CRM
Salesforce, Inc.
stock NYSE

Pretty much everyone I ask here tends to confirm the same story about their business deepening their relationship with the core platforms. I get a little concerned that r/valueinvesting might be a bit of a skewed sample, but I just cannot imagine a realistic scenario where large enterprises start leaving the best-of-breed SaaS players...
I don't mind catching a falling knife if I'm getting a good future cash yield on my investment. Obviously a multiple rerate can really add fuel to your returns, but you don't need it when you're buying CRM or ADBE or INTU for like 10-12x SBC adjusted FCF. It gets to a point where the buybacks start growing earnings on a per share basis without having to organically grow the net income line very much.

It depends on what the future of AI truly looks like. It would have been a sure thing no matter what in 2020 though.
Right now it’s probably the last thing users want. Microsoft’s “on-prem”/“local” copilot was anything but that. In rest state it reached out to ad servers and fed them data, reported data back to Microsoft with AI data, and a lot of other shady stuff.
The tech market moved to Mac minis and Mac studios to run flows because their proprietary hardware is superior.
The gaming market is moving toward Linux at an increasingly alarming rate, roughly doubling each year without any sign of stopping. Developers used to only support Windows but Valve who owns Steam made Linux their operating system of choice.
Linux kernels are now outperforming Windows OS, when people in Esports begin mainly using Linux, the bottom will fall out of this market.
Window’s bread and butter was selling cheap machines people would use at home and then later use in the office. That’s projected to be gone in the next 3 years.
Xbox by their own admission is struggling after they priced themselves out of the mass market with a steep subscription increase.
Even their CRM, Microsoft dynamics, was built to be inescapable. Barriers and obfuscation in all directions to ensure a migration away from the platform would take years. AI can help get it done in months.
AWS owns the cloud market. GCP is a very far second. Azure sits in the corner like their retarded cousin.
Their recent acquisitions are already showing their age in the day of AI. GitHub struggles to keep up with the traffic of AI coding and VScode is the least AI native IDE.
They’ll stick around for another 20 years just because of their dark patterns and “lock-in” strategy but it’s not going to be very pretty.

My company uses both oracle and CRM and I’m bagholding both, fuck the lies they told me about how good these stocks were 😭😭😭😭

VEEV is also cheap. It's built on Salesforce, so buying CRM, your effectively buying VEEV

each and every company might not do this, but it just means lower barrier to entry for those people who want to compete with Intuit, or CRM, or NOW by introducing competing options for potential custoemers.

And it might not be that these new entrants have anything amazingly new, it might just be that they are competing on price
I can speak for myself, as someone who has worked on some of the biggest tech projects in the world, I just built something on my own that would have taken me and 20+ engineers to build in 2-3 years. I also built other apps in my spare time that are very innovative (scheduling/calendar app) that has functionality not seen in any other such B2C app. So, its just the start of things like this ..

I like value investing and the people on this sub mean well when they are backing a stock. It's just really unfortunate how the majority of the picks have been significant losers in a huge bull market.
What are some of the bargains that people remember from this sub?
PYPL, LULU, NOVO, ZTS, CMSCA, and recently stocks like ADBE, CRM? I'm sure there are many others

I won’t touch MSFT. I know US companies love it, UK loves it. But EU is decoupling with Microsoft ecosystem. (And that trend might spread like wildfire). Many Asian countries always try to decouple with it (thus many of them use AWS when they use cloud). Personally I switched to (mostly) Mac years ago, and I also use Linux, and suddenly found my fairly powerful PC became my gaming machine (and I don’t play often). Not saying MSFT will fail, but I think there are other options without such complex issues. I’m part tech person so I might see things differently.
Personally I hate AI + Office. I feel like their approach is force it down my throat. (No I’m not anti-AI, I use AI on a daily basis).
Not sure about CRM as investment, worked with Saleforce briefly and used (implemented) Tableau before it became under CRM, but it seems to be a rapidly declining product. If they managed to turn a dominant product into a declining one, that is something.
I do have small bet on NOW. They (and their users) can benefit from AI.

SAAS is gonna get obliterated tomorrow imo. they held it up for a few days to give msft bulls some hope, and now MSFT CRM ORCL NOW likely see -5% days tomorrow

I am not follower of these but what really stood out is them removing ADBE, NOW, CRM from the wide moat categories. So is the market right after all?

The NFLX chart is rough, but I have faith in the fundamentals (live, podcasts👍🏼), still lots of room for subscriber growth. The rest are repeating what they did in the first half, which already made me good $ trading. Now it’s even better since the first 1/2 established a trading range. I got laughed off here calling a bottom on Duolingo in the 90s, now it’s 135. CRM probably bottoms second half, even ADBE should bounce eventually, valuations are getting nuts.

MELI CREX CRM NOW

Appreciate the details. I’m on the same belief for both stocks and am buying. What are your thoughts on CRM, ORCL and MSFT

The pump 'n dump in CRM, ORCL, MSFT is criminal ass shit

wtf. JUST FULL PORT INTO $NOW, $CRM otm LEAPS. And chill

**CRM** is moving away from seat based pricing towards usage pricing for this exact reason. CRM has the underlying business model and data to massively benefit from this transition. I'm very bullish in the long term prospects of CRM.

**BanBet Lost** — /u/gervs99 (0W-1L, 0%)
| Ticker | Entry → Target | Move | Time | Result |
|:---:|:---:|:---:|:---:|:---:|
| **CRM** ▲ | $158.55 → $175.00 | +10.4% | 1w | Lost |

CRM - low price + huge buybacks = lots of potential. I’ve used Salesforce a lot and hate it. But the fact that I hate it means that companies are stuck with it.

The whole market is green today except these motherfucking POS I’m holding like CRM, adbe, Orcl. What the fuck is wrong with these MF 🤬🤬

Just wait until semi conductors have a correction and CRM will also plunge deeper. Make that make sense.

Service Now, four years in a row EPS have been stuck at 1.68 / sh. How can investors justify a PE of 57?
Intuit is definately gonna feel AI crunch. Account entries are really black or white, right or wrong. Ideal with AI applications.
AI will probably help CRM. Make sales work more seamlessly.
ADBE have really screwed with their own clients- I hear a lot of complaints from those who use ADBE. That is never a good sign.
Good Luck, I could be wrong on all of the above.