CRM
Salesforce, Inc.
stockNYSE

Adobe, figma, intuit are companies that are mostly horizontally integrated with their customers. They offer a core set of products that are easier for AI disruptors to copy and replace Companies that are vertically integrated with customers (processes and across various teams) and serve as key systems of record are much harder to replace. You can’t easily change processes across all departments nor can you risk AI hallucinating and messing up important data. This is why companies like CRM, ServiceNow, Atlassian etc have a stronger moat vs AI

Ok, you’re clearly not hearing me or haven’t gained enough experience yet. AWS is redundant hardware, multiple physical locations, etc. Your argument there is irrelevant. We’re talking about replacing software. With AI, the barrier to software and data migration is reduced to nearly zero. What used to take a full team of engineers is now a few intermediates in internet with AI tokens and one or two sr engineers stitching it together. If a random dude can reproduce the entire adobe suite, even without being feature complete, a CRM is peanuts. The market is pricing that in. I suggest you familiarize yourself more with this ecosystem.

I agree they can save some money. But just try to imagine the complexity. So if a corporate which isn’t primarily a tech company will add a big team to create salesforce in house, they will hire one more team of engineers to build SAP in house, then they will say oh why should we pay AWS to run our servers, let’s build those as well in house 🤷‍♂️. Even when AWS was way expensive than hosting on premise servers, companies were still using AWS. Why? Because they dont want to maintain a team of engineers just to maintain infrastructure. A business does not only thrive on saving money. A balance is required. Yes they will save money wherever they can but there are somethings which will eventually be outsourced. It was happening and it will happen. When a corporate is selling biscuits online, why would they go and say okay let’s create our own CRM. They exist because they are good at selling biscuits not because they are good at maintain customer data in some server. No company will allocate resources to do that unless they are a tech company. Please go and work for a corporate and see how they do budget allocations. There are companies that are still using 2015 tech because they don’t need a newer website. They want to sell their product which the current website is capable of doing. They don’t give a f about creating a new team to revamp their e-commerce platform and spend millions just so that they can have an app create on JavaScript instead of php.

CRM is the only one I’ll touch on that list. Maybe NOW and MCD but not much of those.

My point is how and why do you think as a retail company for example Target. Why would Target think of creating it’s own CRM and invest money to create a CRM first, then pay engineers, pay infrastructure costs and then maintain a team which will eventually maintain the CRM for years? Why wouldn’t they go to some already existing CRM services and say we need this service? With this logic companies will eventually start creating their own LLMs as well. They will eventually say oh why should I pay openAi or anthropic. I will train my own trillion parameter model and use that in house.

NOW and CRM.

AVGO, CRM. Boring companies but they are money printers. maybe NFLX, but I d wait another quarter.

Uber and Adobe, CRM too long term but above $200 it is not worth it for me personally

I bought > $100K of KLAC during this downturn, it's still a buy under $240 I think. Might pick up more AVGO, too. Benefited from the recovery in CRM & NOW. Missing from this collection is MSFT, bought $200K from 350-450.

AVGO , NOW, CRM

I'll give like 6 stocks best to worst (in my opinion) 1-ORCL 2-UBER 3-AVGO 4-NFLX 5-INTU maybe NOW and CRM as well

The fact that the previous three comments point to four different CRMs for the same company is funny, but so true in my experience and highlights the distinction that can exist in large organizations.  It’s so hard to have a single system that can accommodate so many unique business processes, BUs are acquired, splinter groups build their own systems.  Each CRM claims to be the system of record, but then there are multiple CRMs. Writing this out has given me a better appreciation of Salesforce’s acquisition of Informatica.

Really interesting seeing how Palantir is using AI to automate parts of its forward deployed engineer model by letting it keep the customization and stickiness of bespoke deployments without scaling headcount the same way. Competitors can copy FDE playbook but replicating Palantir’s field to product feedback loop is way harder which is how it can keep the stickiness of services with software margins. Other AI stocks to watch: $NOW, $MAAS, $CRM, $PATH, $SNOW

Iren, adbe, CRM, Orcl celh

If I have to spy on a signal I just use something like wireshark, capture what I need and feed it into Ai. Most of the time I'm not working with these types of apps anymore. I used to a fair bit. Back in the day I was into embedded and some automotive hacking, myself and one other person broke open the entire Subaru tuning scene, with him designing the cable and me rev engineering the ecu. Now I'm all about connecting to api's etc., writing CRM, ERP systems from scratch for big bucks. So maybe it's a viable workflow? I've never done what you are talking about. When I was decompiling it was a long time ago and all manual and slow going, no Ai then. I just don't see a need for what I'm doing but that doesn't mean for you it's not an amazing workflow. Best of luck to you comrad.

I think the primary case thought around this is SaaS that are System of Records (example: $NOW, $CRM, $SAP) will continue to gain ground while personal software will lose in the long term ( example: $INTU, $ADBE ) None of this is set in stone and investors are still separating the chaff from the wheat.

For some odd reason all the tickers i now trade start with the letter C - CRWD, CRWV, CRCL, COIN, and CRM just crazy

There is a new competitor in ArtiosCAD too for a fraction of the price with way more features = 3Dpacksim.com. Esko is in the same boat. CRM's are also coming out in a trickle. The thing is like others have mentioned is the enterprise agreements, but now options are available and companies are going to be looking to save some $$$.

[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@200,25€(+0,31% 🥱) [NOW](https://www.onvista.de/aktien/SERVICENOW-INC-Aktie-US81762P1021) - ServiceNow 📃@123,05€(+0,04% 🥱) [ADBE](https://www.onvista.de/aktien/Adobe-Systems-Aktie-US00724F1012) - Adobe 📃@209,90€(+1,23% 🤑)

Sollten die fehlenden 20 Milliarden dann nicht bei $CRM $NOW $ADBE ... sein? Wo gottloser Weichware Pump?

That's nonsensical. Shopify is not a CRM replacement. Did you mean connecting Shopify with the ERP or CRM? Whatever you meant, I can confirm that Salesforce is indeed a complete mess.

You guys have 3 people? I just wrote a full featured CRM myself in about 100 hours.

Great time to buy this stock for several reasons: 1. A portion of their earnings is cyclical and tied to natural disasters of which there have been few recently. Makes the stock look more expensive than it is. 2. They are a baby thrown out with the bath water of the SAASpocolypse. Even though their business is based on an irreplaceable proprietary digital asset not a CRM or something like that.

Adobe is doing pretty poorly compare to it’s peers. A lot of SAAS has been turning it around these past few months because the market has realized companies are more than the code itself. There are compliance requirements with security, privacy, etc. and it’s important to have and maintain relationships with customers. NOW and CRM have been turning it around but with Adobe having more exposure to consumer customer base rather than enterprise customer base, it is not looking good for them.

Right now, one of the companies I’m most confident about is Klaviyo. I invested in it in september at around $18.70 per share, and I still have a lot of confidence in the project. After analyzing its financial statements, business model, and growth prospects, I came away with the impression that it has very interesting long-term potential. I also agree with several of the points you mentioned. The more I analyze the company, the more I see the potential competitive advantage it could be building around data. Klaviyo is not just a marketing platform; it is also accumulating a massive amount of information about consumer behavior through the interactions it manages and its numerous integrations with other platforms. Because of that, I would even go as far as speculating that, in the future, this infrastructure and the amount of data Klaviyo has accumulated could make the company a very attractive acquisition target for a much larger technology company. I’m not saying that this will necessarily happen, but I believe the strategic value of its data platform could eventually become just as important as its marketing and CRM business.