CRM

alderson710

Salesforce is one of the main losers in AI With AI you don’t need such a complex CRM: an Ai agent can easily check tickets and answer, escalate or close them.. This is what also people don’t understand on AI, it has a huge impact on business applications such as salesforce, SAP or Service Now

Riskismyapellido

!banbet $CRM 270 25D

VOO_bull_forever

# CRM trades at a forward P/E of 18. # HOW MUCH FUCKING CHEAPER MUST STOCKS BECOME BUYERS FINALLY STEP IN ???????

Riskismyapellido

!banbet CRM 10% 25d

Riskismyapellido

Git some 270$ CRM calls 02/20/26

AluminiumCaffeine

Agreed, although to some extent we have seen a decent amount of that right now, MNDY is cheapest its ever been... CRM is very cheap if it were under "normal" circumstances pre-2020

Riskismyapellido

bought some 270$ 02/20/26 CRM calls. Fuck u

AluminiumCaffeine

Ill be super interested looking back on this time period what ends up happening with SAAS in say 2030, does vibe coding become so good that companies like CRM/MNDY et all are basically total melting icecubes, does it accelerate current devs enough and is still not clean enough/easy that people still use lots of outside software? Do businesses not want to "own" their tertiary systems and would rather still rent rather than make? I think "nothing changes" is off the table at this point, at the very least existing devs are gonna get faster I am 100% sure of from my own development workflows personally.

LeBhikariLe

CRM red on the 5Y now. -13%. Oof. ADBE not far off

ParlayTheHard8

CRM at april lows

sirzoop

I was buying REGN AMD GOOG over the last few months CRM ELF ZM are looking like buys right now too

Riskismyapellido

PUMP CRM! Sit is undervalued

FaintCommand

I think a lot of this is putting investment into keeping customers. And the scale may be larger, but these companies are always investing in their platforms. Take something like $CRM. Will they get some new customers from adding/expanding their AI offerings? Sure, but it is also an investment in keeping their existing customers (and being able to raise prices). If they don't make that investment, they will lose those customers to the companies who are leading on innovation. And again, companies are *always* investing in innovation. It could be too much investment, but people and corporations are already paying for the tools that are being supplemented by AI.

Riskismyapellido

y'all are sleeping on CRM

skilliard7

I'd argue that >95% programming work is solved fields like building an ERP or CRM system. Even if you are doing some cutting edge research, LLMs can still help for the more mundane/repetitive aspects of your project.

LeBhikariLe

Anthropic is valued more than ADBE and CRM marketcap pov

VOO_bull_forever

# my port: META, AMZN, UNH, IBIT, CRM, RACE. # FUCK YOU FUCK YOU FUCK YOU

dreggers

Cool, how about ADBE, PYPL, CRM, HUBS?

TheINTL

When I started I diversified to like 25 stocks, narrowed it down to 7 mains ones, GOOGL, MSFT, AMZN, META, COST, PNAW, CRM

goodpointbadpoint

what i wonder is where will the growth in earnings come from when companies have used up cash/revenue for capex ultimately the end customer and businesses (non tech who use AI from these AI companies) have to pay to support this growth. but is AI going to increase earnings of a non-tech business ? like why would Chipotle have higher earnings because of AI to support spending on it ? 'productivity' gains - sure. but what's the net benefit of it and does that justify spending on AI ? eg. if Chipotle invests in CRM, the benefits are multi fold. AI, on the other hand, will improve existing funcitons' productivity, reduce some costs (by how much though ?), but to figure out the net benefit it's going to take time. but how much time ? when will be clearer ? and how would one know unless we see reduced earnings/slowly growing earnings of AI tech providers ? and for consumers - it isn't free like google or fb or insta ? free tier has limits. so until everyone can afford, that growth will not be unlimited. like in freemium models, or games, paying users will support free tiers. that means, that revenue will reach peak at some point. OpenAI already has around a billion users. Unless everyone start searching with AI, will this grow to next billion like google or meta userbase ?

Beetlejuice_hero

CRM & META are 2 big names that are undervalued with a long term horizon (no clue the short term movement). Please don't buy though - I need them to go up.

