CRM
Salesforce, Inc.
stock NYSE

This. Anyone who works in a company that is big enough, knows how deep we are at CRM. AI is helper, tool to work along with CRM. Or within. But not a replacement. I’m buying for long term

I bought ON, UAMY, and AMPX on Friday. I'm treating all 3 as trading stocks. I'm considering NOW and CRM.

If you're a boglehead ETF investor it doesn't really matter, but if you're more strategic, look for good/profitable companies that are beaten down by sentiment, e.g. CRM, ADSK, ORCL, etc. trimming as they rip and accumulating as they dip. I loaded up on MSFT awhile back and its starting to rip. NVDA and GOOG are about 4-5% outside their buying ranges; AVGO about 8%, so a little patience might pay off. It really is about as simple as buy low and trim high - trim being the operative work bc you rarely want to get out of the good names you've bought, just take off a little cream to buy the stocks that are down.

thank you, I’m doing okay and I appreciate the kind words. just wanted to shout into the void for a bit, maybe entertain my fellow wsb regards for a while. next play is probably going to be CRM LEAPS once i can afford them and DCAing into some indefinite expiry 1.0 delta call options (AKA stock ownership) in MAMA

Who knows. I'm short semis again and long AMZN. Few other odds and ends, CRM, NFLX, some nke 🫡 let's see where the chips fall

IGV up, SMH down, SPY up and SMH down, NVDA and SPY up, NOW, CRM, MSFT up.

True. He remains as the Chair. My view is they need a AI + product + ADBE capability expert.
Let's wait and see. There will is no reason to be early. Between CRM and ADBE, I will choose ADBE for an AI after-life

CRM going to do a turnaround soon?

I have an idea to start an BPO company in India like data entry, data validation, CRM updation, etc., I've been working in such companies, so I'm planning to start one & I would like suggestions or tips on how to do in the initial stage.
The plan I have as of for now is to hire one or two people who can talk & bring in clients, I can hire contract employees to do the work. I'm not sure if it's ok or should I change my idea or would drop it. I would love to hear to thoughts or ideas to make it better.

The risk I never see priced into these CRM pitches is that the whole thing is sold per seat. Their big growth story now is Agentforce doing work that humans used to do in those seats. If it actually works, you're paying Salesforce to automate away the licenses you buy from Salesforce. Seat-based SaaS and 'AI replaces the worker' point in opposite directions, and the bet is that consumption pricing closes the gap before anyone does the math.

Thanks, it's not an investment case (anyway I'm not interested by investment cases on reddit), but it's a valuable description of the state of the business. I don't care if you used AI to write it, please ignore the haters.
Agentforce is not bad. Contrary to other agentic platforms, an Agentforce agent can interact directly with all Salesforce objects. So you can automate about anything you want inside the CRM. They were also quite careful with cybersecurity, with state of the art defense.
It does not mean that Salesforce is safe from external automation. MS Copilot tries hard to enter the CRM space. But for now the result is not great.
So my take is that Salesforce is playing defense. Protect their ecosystem within companies where they are already present. I see them growing, but at a moderate pace. That explains some of the rerating.
I wouldn't invest in CRM now, but playing with volatility by selling careful puts at the right levels seems interesting.

Just throwing in my two cents as a telco executive
These platforms are so deeply embedded in the business they're not going anywhere. CRM is the heart of the typical BSS stack with hundreds of interrelated systems. AI makes application development faster and easier but it won't replace the big pieces of the engine that keeps everything running, managing 10s of millions of customers and billions of transactions in real time.

I'm not confident but I've got my eye on things.  Some of these companies will be losers, but at least some will be massive winners from here.  May be worth rolling the dice, especially on CRM...

The Case on Salesforce Stock (CRM)

CRM and NOW may rise somewhat, but they won’t return to their previous high flying days anytime soon. It’ll be a long time before we have actual clarity.

I recently noticed something interesting.
Many small businesses still manage customer support from a single phone that's passed between employees.
It creates obvious problems:
* Customers receive inconsistent replies.
* No one knows who responded last.
* Conversations get lost.
* It's difficult to measure response times.
* The business can't really scale customer support.
I understand why many businesses start this way—it's simple and inexpensive.
But at what point does it become worth investing in a proper shared inbox or CRM?
For those of you running customer support on WhatsApp, when did you decide it was time to move beyond a single device?

The idea that only vibe coders use AI for development is laughable in 2026. Vendors and MSPs augment internal engineering teams and software is pushed through all of the quality gates (and more) it normally goes through, with higher throughput in production and immediate pilot development. The actual strategic advantage is that you build the system exactly how it should function in your org and you can get rid of expensive licenses. If you understood the value of this you would understand the value of this. Companies are hamstrung creating workarounds for systems they can realistically own. Everyone thinks of rebuilding the CRM and not the 80 pieces of software that connect with it.

Coding was never really a barrier, it’s a value delivery mechanism. There isn’t much of a reason to rebuild CRM software or critical systems of record in house. What’s the actual strategic advantage in the marketplace for intimately controlling and being responsible for development and maintenance? Vendors also have routine security patches and provide guarantees. What happens if a vibe coded critical system is down? Major S&P500 companies like to offload risk to large established vendors with insurance and guarantees because the risk is too high to operations.

I use ThetaPal to keep an eye on things like this above that you mention with their AI market scanner. you can give it specific stocks or just let it scan the general market. then setup scanners that run nightly/weekly etc...
for example
"track ADBE NOW CRM and look at insider buying, politician buying, news, earnings, and options volume and alert me when anything noteworthy occurs"
it works extrmely well because it mixes with enterprise data and gets really precise answers for you.

i mean hey man you do you. You'll know it if works out or not 5 years down the line. I don't know your use case and I don't know your details but I know you can't run a fully fledged for CRM 300k a year. My guess is you probably aren't going to stick around to see the downfall anyways so what's the point in defending it