CRM
Salesforce, Inc.
stock NYSE

Here's my two cents as someone working in SaaS (which is not much). The magic moat of SaaS in AI era would come from security and reliability. Yes, AI can build a CRM and cheap competitors would pop easily, the data and security still matters for Enterprise clients.
The same can't be said for products like Figma. The main challenge is to migrate users and designers wouldn't be keen on switching from tools they already know.
I also think the future of SaaSocalypse is lower pricing. Pricing needs to be made competitive

why should CRM buy zoom? MS Teams is too much integrated in companies. I do not think Zoom is used on enterprise level. However, Zoom is more used in academia.

I just don’t understand why anyone would want to own ADBE FIG CRM TEAM, etc. They are all right in the path of the runaway AI train.

What you think of SAP and CRM? They are quite agent based

Did you not take advantage of the SAASpocalypse? Alot of companies trading at basically historically low valuations relative to their history. Valuation is relative. Is a good (and growing) company trading at 20x earnings really expensive if it spent the last decade trading at 40x earnings or more? I recently bought Constellation Software and ServiceNow. ADBE was recently at like 9x free cash flow. CRM pretty cheap also. Small and mid cap SAAS is even more damaged. I bought SPT and FIVN.

Yah, theoretically they should trade in sympathy, CRM has more market share but a much lower PE

I'm already in NOW, and hate adobe... I'll take a close look at CRM ty
If not maybe I'll double up on NOW

I am so excited! Recently, I started my career in trading, and after a month of trial and error, I‘ve developed a workflow that actually gets responses. I just moved 2 new clients into the quoting phase using this method. Thought I’d share it here for feedback:
Step 1: Filtering the Noise
I track email opens and immediately grab the domain suffix. I do a quick Google check to see if their company profile matches our ICP (Ideal Customer Profile). If not, they are removed from the list immediately. Don't waste time on non-targets.
Step 2: Finding Decision Makers (The Hunt)
LinkedIn + Agents: If the website doesn't list emails, I head to LinkedIn. For large corps, I target Purchase Managers/Buyers; for SMEs, I go straight for the CEO. I use some automation to pull direct emails and phone numbers.
CRM Intelligence: I use our internal CRM's lead-gen tool to cross-reference contact info and verify active buyers.
Step 3: The Multi-Channel Approach
I don't just email. I combine LinkedIn DMs with email marketing. The key is recording their recent LinkedIn activity/posts in my CRM so my follow-up feels personal, not automated.
And It’s not 100% foolproof, but I think this approach has a solid shot of working.

$CRM
>**Salesforce launches "Headless 360" to turn its entire platform into infrastructure for AI agents**
Salesforce unveils the most ambitious architectural transformation in its 27-year history, introducing "[Headless 360](https://www.salesforce.com/news/stories/salesforce-headless-360-announcement/)" — a sweeping initiative that exposes every capability in its platform as an API, MCP tool, or CLI command so AI agents can operate the entire system without ever opening a browser.
[https://venturebeat.com/ai/salesforce-launches-headless-360-to-turn-its-entire-platform-into-infrastructure-for-ai-agents](https://venturebeat.com/ai/salesforce-launches-headless-360-to-turn-its-entire-platform-into-infrastructure-for-ai-agents)

Funny you say that. We just built our own CRM where most of the frontend is vibe coded, while backend is mostly traditionally coded. We shipped in 4 months, our users love it, and we are saving a ton of money.

CRM had already been charging per conversation fee for agent force, now they're looking at outcome based pricing. They will get their pound of flesh one way or another.

This isn’t the only point of the software dip. The bigger point is that many of the people-oriented workflows are going to have far more automation throughout them by agents.
It doesn’t mean those people will get laid off, it just means that companies will have thin veneers in front of the source of truth systems like CRM, and their employees will need far fewer seat licenses for usage. The companies like SalesForce and Adobe will have to totally transform their economic models to be agent-oriented instead of people oriented, and the economics may be way more efficient for customers then and less bloated like they are now.

