CRM
Salesforce, Inc.
stock NYSE

Why I’m bearish: service Now is an efficiency based product, it allows enterprises to be more effective with workflows (like Jira or Salesforce) - it’s not a revenue driver. There’s a limit to how much it’s worth to an enterprise so making the product cheaper (not losing no capability, likely being better over time with AI/Claude/etc)
The pricing models need to change, margins will shrink, scale will be challenged, downward spiral
Now Microsoft with an operating system, industry standard software like Excel (oracle or other infrastructure like financial reporting software or millions of other applications that are mission critical) may also be impacted BUT to varying degrees. Maybe margins are impacted but switching costs w ignorance of be high and offering little savings or efficiencies. So maybe they are safe(r)?
A company like Constellation Software that buys software businesses can cherry pick those with moats and/or just too small to “copy” or replace the software/support
There will be every example and outcome in software.
Really hard to say (impossible) who the winners and losers will be.
I think ultimately, the ones with proprietary data may have the best chance to leverage AI for bigger wins and margins - Google, Amazon, Meta, or even a company like AppLovin or Trade Desk (beaten badly for every other reason in the past year) - no matter what, they will all need: NVDA, ASML, MU, AVGO and lots of data centres to make it all work.
I don’t see a real value in CRM, NOW, INTU, ADBE that can’t be replicated for pennies on the dollar
But I guess that’s why their share prices are so defeated.
Oracle is interesting though. But I’m still not sure they will be able to pivot fast enough or read the market well enough. Probably my fav though they are high debt and play in different sectors (like MSFT and AMZN)
Messy and exciting world.

Msft, AMD, CRM, Goog, Appl, Amzn, meta, ORCL, Nvda, Crwv, Mrvl, Rddt & MU. Just buy a Call of each

I hv worked in this space for 20 years at leadership level...
NOW is just a glorified helpdesk tool.. they hv a monopoly in their space , hence the demand....
But they are no ERP , no CRM , they dont possess any contextual knowledge like SAP , Oracle , Salesforce etc...
Bill McDermott brought in his SAP selling skills to boost this stock for last 5 years , thats it
NOW is striving hard to stay relevant in the AI era... but the tool they recently launched Command center is good , but it's a matter a of time before that space gets crowded...
NOW has good customer base but they hv hit the saturation in their space.... so unless they buy lot of other cybersecurity companies & grow into a different space , they will hv a tough time sustaining

I usually find best results from investing in buying beat up but quality names so far. Usually its easy to pick up name like MMM or UNH, INTC but this time the whole software sector is down and It is a but harder to pick one or two names so I would like to buy something like 5-10 names and split the risk a little bit.
What would be your top 10 picks for something like this to hold for 10years+ ?
I really like INTU , CRM , FISV , FIS
not teally sure about ADBE
MSFT SAP NOW and ORACLE dont seems to be that down so far?
what about [monday.com](http://monday.com) or path ? These sre not exactly proven or long standing ones but could be good runners if they still exist in 10 years?
any insight would be greatly appreciated

What about CRM and ADSK? 

I pass on now. I Think CRM is better value bet with forward pe, fcf, buybacks

Fable 5 is building Minecraft clones and dipshits are doubling down on ADBE and CRM.

Fuck Now, it’s a shit product! CEO is a fucking moron and everyone thinks they have the next $1T company.
I’d rather invest in CRM since their revenue / profits and P/E and FWD are way more attractive. Plus they pay a quarterly dividend of like .45¢ a share.
Personally im sticking with TSM, MU, NVDA, and loading up on AVGO since their earnings dip!

CRM recently sold off to the point where I dove in. Same SP of RDDT, but they have a monster buy back, WPS is still growing, and the price to earnings ratio was like 18x last week.

i agree but there’s better SaaS plays right now, some aren’t value plays but they’re still better (ex: NOW, CRM, SAP). id rather own the three of those tbh

Agreed, they focused on increasing their revenue from the product by adding more SaaS to it, and now it is all in shit. They wanted to just keep their financial project up and up by core business so they kept buying/acquiring new companies with safe bets and standard returns. On the contrary, Google took tough bets which were not at all in compliance with their core offerings, and it has paid such huge returns, be it Android, YouTube!
That is what happpens when a marketing or finance person runs a Tech company, at core Salesforce is a tech company but now it is a CRM company not tech.
Imagine amazon without AWS? but CRM never diversified and put money into something else!
P.S. I worked at Salesforce for 6+ years. Amazing company but with a lot of politics not very good for techies

Imma go full on value investing come next week. MSFT, CRM, ADBE, META etc.

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [LRCX](https://marketrodeo.com/asset/LRCX) | Lam Research Corporation | $366.81 | $373.82 | $458.7B |
| [AMAT](https://marketrodeo.com/asset/AMAT) | Applied Materials, Inc. | $567.25 | $569.92 | $450.4B |
| [SNDK](https://marketrodeo.com/asset/SNDK) | Sandisk Corporation | $1980.10 | $2021.65 | $293.2B |
| [RY](https://marketrodeo.com/asset/RY) | Royal Bank of Canada | $199.54 | $201.74 | $278.7B |
| [LIN](https://marketrodeo.com/asset/LIN) | Linde plc | $523.57 | $525.82 | $242.2B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | $165.89 | $161.40 | $135.9B |
| [ADBE](https://marketrodeo.com/asset/ADBE) | Adobe Inc. | $204.02 | $196.90 | $82.5B |
| [INTU](https://marketrodeo.com/asset/INTU) | Intuit Inc. | $276.73 | $268.01 | $75.7B |
| [BSX](https://marketrodeo.com/asset/BSX) | Boston Scientific Corporation | $46.91 | $45.99 | $69.7B |
| [ADSK](https://marketrodeo.com/asset/ADSK) | Autodesk, Inc. | $198.43 | $194.47 | $41.9B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

sold CRM $165 Put Jul 10, '26 @ 7.41

I bought a lot of all the SaaS and software companies. MSFT, Adobe, CRM, Service Now, Intuit, Meta, etc. I don’t plan on selling any time soon. I know I will be in the red for a year. I don’t care. It’s stressful but I know these companies have strong fundamentals and are way down in price. Very unlikely they will go under as a business.
I am in for the next few years. I will only sell if the become overpriced, the opposite of what they are now 

Underwater on META put spreads and CRM commons here.

Currently under water on Meta, MSFT, amzn, CRM, NOW, INTU, GOoGL

I’d like to add CRM is undervalued here…

I feel like CRM hit support but I don’t know if it actually supports.

Delist: MSFT, ADBE, PLTR, CRM, NOW. Useless pieces of shit.