CRM
Salesforce, Inc.
stock NYSE

Not sure how that's possible. BRBR is down 50% in the past 5 years. CRM is also down 37% in the last 5 years. Same for Adbe. I'm going to need to see proof before I believe you're up on any of those tickers..

Nice. I’m holding 9k shares NOWL @4 and 5K shares CRM around 165

Sold puts on CRM.

Definitely. I sold some cash secured puts on CRM today. One contract is only $14,800 and it expires in 2 weeks to make a premium of $215. 30%-40% annual return assuming it expires every time. Stick to a few stocks that you like.

Feels like this has been my port all year.
MSFT, GOOGL, META, ADBE, CRM, INTU, SAP, SHOP.
I picked ALL the winners at the exact right time (not)

Sap? Hah. Wait till you hear about the disruptive innovator: CRM. And the even more futuristic: FIG my balls!

CRM will be up like 30%

Where is the floor for software?..
ADBE, CRM, SAP, SHOP.. They've all contributed to absolutely nuking my port and idek how I'm gonna come back from this

These bastard rugged CRM so bad

El punto sobre el foso que se desvanece es el más interesante y el menos discutido.
Los costos de cambio en CRM son reales, pero están sobreestimados. El problema no es técnico — es de datos y procesos. Migrar el historial de clientes, reconfigurar workflows, reentrenar al equipo. Eso duele. Pero cada vez duele menos porque las herramientas de migración mejoran, las integraciones se estandarizan y los equipos de RevOps ya saben cómo hacerlo.
Lo que más me llama la atención desde dentro del mercado: las empresas medianas ya no asumen que Salesforce es la respuesta correcta por defecto. Hace cinco años era casi automático. Ahora la conversación empieza antes de que eso se dé por sentado.
El argumento del hombre de paja es válido — nadie va a construir su propio CRM. Pero el riesgo real no es sustitución técnica, es fragmentación. HubSpot se come el mid-market, verticales especializados se comen nichos específicos, y Salesforce se queda con enterprise donde los costos de cambio sí son suficientemente altos para que el foso aguante.
¿Es trampa de valor? Depende de si el precio ya refleja un mundo donde su TAM efectivo es más pequeño de lo que el mercado asumía hace tres años. Esa me parece la pregunta correcta.

you clearly have no idea what you're talking about. i say you're probably holding CRM and ADBE xD

I’m glad to see a lot of people in the IT industry commenting here- I want to also throw some thoughts accumulated by my 20+ career experience with Fortune 500s as it’s clear the majority of people on X talking about $now, $crm, and most stocks, are 20 something crypto bros.
No publicity traded company is going to replace service now , salesforce, or other main stream app with a vibe coded project. Is it possible? Sure, the right question to ask though is what’s the risk and how does it grow top line revenue. What’s the benefit to the organization of taking that project on vs focusing more on their own products? Which effort actually grows top line revenue for the business? The proof it right there in the public domain:
Guess what CRM Anthropic, OpenAI, Google, and other leading AI labs use? Salesforce, likely the simplest SaaS to rebuild in theory but they never would because of the risk + 0 benefits to top
Line revenue growth. This is the same with ANY $now customer of whom most of the F500 are.
What people are saying about SaaS is what’s been said about the same companies getting rid of mainframe computers- which never happened and is still a massive business today. The answer is the same- does getting rid of a mainframe grow the businesses top line revenue? Answer: Absolutely not
$NOW, $CRM, and other enterprise SaaS have a moat in established workflows and data collection that does not add top line revenue if a business goes through the enormous effort to replace it. It does the opposite by requiring employees to change habits
Huge investment opportunities in all beaten down SaaS- they aren’t going anywhere

Everything-Orcl, Adbe, CRM, nflx, Mara

I mean, that's your fault for investing on Adobe and CRM (Salesforce), they are shitty abusive companies. They hate their customers, of course they'll bag hold their investors too :(

all the more reasons to build out a bigger position. Adding LEAPS. I saw the story confirmed today. CRM will be next, fick them Wallstreets 

Adobe, CRM, NOW. Ask me how i know :(

Okay but why the fuck is CRM popping

who u think will implement AI? CRM, NOW.

I just vibe coded replacements for PATH, NOW, CRM, ADBE, FIG from my parent's basement ...🤌😦👍

Totally wrong way of thinking. If I may "intervene" and give you my take:
AI won´t beat Adobe. Not in the next 5 years. No chance. People mistake AI slop bullshit for proper graphic design. Just look at all the AI-generated crap out there: It all looks the same, it has no identity at all, and with the algorithm feeding its own soulless designs back to itself, the issue just gets worse by the day. In the meantime, a professional graphic designer (like me) can build not only unique stuff, but also in a way that, in terms of quality, scaling, resolution and all that stuff, you´ll get what you really need. Rendering a, let´s say, 500x800px illustration won´t get you anywhere if you have to scale that up towards billboard size. Even if I were to mess up as a designer in Adobe Illustrate or so, you´d be cooked in that regard.
Now the other side to Adobe is mentioned above: Free software does put pressure on expensive products. I like Adobe products, yes. I just know free or cheaper alternatives I work with today. It isn´t 2015 anymore.
\---
Then there is the other data thing: I am not much into CRM but rather comparable companies dealing with tax systems etc. As mentioned in the original post: At best, AI will be complimentary to that infrastructure. There will not be any AI replacement. Imagine this: Country X has 20 million inhabitants. Like a small-sized EU country, comparable to the Netherlands or so. Once a year, tax reports are due for citizens - if you are an entrepreneur, your quarterly VAT reports, too. Now X has an infrastructure in place that works: Why migrate data? Why tear down the very fabric of that working system? Why take the completely bonkers risk of messing up those 20m tax reports and causing a fiscal disaster when the "old way" works perfectly fine? What about trust, safety, security? Are you really going to toss a perfect environment in order to replace it with something else that might not even work half the way you want it to work? At additional costs? Makes no sense at all.
It would be even more likely to see Adobe disappear by that point, because if AI is coming for anything soon, it is any medium suitable for content creation in the most remote sense. But sensitive sectors like tax, defence and such? Nah, no way Jose.