CRM
Salesforce, Inc.
stockNYSE

Coming from someone that works in tech in F500 companies, NOW has no legitimate competition and AI will not replace a service application anytime soon. It is used universally. Keeping the lights on trumps everything else. I cannot say the same for CRM or WDAY.  It has a giant moat. Sad it’s getting its ass kicked and it wiped out my gain after I bought it after the last SaaScopalyse. Hopefully they can improve their revenue and get the Hunger Games CEO out of the news cycle.

My impression is that this kind of software is much easier to replace with something AI coded than a CRM or payroll software. It seems the lowest hanging fruit in some ways. Would you counter that?

Q4 guide on NOW was 18.5% crpo. Even though AI ACV revised to 1.7 bil this year it is still under 10% so it is a 2027 AI Growth story. It traded around 105 in June so back to those levels. Margin expansion after July earnings and then collapse back basically :(. On the other hand Goog is saying AI search is cannibalizing its legacy search which I think is why Rddt tanked as well. And also msft is only one that has positive fcf. The numbers are all over the place but it's like 800 bil used from their reserves and 1.35 trillion on balance sheet debt. Also norwegian cruise, starbucks doing well. Healthcare, Consumer Staples are supposed to be defensives but I am surprised Consumer Discretionary doing well too. They're saying market is asking for proof of AI monetization. Will be interesting how markets react to AMD earnings next week because that's where the money from hyperscalers is flowing to. For application layer, I think Pltr is the most ahead in its AI revenue breakdown. Their earnings is next week. CRM and SNOW in Dec.

How I have wired things together as a small business owner, in case it is useful. Email and docs in google workspace, a CRM for the pipeline, and gamma 5 for anything client facing that needs to look considered - proposals, onboarding decks, the occasional microsite. The connector piece is what tied it in: I can turn a meeting thread into a draft deck pulling from tools I already have access to, rather than retyping everything. Cuts the busywork between the conversation and the artifact. Fair warning from a few weeks in: the agent occasionally writes custom code on a slide to make a layout do something clever, and it is a little unpredictable - mostly great, sometimes a slide misbehaves and needs a redo. So I always do a full read through before anything goes out. Overall it removed a step I did not enjoy.

My friend making himself a full CRM with AI and working perfectly in less than a week keeps me faaaar away from Salesforce

Went from 80k to 55k by full regarding into DJT, OKLO and SMR over last couple years. Then this year I bought 55k of CRM at 160, sold at 255 about 2 months ago. Currently sitting on the sidelines liking what I'm seeing.

I also heard this. Also when we was talking to JBJ on stage he compared JBJ working on soup kitchen line to SAP CRM product. Cringiear moment ever

I don't get why servicenow is tanking why don't they just read all those B2B CRM advice blogs on linkedin

Shares for called away at 95 and I fomod back in at 125. This after realizing a near 10k loss on CRM near the 2026 low. This is all in a Roth so I can't even claim the realized loss on taxes.

My nickname for him since then is One Eye'd Willy. What torqued me about him the most is that SAP makes and sells a CRM and Ticket system. He then commits SAP to Service Now, a CRM and Ticket system. He then installs his replacements with them committing to getting the new system implemented by a certain deadline and he runs off to be CEO of ServiceNow. Meanwhile I am taking the ethics compliance training where it asks if I might have influence over business deals with other companies... To me he grossly violated those rules but I am sure he very delicately sidestepped it all. Now, he is andy warhol, but he will always be one eyed willy to me.

If you want something beyond freelancing, I'd pick one problem businesses have over and over, like getting leads into a CRM or sorting support tickets, and turn it into a fixed package instead of custom projects. Then add a small monthly fee to keep it running, since people who do this say API changes and expired logins break workflows over time. n8n also has an affiliate program and a template hub where you can sell workflows, though someone on their forum said you have to publish three free ones first.

CRM is preferred to NOW

CRM calls looking good

Do you also want CRM pie sir??

about to rage sell my holdings!!! hahah! what is your performance annually, or what to expect? wondering what to expect from this strategy overall, since i started recently and doing same thing. and what do you think about beaten down stocks ADOBE and INTUIT and CRM?

Look at ServiceNow. The market can't rotate out of semis and into flawed NOW, ADBE, CRM stocks. They have to pick their poison, and it's much safer riding hardware.

NOW is part of a SAAS bucket investment along with ADBE, INTU, TEAM, CRM, and a few smaller others. NOW and TEAM are the highest multiples of the bunch and need to grow to defend that multiple thesis. If the thesis breaks, i’d sell it all quite quickly.

So because AI capex is uncontrolled FAANG and AI labs stocks are punished and down. And at the same time, software is dead cuz AI so CRM/NOW are down. No one knows anything, including the experts.