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CRM
Salesforce, Inc.
stock NYSE

At Close
May 20, 2026 3:59:57 PM EDT
180.10USD+0.379%(+0.68)12,432,726
0.00Bid   0.00Ask   0.00Spread
Pre-market
May 20, 2026 9:29:30 AM EDT
177.15USD-1.265%(-2.27)37,616
After-hours
May 20, 2026 4:59:30 PM EDT
176.65USD-1.916%(-3.45)2,560,837
OverviewOption ChainMax PainOptionsPrice & VolumeSplitsDividendsHistoricalExchange VolumeDark Pool LevelsDark Pool PrintsExchangesShort VolumeShort Interest - DailyShort InterestBorrow Fee (CTB)Failure to Deliver (FTD)ShortsTrendsNewsTrends
CRM Reddit Mentions
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We have sentiment values and mention counts going back to 2017. The complete data set is available via the API.
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CRM Specific Mentions
As of May 21, 2026 2:05:01 AM EDT (<1 min. ago)
Includes all comments and posts. Mentions per user per ticker capped at one per hour.
1 hr ago • u/Icy_Abbreviations167 • r/smallstreetbets • biggest_tech_layoffs_of_q1_2026 • News • B
May 5, 2026
‍
Several technology and technology-adjacent companies announced workforce reductions in the first quarter of 2026, as firms moved to cut costs, restructure operations, and redirect resources toward artificial intelligence.
‍
The biggest Q1 layoff announcements came from companies across enterprise software, cloud infrastructure, semiconductors, telecom equipment, IT services, crypto, and clean energy technology.
‍
# 1. Oracle Corporation (NYSE: ORCL)
‍
Price: $185.35
Date: March 31, 2026
1-day impact: +2.86%
‍
Oracle is a global enterprise software and cloud computing company. It provides database software, cloud infrastructure, business applications, and AI infrastructure services for large organizations.
‍
Oracle reportedly planned to cut thousands of workers as the company looked to manage costs while expanding aggressively into artificial intelligence infrastructure. Oracle had roughly 162,000 employees, but the total number of affected workers was not clearly disclosed, so the workforce reduction percentage is not cleanly calculable. The stock rose after the layoff news, suggesting investors viewed the cuts as cost discipline tied to Oracle’s AI spending push.
‍
# 2. FiscalNote Holdings (NYSE: NOTE)
‍
Price: $0.20
Date: March 19, 2026
1-day impact: -5.52%
‍
FiscalNote provides policy, regulatory, and geopolitical intelligence software. Its platform helps companies, government agencies, and organizations track legislation, risk, and public policy developments.
‍
FiscalNote announced an organizational transformation that included a workforce reduction of approximately 25%. Based on the company’s reported headcount of 543 employees, the reduction implies roughly 136 employees affected. The stock fell after the announcement, suggesting investors viewed the cuts as a sign of financial pressure rather than a clean margin-improvement move.
# 3. Atlassian Corporation (NASDAQ: TEAM)
‍
Price: $92.35
Date: March 11, 2026
1-day impact: -0.87%
‍
Atlassian develops collaboration and productivity software for teams. Its major products include Jira, Confluence, Trello, Bitbucket, and tools used by software developers and enterprise teams.
‍
Atlassian announced plans to lay off about 1,600 employees, representing roughly 10% of its workforce, as part of a pivot toward artificial intelligence. The modest decline suggests investors were cautious on the near-term restructuring impact, even though the company framed the move around AI-driven operating changes.
‍
# 4. Atos SE (OTC: AEXAY)
‍
Price: 34.32 EUR
Date: March 5, 2026
1-day impact: 0.00%
‍
Atos is a French IT services and consulting company. It provides digital transformation, cybersecurity, cloud, infrastructure, and managed technology services for enterprise and government clients.
‍
Atos said restructuring had reduced its workforce by 19%. The flat immediate reaction suggests the cuts were largely understood as part of an ongoing turnaround rather than a new surprise catalyst.
