CRM

datcommentator

One option is to hold a more diversified portfolio, including some solid blue chip stocks like MSFT, CRM, MA, WM, CRM, IQV, BRK.B, JPM, TJX, TGT, AMAT, and ASML.

Future-Ad-851

You should invest in AMAzon,AA,CRM,Goggle long term and you will get you money back STLD

Afraid-Ad-2282

Microsoft enter price 390$? Before or after earnings? Probably my next investiment. Other targets Adobe 450$ Amazon 170$ Apple 150$ Tesla 120$ Mastercard 535$ CRM 250$

MrRightAstro

You mean CRM? because the missed the target and bad guidance. But they mentioned AI lmfao.

MrRightAstro

About NFLX guys, I am just thinking that MMs are planning to clear all the Calls since tomorrow is the expiring date. And honestly, AH prices may not be a direct reflection of tomorrow's real stock prices. Just to give some hope, I was betting on CRM earning back in March, I bought calls. The ER turned out to be really bad and AH was shiit. However, next day it opened Green, which surprised me. Just close your app and go enjoy life, whatever happens tomorrow, let it be.

PrivatBrowsrStopsBan

Any background on why CRM stock fell to 270s? I've been wanting to buy but can't justify it after that monster rally.

22pabloesco22

can never go wrong with CRM but its strong growth days are over. Hence they keep buying these companies that end up being hit or miss, and often not fully aligned with their core business. I'll always hold CRM, but if you want CRM that still has growth in it, look at NOW.

optionsthatlose

sold my $CRM for a loss this morning like a regard. but i grabbed some $NET 4/19 89c and those are doing well. hopefully more upward traction tomorrow. holding onto $F 4/26 12 and 12.5c for earnings run up.

boogiesm

The street always over reacts. CRM announced an acquisition and stock tanks..big deal.

IamxGreenGiant

Depends, if you’re an investor holding for years, then AAPL (imo NFA) is at a good spot here to even add. They’ve been given no respect on their ability to innovate, build their own AI tools, and increase the depth of the ecosystem. I’m actually very bullish. That said, if you want to capture today’s leaders, you may want to consider going more overweight into growth at a reasonable price - I like AVGO, CRM, ADBE, NVDA, META, DELL - those companies that are growing earnings as growth gets harder to find.

haasisgreat

Your comment shows full well that you didn’t read the report. No one will blame the pilots CRM if they did not contribute to the crash. The report already state which part of CRM they lacked. ‘The lack of thrust reduction aggravated the difficulties encountered by the crew to control the aircraft throughout the remainder of the flight. During this phase, besides the destabilising cockpit environment linked to the activation of the stick shaker and a Master Caution immediately after take-off, coordination and communication between the Captain and the F/O were very limited and insufficient. There was no discussion or diagnosis with respect to the nature of the events on board. The situational awareness, problem solving and decision making were therefore deeply impacted. The FO’s lack of proactivity, which comes out from the CVR transcripts, seems to show that he was overwhelmed by the events on board from the moment the stick shaker triggered.’ You just cannot accept the fact that the pilot was part of the issue that caused the crash. And if you’re saying that the situation is not salvageable then the pilot of the lionair plane before the crash managed to recover the plane and continue to fly the plane from Bali to Jakarta and they landed safely.

tinnylemur189

No amount of proper procedure would have magically given them knowledge of a system Boeing omitted from their own descriptions of the 737 MAX. Saying CRM played a role is technically true in the way that wind speed and humidity played a role. but the CAUSE was MCAS being trash and the lack of training because boeing didn't want to make pilots required to recertify in order to fly a MAX

haasisgreat

‘The BEA believes that the crew’s inadequate actions and the insufficient Cockpit Resource Management (CRM) played a role in the chain of events that led to the accident,’ this statement is already written as the probable cause which said that CRM was not applied to this accident which points to pilot error causing the crash. You want to slither the pilot responsibility out of this crash but in the end the report did state that pilot error did contribute significantly to the crash.

Hularuns

People think TSLA is doing it because they're doomed. When CRM or MSFT do it, it's because of AI or cost cutting to promote shareholder value.

