CRM
Salesforce, Inc.
stock NYSE

CRM has literally only had red days in June

Finally about 170 its pretty decent to start building position there.
Fundamentals are fine, FCF, Agents, buybacks also.
There is one risk - they started acquiring so looks like they slowed down.
In my opinion current price for CRM is really value and it might be a good start to build position.

So, what's tanking today in my port
AEM, GOOGL, SPCX, CRM, INTU, SAP, SHOP, or maybe just everything for the fifteenth day in a row

I suffer with you, dude... NOW & CRM let me look like an idiot

Lol I've got March 27 calls on CRM/SAP/SHOP & Sept 26 calls on INTU. Everything is cooked atm

CRM is getting cooked lol 😢

Common INTU, ADBE, NOW, CRM, MSFT

What do I do at this point man? Been bag holding CRM, Orcl, ADBE.

you have more $CRM or $NOW. Which bag is heavier?

CRM bro do something 😖😖😖😖😖

Buen análisis.
El CRM empieza a generar verdadero valor cuando deja de ser solo un sistema de registro y pasa a influir en decisiones y acciones en tiempo real.
Ahí es donde muchas empresas todavía están en transición: más herramientas, pero no necesariamente más claridad operativa.
Este tipo de evolución del CRM hacia sistemas más inteligentes y con mejor visibilidad es justo lo que vamos a discutir en un webinar enfocado en cómo evitar perder oportunidades por falta de seguimiento y señales dentro del CRM.
📅 30 de junio – 10:00 AM (CT)
[https://pevaar.com/landing-webinar/](https://pevaar.com/landing-webinar/)

Common INTU, ADBE, NOW, CRM, MSFT

CRM, Cme and Hrl
Three different fields

Same here with INTU, ADBE, NOW, CRM, MSFT, etc

CRM is insane value right now, its got to rip up when this reverses

Microsoft Dynamics has been on the market for decades now. It's got its niche but not really challenging Salesforce. Microsoft is so huge that it's main focus and cash cows will always be Windows, Office, and Azure. CRM at Microsoft will never get the attention it needs to compete and dominate.
It's like saying Google could dominate or challenge AWS or Azure for cloud services. It could, in that certainly Google has the technical skills and infrastructure to do it. But it doesn't, because AdWords makes so much more money and so much more easily. Internally, the GCP team doesn't have the influence and mindshare.
Within Microsoft, CRM will always be secondary. Whereas for Salesforce the corporation, CRM is the primary focus.

Hopefully all software stocks: INTU, ADBE, CRM, META, MSFT, NOW, eyc

Yes please, look at the rules, if it’s not ADBE, NOW, MSFT, CRM, LULU, then it’s not allowed to be posted. Only post falling knives and dying companies, don’t disrespect the sub.

These are good points, I've considered all of them and concluded none will affect the investment thesis. First current Adobe CEO is not leaving as he will stay as chair to mentor the transition. CFO left for a chip company, which makes a lot of career sense considering his background in semiconductor and likely much higher pay. Freemium model is a normal practice in consumer software industry to attract users and defend against competitions. Adobe does face more competition these days, but it's not the first time, and they have the best resources and ecosystem to win.
ARR is deccelerating sure, at 1% decline in growth rate, assuming worst case scenario and 0 of their strategies worked, you are looking at a 0 growth business after 10 years. The stock is now trading at 10 PE, which means after 10 years, investors would have already earned all their money back, and still left with a profitable high margin software business. I'm perfectly ok with an outcome like this. I personally think there are very good odds that some of their strategies will work (new AI products, freemium) and can maintain growth rate at high single digits, if this happens you are looking at 25-30% annual return stock for the next 10 years.
Regarding opportunity cost, my definition of it is if my shares are not generating as much per share free cashflow (or EPS depending on the business) over time compared to other investment opportunities. I see Adobe and some other SaaS names (CRM, CSU) as the best opportunity now to generate the most amount of profits per share in the next 10 years. Note sock price has no place in my decision, except providing a low buying price for me to start a position.

For small and mid-sized companies, maybe. But the reason many companies go to products like NOW or CRM is that it provides a familiar framework for how to manage business processes and business continuity. If an IT support person leaves the company, it’s easier to replace them with another person trained in the same platform.
The problem with custom and vibe coded apps is that it can take months for a new developer to learn the codebase and become a productive contributor. From a turnover and business continuity standpoint, that’s a risky expense and can slow down business support and innovation. When you’re dealing in large companies at scale, I still believe platforms like NOW and CRM are the right tools.