‍
# 5. (NYSE: AI)
‍
Price: $9.41
Date: February 25, 2026
1-day impact: +2.06%
‍
C3.ai provides enterprise artificial intelligence software. Its platform helps companies build, deploy, and run AI applications across industries including energy, manufacturing, defense, finance, and healthcare.
‍
C3.ai announced a restructuring plan that included a 26% reduction in its global workforce. Based on the company’s prior headcount of about 1,181 employees, the reduction implies roughly 307 employees affected. Shares rose after the announcement, suggesting investors may have viewed the cuts as a step toward tighter expense control, though the stock remained under pressure in the broader period.
‍
# 6. WiseTech Global (OTC: WIGBY)
‍
Price: $44.63
Date: February 24, 2026
1-day impact: 0.00%
‍
WiseTech Global is an Australian logistics software company. Its flagship CargoWise platform helps freight forwarders, customs brokers, and logistics companies manage global supply chains.
‍
WiseTech Global said it would lay off about 2,000 employees over two years as it adopted artificial intelligence across its software and internal operations. The cuts represented approximately 29% of its global workforce. The reaction was muted, likely because the reductions were structured as a multi-year transition rather than an immediate cost shock.
‍
# 7. The Crypto Company (OTC: CRCW)
‍
Price: $0.0017
Date: February 22, 2026
1-day impact: +0.53%
‍
The Crypto Company is a blockchain and digital asset services firm. It has focused on crypto education, consulting, technology services, and digital asset-related business activities.
‍
The Crypto Company was linked to further staff reductions amid pressure in the crypto sector. The company’s total affected headcount and workforce reduction percentage were not clearly disclosed, making the percentage not cleanly calculable. The small positive move suggests the market reaction was limited, with investors likely focused more on valuation pressure and crypto-market conditions.
‍
# 8. Salesforce (NYSE: CRM)
‍
Price: $186.99
Date: February 9, 2026
1-day impact: +0.81%
‍
Salesforce is a cloud software company best known for customer relationship management tools. Its platform supports sales, marketing, service, analytics, AI, and enterprise workflow automation.
‍
Salesforce reportedly cut fewer than 1,000 jobs. Based on Salesforce’s reported headcount of 76,453 employees, the cuts represented up to roughly 1.3% of its workforce. The stock reaction was modestly positive, consistent with how investors often respond when profitable software companies reduce headcount to protect margins.
‍
# 9. ASML Holding (NASDAQ: ASML)
‍
Price: 1,229.00 EUR
Date: January 28, 2026
1-day impact: +4.09%
‍
ASML is a Dutch semiconductor equipment company. It is the leading supplier of lithography machines used by chipmakers to produce advanced semiconductors.
‍
ASML announced layoffs that would result in a net reduction of around 1,700 positions, mostly in the Netherlands, with some cuts in the United States. The cuts represented approximately 4% of its workforce. The stock rose after the announcement, suggesting investors viewed the move as operational discipline rather than demand collapse.
‍
# 10. Enphase Energy (NASDAQ: ENPH)
‍
Price: $36.02
Date: January 23, 2026
1-day impact: +10.70%
‍
Enphase Energy develops solar and battery technology for homes and businesses. Its products include microinverters, energy storage systems, EV chargers, and energy management software.
‍
Enphase announced job cuts as the end of tax credits weighed on demand. The company planned to lay off about 160 employees, representing less than 6% of its workforce. Shares rose sharply, suggesting investors interpreted the layoffs as a necessary reset for a company facing weaker solar demand and policy-driven pressure.
‍
# 11. Autodesk (NASDAQ: ADSK)
‍
Price: $249.43
Date: January 22, 2026
1-day impact: +0.76%
‍
Autodesk develops design and engineering software. Its products are used in architecture, construction, manufacturing, media, entertainment, and infrastructure planning.
‍
Autodesk announced plans to lay off about 7% of its workforce, equal to roughly 1,000 roles. The stock moved slightly higher, suggesting the market viewed the restructuring as a manageable cost-efficiency move.