Grayrigg_9

In practice, Einstein can't really do that, even with all the CRM data SF has today. Source: partner at an IT Consulting firm that implements Einstein

Rough-Shallot-124

Apparently investors think salesforce should forego growth because they’re obsessed with near term profitability, even though strategic acquisitions is what got CRM to where it is today. Just gives me a good opportunity to add to the position

Rough-Shallot-124

So investors are panicking because Salesforce seems to be switching their focus from profitability back to growth? Big whoop. CRM has shown how profitable it can be if it wants to be, so the logical thing to do would be shifting some of their focus back to growth to increase future profits. I added to my position on this knee jerk reaction. When did CRM investors start looking at it as a mature company that should only focus on profitability at the expense of growth?

optionsthatlose

Grabbed some $CRM and $F calls. I feel that my $CRM will be cutting it close with 4/19 expiry, 280

john2557

Any thoughts on Cream stock (i.e. CRM)?

Fine_Magician_790

Watch what technology companies are now doing.. which is retrenchment. Telsa (which is really a technology company) move today to cut 15,000 souls is the canary in the coal mine. Entering into a recession, small and medium-sized businesses dump advertising and trim fixed monthly costs: phone, subscription services, head count, leased square footage, etc. CRM revenue streams are going to be in the cross hairs over the next 18 months. Why pay for CRM subscription for X when X-1 will deliver the same information flow, closure rates, etc. Salesforce is now doing what it has to do now, which is to "buy revenue," and prepare itself for the effects of 10 rate hikes in 18 months...and possibly an 11th in a few months. Inventory levels rising and layoffs are the first smells of a stinking economy. "Don't piss on me and tell me it's raining." Look around..

Mean_Office_6966

What happen to CRM?

MagnesiumKitten

lol oops... no problem CRM - Salesforce - Software 49PercentOff: Stock Price $299.62 It's $294 right now ......... 49PercentOff: my conservative calc of fair value implies that it's about fairly valued. Modestly overvaled by 19% I think the fair value is $247 ........ So maybe $255 would be about the upper limit for a fair price like it's about 10% too much to get right now... So i wouldn't buy like after Dec 15th, and i'd wait this one out for later... everything else about it seems peachy B rated stock, low risk, passes one Lynch test \[like at the $75 dollar level and the other at the $750 level\] If i was gungho with buying it being overpriced, I would say 60% yes 40% no but i think buying it right nowwould mean it's not going to make me any profits like for a good year and a half in.... .......... 49PercentOff: Fairly Priced between 198 – 324 USD Yes for me it would be about $235-$255 for fair The middle of that range seems not too far off, but why is your range so wide? seems like your method is +-30%, and i'm picking plus/minus 10% ...... 49PercentOff: Cheap below 198 USD For me, cheap is about $235 or lower ......... My guess is your fair value price is very close to one of the DCF calculations Interesting view! When did you pick up CRM? and any thoughts about my more skittish approach to the high price?

49PercentOff

Hey, sorry for the confusion. The value above relate to CRM, not TSM.

datcommentator

I think some stalwarts could still  outperform the SP500 going forward: MKC, IQV, ICE, MSFT, ORCL, AMAT, CRM, TJX, JPM, DE, BRK.B, among others.

320th-Century

I’ve started eyeballing CRM. Anything I should know about it before grabbing on?

FarrisAT

Google’s biggest issue is turning research into products. Their moonshot divisions historically were meant to produce research, not products. That’s often led to research which is either too narrowly focused, too expensive for consumer products, or too complicated/unsafe to provide to consumers (such as kids). That’s more a failure of the transmission mechanism. At least AI meant for CRM and Enterprise is easier to translate since you don’t need to worry as much about Safety.

a-daltoy

>I own CRM but have sold long-dated 20% ITM covered calls as I’m expecting it to decline in price for in the next 24 months At the time of that comment "20 October 2022" CRM symbol was 160$, today 9 Apr 2024 is almost double on 301$, let's see in 6 months

