- Entry
- $372.74
- Final
- $365.46 -2.0%
- Target
- —
- Score
- -0.20
The share prices of Adobe, Salesforce, ServiceNow, Microsoft, Monday .com, Workday, Intuit and other 'CRM/SaaS stocks have been getting clobbered over the past year, and even as far back as 2024, presumably over fears of AI encroaching on their business models. Post-COVID, as small businesses and individuals were shutting down or sheltering in place, these companies rode a wave of selling premium, highly-profitable subscriptions to businesses to automate various processes (e.g. payrolls, scheduling, ad platforms, taxes) in an era of …
— ORIGINAL POST ·
How of a deal is AI in regard to SaaS? Overblown?
· r/investing
· Mar 24, 2026