"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

Sound complicated? With StockStory, it doesn’t have to be. Our job is to find you high-quality companies that can win regardless of the conditions. Keeping that in mind, here are three industry titans whose existing offerings may be tapped out and some other investments you should look into instead.

Salesforce (CRM)

Market Cap: $228.4 billion

With its cloud-based platform named after its stock ticker symbol CRM (Customer Relationship Management), Salesforce (NYSE: CRM) provides customer relationship management software that helps businesses connect with their customers across sales, service, marketing, and commerce.

Why Are We Hesitant About CRM?

1. Underwhelming ARR growth of 9% over the last year suggests the company faced challenges in acquiring and retaining long-term customers
2. Estimated sales growth of 8.9% for the next 12 months is soft and implies weaker demand
3. Operating profits increased over the last year as the company gained some leverage on its fixed costs and became more efficient

At $240.40 per share, Salesforce trades at 5.4x forward price-to-sales. Read our free research report to see why you should think twice about including CRM in your portfolio.

Wells Fargo (WFC)

Market Cap: $270.1 billion

Founded during the California Gold Rush in 1852 to provide banking and express delivery services to miners and merchants, Wells Fargo (NYSE: WFC) is a diversified financial services company that provides banking, lending, investment, and wealth management services to individuals and businesses.

Why Are We Cautious About WFC?

1. Sizable revenue base leads to growth challenges as its 2.8% annual net interest income increases over the last five years fell short of other banking companies
2. Estimated net interest income growth of 5.3% for the next 12 months is soft and implies weaker demand
3. Concessions to defend its market share have ramped up over the last two years as its net interest margin decreased by 45.3 basis points (100 basis points = 1 percentage point)

Wells Fargo is trading at $86.10 per share, or 1.6x forward P/B. To fully understand why you should be careful with WFC, check out our full research report (it’s free for active Edge members).

Oracle (ORCL)

Market Cap: $682.1 billion

Starting as a database company in 1977 and now powering mission-critical systems across the globe, Oracle (NYSE: ORCL) provides enterprise software and hardware products and services that help businesses manage their information technology needs.

Why Should You Sell ORCL?

1. Offerings struggled to generate meaningful interest as its average billings growth of 9.2% over the last year did not impress
2. Cash-burning tendencies make us wonder if it can sustainably generate shareholder value
3. Depletion of cash reserves could lead to a fundraising event that triggers shareholder dilution

Oracle’s stock price of $240.75 implies a valuation ratio of 9.9x forward price-to-sales. Read our free research report to see why you should think twice about including ORCL in your portfolio.

High-Quality Stocks for All Market Conditions

Trump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines.

Take advantage of the rebound by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.