CRM

groceriesN1trip

CRM has another few quarters before they realize big returns. They drop after earnings is my guess. Pick some up aftwrwards

TheHyenaofWallstreet

CXM calls in to CRM calls in to AVGO calls this week. Do I get rich or die?

Stateof10

CRM calls are expensive as heck for that. Mongo and Snow were slightly forecast

Wowmuchrya

CRM is the best risk to reward ratio here after the MDB/Snow moves. The narrative for the last 2 months has been "ai will eat software" (delusional wallstreet clowns), but has shifted this last week. If money pours out of hardware it will rotate into software and CRM could easily run to 285-300. That being said, if it misses it could miss as badly as Monday did so...

21yroldwhitekid

CRM and Gitlab calls

Wowmuchrya

Software has been moving inverse to big tech due to the "ai eats software" narrative. Now suddenly the narrative has switched to "ai is fake/bubble" due to wallstreet inbreds having no idea what they're talking about, so money is flowing back into things like CRM/Snow/Ddog/Adobe/MDB and out of Nvidia/Meta/AMD/AVGO.

unstoppabletoday25

Hey guys, what’s your take — is it worth getting into LULU or CRM before earnings? Anyone planning to go long, short, or just sit on cash? Would appreciate your insights!

rioferdy838

Cant believe I didnt punch in on this one. Then got out of CRM too soon. Fucking dip buying solid companies never goes wrong.

sNeKbIt99

Does anyone think NOW will run off the CRM earnings on Wednesday?

AncientGrab1106

Buy CRM calls, profit, roll into LULU calls? Can't go wrong

getthere_always

Investing (or not) in an industry you’re familiar with could be your edge. Example: I’m in the ERP/SaaS field and would not touch NOW or CRM, maybe ORCL as they are more diversified, focusing on data centers and lowering development investments in software products. Writing is on the wall with companies like PLTR about to upset that whole industry by making bespoke enterprise systems rather than forcing companies to adapt their business processes to how these SaaS solutions function. There are a few AI-first ERPs coming along but full commercialization is a few years out.

Alternative-Juice755

ZS & CRM calls

shmoopdoop6969

why CRM

HistoricalComeBack

For next week I think only CRM calls tbh. Not confident in anything else

50cent69

LULU and CRM Calls?

Nick-Sorasavong

It is understandable to feel uncertainty after seeing underwhelming results, especially when Salesforce and CRM platforms come with high expectations in automation and AI. Many businesses adopt these solutions hoping for immediate transformation, but real impact comes from a thoughtful setup and continuous optimization to match a company’s unique goals and operations. From working with companies in similar positions, results often improve dramatically by refocusing efforts on creating workflows and automations that actually serve the sales, customer service, and operations teams. This is where having an AI solutions partner helps most: customizing the platform, connecting necessary tools, and streamlining data and communication so that your tech stack works for your business and not the other way around. If you have not already explored this hands-on, collaborative approach, it may be the missing link between disappointment and real progress. I am always available for an introduction call to discuss ways to unlock more value from your CRM investment by aligning automation, AI, and business processes directly to your goals. The right partnership makes all the difference.

Sleepergiant2586

##Palantir is gonna replace Salesforce. Whatever u described is kind of accurate but the harsh reality is B2B consulting companies penetrate the market using this same approach. Step 1) Make a complex tool Step 2) Somehow sell the tool to big companies loaded with money Step 3) Only their consultants will know how to use the tool (Palantir here has their own prog/scripting lang as well) Step 4) Big clients can not get rid of the consultants anymore. Salesforce software is so shitty and so buggy but companies are trapped with SFDC now. Very hard to get rid of it. In larger scheme lf things if u see almost all companies do the same. Buy an apple device and then u get stuck with Apple's ecosystem. I think wherever Palantir has entered it will be tough to get rid of them. They are like virus 'not good for the system' but good for them from 'rev pov'. I think Palantir will grow in revenue. I've seen few other comlanies like Snowflake and Salesforce comes very close to what PLTR is doing. Marc Benioff marketed SF heavily and entered almost all Fortune 100 companies. In reality there are 100s of better CRM systems than SF at lower cost as well. Even I use SF on a daily basis and it is pathetic but to get rid of it means our org will have to spend billions of dollars to redesign our commerce. No one will take that decision. #Palantir is here to stay.

