CRM
Salesforce, Inc.
stock NYSE

My favourites from that list
\- PNG
\- CRM
\- INTU
I wouldn’t touch Klarna with a 10 foot pole.

Long NOW, CRM, and PLTR

You're too late for the chips and memory mania. Move to classic, boring software. CRM, NOW, HUBS or MSFT 

The switching cost thing is what gets me. It only works as long as ripping it out hurts more than keeping it. Once a 5-person team can build 80% of what you need for way less, that "wall" turns into a speed bump real quick.
Also not sure Agentforce even needs to win for this to hurt them. If some in-house dev can duct tape a decent CRM workflow together, most companies won't pay Salesforce prices just for the extra 20%.
My guess is turnaround, not death spiral. But turnaround usually still means years of the stock just going nowhere while they figure out who they are now. Not exactly a fun hold either way.

$CRM
$TEAM
$NOW
IMO SAAS is wildly undervalued at the moment. Once the AI hype dies down, these giants of industry will boom.

I think there is nothing stops competitors from building something similar and forcing CRM to lower prices and

Just noticed that CRM and APP have finally diverged, SaaS may be about to do some interesting things over the next few weeks

ERP and CRM *integrations* are not microsoft software replacements though. What youre describing is replacing the facade in front of the real foundation. Probably more like a custom Veeva type solution. But, youre not developing a Salesforce replacement. Two totally different things.

Why can’t CRM use that same AI to make their product way better?

>No serious investor thinks people will go write their own CRM.
>A great small team can now build what used to take a much larger one.
I'm confused. Which is it? I guess in the first, you mean "each company writing their own CRM" and in the second, just a competitor or two.
As for your question: is the current price already pricing in the risk? Well, as you said, no serious investor thinks each company is going to write their CRM. And no serious investor thinks Salesforce's management will turn out to be aliens. The price does not reflect either of those things. So yes, the current price is only worried about a competitor.... or maybe switching costs. Imagine that AI could greatly accelerate the data gathering / translating / loading (ETL) that makes up a large part of the transition cost. But no, no one is worried that each company will build their own CRM. The price does not reflect that worry.

You convinced me with MSFT, CRM and NOW. I bought all of them recently. But you won't do it with this trash or Pypl. Sorry.

None will for sure—stock predictions that precise are impossible. Small high-risk names like RR (robotics, ~$440M cap), ACHR/JOBY (eVTOLs), and RCAT have the only realistic 10x math if their tech scales massively. Bigger firms like INTU, CRM, ADBE or SAP almost never do in 5 years. Pure speculation with high failure odds. Do your own research, NFA.
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*^(This comment was generated by openrouter/grok-4.5)*

From this list I like: CRM, INTU, ADBE, SAP and maybeeee PATH

These stocks are all down heavily in the last 6 months. Do you think any of these are worth considering now?
\- Kratos (KTOS) -60%
\- Aerovironment (AVAV) -60%
\- Surf Air Mobility (SRFM) -67%
\- Sable Offshore Corp (SOC) -61%
\- Merlin (MRLN) -60%
\- Richtech Robotics (RR) -56%
\- Intuit (INTU) -55%
\- CSG -55%
\- Planet Fitness (PLNT) -48%
\- Joby Aviation (JOBY) -47%
\- Archer Aviation (ACHR) -44%
\- ATOSS Software (AOF) -40%
\- Playboy (PLBY) -38%
\- Nemetschek SE (NEM) -37%
\- SAP SE (SAP) -36%
\- Klarna (KLAR) -35%
\- Salesforce (CRM) -32%
\- Red Cat Holdings (RCAT) -32%
\- Fujitsu (FJTSY) -28%
\- Adobe (ADBEQ) -28%
\- UIPATH Inc (PATH) -27%
\- Carl Zeiss Meditec (AFX) -26%
\- RELIX PLC (RELX) -23%
\- Kraken Robotics (PNG) -22%
\- Flower Foods (FLO) -20%

Even if someone builds a better CRM, they still need to try and acquire the Enterprise customers. Salesforce can add AI to the already installed user base

Msft leap is doing pretty well. Not sure if i should acerage in or buy CRM leap.

It's decent but I think there are better buys out there atm. Maybe not as cheap as CRM but more predictable

CRM you beautiful bitch, take me to the promise land.

Value is value. That can mean high growth from a PE of 30, or modest growth from a PE of 11. I like the business, and knowing the large enterprises that use it, I don't see them going anywhere.
The switching costs, are extremely high when you factor in that companies have trained their worksforces on this program for years! The cost to retrain your entire workforce for a new program, and the lost efficiency while people are still "figuring it out" mean CRM should have a profitable and sticky user base for a long long time.

Is CRM a value trap, or a buy