JJ2527

Not justf or tech: Let’s consider a hypothetical company, which specializes in the design and manufacturing of electrical transformers (let's also assume this is a blue collar operation and don't have much experience in CRM's). These transformers are essential for transferring electrical energy between circuits, playing a crucial role in both power distribution and industrial applications. In the scenario, involving grain-oriented electrical steel, a key material used in transformer cores, Palantir Foundry’s predictive analytics could foresee supply chain disruptions by scrutinizing global steel trade patterns, political events, and market dynamics. If an impending geopolitical event threatens the supply. Foundry’s advanced analytics would alert said company ahead of time. This enables the manufacturer to proactively engage with alternative suppliers or consider substitute materials like amorphous steel, ensuring their transformer production continues efficiently despite potential supply challenges and lack of technical prowess.

datcommentator

AMZN, GOOG, V, JPM, MSFT, CRM, and AMD make for a great portfolio IMO. I suggest looking at MELI and NU for I international exposure. They are volatile so not for the faint of heart.

MagnesiumKitten

​ Salesforce is moderately overvalued you might have to wait 2 years to get a profit with it wait for it to drop $50 AMD is significantly overvalued you might have to wait 2 years to get a profit with it as well wait for it to drop $90 might be worth getting If you don't mind overpaying and want to hold them forever Salesforce 60% Yes 40% No AMD 35% Yes 65% No Both B-Grade Stocks Both Low Risk i'd get them on the dip Peter Lynch would buy AMD under $87, and not at $170, most value investors would buy it at $130, but a fair value now is $120 Peter Lynch would possibly buy CRM at $300, but he'd ideally like to buy it at $100, most value investors would buy it at $200, but a fair value now is $250

buzzandy

The valuation feels super rich...and I think your evaluation is valid. However, I would assume that as revenue grows, their costs won't grow as fast. Cost of sales, marketing, r&d should grow much slower than sales. Their net revenue retention is something like 1.1...which means that their current clients are sticky and grow in size over time. So new revenue is incremental to their very profitable base. That being said, their valuation relative to other mid-cap B2B SaaS services (Okta, Twlo, etc) is significantly more expensive. My assumption is that investors believe that a) their growth/profitablility will accelerate significantly, and; b) their foothold in the valuable SMB market will make them an attractive strategic acquisition (microsoft google, sap, or CRM). The main barrier is that their marketcap might be too big for most acquirers. If CRM (salesforce) was allowed to buy them, I think they would in a second. Another buyer would be a foreign company (Alibaba, Softbank, or Tata) trying to get a foothold into the SMB space and willing to pay the premium.

KL_boy

Google does not have a CRM suit, they are not the only player. It makes sense as it diversify their offering, make their product sticker, especially if the need to back off in the digital ad space.

St3w1e0

It would obviously strengthen their CRM offering to be probably market-leading the instant it went through. Anyone pretending otherwise is kidding themselves.

FarrisAT

Yes because Google has low CRM market and is only 30% of ad market broadly.

MichaelFusion44

It diversifies there portfolio with an increasing market for CRM, you would get a tighter integration of GA, more concise first party data, a full suite of ads + front/back-office and bring a full suite to market. I know HubSpot has some AI but Google could add a lot more to this. And they are sitting on about $100B in cash not that they would offer up all cash. Also it would add some good top line reliable revenue - these are just off the top.

FarrisAT

Is this why CRM dumped in the morning?

silverfutes

$CRM is getting crushed

joe4942

Lol, CRM just tanked because Google might buy Hubspot?

AssistantInformal797

I invest exclusively in ANL CRM PIE

Mediocre-Gas-3831

ANL CRM PIE 

Mediocre-Gas-3831

ANL CRM PIE 

Mediocre-Gas-3831

ANL CRM PIE 

Mediocre-Gas-3831

ANL CRM PIE ye

Mediocre-Gas-3831

ANL CRM PIE a well diversified portfolio

Ill-Help7820

As a META and CRM holder, this climb all day has been relieving

Banned3rdTimesaCharm

Every industry going forward will need tech. I don't care what the next boom is, tech will be there to supplement it and profit off of it. You wanna run a store? You need ERP. You want to have a sales team? You need CRM. You want to send emails? You need Martech. I can go on but you get the picture.