‍
# 12. Capgemini SE (OTC: CAPMF)
‍
Price: 105.45 EUR
Date: January 20, 2026
1-day impact: -3.54%
‍
Capgemini is a global IT consulting and technology services company based in France. It helps businesses with cloud, data, AI, cybersecurity, software engineering, and digital transformation projects.
‍
Capgemini planned to cut up to 2,400 jobs in France, representing about 6% of its French workforce. The stock fell after the announcement, suggesting investors may have focused on weak demand, restructuring risk, or margin pressure in IT services.
‍
# 13. Ericsson (NASDAQ: ERIC)
‍
Price: 110.40 SEK
Date: January 14, 2026
1-day impact: +2.58%
‍
Ericsson is a Swedish telecommunications equipment company. It provides 5G network infrastructure, software, and services for telecom operators and enterprise connectivity markets.
‍
Ericsson planned to lay off about 1,600 employees in Sweden, representing approximately 12% of its Swedish workforce and about 1.8% of its global workforce. Shares rose after the announcement, suggesting investors viewed the cuts as part of broader cost discipline in a challenging telecom equipment market.
‍
# What Q1 Tech Layoffs Show
‍
The Q1 2026 tech layoff wave was not driven by one single factor. The main themes were:
‍
* AI adoption reducing headcount needs
* cost cuts to protect margins
* weaker demand in IT services, telecom, solar, and crypto
* restructuring after prior growth cycles
* capital reallocation toward higher-priority business lines ‍
The strongest positive stock reactions came from companies where investors viewed layoffs as proactive cost control, including Enphase, ASML, Oracle, and Ericsson. Negative reactions were more common when layoffs signaled deeper pressure, such as FiscalNote and Capgemini.
‍
# The Bigger Picture
‍
Tech layoffs in Q1 2026 show how artificial intelligence is becoming both a growth investment and a restructuring catalyst.
‍
Companies are cutting jobs while investing in automation, AI infrastructure, and leaner operating models. For investors, the key question is whether layoffs support stronger margins or signal weakening demand.
sentiment 0.99
1 hr ago • u/Icy_Abbreviations167 • r/investing • biggest_tech_layoffs_of_q1_2026 • B
May 5, 2026
‍
Several technology and technology-adjacent companies announced workforce reductions in the first quarter of 2026, as firms moved to cut costs, restructure operations, and redirect resources toward artificial intelligence.
‍
The biggest Q1 layoff announcements came from companies across enterprise software, cloud infrastructure, semiconductors, telecom equipment, IT services, crypto, and clean energy technology.
‍
# 1. Oracle Corporation (NYSE: ORCL)
‍
**Price:** $185.35
**Date:** March 31, 2026
**1-day impact:** \+2.86%
‍
Oracle is a global enterprise software and cloud computing company. It provides database software, cloud infrastructure, business applications, and AI infrastructure services for large organizations.
‍
Oracle reportedly planned to cut thousands of workers as the company looked to manage costs while expanding aggressively into artificial intelligence infrastructure. Oracle had roughly 162,000 employees, but the total number of affected workers was not clearly disclosed, so the workforce reduction percentage is not cleanly calculable. The stock rose after the layoff news, suggesting investors viewed the cuts as cost discipline tied to Oracle’s AI spending push.
‍
# 2. FiscalNote Holdings (NYSE: NOTE)
‍
**Price:** $0.20
**Date:** March 19, 2026
**1-day impact:** \-5.52%
‍
FiscalNote provides policy, regulatory, and geopolitical intelligence software. Its platform helps companies, government agencies, and organizations track legislation, risk, and public policy developments.
‍
FiscalNote announced an organizational transformation that included a workforce reduction of approximately 25%. Based on the company’s reported headcount of 543 employees, the reduction implies roughly 136 employees affected. The stock fell after the announcement, suggesting investors viewed the cuts as a sign of financial pressure rather than a clean margin-improvement move.
