CRM
Salesforce, Inc.
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I agree. I'm not shaken up by this, free alternatives have existed forever and they aren't adopted at a mass scale by corporate customers. Don't see how this changes anything. Also what's you bet on during the down months? I personally am doing pretty well with my Microsoft bet so far but that was all I was willing to risk it on. I had my eye on the other smaller names like NOW, SAP, CRM, WDAY, etc... but missed the boat. Looking at either doubling down on my Adobe bet or open a position in Intuit possibly if it falls a little more.

CRM

Haven’t you stopped to think there’s a reason why TEAM, NOW and CRM have recovered and the rest have been left in the dust? Just because those companies are better positioned to thrive in the AI era doesn’t mean that something like HubSpot is.

ADBE is not just consumer design software though. They have an entire business suite that competes with / works with CRM and the rest for enterprise sales and marketing. And their design suite is part of that vertical business integration too. I think you just made a point in favor of ADBE

Yep. I assumed so too. I was mostly just confused by what they were doing for CRM if going with Shopify because it's not a CRM. Still, I appreciate you. Cheers.

ORCL ADBE CRM MCD NOW