CRM
Salesforce, Inc.
stock NYSE

Oh yes, Claude, if you don't mind. I have fourteen million customers using 739 legacy billing packages on my Comverse platform I need to migrate to Amdocs. So please replicate those, migrate the data, ensure all the hundreds of eligibility rules are incorporated for new customers EXACTLY so we don't get sued to smithereens. We'll need functioning connectors into CRM, web self care, reporting, revenue assurance, the rating & charging engine, mediation, provisioning and orchestration and about 80 other systems. Propose me a smoke test, system test, integration test, UAT and performance assessment regime that will guarantee this all works. Tell me how to incorporate this into my annual release calendar so I don't break the whole IT stack. Now give me a cutover schedule how we're gonna migrate all these customers in tranches with minimal disruption so we don't all get fired...I could go on
Mebbe I'm just a crotchety GenX relic but this idea baffles me. ChatGPT makes math mistakes a ten year old wouldn't. I mean it's super useful but you can't rely on it.

CRM already took out a loan to buy back their shares, what else does the market want?

Wasn’t CRM buyback like 10% of shares outstanding? From 930M to 830M roughly.

When SaaS stocks act like mature companies in other sectors and get serious with buybacks. Think your stock is a bargain? Prove it by directing FCF to buybacks.
At the moment, among the large caps only CRM, ADBE and INTU come close to attractive FCF yields, and all could up their buybacks.
FCF buyback
yield yield / dilution
MSFT 2.59% 0.13%
ORCL -4.47% -1.68%
PLTR 0.87% -3.24%
PANW 1.62% -4.01%
SAP 5.12% 0.83%
CRWD 0.86% -2.29%
UBER 6.72% 2.51%
SHOP 1.50% -0.26%
CRM 11.79% 4.02%
CDNS 1.34% 0.19%
FTNT 2.30% 2.25%
NOW 4.73% -0.07%
ADP 6.06% 0.87%
SNPS 3.02% -17.34%
SNOW 1.45% 2.47%
DDOG 1.34% 0.96%
NET 0.39% -2.03%
ADBE 13.25% 5.84%
INTU 10.62% 1.15%

Can’t be since he’s the greatest stock trader of all time with the billions he made. It’s like he has insider knowledge. Meanwhile, Blurry bets against him with his NVDA permabear positions and with BABA and CRM longs. Losing money faster than most people on this sub.

So Friday was big green for QQQ but CRM ADBE ORCL NFLX were all red 😔 Now imagine if Monday is deep red for QQQ what will happen to these whore ass stocks

Ok so hear me out. We have seen major SaaS stocks falling because their is a dumb sentiment that AI is going to replace these softwares or CAPEX spend is high. I think the narrative is being communicated incorrectly to the market. What I think is missing in the message is a statement specifying for example Company XYZ is an AI powered platform that is helping our clients. Not that AI will replace the platforms themselves. We have seen that Service Now, CRM, MSFT, Meta, and some more software stocks are getting destroyed with this bs sentiment and now the money is being shifted into semi only. I think that we are in a wave of opportunity to buy this cheap because as soon as CAPEX spend goes down then money will be shifted back into SaaS. Yes there is a real demand and shortage but all it takes is for a company to stop spending on AI data centers and semi conductors and now we are back to SaaS. So I think we are poised for a massive run up. The question is when will this occur? It might be this year or next? Idk 🤷‍♂️ but I think we are in a golden opportunity to buy these software companies at a dirt cheap discount and all that we can do is just wait. What do you all think

Time heals all wounds except Microshit. 6 months and it never stops. Fuck this sector , im the only retard who bought calls on MSFT CRM. And then shares on ADBG

The internal-tools-eat-SaaS argument treats every add on as equally exposed, but it collapses two very different categories of software into one. A point tool that mirrors a Tableau dashboard or automates a CPQ quote is a workflow. A system of record carrying twenty years of permissions, audit trails, data lineage, and integration debt is infrastructure. AI has gutted the cost of building the former. It has done almost nothing to the cost of replacing the latter, because the hard part was never the logic, it was the governance wrapped around the data.
That’s exactly where Agentforce/NOW is positioned, and the early numbers back the thesis rather than the panic: north of 29,000 cumulative deals, 50% quarter-over-quarter deal growth, ARR through a billion inside roughly a year. The bet isn’t that internal AI tools stop getting built. It’s that they get built on top of Data Cloud instead of around it, because the engineer knocking out a quick internal reporting tool this weekend still needs the same governed customer record, the same permission model, the same compliance posture the company already pays for. A scrappy internal replacement for one workflow doesn’t threaten the platform underneath it. If anything it deepens the dependency, since every new agent still has to read and write against the same data layer someone else is maintaining.
The real risk to Salesforce was never “companies stop needing a CRM.” It’s whether they can monetize this fast enough that Agentforce revenue replaces what the legacy add-on ecosystem used to capture, before that ecosystem fully erodes. That’s a timing and execution problem. It isn’t an existential one.