# 3. Atlassian Corporation (NASDAQ: TEAM)
‍
**Price:** $92.35
**Date:** March 11, 2026
**1-day impact:** \-0.87%
‍
Atlassian develops collaboration and productivity software for teams. Its major products include Jira, Confluence, Trello, Bitbucket, and tools used by software developers and enterprise teams.
‍
Atlassian announced plans to lay off about 1,600 employees, representing roughly 10% of its workforce, as part of a pivot toward artificial intelligence. The modest decline suggests investors were cautious on the near-term restructuring impact, even though the company framed the move around AI-driven operating changes.
‍
# 4. Atos SE (OTC: AEXAY)
‍
**Price:** 34.32 EUR
**Date:** March 5, 2026
**1-day impact:** 0.00%
‍
Atos is a French IT services and consulting company. It provides digital transformation, cybersecurity, cloud, infrastructure, and managed technology services for enterprise and government clients.
‍
Atos said restructuring had reduced its workforce by 19%. The flat immediate reaction suggests the cuts were largely understood as part of an ongoing turnaround rather than a new surprise catalyst.
‍
# 5. (NYSE: AI)
‍
**Price:** $9.41
**Date:** February 25, 2026
**1-day impact:** \+2.06%
‍
C3.ai provides enterprise artificial intelligence software. Its platform helps companies build, deploy, and run AI applications across industries including energy, manufacturing, defense, finance, and healthcare.
‍
C3.ai announced a restructuring plan that included a 26% reduction in its global workforce. Based on the company’s prior headcount of about 1,181 employees, the reduction implies roughly 307 employees affected. Shares rose after the announcement, suggesting investors may have viewed the cuts as a step toward tighter expense control, though the stock remained under pressure in the broader period.
‍
# 6. WiseTech Global (OTC: WIGBY)
‍
**Price:** $44.63
**Date:** February 24, 2026
**1-day impact:** 0.00%
‍
WiseTech Global is an Australian logistics software company. Its flagship CargoWise platform helps freight forwarders, customs brokers, and logistics companies manage global supply chains.
‍
WiseTech Global said it would lay off about 2,000 employees over two years as it adopted artificial intelligence across its software and internal operations. The cuts represented approximately 29% of its global workforce. The reaction was muted, likely because the reductions were structured as a multi-year transition rather than an immediate cost shock.
‍
# 7. The Crypto Company (OTC: CRCW)
‍
**Price:** $0.0017
**Date:** February 22, 2026
**1-day impact:** \+0.53%
‍
The Crypto Company is a blockchain and digital asset services firm. It has focused on crypto education, consulting, technology services, and digital asset-related business activities.
‍
The Crypto Company was linked to further staff reductions amid pressure in the crypto sector. The company’s total affected headcount and workforce reduction percentage were not clearly disclosed, making the percentage not cleanly calculable. The small positive move suggests the market reaction was limited, with investors likely focused more on valuation pressure and crypto-market conditions.
‍
# 8. Salesforce (NYSE: CRM)
‍
**Price:** $186.99
**Date:** February 9, 2026
**1-day impact:** \+0.81%
‍
Salesforce is a cloud software company best known for customer relationship management tools. Its platform supports sales, marketing, service, analytics, AI, and enterprise workflow automation.
‍
Salesforce reportedly cut fewer than 1,000 jobs. Based on Salesforce’s reported headcount of 76,453 employees, the cuts represented up to roughly 1.3% of its workforce. The stock reaction was modestly positive, consistent with how investors often respond when profitable software companies reduce headcount to protect margins.
‍
# 9. ASML Holding (NASDAQ: ASML)
‍
**Price:** 1,229.00 EUR
**Date:** January 28, 2026
**1-day impact:** \+4.09%
‍
ASML is a Dutch semiconductor equipment company. It is the leading supplier of lithography machines used by chipmakers to produce advanced semiconductors.
‍
ASML announced layoffs that would result in a net reduction of around 1,700 positions, mostly in the Netherlands, with some cuts in the United States. The cuts represented approximately 4% of its workforce. The stock rose after the announcement, suggesting investors viewed the move as operational discipline rather than demand collapse.
