CRM
Salesforce, Inc.
stock NYSE

I own AMGN.
It is part of the DOW 30, and is almost always on the Dogs of the DOW list. I own eight of the DOW 30 list.
If you want old, stodgy dividend stocks, this is a good place to start.
But do research on the companies.
Two DOW 30 components were WAG and INTC, both were removed in 2024.
It is possible that CRM is a super DOG of the DOW. It is down 40% from its high in 2025. Pays a small dividend. I do not own CRM and I have never owned CRM.

If you’re worried about open ai profitability I think you are sorely mistaken. AMZN and CRM are great examples of 20 year stock returns with no profits, focus on u it economics. If you have a chance to be one of 2 or 3 players dominating the next way humans interact digitally you burn cash and expand. Its that simple

"*Nobody* is going to squander billions of dollars to build a new Salesforce because it’s now cheaper to do the coding part. It would be economic suicide.'
A company making a Saas product in another vertical could enter the CRM vertical. The extra infrastructure cost would be marginal.

Im also a 15 year SaaS veteran. Block wasn’t using 4000 enterprise seats. Also, Salesforce is in trouble, and a lousy investment bet.
Enterprise salespeople (until we are replaced by more annoying sales robots you will hate even more) rely more on AI services that glean data directly from calls and emails, and less the CRM record layer. Manually updating Salesforce is miserable. The marketing cloud is an OK CDP. Tableau is toast. Slack might actually house some good data, I dont know. They have other ways of making money. But there will be a K shaped software economy. Data moats and data collaboration with humans and agents will be the use cases for growth. You need proprietary data.
Also, the SaaS doom porn assumes agents freely access all content. There will be authenticated, paywalled walled gardens holding the most price data in a fortress. Bloomberg doesn’t give its data away for free, neither will any of the smart data owners of the future. If all you have is code, you’re cooked.

Down slightly from earnings this week.
IC on DELL
PCS on HD, NVDA
CCS on CIFR, WDAY, CRM, EOSE, DUOL

!banbet CRM 210 1w

Honestly we’re pretty close if not already seen the software bottom. All the bigger ones like CRM, INTU, WDAY, all dumped after earnings then completely recovered and went green the day after. Suggests the stocks are totally washed out and investors are confident buying dips.

CRM $225s by March 20.

All that money leaving the Mag 7 is funneling right into CRM who has committed up to $50b in buybacks (AKA 1/3 of their valuation). Don't fight the Benioff.

Ah yes let me build my own CRM with salesforce like capabilities because it’s “expensive” , it’s nothing much for big enterprises ( I work at fortune 100 ) and the roi on these SaaS tools is what keeps the customers .
You have no idea what you talking about , salesforce have 92% retention rate

**Overview:**
$FIVN offers a CX platform that supports call centers, customer service, sales, and recently enabled AI agents. However, even though it's fallen \~90% from its peak in July 2021, the company has regained profitability in FY 2025.

**Pros:**
* $FIVN is profitable with increasing revenue ($1.15B), margins, and a growing customer base.
* The company has a sticky software solution with many customers continuing contracts.
* They have approximately \~$650M in cash reserves.
* Compared to larger CX solution providers like ServiceNow (CSM), Salesforce (CRM), and IBM Watson, $FIVN's market cap is relatively low.
* Consistently beating guidance and EPS estimates YoY and QoQ
**Cons:**
* Customer service solutions may not scale as quickly.
* Large enterprises already have internal solutions, making it harder for them to outsource to a third-party vendor.
* Margins are still relatively low.
**Thoughts?** Or am I thinking too much like a value investor

Once the next round of earnings comes out for companies like NOW, PANW, CRM, and CRWD they are going right back up to their previous highs. Companies simply cannot use ai to replace these software/SAAS products yet, and it may be years before ai is good enough for that to happen.

There's a very real chance we see NVDA at $190 and CRM at $200 by EOD.
DO NOT @ ME.

Idk bout yall but when this dumps at open I'm rushing into safe haven CRM

How are their margins shrinking? AI lets them deliver more efficiently, and offer more things to charge for. They just transition from seats to a consumption model. A burger chain CEO would be incredibly dumb to take on the risk to vibe code themselves or rely on some new vibe code start up to replace their CRM and pos etc.

It's gonna be the issue again. Every salesperson is trained on Salesforce. Now you switch CRM, and you have to retrain everybody again.
And not talking about that, if you build a Salesforce competitor and go head-on. Your product is gonna be inferior in everyway. And not speaking of, no VC is gonna fund you to make a Salesforce clone.
The code has never been the moat of software companies. If you don't understand that you don't understand software companies.

GuMo ihr Lieben, Fuß gebrochen und das in der Elternzeit :( jetzt muss Weichware ein übertriebenes Kommzurück hinlegen damit ich meiner Familie wenigstens aus finanzieller Sicht nicht im Weg rumliege $MSFT $CRM

[MSFT](https://www.onvista.de/aktien/Microsoft-Aktie-US5949181045) - Winzigweich 📃@338.95€(-0,44% 🥱)
[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@166.38€(-1,57% 😡)

You say they aren’t supposed to be cheap but you only highly large decliners lol. Why do you thing CRM is resistant against Ai distribution?

Paid a roughly market PE for 35%+ rev & MAU growth, growth every quarter as a public, 100%+ eps growth, and 1B in net cash. Now, a top and bottom beat w/buyback but conservative guidance. Exactly like CRM yesterday (well not buyback size). CRM was down 4% post-earnings, up 4% today. My $112/sh spec position will break even next quarter, if not this.