HotTruth999

Meta’s PE is not wild at all. It’s also one of the main implementers of AI in their business so it will be one of the first to see benefits. CRM has been consolidating for years and eventually money will start flowing into apps and away from the infrastructure plays (chips and power). Data is key to AI so companies like SNOW, Datadog, and Mongo are leaders in their respective data specialities. Security ain’t going anywhere. NET will continue to run. S is a sleeper and will have its day once CRWD gets too expensive. It’s an excellent alternative and less expensive. The end of the year will be choppy but we’re not back in 1999. The hyperscalers are making beaucoup dollars unlike 2000 when companies like Yahoo, Lycos, Doubleclick, CMGI, Pets.com, were more hype than anything. There are equivalents today…..you just got to avoid them.

sirzoop

right now I've been buying some REGN, CRM, ZM, PYPL, DUOL, ELF if you asked me this question 6 months ago I was buying AMD,

LeBhikariLe

GOOGL competing with NVDA to see if it can add a CRM or ADBE today to its market cap

Goodoldhold

CRM going 255 eow

GigaPotter

Waiting. HUBS missed and now MNDY missed. My guess is CRM will also miss and drag the sector down again. No point in buying now.

Cbl117

5 Shares META 5 Shares ORCL 5 Shares CRM 5 Shares MSFT 3 Shares GOOGL 3 Shares AMZN That should be roughly $10K

TestingLifeThrow1z

I've picked many winners in the past when it comes to individual holdings but failed to hold them. I decided to have a stock trading account that I'll "forget" about and wanted to hear opinions on my possible long term holds. This represents 5% of my portfolio and I have a VOO/VXUS portfolio and emergency funds already. Stock Trading Account Holdings (5%): Large cap: META, MSFT, AMZN, GOOG, BRK-B, Hardware/Software Application: DELL, ANET, CRM, NOW, RDDT, Semiconductors: ASML. Are these okay holds?

dnaial

CRM true P/E is around double what's advertised due to massive amounts of SBC

dreggers

If anything that shows that ADBE and CRM are massively undervalued. CRM is flat for the last 5 years despite steady revenue growth

greenpride32

If PLTR grows 35% for 5 years into the future, it puts them into the territory of a company with heavy, but reasonable premium. To put ito perspective their current valution, they have a about 8% of the sales of ADBE and CRM combined, but their valution is more than both combined. ADBE is more of a niche company, but CRM can sell to every company same as PLTR. CRM growth has slowed because they've already captured the entire Fortune 500 market. So let's say best case for PLTR, they sell into every market, their growth will be limited to vertical and no longer horizontal, same as CRM. The "bet" is if you see PLTR as a major platform company. Effectively PLTR is a data analytics platform. The field has grown substantially over past decade. It's used in quant trading, it's used even in professional sports now. But how much of overall business spend goes here? In the larger picture, it's just a drop in the bucket of overall corporate budget. Your hope is that PLTR becomes one of those 1 out of a 250,000 public companies that is a generational mega caps OR that it continues to trade at huge premium into the future. Great company, but I'm taking my dollars elsewhere today. If I had held the stock at cheaper valution, I would hold it, not sell. I evaluated the stock long ago and wasn't a fan of the hand holding per client type model - goes against the high tech deploy once sell many times high margin scaleable model.

dreggers

Wild that former software darlings CRM and HUBS are flat on the 5 year

Frequent_Ad7351

CRM dead due to HUBS, SaaS is now negative 5Y return across the board.

LeBhikariLe

NVDA lost one whole CRM or ADBE in the last 5 trading days

LeBhikariLe

HUBS, CRM, SHOP and ADBE -- all down bigly today

csl1007

Couldn't find it on the news so asking here why is my boi CRM getting massacred qAq

TAKINAS_INNOVATION

I bought Duo before him. Just go back old posts and I was defending duo way before he bought in. His takes are okay he was right on Netflix, Google and Amazon. I don’t like his salesforce position. I find it weird. CRM can’t grow organically. They’re always doing acquisitions so definitely not a fan of CRM.

Distinct-Response-31

$CRM (SalesForce) CEO IS DUMPING HIS SHARES AND SO AM I!!!! SELL, SELL, SELL

DrummerCompetitive20

Remember when CRM announced an Openai partnership then crashed -8% lol.

Jefferywu_25

CRM to open 262++

StatisticianLevel583

I’m 23 and have a relatively risky investing strategy. My portfolio is worth around $200k, with half of it being in AMD stock (up 100%). I really like the stock, hence why I put so much money into it, but I can’t help but feel like I should take some or all of my money off the table and enjoy the locked in gains, about 50% of my shares are at long term cap gains while the other 50% will be over a year next April. I’ve been selling covered calls and somehow haven’t been assigned with the crazy run amd has been on. What would you guys do. Currently looking at moving money into META, NVO, CRM, CHDN.

Slightlybadpicks

Can CRM get a lil love please??????

Able_Durian_1832

Dear CRM, waiting for your turn. When is it?