It won’t replace but it will challenge.
Work at a strong AI forward company.
CPQ (CRM add on) moved to internal tools (quickly assembled with AI
Tableau (CRM) moving to internal and supported by AI that can build for you.
CRM reporting follow the above
Clari moved to internal with AI
Anaplan moving to internal with AI quickly moving it.
Loveable no longer needed, AI built a similar tool that anyone can use and access
I can keep going….
The core systems are still there and as per above most are currently around Salesforce but that’s 1 year. What adds to it our user base is loving the new tools,
So all in all I would expect a repricing and SaaS companies will do what they always have done which is increase the price which will create more incentive to move more to internal tools.

NOW and CRM are the best 2. They are way too complex to be replaced by AI

I'm not directly invested in any SaaS stocks.
​
I'm mostly in financials (insurance) and some staples. Google is my only tech stock.
​
Given you SaaS guys and gals have overtaken this sub, I'm curious when you expect companies like MSFT, CRM, VEEV, etc., to actually rebound?
​
I'm not an expert on the sector, so my view is similar to widespread sentiment right now that software is a depressed sector due to concerns of AI obsolescence of these companies, and that this view will never change now that it has set in.
​
At some point in the future AI will displace software. It may not happen for 30 years, but it will. So what could possibly change this narrative now that it is widespread?
​
When do you actually think these SaaS companies' stock will go back up?
​
The only light at the end of the tunnel for SaaS I can envision is a Terminator like scenario where AI starts killing people and governments are forced to ban/destroy AI. Then SaaS would rebound and you could cash in.
​
Is this what you're waiting for? Governments to step in and ban AI?

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [JPM](https://marketrodeo.com/asset/JPM) | JPMorgan Chase & Co. | $325.22 | $338.09 | $871.4B |
| [ASML](https://marketrodeo.com/asset/ASML) | ASML Holding N.V. | $1929.68 | $1942.87 | $743.7B |
| [INTC](https://marketrodeo.com/asset/INTC) | Intel Corporation | $133.99 | $135.48 | $673.4B |
| [AMAT](https://marketrodeo.com/asset/AMAT) | Applied Materials, Inc. | $617.11 | $638.90 | $490.0B |
| [LRCX](https://marketrodeo.com/asset/LRCX) | Lam Research Corporation | $389.04 | $401.00 | $486.5B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [SAP](https://marketrodeo.com/asset/SAP) | SAP SE | $155.22 | $154.13 | $180.9B |
| [T](https://marketrodeo.com/asset/T) | AT&T Inc. | $22.01 | $21.99 | $152.9B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | $151.78 | $149.80 | $124.3B |
| [PDD](https://marketrodeo.com/asset/PDD) | PDD Holdings Inc. | $79.56 | $78.51 | $113.2B |
| [SNY](https://marketrodeo.com/asset/SNY) | Sanofi | $42.38 | $41.86 | $101.9B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

I use (and pay for) Adobe Lightroom and Photoshop, but the competition Adobe faces just keeps getting better. Capture One is taking market share. Evoto offers A.I. and retouching tools that are better on a per-photo basis.
If I want to convert an .pdf file to Word, before Adobe wanted a monthly subscription to the full version of Acrobat. Now I can just ask Claude A.I. to take care of it.
After being nickel-and-dimed by Adobe, I root for its competitors.
Between Adobe and CRM I am not sure which will fare worse but Software is a tricky game. I remember when WordPerfect and Lotus 1-2-3 both had substantial market share, and then Word and Excel made these products irrelevant. This could happen to a few of Adobe's blockbusters.

Puts on ADBE and CRM is free money next week

I want to buy SaaS but my wisdom tells me not to try to catch a falling knife. CRM seems like a decent buy but I wouldn't be surprised if it goes lower.

Waiting for CRM and ADBE to start trending up.

Casuals just throwing around vibe coding like it can replace enterprise software.
A.I will never replace ERP software like SAP or CRM stuff like Salesforce. A.I will be integrated into it like using copilot on outlook.
Once the a.i and datacenter hype dies down it will rebound.

Same goes for INTU, ADBE, CRM, WDAY etc

NOW, CRM, ADBE and MSFT. Either of them are a good buy with attractive entry point.