Admirable-Grass9225

C3 AI, CRM & DOCU puts

Bigfaddy769

CRM calls anyone ?

cbusoh66

Judging from MDB, and SNOW earnings, CRM should rocket as companies turn to investments in internal production and efficiency as they put everything else on hold until tariffs situation is sorted out. Got 300/320 Call Spreads.

sNeKbIt99

CRM FD,'s Peeps.

Admirable-Grass9225

next week is kinda boring, Only C3AI and CRM that are interesting. Puts on Both

Cantthinkofacoolnam

SNOW MDB hit 52 week highs. CRM ??

carlosrobert7

CRM next week tho

moopie45

I'm up too much too fast on my CRM and MNDY calls. I want to sell now instead of holding like I originally planned

VoidMageZero

CRM feels like a midtier software company like ADBE, they could become a dinosaur like IBM pretty soon...

UnObtainium17

Really tempted to get in on CRM. I just don't like it enough to sell out of my other positions.

Wowmuchrya

So what happened to the clown wallstreet "aI eAtS sOfTwArE" retard narrative? Kinda looks like MDB/snow went ballistic and now CRM will huh? Almost like these morons have no understanding of AI/Software huh? Yea?

rioferdy838

sold my fugging CRM to buy HOOD. Stupidity.

pulsereal_com

Powell’s hint at cuts adds optimism, but Nvidia’s earnings could be the real tech catalyst. Trump’s tariff talk may pressure NVDA and AMD, while CRM and META will likely follow broader tech sentiment swings.

_hiddenscout

$ELMD * Net revenue increased 17.3% to a record $17.4 million in Q4 FY 2025, from $14.8 million in the fourth quarter of the prior fiscal year. * Operating income was a record $3.0 million, a 30.2% increase from the fourth quarter of the prior fiscal year. * Net income was $2.2 million, or $0.25 per diluted share, compared to $1.8 million, or $0.20 per diluted share in the fourth quarter of the prior fiscal year. * Electromed was added to the Russell 2000 and 3000 indexes in June 2025. **FY 2025 Company Highlights** * Net revenue increased 17.0% to a record $64.0 million in FY 2025, from $54.7 million in the prior fiscal year. * Operating income increased 46.8% over the prior year to a record $9.7 million, or 15.1% of net revenues. * Net income was $7.5 million, or $0.85 per diluted share, compared to $5.2 million, or $0.58 per diluted share in the prior fiscal year. * Cash provided by operations totaled a record $11.4 million in FY 2025, compared to $9.1 million in the prior fiscal year. * Electromed repurchased $10.0 million of its common stock throughout FY 2025. “Fiscal year 2025 was a banner year for Electromed – posting record revenues and profitability as our diverse growth initiatives yielded strong results,” said Jim Cunniff, President, and Chief Executive Officer. “Our direct sales and fulfillment model continues to be a key differentiator for Electromed in the airway clearance space. During the year, we strengthened our operational infrastructure with key new hires, and we allocated meaningful resources to improve operational efficiencies. Specifically, we began a manufacturing optimization plan to increase capacity that we expect to complete in fiscal year 2026 and have begun deploying a new CRM system designed to enhance our sales team’s efficiency and productivity. As in previous years, we continued to strategically expand our direct sales team in geographies where we expect high returns, while executing various initiatives to raise awareness of bronchiectasis, which is a disease that is misdiagnosed and underdiagnosed. Our strong results clearly demonstrate the important role HFCWO therapy plays in treating this awful disease, and we will continue to advance Electromed’s vision of being the most trusted provider in the airway clearance space.”

UnObtainium17

Anyone here in CRM or NOW? Why did they went on a decline after decent earnings?

LeBhikariLe

ADBE and CRM competing to be one of the worst performers of SPY this year

penguinpandapear

4% AMZN, 4% UNH, sub 1% BRK.B, CRM, FICO, ASML.

Pathseg

CRM

W_Malinowski

so sick of owning CRM which should be 350+ and it just fucking doesnt move

DrWorstCaseScenario

STC 2x CRM 8/22 242.5 @5.0ea; filled at 10am… 4.25 -> 5; 18% profit. Happy to be out before JPOW.