LeBhikariLe

NVDA will add another CRM to its market cap today

mister_jones1

!banbet CRM 260 5d

tuataraenfield

In my company (European tech scale-up), we're experimenting with usage of AI in the following; - Product - Engineering - CRM I'm involved quite deeply with each one of those in a management perspective. I can say clearly that in each area, all AI has done is change the focus of work, rather than reduce human requirements. Some examples; - AI is good for writing first drafts of documentation - always needs checking though, because it does hallucinate eventually, and the tone is weird - Any code written needs as much time taken to review and debug. If anything, it's not removing the need for junior developers, it's emphasising the need for highly experienced to review the basic errors it makes. - CRM has some very basic usage benefits, like data consolidation, research, and suchlike. But it's certainly not worth the amount the provider (*cough* Salesforce *cough*) expect us to pay for it. The last bit there is the most important - right now, ROI for AI only works when it is essentially free. When the price leaps up to pay for all the data centers and nuclear powerplants, you're going to end up paying for an equivalent Junior PM/Engineer/BDR which is, undeniably, more stupid and unreliable than a human. And that's nightmarish for companies, both in terms of impending charges, and for those companies which cull their human junior roles. The ones that do that destroy their conveyor belt of talent. The most important people in any company are the Senior/Staff level who have been there 3+ years, and who know their stuff. Remove that conveyor and you're dooming yourself to irrelevance once they leave, bored of just checking AI slop, and you have no residual expertise in your business. This will hit companies hard if they get it wrong.

LeBhikariLe

NVDA added 1 ADBE or 1 CRM to its market cap today

Medical-Analysis-554

Is anyone even a little concerned for SaaS companies like MSFT, CRM, FIG when AI leads to mass tech layoffs and enterprise customers stop paying for nearly as many licenses and seats? Or are we hand waving that away in a robot frenzy too?

Dr_Scientits

> CRM May wanna start rotating out of this one, it lunch is getting eating moreso with each passing day

Great_Top_3949

Feel so good to have google as 30% of my portfolio. I have BN, AMZN, PYPL, ADBE, AMD, CRM, VOO

Sir_Bryan

You didn't read that study, did you? You're just rehashing the headlines. The point of that study was not that AI is useless or cannot return investment. It's that companies do not currently integrate AI into their existing workflows. You could argue that businesses will never figure out how to do this, but that will probably look like a bad argument in 5 years. It's also not really surprising that most solutions fail. How many CRM solutions failed before Salesforce. How many search solutions were there before Google. It doesn't matter how many of these projects fail. It only takes one project to be transformative. It's all about investing in the company that develops that project. People that continue to convince themselves that AI is some useless fad are going to miss out (and have already missed out tremendously) on probably the biggest investment opportunity this decade.

Dish_Melodic

Does it mean CRM is better choice than Adobe?

Econmajorhere

Let me guess - you have one of those gay badges salesforce gives you for leveling up in their garbage tools? It’s a company that hires 22yo blondes with big tits to schedule sales meetings with middle-aged managers going through a divorce. Once locked into salesforce, the transition costs become too high to switch. For any company with solid revenue (top salesforce clients) it’s literally cheaper to build out a custom CRM. This isn’t fucking rocket science - it’s a glorified google form. For any company with low rev - it’s better to stay the fuck away from Failforce and go with cheaper alternatives.

sadcringe

Wtf you mean salesforce is modular as fuck If it doesn’t work in your org, that’s on your org; not on NYSE:CRM SF is great. BTFO’s lowcode platforms like SAP, Pega; Mendix; or Hubspot (yuck) or Zoho (double yuck)

Ghostblue88

In the past 2 months I loaded up on GOOGL, ORCL, CRM, CRWV, CRCL, and AMD leaps. Closes some of the AMD leaps out when they jumped on OPENAI announcement

semicolon

ETFs including index funds are not a good idea these days. There are too many former winners in the S&P that are going to get kneecapped by technological change, and the other indexes have always had a lot of garbage (looking at you, Russell) It's a stock picker's market. And that's more about avoiding the losers and value traps (CRM, LULU, etc) than picking the big winners.

Riskismyapellido

confused with PLTR CRM. Calls.