‍
# 10. Enphase Energy (NASDAQ: ENPH)
‍
**Price:** $36.02
**Date:** January 23, 2026
**1-day impact:** \+10.70%
‍
Enphase Energy develops solar and battery technology for homes and businesses. Its products include microinverters, energy storage systems, EV chargers, and energy management software.
‍
Enphase announced job cuts as the end of tax credits weighed on demand. The company planned to lay off about 160 employees, representing less than 6% of its workforce. Shares rose sharply, suggesting investors interpreted the layoffs as a necessary reset for a company facing weaker solar demand and policy-driven pressure.
‍
# 11. Autodesk (NASDAQ: ADSK)
‍
**Price:** $249.43
**Date:** January 22, 2026
**1-day impact:** \+0.76%
‍
Autodesk develops design and engineering software. Its products are used in architecture, construction, manufacturing, media, entertainment, and infrastructure planning.
‍
Autodesk announced plans to lay off about 7% of its workforce, equal to roughly 1,000 roles. The stock moved slightly higher, suggesting the market viewed the restructuring as a manageable cost-efficiency move.
‍
# 12. Capgemini SE (OTC: CAPMF)
‍
**Price:** 105.45 EUR
**Date:** January 20, 2026
**1-day impact:** \-3.54%
‍
Capgemini is a global IT consulting and technology services company based in France. It helps businesses with cloud, data, AI, cybersecurity, software engineering, and digital transformation projects.
‍
Capgemini planned to cut up to 2,400 jobs in France, representing about 6% of its French workforce. The stock fell after the announcement, suggesting investors may have focused on weak demand, restructuring risk, or margin pressure in IT services.
‍
# 13. Ericsson (NASDAQ: ERIC)
‍
**Price:** 110.40 SEK
**Date:** January 14, 2026
**1-day impact:** \+2.58%
‍
Ericsson is a Swedish telecommunications equipment company. It provides 5G network infrastructure, software, and services for telecom operators and enterprise connectivity markets.
‍
Ericsson planned to lay off about 1,600 employees in Sweden, representing approximately 12% of its Swedish workforce and about 1.8% of its global workforce. Shares rose after the announcement, suggesting investors viewed the cuts as part of broader cost discipline in a challenging telecom equipment market.
‍
# What Q1 Tech Layoffs Show
‍
The Q1 2026 tech layoff wave was not driven by one single factor. The main themes were:
‍
* AI adoption reducing headcount needs
* cost cuts to protect margins
* weaker demand in IT services, telecom, solar, and crypto
* restructuring after prior growth cycles
* capital reallocation toward higher-priority business lines ‍
The strongest positive stock reactions came from companies where investors viewed layoffs as proactive cost control, including Enphase, ASML, Oracle, and Ericsson. Negative reactions were more common when layoffs signaled deeper pressure, such as FiscalNote and Capgemini.
‍
# The Bigger Picture
‍
Tech layoffs in Q1 2026 show how artificial intelligence is becoming both a growth investment and a restructuring catalyst.
‍
Companies are cutting jobs while investing in automation, AI infrastructure, and leaner operating models. For investors, the key question is whether layoffs support stronger margins or signal weakening demand.
sentiment 0.99
7 hr ago • u/Xerlic • r/thetagang • daily_rthetagang_discussion_thread_what_are_your • C
STO RDDT Jun 130/120p for 1.95.
I have a CRM 182.5 cc that was pretty ITM yesterday. Looks like INTU earnings and general market sentiment towards software saved me.
sentiment 0.82
7 hr ago • u/GhostHashira427 • r/wallstreetbets • what_are_your_moves_tomorrow_may_21_2026 • C
Ok, the bullshit is over. We can get back to the NOW run up before CRM reports.
sentiment -0.55
12 hr ago • u/Valuable-Lemon-8623 • r/smallstreetbets • crm_is_undervalued • Epic DD Analysis • T
CRM is undervalued
sentiment 0.00
13 hr ago • u/iShitBloodandCumShit • r/wallstreetbets • intuit_gonna_skyroket • C
Not even CRM making the AI script helped their stock. Hell, they had a fucking Super Bowl commercial and it didn’t help.
sentiment 0.32
14 hr ago • u/metamorphosis • r/wallstreetbets • intuit_gonna_skyroket • C
It's not about existing customers. It's about getting new customers . I agree migrating to new flows can bring risks and generally it is not advised.
