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Salesforce (CRM)
Posted on 6/17/26 at 11:39 am
Posted on 6/17/26 at 11:39 am
Is this thing headed to the bottom? Any hope for a recovery?
10
Posted on 6/17/26 at 11:45 am to SETH6180
Just click play.
This post was edited on 6/17/26 at 11:46 am
Posted on 6/17/26 at 11:58 am to SETH6180
I was in San Fran walking past the Salesforce building and saw what looked to be someone gardening. As it was a Sunday during the Bay to Breakers race, I thought ‘Wow, What a hard worker since they are working on a Sunday during the big race’. The guy was a homeless man shitting in the garden. That’s all I got on Salesforce.
Posted on 6/17/26 at 12:02 pm to Mockingbird2008
Posted on 6/17/26 at 12:13 pm to SETH6180
quote:CRM should never have been added to the DowJones 30 Average.
Salesforce (CRM)
Posted on 6/17/26 at 12:18 pm to SETH6180
quote:
Is this thing headed to the bottom? Any hope for a recovery?
It's on my watchlist. Without looking it up it is at 30-month lows or something about that.
If this isn't the bottom, it will do. I'd like to see something positive before jumping in. The P/E is blow 19. That's all I got.
Posted on 6/17/26 at 1:30 pm to SETH6180
I bought CRM a few months ago and sold for small profits. I’ve been a bag holder on NOW since last year but recently started selling, at a loss, to invest in other stocks. I still think software will rebound this year, probably after I sell all my shares.
Posted on 6/17/26 at 1:35 pm to LSUSports247
quote:
I still think software will rebound this year, probably after I sell all my shares.
I usually have that effect on equities as well.
Posted on 6/17/26 at 2:58 pm to SETH6180
quote:AI and Vibe coding will kill Salesforce.
Salesforce (CRM)
I use it a lot, but it's starting to become obsolete for me. I'd be shocked if it's still around in 5 years.
Posted on 6/17/26 at 3:17 pm to 632627
quote:
I usually have that effect on equities as well.
Same. I've had tremendous luck with indexes. I should probably stick to that.
#Whatfunwouldthatbe?
Posted on 6/17/26 at 5:04 pm to FnTigers
quote:
AI and Vibe coding will kill Salesforce.
The only thing stopping AI from taking over now is the leaders who pay for CRM's to be able to track.
Posted on 6/17/26 at 7:47 pm to djrunner
Using AI for CRM sounds great, but it will come with a price. (It might be free, or relatively cheap now, but these LLM providers will eventually need to make money too, LOTS of it)
The biggest question to me is this: Will there be more value in paying for AI or just paying for Salesforce?
I’m betting on Salesforce. Maybe I’m wrong, but the profits and guidance are still strong today, that’s a fact.
The biggest question to me is this: Will there be more value in paying for AI or just paying for Salesforce?
I’m betting on Salesforce. Maybe I’m wrong, but the profits and guidance are still strong today, that’s a fact.
Posted on 6/17/26 at 8:23 pm to CecilShortsHisPants
quote:
Using AI for CRM sounds great, but it will come with a price. (It might be free, or relatively cheap now, but these LLM providers will eventually need to make money too, LOTS of it)
You can vibe code a solid CRM in about an hour.
Once its coded, you don't have to worry about token costs.
This post was edited on 6/17/26 at 8:24 pm
Posted on 6/17/26 at 8:48 pm to CecilShortsHisPants
quote:i'm betting on ZETA. two enter, only one leaves
I’m betting on Salesforce
Posted on 6/17/26 at 8:57 pm to CecilShortsHisPants
quote:Good luck with that. No way i'd buy Salesforce right now. AI will crush it. No doubt about it. Good luck.
I’m betting on Salesforce.
Posted on 6/17/26 at 8:58 pm to SlowFlowPro
quote:
You can vibe code a solid CRM in about an hour. Once its coded, you don't have to worry about token costs.
I’ll admit, I’m not experienced in that area. I just keep going back to if it’s really that easy to disrupt Salesforce, why are they still growing and guiding for 10% annual? It feels like Salesforce has a higher value proposition than AI can offer their customers.
I just see a strong business that is extremely oversold, given the metrics. Could it turn like the market is betting? Sure
Posted on 6/17/26 at 9:03 pm to CecilShortsHisPants
quote:what he's saying is true. I'm slowly replacing Salesforce day by day, and tbh, i could spend a full day and fully replace it with something better and free. I truly believe SF is cooked within 5 years or less.
I’ll admit, I’m not experienced in that area.
Posted on 6/17/26 at 9:14 pm to LSUSports247
quote:
I’ve been a bag holder on NOW since last year but recently started selling, at a loss, to invest in other stocks. I still think software will rebound this year, probably after I sell all my shares.
I recently started small positions in NOW and MSFT. IGV stocks (minus oracle) are well overdue for a rally IMO.
Posted on 6/18/26 at 12:29 am to Ace Midnight
CRM is at the same price it was trading at back in September of 2018. That's with adding just over $4 in dividends per share.
Posted on 6/18/26 at 7:10 am to FnTigers
quote:
what he's saying is true. I'm slowly replacing Salesforce day by day, and tbh, i could spend a full day and fully replace it with something better and free. I truly believe SF is cooked within 5 years or less.
Admittedly what I posted was small scale without proper authorizations, security, etc. for a large business.
HOW-EVA, what I imagine we will see with companies is their own dedicated coding staff using AI to create proper versions of this software, bespoke for the company and managed by the IT department.
It will just take time for a new paradigm to emerge over the years.
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