CRM
Salesforce, Inc.
stockNYSE

|Ticker|\# Shares|Current value|YTD P/L| |:-|:-|:-|:-| |BRK.B|13|6933.88 USD|\+9.24%| |[BRK.NE](http://BRK.NE) (BRK.B CAD hedged)|202|7743.8 CAD|\+4.85%| |POW|37|3428.36 CAD|\+31.2%| |[CRM.NE](http://CRM.NE) (CRM CAD hedged)|55|1000.97 CAD|\+24.84%| |STPL|130|3422.5 CAD|\+5.03%| |FAF|37|2386.6 USD|\+3.77%| |GIB.A|40|4292.26 CAD|\+2.94%| |ADBE|5|1134.74 USD|\+7.56%| |[RDDT.NE](http://RDDT.NE) (RDDT CAD hedged)|193|2870.78 CAD|\+0.7%| |[MCD.NE](http://MCD.NE) (MCD CAD hedged)|25|510.1 CAD|\+1.21%| |SSNC|37|3080.96 USD|\+19.6%| |SAP|8|1809.03 USD|\+18.87%| |MNT (Gold)|58|3731.5 CAD|\-9.04%| |RING|127|1860.49 CAD|\-21.43%| |XID|70|3007.44 CAD|\-15.96%| Thinking of holding BRK, POW, STPL, GIB.A, ADBE, RDDT, MCD (adding more), SSNC, MNT The rest are questionable: FAF, SAP, CRM, RING, XID

It’s Accenture (ACN)! Not software, but the same question you raised: does AI shrink billable hours (your Adobe case) or create more implementation work (your CRM case)? So far bookings are still growing (+5% to $84.5B this year), but next year’s guidance is only 3–6% revenue growth. Would you still use your 11% here?

I've made a CRM full independent, a google sheets-based ERP, my company (small one) gets insane market alpha and automation everywhere (e-mail blacklisting for outreach campaigns), and my girlfriend is getting insane help on her studies (studying for one of the highest gov level jobs in my country) on the back of a 100$ gpt sub and a lovable sub the value per euro spent is fucking insane and what you can do on a 4 man team nowadays is busted as shit. Boss is even looking into other ventures and he plans on max hiring a couple other people for full dev work, but thats about it