MidwayTrades

IV is tricky. A mentor of mine who was a market maker for 15+ years once asked me to tell him what IV is. I stammered through and explanation and he eventually told me that IV is whatever amount the pricing model needs to match the market price. And he’s right. The Greeks are great tools to quantify your risks by trying to predict what \*should\* happen but, at the end of the day, prices are set by buyers and sellers biding and asking their way to a price. As far as optimal…that can’t really be known as we don’t know future. if you really want to just buy long contracts look at the delta of that contract as the rough odds that you will finish ITM by expiration. Compare that with the expected move, which your brokerage platform should tell you and the premium paid. You have to make a call on the risk/reward. What would I do if I wanted to make a directional play on a stock? I would look at doing a spread, I’d probably look at a diagonal but for a new trader, I’d look at a simple vertical. So if I were bullish on your budget, I would look at something like Nov 21 (30 days out), buying a 265 call and at the same time selling a 270 call. That would cost you around $170 so a similar risk, but your IV exposure will be significantly less and even though you are closer to expiration, your theta isn’t too bad. And with CRM at 257 right now, if you can get a $10 in your direction over the next 2-3 weeks, you should be in ok shape. Get that move sooner, all the better. Your upside is capped because you sold a contract, but it’s capped at around 200% of your risk which isn’t bad. Want it even cheaper? Look at selling the $267.50 instead, total risk is around $76. with a similar upside potential. You’re going bullish on a $250 stock for $76. Not a bad risk, IMHO. I’d honestly suggest that one over the 5 point spread. Risking half your account on one spec trade isn‘t a good way to go. All that being said, do this stuff on paper or do it really small when you are learning. With a $300 account, you will be limited as to what you can do and it can lead you to chase long bets or dumpster diving on trash products because they are cheap. I get it. But take some time to learn how simple spreads work. You can make some cheap plays on solid higher value underlyings with better odds than just buying a call or put. An account that small will be easy to blow up. That’s why you need to learn safely. Don’t focus on making a bunch of money right now. Spend your time learning the craft of trading. It‘s a much bigger world than just long calls and puts. And I think you’ll find that folks who have been at this a long time don’t just buy calls and puts. Just my opinion.

the_game_tn

Thanks a lot for your answer and for taking the time to explain. I understand, but something still bothers me: before reaching 263, CRM had dropped to around 237 (about -5%). At that moment, the value of my option was almost cut in half, down to 0.9. So the variation isn’t symmetrical? A 5% drop shouldn’t change the odds of success that much, right? In your opinion, what would have been the optimal option setup to trade Salesforce? Thanks again!

MidwayTrades

Your call is WAY OTM. Even at 263, you are 77 points OTM, The expected move of CRM by 12/19 is 35 points. Your delta on thay call currently is .07 but your theta is -.05 so just with that you‘re only getting a net of .02. That is likely not enough to. I’ve your call…a small IV change against you will easily counteract your net .02 from theta/delta. You took a long shot…the market thinks you have about a 7% chance of being ITM by expiration even after your move up. They aren’t going to pay you for a small move up compared to their expectation. This is why just buying long options can be a tough way to make money. You can make money, but you need an unexpected move as fast as possible. Your premium is priced accordingly. So the odds are not with you. Can you win? Sure. But, unlike the stock market you can’s just be right on direction, the timing and speed of the move matters. I liken it to trading in 3 dimensions. Welcome to the market. It looks simpler than it is at first. But this is a good cheap first lesson.

One_Treat_3112

Thats why you buy beaten down but steady stocks mid cycle in a bull Market and cheap lottery Tickets mid cycle in a bear Market/correction. Im bought V and CRM recently. Sold Joby and ARCH in summer (and missed the last run-up in these).

the_game_tn

Hey everyone, I’m new to options and I deposited $300 into a Tastytrade account just to test things out. I’d love to get your input on my first trade. On October 13th, I bought 1 Salesforce (CRM) 12/19/25 Call 340.00 @ $1.76. At that time, Salesforce was trading around $250. Yesterday, CRM closed at $263 (+5%), but my option is currently valued at $1.71 — still a small loss despite the stock moving up. I get that there’s the bid/ask spread and time decay, but is a +5% move in one week really not enough to move my call higher? Thanks for any insight!

Standard_Tea8250

Up 6k today on AMZN calls LULU and CRM lfg

Perfect_Painter_7863

AMZN LULU and CRM holding my port strong

Ill-Ad1603

I’ll have you know that ADBE is a good business and they’re not going bankrupt like most of you here think. ADBE and CRM are my picks for 2026

Perfect_Painter_7863

Finally my LULU and CRM are coming back to lfie

Tim_Riggins_

Good day for saas. CRM, MNDY, SNOW all ripping

Far-Requirement9180

CRM green candles literally every day now lol

DrummerCompetitive20

Holy CRM lol. Who on earth thinks that's a buy right now lol??