Still-Scholar-7996

What are your thoughts on CRM, TSLA and TSM?

Solid_Illustrator640

Snowflake is just another product that does the same thing as other products. It isn’t unique. Not profitable. Product is too expensive. As a senior data scientist, I did not approve the purchase of snowflake for our bank and it shouldn’t be approved by anybody who does their research. They also have 18 p/s. Way overvalued crap. CRM is prob better but I don’t want any of these commodity type businesses.

Verzogerung

I would not put as much as that in CRM. It does not demonstrate a stable long term growth and there are better alternatives for beginners like ETFs (Exchange Traded Funds) such as the the S&P 500 or stocks from the Seven (Apple, Tesla (Although Telsa is putting up a little show currently), Amazon, Microsoft, Google, Meta, and Nvidia.)

Ok-Bandicoot9994

Rate my portfolio guys.. Absolute newbie to the us market CRM 31.9℅ SOXL 25.79℅ USD 21.22℅ GOOGL 21.09℅

Sad_Location4000

CRM calls L Spy puts L Lulu calls W  1/3 today Green for the day but should’ve been way better 😭😭😭

Ill-Help7820

why is CRM down 6% AH?

techphilos

SHORT: SMCI ANF CRM NVDA MDB TTD mostly weeklies bought today, closed most shorts last week

bob88c

Meta, googl, CRM, GLD, Bitcoin

Pathseg

CRM

CokeOnBooty

What about tickers like FOR SKIN FOR CRM FOR SKIN FOR BEAT FOR SKIN FOR SEED CUM.F FOR SKIN FOR SKIN FOR CRM FOR SKIN FOR BEAT FOR SKIN FOR SEED CUM.F FOR SKIN

bshaman1993

I have had ENPH on my list for a long time but I’m scared to pull the trigger on it because of these scam allegations. I went for NEE instead. Steady growth and a great management team. My brother works at CRM so I know the culture and vision of the company and it’s definitely a great buy on your part. Personally I never believed in their moat. COST has been on my list for so long and I finally bought a small position following their drop post earnings. Hopefully it falls more. Some other companies I’m looking at are TEAM, FICO, SNOW, PANW. If you have followed any of these, what do you think of them?

SamirD

I actually don't look at NVDA since I don't know much about their GPUs and business. I know a bit but not enough for me to know where their business would be going. I do like Enphase but they have been beaten up to hell and someone did accuse them of cooking their books a while back. Still, from owning the product and knowing how good it is compared to the competition, I still look at it time to time. I really like CRM and was able to get in at the price I wanted. Every large fortune 500 company uses it, it's the Microsoft of CRM systems and no one comes close right now. It's high right now, but I would buy on a significant dip which I think will be coming because stuff is just to crazy high right now. (MSFT at 400+?!?! Really??!? Not really sustainable imo). I was right about COST even though I didn't know when it would break out of the 500s. It kept hitting a ceiling at 550 and I knew the second it would go above that it would be good to 600--I wouldn't have thought it would touch 800 though and I think that's too high for it atm, but I think it's just following the broader market bloat atm.

PoeticKino

!banbet CRM -4% 2W

-chibcha-

How would you rank these 4 stocks for a long term investment?  GOOG   CRM   ABNB   SQ

-chibcha-

How would you rank these 4 stocks for a long term investment?  GOOG   CRM   ABNB   SQ

-chibcha-

How would you rank these 3 stocks for a long term investment? GOOG CRM ABNB SQ

prince_8814

CRM

prince_8814

CRM calls

prince_8814

CRM puts

prince_8814

CRM : easy 340…bullish chart

prince_8814

CRM

prince_8814

CRM play is started…320 by eow wow!!

prince_8814

Salesforce CRM

prince_8814

CRM

techphilos

Short NVDA SMCI and CRM 🩸🩸🩸🩸 don’t let them down east

BigJoeBob85

It's all about the Price to Earnings ratio. CMG is at 67 while MCD and Yum are at 24. But we all know CMG trades more like a tech. CRM and NVDA are both around 74 = Still more rum to run. Long Since IPO = 6000% gains

ScarAlert

I lost 7k on doge in 2021. Invested on VTI, CRM, NVIDIA for 2 years and sold for breakeven or small profit on November 2023. Made 28k profit on MARA shares in 2 days in December and lost 17k in SQQQ, 26k on MARA in Jan. Wanted to recover everything and kept putting on 0 DTE as revenge trade mostly due to depression. Lost everything now.