But let's say a company that's experiences growth wants to build workflows, they probably would opt in to some agentic solution .
There is a reason why some of SaaS CRM companies are losing value . It's not about existing customers but attracting new.
sentiment 0.89
18 hr ago • u/iShitBloodandCumShit • r/wallstreetbets • intuit_gonna_skyroket • C
It isn’t. Intuit is grouped into the same algos as CRM LULU ADBE etc.
The only way INTU launches is if index crashes.
These stocks literally inverse the market.
SaaS does not stand for Software as a Service it stands for Software as a Short.
sentiment -0.25
19 hr ago • u/armadillo_stocks • r/ValueInvesting • intuit_is_about_to_surge_on_earnings_this_is_why • C
Also have a larger position in CRM, definitely oversold through shorting
sentiment 0.40
19 hr ago • u/No-Understanding9064 • r/ValueInvesting • intuit_is_about_to_surge_on_earnings_this_is_why • C
I have been adding whenever it gets into mid 300s, one of the better saas to bet on. A more holistic view is because the bear case is so squishy it may be another year before you get a real reversal. But it isnt organic selling, all of these names are being shorted. CRM had one of the largest jumps in short interest on its bimonthly report I have ever seen. Well for this level of quality business. Saas is the pain trade atm, and the bear case is ethereal by design.
sentiment -0.33
19 hr ago • u/Continuity92 • r/ValueInvesting • intuit_is_about_to_surge_on_earnings_this_is_why • C
Given that the concerns about software company valuations are more about the “terminal value” part of the DCF not about the next few years of profits I’d be cautious about betting on a turnaround based on a single earnings announcement.
It’s been interesting to see the almost 1-to-1 opposite moves in semiconductor stocks and software. Rather than looking at something specifically positive about software, you almost need something to crack on the semi side to make software more attractive and have a rerating started on the short / medium term. Since you can never really disprove the terminal value concerns by beating quarterly guidance.
Secondly, if AI does actually take over large parts of the SaaS offering, I’d presume companies in SaaS would respond the same way as other “declining” industries have in past - return more to shareholders. P/E would get compressed, dividend yields go up. How does Intuit compare against its peers in FCF generation? Could you see it as a potential yield stock?
Open to debate, but my guess would be the SaaS companies that will do best are probably the ones that have some sort of system of record / highly reliable data provision function or sit on a large amount user generated / owned content - CRM, ADBE, FDS, Moody’s come to mind.
sentiment 0.91
20 hr ago • u/armadillo_stocks • r/investing • time_to_get_into_intuit_i_think_so • B
Intuit might not ring a bell to many, however it’s likely its products like Quickbooks and Mailchimp will.
The SaaS giant, whose portfolio also includes Turbotax and CreditKarma generates 20 billion dollars in Annual Recurring Revenue (ARR) with traditional 80% gross and 20% net margins.
Even at this scale, Intuit posted 17% revenue growth last quarter, cementing its position as an elite SaaS company. Yet its stock is down 50% and cheaper than it was 5 years ago (despite the business having grown multiples in size since then).
Reasons for this downtrend are obvious. Fears that AI will make it cheaper for companies to ship code, lowering the cost of entry and lowering margins as well as SMBs building their own software in house.
This is what’s currently holding down Intuit stock, however it is already confirmed to be wrong by 2 factors.
First, all SaaS companies reporting have shown strong revenue growth, profitability and outlook - Monday, Atlassian, amongst others. For some stock has gone down even on good numbers like ServiceNow and Hubspot but all metrics were good signaling the market is strong.
