly better entry in coming months

entire software sector got murdered this month, you are literally buying high sell low
do yourself a favour and get back into some exposure (not necessarily on CRM) at least

Realized a loss on CRM. F\*cking dogshit stock.

Insurance underwriting cycles are indeed complex, and understanding them can give a small business a real edge. It's crucial to manage client follow-ups and CRM systems effectively, especially in such a dynamic sector. At Stealth Agents, we can assign experienced professionals who specialize in the insurance industry to help keep your operations running smoothly.

Man, don't look at CRM, NOW, GDDY, and TEAM chart. Softwares going bankrupt?
Time to buy the dip? Aside from ADBE and INTU, CRM and NOW are starting to look interesting.

BABA and MSFT are very different beasts. Weird to compare them. I think the more apt comparison to me right now is my conviction on incumbent SaaS vendors like Salesforce. Even ServiceNow is starting to look to beat up. The market hates them because the overwhelming AI narrative, but at the end of the day CRM is an incredibly successful business. BABA was a buy because of valuation. Despite some local competitive pressure, they still own the Chinese market in cloud and e-commerce. The stock was weighed down by three things. One was the delisting hype. Was trump going to make it impossible to own stock in BABA? Never happened. The second, growth. BABA saw a steep deceleration. This was more macro in China. The country saw a greater impact on the back of COVID, and BABA felt that weight. The last was china’s regulatory body taking a really hawkish stance on its tech industry. Go look up the time jack ma was “missing”. I always believed this was very overblown. China, more than anything else, wants their economy to be strong on the global stage, and anyone with a couple brain cells could tell you technology innovation is the best path to achieving this. For this reason, I always viewed it more as posturing for control, not a long-term position. Through all of this, BABA’s strong position never actually waned. Macro recovery and AI finally flipped the script. Chinese regulators became more supportive, and the rest is history.
I played this aggressively, and I’m very pleased it worked out.