CRM
Salesforce, Inc.
stock NYSE

Lets analyse your claims further since I have nothing better to do
>TCS and Infosys for example still had revenue growth in 2025
The world and specifically stock market looks ahead sometimes even years ahead.. What they are saying is that the fundamental business model of these companies will not hold good for the future. The change will take some time and during that time the companies will continue to report decent numbers but the smart money will ignore them..
Case in point.. The CRM software maker siebel.. When salesforce came, siebel was still doing ok but the smart people saw that the fundamental way CRM software was being deployed is changing and this led to demise to siebel.. It took time but it was inevitable.
>
Hypothetically, if the company reduces employees with AI (and it works at similar level), the company would grow profits instead and would have a good outlook.
This is the crux of the problem.. If you use 1000 agents and 10 employees, you cannot bill for 1000 employees.. Agents will cost far less than employees. If I am a company based out of US, why would I need to outsource anymore.. Will I not hire the 10 best I can find in that country and then have them work with 1000 agents. Currently I am not able to find 1000 engineers in my country but I can find 10.
Even if outsourced, the cost of software development could come drastically down which means the IT services company cannot charge the same amount they are charging today. Sure margins can improve but revenue will come down and headcount has to come down if this tech continues to develop at the current rate.
Uncertain times and the stock market reflects that.. Do not think it will all be ok.. Be prepared for anything

Intuit(INTU)/ADP/CRM

msft is idiot no brainer a hold for 25% up… minimum. NOW, CRM, VEEV, PANW, NFLX, TTWO… same. Not saying to go all software but these will bounce if not fully recover

Unfortunately NOW is still expensive. The others like CRM, ADBE, INTU, TTD are fairly, if not cheap.
I've been buying NOW too though, but I'm a little more hesitant due to the valuation

This\^. Shockingly, those 4 are a great market beater for ’26. Buy em, not joking, I own them all and MSFT is now easily my biggest holding. Add CRM, NOW & VEEV, trust me, PANW & TTWO too. Like buying last April.

I started one of my businesses back in 2024 and created a “mega-spread” for it.
Margins were too tight to pay for a decent CRM/ERP so I established our needs and crafted an over formulated excel spreadsheet. 2 years on (£1M a year turnover), I have 6 staff members that populate it, I guess the only issue we’ve come up against is human error, I’ve had staff delete data sets (spread is backed up every 24hrs in cold storage), a broken formula every now and again.. but nothing that has caused any notable issues, it’s just a bit clunky.
I am currently building an all-in-one mainframe CRM/ERP system (been doing so for nearly 6 months), because I do think it would be a substantial QOL improvement, and once it’s ready I will lease the software to all of my companies.
But unless you’ve got some real technical elements to your business, there’s no reason not to utilise excel, still.

## 📈 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 |
|:-------|:-----|:-----:|:---------:|:----------:|
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $385.75 | $389.18 | $2.0T |
| [JNJ](https://marketrodeo.com/asset/JNJ) | Johnson & Johnson | $246.28 | $247.25 | $593.5B |
| [ASML](https://marketrodeo.com/asset/ASML) | ASML Holding N.V. | $1497.80 | $1507.70 | $580.5B |
| [GE](https://marketrodeo.com/asset/GE) | GE Aerospace | $345.64 | $346.74 | $364.6B |
| [KO](https://marketrodeo.com/asset/KO) | The Coca-Cola Company | $80.72 | $81.08 | $347.2B |
## 📉 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 |
|:-------|:-----|:-----:|:--------:|:----------:|
| [NFLX](https://marketrodeo.com/asset/NFLX) | Netflix, Inc. | $78.04 | $75.21 | $330.7B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | $185.42 | $176.28 | $176.5B |
| [NVO](https://marketrodeo.com/asset/NVO) | Novo Nordisk A/S | $38.59 | $38.36 | $171.6B |
| [BX](https://marketrodeo.com/asset/BX) | Blackstone Inc. | $116.41 | $113.20 | $139.8B |
| [ACN](https://marketrodeo.com/asset/ACN) | Accenture plc | $196.73 | $196.09 | $122.0B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

WDAY fell so CRM could fly

CRM probably too

CRM VRT

I wouldn't say Veeva is a small business... $3B in revenue last 12 months and growing at \~15%
it's used by most of the largest biopharma companies and most of the largest medtech companies.
It is the commanding leader today in life science CRM software. Are IQVIA and Salesforce competitors? Yes, but Veeva has been the leader. They also have a partnership with IQVIA but they've ditched their Salesforce partnership. Who knows, maybe Veeva and IQVIA will have a merger of equals one day, they'd probably be more efficient that way if it was approved.
Pharma and anything related to healthcare is an area where companies are unlikely to take a gamble on software providers or vibe code something if it could mess with anything from a regulatory/compliance standpoint

I cannot speak for every company out there, but I don't think anything is happening to ADBE , and ORCL has fallen enough. Companies like Accenture which are consulting firms will struggle because they have to retrain workforce to be meaningfully competitive. Their key business was to provide specialized staff to other tech companies, but that is no longer needed.
I really can't take a call on CRM, NOW (because I don't know enough). But to me these stocks are not "ridiculously cheap', they are just lower than their historical value.

MSFT is not doing well because it decided to jump into building its own AI labs (outside of OpenAI) this year, so the market is reacting to Capex which they have doubts .... a bit similar to how Meta did it in 2022. In my opinion, MSFT will recover, either they will give up (like Apple) or develop their own models. Plus it is a diversified business with Azure, Enterprise software, research, PC OS, ... so it has a lock.
\----
Companies like Snowflake had been struggling even before AI was a thing. The reason is that Databricks came in with data lakes which completely disrupted their data warehouse strategy and also made the market very competitive, if you also include the progress of Oracle, Postgres, MariaDb, Mongodb ... data processing and management is not that challenging in 2025 as it was in 2000. PaaS is not just a great sector.

So like CRM/ADBE/INTU? What are you looking at?

CRM, TSLA, RIG, VRT 🔒

Well I’m making the point that companies like zs/CRWD especially do not have the same muddled potential business risk as CRM/ADBE/INTU/MNDY etc..
I’ve written bearish articles about ADBE, but I believe ZS/CRWD/PANW are in a different class

CRM is crazy cheap right now.

You Bears might be more regarded than it seemed. SPY about to be back at $688 after your fakeout yesterday. Making money hand over fist today with my SPY shares and Calls
Slightly down on CRM puts but avgd into the position while it was $188.25 so I’m still sitting pretty.

Thoughts on CRM earnings?

I don’t know how much money those 90% generate in revenue or cost but that sector is going to be squeezed hard by AI. If you are a low-mid web designer for example your job is as good as gone. Giant CRM and switching away from cobol might not be on the menu of AI right this instant but the leaps forward in AI and its abilities mean it’s going to get eaten up eventually. It’s going to be difficult to tell where the chips land but there are going to be a lot of unemployed people and companies losing a lot of value from this adoption.

Might cost you a pretty penny if you vibe code your own CRM and shit gets wonky
That’s all I’m trying to say. That’s how big corps think, not to take away from your very impressive 30MM revenue. Objectively that’s a lot of money, but relative to all businesses that exist it’s a drop in the ocean.
You’re still a very small business in the grand scheme of things. Do you understand what I’m getting at? I work at a very young, boutique wealth management firm with a similar headcount, we manage roughly 100MM in assets. Everything that has to do w remotely sensitive info is on 3rd party software. As we grow, so does our liability. There is so much potential for things to go sideways that we would never take the risk of exposing ourselves to all that liability.