Second, and perhaps most important, is the signal in the other direction. Both Anthropic and OpenAI have created divisions funded with billions to upsell their services to enterprise and when these systems are implementing on enterprise they actually integrate with both Quickbooks products and Salesforce products, making these two companies actual beneficiaries of the AI age for all of the data they sit on.
We’ll likely see a 15-20% surge around earnings, however as CRM and Adobe report within the next 30 days, it should be fairly certain soon that SaaS is here to stay and the market is going to rerate.
sentiment 0.97
20 hr ago • u/armadillo_stocks • r/ValueInvesting • intuit_is_about_to_surge_on_earnings_this_is_why • Stock Analysis • B
Intuit might not ring a bell to many, however it’s likely its products like Quickbooks and Mailchimp will.
The SaaS giant, whose portfolio also includes Turbotax and CreditKarma generates 20 billion dollars in Annual Recurring Revenue (ARR) with traditional 80% gross and 20% net margins.
Even at this scale, Intuit posted 17% revenue growth last quarter, cementing its position as an elite SaaS company. Yet its stock is down 50% and cheaper than it was 5 years ago (despite the business having grown multiples in size since then).
Reasons for this downtrend are obvious. Fears that AI will make it cheaper for companies to ship code, lowering the cost of entry and lowering margins as well as SMBs building their own software in house.
This is what’s currently holding down Intuit stock, however it is already confirmed to be wrong by 2 factors.
First, all SaaS companies reporting have shown strong revenue growth, profitability and outlook - Monday, Atlassian, amongst others. For some stock has gone down even on good numbers like ServiceNow and Hubspot but all metrics were good signaling the market is strong.
Second, and perhaps most important, is the signal in the other direction. Both Anthropic and OpenAI have created divisions funded with billions to upsell their services to enterprise and when these systems are implementing on enterprise they actually integrate with both Quickbooks products and Salesforce products, making these two companies actual beneficiaries of the AI age for all of the data they sit on.
We’ll likely see a 15-20% surge around earnings, however as CRM and Adobe report within the next 30 days, it should be fairly certain soon that SaaS is here to stay and the market is going to rerate.
sentiment 0.97
1 day ago • u/Ok-Working-8941 • r/thetagang • daily_rthetagang_discussion_thread_what_are_your • C
9 setups tonight but QQQ is the one that caught my attention: trend reversal put signal. Hard to ignore when the index itself is flagging.
Also watching AMD and GS on the put side, CRM and IBM for calls.
BMY showing up again as a call — still holding my position from a few weeks ago.
Anyone else seeing weakness in QQQ or is this a headfake?
sentiment -0.60
2 days ago • u/Jimbob404error • r/wallstreetbets • daily_discussion_thread_for_may_18_2026 • C
SAP, NOW, CRM, Constellation Software mostly, and adobe
sentiment 0.00
2 days ago • u/zurijer • r/ValueInvesting • im_shorting_google_adbe_and_crm_to_long_amzn_nvda • C
ADBE and CRM up 10% since this post
sentiment 0.06
2 days ago • u/Justheretomakemoniez • r/wallstreetbets • daily_discussion_thread_for_may_19_2026 • C
Software rally - inverse Cramer effect- let’s go CRM
sentiment 0.00
2 days ago • u/Justheretomakemoniez • r/wallstreetbets • daily_discussion_thread_for_may_19_2026 • C
CRM has some catching up to do
sentiment 0.06
2 days ago • u/iShitBloodandCumShit • r/wallstreetbets • daily_discussion_thread_for_may_19_2026 • C
Except for cases like Lulu, CRM, ADBE, INTU.
These bags are fucking heavy.
sentiment 0.36
2 days ago • u/Panican_Skywalker • r/wallstreetbets • what_are_your_moves_tomorrow_may_19_2026 • C
No one is going to implement these solutions themselves. With stuff like ServiceNow and CRM we’re talking about insanely complicated software platforms that touch many enterprise workflows/integrations and take decades to develop and mature. Not to mention, you’re paying for a service - which includes customization, maintenance, support, uptime, compliance. And these companies have the reputation and experience to provide that support. There’s real value in that.
sentiment 0.89


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