CRM
Salesforce, Inc.
stock NYSE

Duolingo is the next Chegg. In today’s stock market environment , NARRATIVES are what will kill a company no matter how well their financials are . Wallstreet has already decided Ai will destroy Duolingo , and the narrative is sticking . That’s how Chegg got obliterated . Look at ADBE, CRM and most of the software stock. They are getting destroyed because of Ai narratives

Compared to TTD, there is a better case to be made for software stocks(CRM, NOW, TEAM, etc) which are caught up in the AI will eat your business narrative. Plus, quantitative easing will propel these stocks forward.

$ADBE, $PYPL, $CRM, $NFLX

AMD, INTC, META, UBER, ADBE, CRM, AMZN

I like NOW too. Work with it and dont think it is going anywhere - AI strengthening it if anything - same with CRM I think. A few other SW stocks that have sold off but are long term compounders: CSU, INTU, ADP.

Your main point is right: most of this selloff feels like narrative whiplash, not a clean read on long‑term cash flows.
What I’m watching is mix, not headlines. If CRM, MSFT, ADBE, etc. can show either (1) AI features lifting net retention / ARPU or (2) real opex leverage as they swap human-heavy workflows for AI, then current multiples are probably mispricing how sticky these platforms are. If, on the other hand, AI turns into pure margin compression (bundled “for free,” GPU bills up, no pricing power), then it’s not a dip, it’s a reset.
Concrete way to play your “slam the buy button” plan: predefine levels and triggers. For each name, pick a valuation band (e.g., FCF yield or EV/FCF vs its 10‑year median) plus 1–2 business metrics you want to see stabilize, then stage into it instead of guessing the exact bottom.
I’m using Koyfin and TIKR for the numbers, Notion to track theses, and Pulse in the background to surface good Reddit threads like this when the semantic filters think they’re actually useful.
Main point: this looks more like sentiment overshoot than a real obituary for quality SaaS, but you need hard triggers, not vibes, to buy the flush.

CRM, SMCI

Based on working with Salesforce as a CRM vendor in my former job, I would never buy this company. They are a chaotic mess. We'd constantly get calls from various people, telling me their left and right hands have no idea what is going on. Getting anything done by them was bureaucratic, red tape nightmare. I didn't see competency at any level I experienced.

What's your take on CRM? It hasn't broken down below 220

I don't buy this, having worked in customer service and IT in my career. There is a bucket ton of savings to be made answering general queries, amending customer records, renewing policies and even handling simple complaints right now.
Moving forward as the AI models learn from real world use within given companies the more effective they will be at handling more complex queries. It's the same argument in the coding world. You will need human oversight/escalation/approval sure. However ultimately I only see it reducing headcount requirements in these roles.
Therefore CRM already trusted by companies globally are positioned well to be the first place they go to, to provide.

i think CRM is down because people think AI will replace it. virtually all of its growing revenues and profits come from its original business. AI not being so great bolsters their long term value proposition ironically. they need to invest in AI as its an existential threat

-3.3%. I own a lot of CRM.

Check out stockalert.pro/insights - they do daily AI screening and MU is scoring +76 right now, ADBE is interessting too at forward P/E of 12.9 which is crazy cheap for them. CRM also oversold with RSI under 30.​​​​​​​​​​​​​​​​

I've been working with Salesforce products for a decade, managing CRM departments, and they're definitely suffering from enshittification.
Obvious fixes are skipped, feedback is ignored, all so they can release 'new' useless features (or rename old ones in the hope you've forgotten)
My company recently trialled Agentforce, and it was laughably average. A lot can depend on your data structure and business model, but at best it was 'meh'.
Plus, they sell it as Enable Agentforce - ? - Profit - as in, it just works. It doesn't. I had two very senior engineers wrangling it, and it wouldn't fall into line.
In the end, all Salesforce could suggest was hiring a consultant, and of course they could suggest a few. I told them to forget it.
So yeah, Salesforce could be fine, but they need to refocus on providing an exceptional platform (force.com) which they did in the past, and stop chasing the shiny.

When I see CRM, it always puts a smile on my face as a missed opportunity but now glad I did not invest.
15 years ago I was part of a 10-memebr team for a Fortune 500 company evaluating upgrading our CRM / ERP systems. Our system was developed in-house by a very eccentric guy - it worked great and everyone love it. We got a new SVP /CIO and he wanted us to evaluate Salesforce (CRM). The product actually sucked at the time - it could not do everything we did with our in-house system. I was one of 3 who voted against Salesforce as the other did not want to upset the new SVP. The software sucked but their sellers (sales and support team) were very good - after the decision, I wanted to invest because of who good their sales team was. I did not.
Our company signed a multi-year agreement and it was a total bomb causing us 3-4X the original investment to get it to work. The SVP got fired. Salesforce actually hired our guy because of all his "good ideas" and simple solutions (like linking email correspondence - he wrote of couple lines of codes and we could migrate everything in our in-house system). He lasted one year, got his sign on bonus and left Salesforece.
The company still pays millions for an inferior product. I am glad I retired.

Salesforce stock is still gonna be fine tho, they dominate enterprise CRM and one bad AI rollout wont change that. But yeah this is a good reminder that “AI integration” on an earnings call doesnt automatically mean good news.​​​​​​​​​​​​​​​​

Adobe is fine, CRM is not. CRM has to sell AI, Adobe can just integrate the best ones. There is no other “legally safe creative asset creators” out there, other than Adobe. CRM, there are many alternatives

You don't understand the CRM business if you think they're paid to increase productivity.
I hate Salesforce just like every other developer out there, but i realize what they do is important to the company. They keep people employed.
You don't need to invest in internal tooling that's better since the person who set up Salesforce CRM over at your competitor and spent a couple of tens of millions over 3 years is now working at your shop with a familiar interface.
Entire legions of middle management corporate employees are completely invested in the "skills" that justify six figure paychecks. They're not going anywhere anytime soon, if anything, you'll have businesses pointing to their Salesforce CRM setups as "evidence" of them doing something . . anything . . with AI beyond what chatbots offer.

Next time you're told to buy Salesforce $CRM, think again.

ADBE. CRM