SnS2500

CRM's "Dreamforce"

Serious_Dot6554

Comparing HubSpot to Shopify is crazy. HubSpot started as marketing automation SAAS and has grown into a full fledged CRM and CMS platform. That said I don’t hate your price analysis and estimation but it’s impossible to gauge the market sentiment on a company like this. It’s still a growth stock and envision them being a legitimate threat to Salesforce in the coming years

techphilos

adding CRM puts 🤝

prince_8814

CRM 🤘

prince_8814

CRM

Fearless-Exercise-21

I am bullish going into CRM Core&Main they’re performing well in the industrials

Typical_Spirit90

Salesforce has evolved itself as major partner in cloud-based CRM management. Its best in providing the customized user experience according to their requirement.

HighExpectationTrade

0DTE Friday Watchlist: NFLX over $614.56 ABNB over $167.32 CRM over $304.51 or puts under $302.10 AMZN over $179.60

prince_8814

+CRM calls are at better price

prince_8814

CRM calls🚀🚀🚀🚀🚀

prince_8814

CRM will shoot higher today

prince_8814

CRM to 320 eod

prince_8814

CRM

MichaelOconnor1

In addition to the companies you've already listed, here are some other publicly traded AI-focused companies that are making significant strides in the field: • IBM (IBM): Known for its AI assistant Watson and various AI-enhanced cloud services • Micron Technology (MU): Develops AI-enhanced chip packages • Salesforce (CRM): Offers customer relationship management software with AI capabilities • Splunk (SPLK): Provides an operational intelligence platform that utilizes AI • John Deere (DE): Uses AI to power farming equipment for more efficient agriculture • Samsara (IOT): An IoT company that uses AI for optimizing fleets and ensuring vehicle safety • Datadog (DDOG): Offers observability software that employs AI for data analysis Additionally, Technostacks is recognized as a leading AI development company, providing innovative AI solutions across various sectors. [https://technostacks.com/](https://technostacks.com/) These companies represent a diverse range of industries, all harnessing the power of AI to drive innovation and efficiency in their respective fields. Whether it's through enhancing customer experiences, optimizing operations, or pioneering new technologies, each company contributes to the rapidly evolving landscape of artificial intelligence.

prince_8814

CRM 314 eow easy!!

prince_8814

CRM almost ready to launch !!

prince_8814

CRM 315 by eow.

prince_8814

CRM

Ashamed-Second-5299

Cuz it's hands down the best CRM

320th-Century

So why do people pay attention to CRM?

rifleman209

It’s hard to do. You now have a market that is already well served. You have established brands And you have a business where profits all fall to the scaled players Who is going to fund a CRM project to compete with Salesforce and Microsoft? It takes a lot of customers to pay $130 per month to cover the costs and salaries of the engineers to build out the many simple features they have

EscapeWendys

That is what I am thinking too. On the contrary, I had $CRM LEAPS, when CRM was at $200 and $TEAM LEAPS when TEAM was at $120 and sold them very early. They 3x'd in value. Such is life

bigmphan

AMAT SNMA ADBE (weirdly) CRM CXM ORCL ( more like boracle)

Cid-Itad

Have y'all seen what's going on with r/layoffs? Things are bad and that means we'll get rate cuts soon. Also the majority of the layoffs are tech SWE and that means AI will take over their (soon to be useless) programming skills and give YUGE profit margins to software companies like CRM, MSFT, GOOG. Eventually these companies will be just a one man shop with trillions of market cap and EBITDA of 90000%. Bullish.

Cum-Financia1Advis0r

Webistics is the next CRM

SecretaryDowntown418

yea i'm hioping we just get a everything boom day tomororw. hope they pull a CRM by 6. crm was down 20-30 until their earnings call started on feb 28

francisw1

Why CRM?