CRM
Salesforce, Inc.
stock NYSE

Difference with PayPal is there were already better products in market.
Apple and Google wallets are far superior from a consumer perspective, and stripe just destroying everyone on integration side.
Things like NET, HUBS, CRM selling off cause one day somebody might make something better…isn’t that the risk for literally every listed company?

If google's economy is going to take material impact if countries goes onto make sovereign tech.... Then that is primary reason why they are criticising. And they will also fight it.
For India, hell yes... we are too late and most of our IT guys are servicemen for gora companies. That's also a reason why no one developed anything. Now govt and some entrepreneurs have woken up to this... So start off now.. We cat sit on the sides as a 4 Tn$ econ when the world is rapidly advancing. Look at China they made Deepseek. Balance needs to be found. At one end we can't have too much govt into sector so it can scale and flourish and on the other side sector needs govt capital and support.... Defense tech and sovereign projects are good... Especially more so if its to combat others' tech rather than learning their template and giving a CRM or tax software for govt. So yes definitely India should push....Every1 is doing so... Might even collab with others.. cause its a race all along and winner takes all.

This didn't go so well. The whole market is up bigly - but "now" is down near 3% and CRM is flat.
Sorry - buy good stocks they go up on green days. Buy shit stocks they barely stay afloat.

Bitcoin reached a record all-time high of approximately $126,272 on October 6, 2025
Current Price (Feb 20, 2026) $67,718
I guess SAAS stocks might be an equivalent, like ADBE, CRM, NOW...

Hope that is the case, even silly Cramer had a valid point about CRM and WMT having the same FCF, CRM having 2x the growth and yet WMT has 5x the market cap.I'll just be happy if my existing positions recover substantially soon.GLTA.

Thanks for all the posts on SaaS companies on this sub, especially the ones which included financial analysis in addition to more macro discussions. I've been learning a lot about the software sector.
I work as a special project contractor (scientist) in pharma. For work I've used MSFT, ADBE, VEEV, WDAY, and CRM, and probably some others. I don't currently own any of these stocks.
In pharma a lot of our systems have to be validated for use. This includes the way we use and store electronic records. It is a regulatory requirement. I know many non-pharma companies also use these software packages, and I can't speak to them, but in pharma it is virtually impossible to change existing software applications. Even updates may require additional validation work. I don't think in my sector that the software companies requiring validation work will be replaced in the next 10 years, irrespective of how good AI gets.
I have noticed at a few companies we were scaling back our ADBE licenses to save money. It's annoying that at a site with 500 employees only a handful have editor access. You have to go find them to make changes to pdfs. One company was cutting their ADBE entirely and just using VEEV text boxes for all documents. We didn't actually need ADBE for anything.
At another company we actually were replacing our CRM software for quality systems work with VEEV. By "we were" I mean it's been ongoing for the last 5 years and we still haven't canceled our CRM contracts. We're using both systems, which gets hella confusing. From an operational standpoint I love VEEV.
Also, MSFT is indispensable. It's not a system that's used for quality systems, so replacing it from a regulatory compliance standpoint is easy, but I can't imagine our enterprise shifting to something else.
I hate WDAY and CRM as used by HR. I just feel like either application is outdated. I know a lot of this has to do with company-specific build choices for those applications, but I've found that if I don't like the product itself then I have a hard time holding my position in the stock, so I tend to invest in companies whose products I think are good.
Anyways, that's my anecdotal testimony about these SaaS companies. I'm probably going to buy MSFT and VEEV next week. Would appreciate any red flags about these two stocks before jumping in.

NOW ADBE CRM and MNDY

Is SaaS Dead? $800B Wipeout — $CRM $NOW $ADBE $INTU Deep Dive

I’m heavily buying Team, CRM and Duol

I vibe coded $CRM this morning

No, I don't play it directly. I've been wheeling CRM which hasn't been great as you can imagine. I watch IGV just to keep an eye on the sector.

The Software sector at large is the most 'unfavored' sector by a significant margin, currently. It's not just MSFT....CRM, ADBE, INTU, NOW just to name a few are SCREAMING buys right now. Their forward P/Es are ludicrously low.
And yes, I know we're calling MSFT an AI stock in here; fine. But it's a software company still with heavy exposure to AI. I bought on the dip and will continue buying below $400. These are insane valuations. Buying or holding other software names now.
This is how you do it....find sectors that are beaten down and offering discount sale prices; clearance sale prices and load up. Nothing is more out of vogue right now than Software. In fact, there's a large gap between it and Gaming.

so anyway... next week NVDA, CRM and maybe ZS... maybe RXT and DOCN too

>i was looking at some software firms today and half of them are trading at 50x earnings but their actual revenue growth is mid at best.
Examples? The entire software sector has been hammered with some companies like CRM and NOW trading well below historical valuations.
The AI trade has not led this market for months. There has already been major rotation into other areas. Look at WMT, how can you justify that valuation?

