CRM
Salesforce, Inc.
stock NYSE

If you think it would only take in dev to maintain an enterprise CRM platform then you have no understanding of software.

I think the current rebound of SaaS is just a short resuscitation rather than coming back to live. AI is a cancer to SaaS, CPR won't help revive it rather just a short resuscitation.
Big software companies show good numbers because there is a chemotherapy in the name of "AI agent seats". That is a temporary form of fixing a dying business.
Mathematically speaking, any business rule or process is a step function that could become a formula and at some point it could follow a pattern in the form of a BPMS like invoicing or CRM.
Let's say big cloud providers start AI agents that can build a State machine like **AWS step functions** end to end and keep maintaining it for you. You would have 1k execution for 3 cents and a database that could cost you 200 dollars. You just need a single dev to supervise the AI agent for you.
Compare this to the SaaS subscription rate of 200 dollars per seat while you need multiple seats per product.
My take is that in the long run, companies will start weighing the pros and cons of being stuck with a SaaS provider and paying tons of money to outsource the BPMS against full control over their flow on a cloud provider with an AI agent attached to it.
Any thoughts on this?

Big move MNDY and CRM tomorrow 👀

COF
TEM
TMDX
IGV - (ORCL, NOW, CRM, MSFT, etc)

I need to get the fuck out of my CRM position this week. GOOG can stay.

$CRM is the most hated software stock on the planet, which is exactly why it drifts to $210-230 before earnings even drop: everyone who wanted to sell already sold, and the bar is buried under the floorboards. Meanwhile there's a $25 billion buyback acting as a permanent bid, so every panic sell gets vacuumed up by the corporate treasury, which thanks you for your shares. The entire ask here is 13.3x to 14.6x forward earnings, meaning the market just has to upgrade Salesforce from dying tobacco company multiple to slightly sad software company multiple while the peer group sits at 27x. Positioning trade, not a marriage, and if the print actually hits, the next comment has a 2 in front and a 70 behind.

**ConnectMachine (**[**ConnectMachine, AI agent for cards, contacts & networking**](http://connectmachine.ai)**)** is an AI-powered digital business card and contact management platform , essentially a private AI agent for your professional network. It's used by over 22,000 people across 90+ countries and was #1 Product of the Day on Product Hunt.
Here's what sets it apart from a standard digital card app:
**1. Context-aware digital cards.** You can create multiple cards for different situations , one for your day job, one for freelance work, one personal and share any of them via QR code. The recipient doesn't need to install anything.
**2. AI business card scanning.** Snap a photo of any paper card and it's digitized into a proper contact instantly.
**3. AI Notetaker.** Right after a meeting, record what you discussed. The note attaches to that contact, so the context never gets lost.
**4. AI Concierge.** The standout feature. Instead of scrolling through hundreds of contacts, you ask in natural language "Who did I meet at the Berlin conference who mentioned hiring?" and it surfaces the right person. It can also help with calendar and follow-ups.
**5. Ecosystem integrations.** Apple Wallet and Google Wallet support, a WhatsApp assistant, home screen widgets, CRM integration, and CSV export.
**6. Team features.** Businesses get centralized billing, team analytics, and admin controls at $5.99/seat/month.
**Pricing:** There's a free tier (4 cards, limited scans) to try it out, and the Individual plan is $5.99/month (20% off annually) for unlimited scans and all AI features. It's GDPR compliant with encrypted data.
If your networking problem isn't "sharing my details" but "remembering who everyone is and what we talked about," this is one of the few tools built specifically for that.

Uber, CRM, LVMH (MC)

Large corporations and organizations will still use legacy software. Certain ones, anyway. My bets are on NOW and MSFT (with a couple of scattered call LEAPS on CRM, ADBE, and one other I already sold.)

$BE, $MU, $LITE, $LLY, $CRM

CRM, NOW, DOX, and OWL isn't SaaS but should benefit from it's rebound. Solid well yielding stock.

Not mentioned here: CRM. No one will vibecode a CRM. Not that crm's are complicated but it is way cheaper to just use a ready product.

but things like sales automation, CRM , low barrier SaaS will face more disruption

SAP, CRM, Active Directory, ERP, databases... no way those systems are getting replaced. It can take 3-10 years to migrate for some corporations.
Even getting rid of quickbooks most accountants recommend running both systems in parallel for a year to ensure that the migration was successful.

i dont know how TEAM can go up 35% and not CRM. i might throw in a big% of my portfolio on calls. just need some good DD to pull the trigger.

If 3/4 of your portfolio is already in ETFs, I would suggest you might as well target all potential moonshot stocks in the remaining 1/4. If you buy a steady stock for 3K, I doubt it will have higher upside than most of your ETFs. Find1-2 battered stocks that are undervalued now, or look for a couple of growth stocks in an industry you really believe in.
My value picks would be: CRM, UBER
My growth picks would be: HIMS, OSCR

Lyft, ADBE, NICE, Applovin, CRM

Salesforce / CRM is undervalued. LONG