[PYPL](https://www.onvista.de/aktien/Paypal-Aktie-US70450Y1038) - Bezahlkumpel 📃@49.625$(+0,11% 🥱)
[FISV](https://www.onvista.de/aktien/Fiserv-Aktie-US3377381088) - Fiserv 📃@62.46$(+1,91% 🤑)
[ADBE](https://www.onvista.de/aktien/Adobe-Systems-Aktie-US00724F1012) - Adobe 📃@247.71$(+1,25% 🤑)
[ADSK](https://www.onvista.de/aktien/Autodesk-Aktie-US0527691069) - Autodesk 📃@242.1$(+1,16% 🤑)
[VEEV](https://www.onvista.de/aktien/VEEVA-SYSTEMS-INC-Aktie-US9224751084) - VEEVA SYSTEM 📃@167.52$(+0,13% 🥱)
[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@180.61$(+1,69% 🤑)
[MSCI](https://www.onvista.de/aktien/MSCI-INC-Aktie-US55354G1004) - MSCI 📃@565.515$(+0,97% 🥱)

Och nö, jetzt macht Michael Begraben meine Hoffnung für den WeichwarealseineDienstleistung-Drehherum nach der übertriebenen Großgehirnblechkastenamigo-Panik kaputt 😓🪏
https://preview.redd.it/nru6via1mlvg1.png?width=1344&format=png&auto=webp&s=868cb43c7e96c08b2cae80f17192c68c567e8466
$PYPL $FISV $ADBE $ADSK $VEEV $CRM $MSCI

Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2044786996225229231)
>Michael Burry reportedly just made Salesforce [$CRM](https://www.tradingview.com/symbols/CRM) 3% of his portfolio
>
>[\[Twitter Image 1\]](https://pbs.twimg.com/media/HGCKv01WIAAHoj_.png:large)
Tweet Mirror:[Fxhedgers](https://twitter.com/Fxhedgers/status/2044786352005259472)
>TRUMP APPROVES PIPELINE PERMITS TO EXPAND U\.S\.\-CANADA OIL TRANSPORTATION
>
>
>
>\(Reuters\) \- U\.S\. President Donald Trump issued several pipeline permits on Wednesday, including one for the construction of a new pipeline, to facilitate the transportation of crude oil and petroleum
>
>[\[Twitter Image 1\]](https://pbs.twimg.com/media/HGCKQqpWAAA0ZcU.jpg:large)
Tweet Mirror:[pelositracker](https://twitter.com/pelositracker/status/2044786587653878233)
>Pretty ironic how Claude's top pick is one Pelosi's top picks too
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2044786975228756456)
>ZELENSKIY MET WITH NETHERLANDS TO TALK ABOUT ANTI\-BALLISTIC SYSTEMS\.

CRM

Listen up! As of yesterday, April 15, 2026, the SEC officially executed the Pattern Day Trader (PDT) death warrant. The $25,000 'wealth test' is history. Under SEC Release No. 34-105226, they scrapped the outdated 2001 rules and replaced them with modern risk-based standards. 🛑 NO MORE LIMITS: You no longer need $25k in your account to be an active trader. If you have a margin account and meet the basic equity to cover your specific trade risk, you have UNLIMITED TRADES. 🎯 WHY THIS MATTERS NOW: The institutions can’t trap retail in the 'Software Hall' (NOW, MSFT, CRM, WDAY) anymore. We can move in and out of positions at will, meaning the shorts can't hide behind our trade limits. The handcuffs are off and the 'Retail Machine Gun' is officially reloaded for the $100.00 ServiceNow squeeze. Don't let the bears tell you otherwise—the game changed this week. Spread the word: Retail just got its teeth back! 🚀🔥"

Under the hood every CRM is using one of the big AI model providers (OpenAI, Anthropic, google gemini) and give it a fancy name such as Fred AI all while up charging 10x of the API cost. That’s why I think it’s better to use a CRM that lets you bring your own api keys such as Auxx.ai. 

Surprisingly, tech - especially SaaS stocks. The most popular on this sub will probably be MSFT. My other favorites are NOW, HUBS, TEAM, SAP, WDAY, and CRM. All are significantly undervalued, even after the general market bounce back.
If you’re looking for a reliable source of undervalued stocks - regardless of market conditions - look on the list of Morningstar’s 4 and 5 star stocks. Their valuation method is popular with a lot of my value investor peers, and Dave Sekera has an excellent track record. Lastly, their stock reports are excellent tools when learning to do your own DD and write your own thesis.

Look into the other types of stocks such as NOW WM CRM ADBE, a lot of tech is currently overbought in the short term timeframe so it feels horrible, like you missed out... But it's not sustainable without a decent pullback, if the news stays positive then buy the dip imo.