[NVDA](https://www.onvista.de/aktien/Nvidia-Aktie-US67066G1040) - Nvidier 📃@188.79$(+0,47% 🥱)
[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@190.7399$(+2,94% 🤑)
[HD](https://www.onvista.de/aktien/Home-Depot-Aktie-US4370761029) - Home Depot 📃@382.72$(+1,09% 🤑)
[LOW](https://www.onvista.de/aktien/LOWE-S-COS-INC-Aktie-US5486611073) - Lowes 📃@282.155$(+1,43% 🤑)
[BABA](https://www.onvista.de/aktien/Alibaba-Aktie-US01609W1027) - Alibaba (ADR) 📃@152.9575$(-0,85% 🥱)

Am Wochenende noch mal gut erholen und Energie tanken, kommende Woche folgt die heißeste Erntewoche des Quartals mit über 2300 Firmenberichten
*Busiest week of the Q4 reporting season ahead with 2,300+ companies set to report. All eyes on AI darling $NVDA, software giant $CRM, home reno $HD + $LOW, and many more. Who do you think will make the biggest splash? #earnings #stockmarket #investing #trading Note: $BABA is currently unconfirmed.* –MauerStraßenHorizont
https://preview.redd.it/kl3t69pw2okg1.jpeg?width=1920&format=pjpg&auto=webp&s=3bfd5a4f1a62da315f0872023502f3c445a70a82

I calling the bottom of CRM. Should be back to $220 by May 1st

Not inside tips, but CRM is sitting near 52-week lows with earnings on the 25th. Keep an eye on that one.

The Oversold/Overbought list shows stocks that are trading at extreme levels based on their Relative Strength Index (RSI), suggesting potential short-term reversals during the trading session.
## 📉 **Oversold Stocks:**
Stocks with RSI below 30, potentially indicating oversold conditions and possible upward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [TMO](https://marketrodeo.com/asset/TMO) | Thermo Fisher Scientific Inc. | 29.38 | 515.12 | +1.56 | +0.30% | $193.5B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | 28.59 | 185.29 | -2.50 | -1.33% | $176.4B |
| [ACN](https://marketrodeo.com/asset/ACN) | Accenture plc | 28.83 | 214.95 | -8.66 | -3.87% | $133.3B |
| [BKNG](https://marketrodeo.com/asset/BKNG) | Booking Holdings Inc. | 24.98 | 4007.45 | -262.54 | -6.15% | $129.2B |
| [ADBE](https://marketrodeo.com/asset/ADBE) | Adobe Inc. | 29.51 | 259.21 | -3.96 | -1.50% | $108.5B |
Source: [Oversold](https://marketrodeo.com/screener?rsiLowerThan=30&exchange=NASDAQ%2CNYSE%2CAMEX)
## 📈 **Overbought Stocks:**
Stocks with RSI above 70, potentially indicating overbought conditions and possible downward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [AZN](https://marketrodeo.com/asset/AZN) | AstraZeneca PLC | 87.37 | 208.62 | -0.05 | -0.02% | $646.8B |
| [NVS](https://marketrodeo.com/asset/NVS) | Novartis AG | 75.26 | 163.92 | -1.46 | -0.88% | $316.9B |
| [MRK](https://marketrodeo.com/asset/MRK) | Merck & Co., Inc. | 70.35 | 121.86 | +0.20 | +0.16% | $304.4B |
| [LIN](https://marketrodeo.com/asset/LIN) | Linde plc | 73.59 | 490.11 | +4.83 | +1.00% | $228.9B |
| [VZ](https://marketrodeo.com/asset/VZ) | Verizon Communications Inc. | 72.53 | 48.64 | +0.59 | +1.23% | $205.1B |
Source: [Overbought](https://marketrodeo.com/screener?rsiMoreThan=70&exchange=NASDAQ%2CNYSE%2CAMEX)
**Understanding RSI:**
- **RSI < 30:** Potentially oversold (stock may be undervalued)
- **RSI > 70:** Potentially overbought (stock may be overvalued)
- **RSI 30-70:** Normal trading range

I’m a big fan of CRM, but NOW more than justifies the premium. NOW is more than double the revenue growth at 20% with $15B in ARR scale and 35% free cash flow growth. You really don’t find companies operating at scale with these types of numbers