JackfruitCrazy51

When you say "multi-cloud", do you mean for each system? So for example, if I have a CRM should it use both Azure and AWS and how would that work? Multiple AZ's enough or in different regions (e.g. east/west)? Should it be active-active or active-passive?

AncientGrab1106

More juicy CRM pls

AncientGrab1106

CRM finally breaking out. 300$ soon

gatovision

Side question, Have you noticed the ridiculous PT upgrades lately? Seems desperate as hell. HSBC NVDA to $320 so basically $8T. I see APP has a SEC probe and gets an upgrade to $880 or something which would put it bigger than CRM. Many more, all the big banks are doing it constantly on ai and growth stocks

Arti_NYC

My next move is CRM calls for december 2026 320C and RIVN calls for Jan 2026 15C

ReceptionFantastic25

ASML stock price upward movement often takes time. I think $1,200 should be coming before year end. It’s not a meme stock. If you think this is bad, look at CRM, ADBE, AMZN, Google (past two years, prior to recent rally), they didn’t rip before, which ASML did, or after good earnings any quarter

SecureWave

The other side of this would be you’d loose 50 percent maybe in a different circumstance. In fact today I closed PGR 225 strike puts and lost money on it but then I sold amd calls, ma calls, CRM calls and bunch of other puts and ultimately made more. What I’m getting at is like instead of over analyzing that one trade that went awry, maybe do many other and smaller trades and distribute the risk. It may also work against you but you have to find a way to make the money. I’m just not one stock and one time frame all in type of person. I’m letting market do market things and try to profit on both way up and down. https://preview.redd.it/rgm6rrcmkrvf1.jpeg?width=1179&format=pjpg&auto=webp&s=abfba296b0b69cf8f5690244bf8542c290c6a2d9 And here is example of what I mean. I sold 5 contracts and kept 5, I think today’s price was $11 per contract. I didn’t over analyze it and moved on. I don’t regret not selling it all. I’m not gonna sell until it reaches my desired price in a timely manner and I didn’t even think about it before your question now. Best of luck to you, keep on going

LeBhikariLe

hahaha CRM is now red. was above 250 at open

LeBhikariLe

CRM couldn't hold the pump today. Headed back to flat territory

LeBhikariLe

CRM popping

Same-Fox9304

Lol CRM tried to use the Oracle trick to finally get its stock out of a rut, and it fell back down lmao. What's up with these companies all using the same tricks to pump their stocks. Everyone is making deals with openAI (and, avgo, arm) and everyone is projecting $1 trillion revenue 5 years out (orcl, crm)

MrRikleman

In bubble news, CRM pulling out the Oracle playbook. Good old Marc. Don’t worry yall, I know we’re not doing great right now, but look, see this hockey stick? Yeah, that’s our revenue projection. Bigly revs in 2030, trust me bro, we definitely have line of sight to our revs 5 years from now and it’s totally not made up to pump the stock. Stock pumps because the brains of today’s investors have been rotted away by Meta’s family of apps.

Old-Commission2782

Want to see manipulation? Look at that 5m chart on CRM. It's literally on the trend line haha

Dry-Conference-8690

Your CRM shouldn’t feel like it’s stuck in 2009

Old-Commission2782

LOL at CRM. Back to $237 it goes.

TurbodToilet

That’s an insanely brutal rug pull on CRM lmao

TurbodToilet

The rugpull on CRM is fucking hilarious wow

socrates4eva

Finally, Salesforce, CRM catches a break!

rubent24

CRM 🚀soon

DOTAFORLIFE

Google firing on all cylinders, 2 huge partnerships with CRM and DASH announced this morning.

OilBull

Today’s plays: DOCN NVTS HOND Anything else? CRM?

Full-Sandwich-851

CRM gonna make me cream

Puzzleheaded_Bag9063

I stumbled upon CRML because I was looking up the CRM price. Worked out a lot better than CRM

AncientGrab1106

CRM cool again?

Full-Sandwich-851

Dorks talking about CRML CRM 🚀

Full-Sandwich-851

Might have to fomo into CRM calls at open

rpanony

Adobe, CRM are out of dates. It will be hard to catch up with AI would with same level of margin.

Alert_Initial9325

https://preview.redd.it/6f8fyta9ydvf1.jpeg?width=1290&format=pjpg&auto=webp&s=ce0e1065323f86040c54a672414c5ef814f55322 Is $CRM ready to rebound?

Full-Sandwich-851

CRM being tuff

Full-Sandwich-851

CRM had some BS ai news to late???

Ok_Cry7572

There were some CRM 3dtes on the flow today. MFS knew crm would guide today AH and be up 4%. Someone always knows