LadLandon

I’m thinking I should take out my NVDA and PLTR and go all in on UNH and CRM?

Difficult_Tea3823

CRM touched lower KC and had first green candle yesterday. That was a precise entry but it still has all the way to the upper KC to climb. Look for EMA bounce. CRM if you want calculated win. Penny if you want to gamble if you don't know how to catch bottom. Good luck.

LadLandon

20 year old trying to start building wealth. Should I play it risky in a penny stock or go safe with CRM?

I_am_Nerman

40% of the work at CRM is done by AI now. I'm sure nobody has made money though lol

AbiralParajuli

How the hell am I out here losing money on ticker like CRM bro wtf

Glum_Network2202

CRM isn’t there yet.

SadComparison9352

CRM promotes Agent AI but why its stock price slides?

Old-Cantaloupe-1711

I'll give you THIS. NOW is better Co than CRM HAS anyone actually used Salesforce??? It's fucking GARBAGE BLOATWARE

NVDAismygod

!banbet $CRM $260 2W

AluminiumCaffeine

"Literally last week: sell all your CRM and NOW AI is going to literally automate everything soon This week: AI progress is dead, its a random autocomplete that wont get much better" Im telling you, you need to have your own mental models the news and market are not rational actors.

OnceALoser

SaaS companies are dead. CRM ESTC BILL SNOW DDOG. Not sure what will happen to these when the market actually goes down.

NaluknengBalong_0918

CRM will disappear in 10 years! Let’s go ghey bears! Dance! 💃💃💃🤣

Jazzlike_Abroad_3475

CRM calls for 7 months thoughts

OperationOk6759

which CRM? i think we use workday

ga643953

Have you seen the US commerical growth vs government growth? Have you compared their revenue/customer count and CRM's revenue/customer count. You can check the headcount for both of these companies and it might paint you a very different picture.

Serious-Virus6078

I went for OSCR, CRM, CLSK, and my gem that’s oversold SEZL 🔥☄️🚀

YoungTim007

I sold CRM last week after waiting for it to .5 X over the last 5 years.

Standard_Tea8250

Going full port on CRM November calls

AltruisticBig5629

$TTAN - CRM for home/commercial service industry. Best of breed. Work in big tech & we lose to these guys all the time

Spirited-Strike4291

Lol I hold CRM as a decently big position, but thinking it will 10x is wild

No-Improvement3164

Who bought the CRM dip?

ThinkingOfTheOldDays

CRM running, getting the value bid

ThinkingOfTheOldDays

CRM long rest of the day.

DrWorstCaseScenario

BTO 2x CRM 8/22 242.5c @4.25ea;

Wowmuchrya

That's why I bought CRM and Adobe. If nobody is using the shovels the shovel sellers are selling how does this AI scam work?

Jordykins850

UNH, CRM, DOW, others swinging uppies

doctorqaz

Why tf is CRM down 30% ytd?

optionsthatlose

$CRM 9/3 $240c $QQQ 8/20 $580c

Standard_Piece_9706

All in value territory...MELI, DIS, CRM, TRV, DUOL, SKYW, QCOM, TMUS, TXRH

Standard_Tea8250

Are CRM 9/27 245 calls the move thinking of buying some today

composer111

I like CRM but I like adobe even better

LearnNewThingsDaily

Sounds about right, they're the only stock in the dow 30 other than CRM that hasn't rallied

Wowmuchrya

Right now the narrative is AI will eat software/advertisements. I think the people coming up with this narrative are a bit retarded and have no idea that the software/advertisement companies are the only ones actually integrating AI. There's a good chance it goes back to 75-80 by EOY, especially if for some reason the AI bubble pops. AI is real, it's not real enough to replace companies like CRM/Duolingo/Adobe. At least not yet or in the next 2-3 years.

Smart-Conversation-8

I bought a lot of CRM calls

rottenfence

Thoughts on $CRM?

No-Improvement3164

I kinda like CRM right now. 🤷‍♂️

Wowmuchrya

They are unwinding their shorts. Nobody is shorting this market anymore. You now want to buy the mag7 that they are forced to sell off to cover their IWM shorts. There were plenty of great IWM/mid cap stocks that were getting destroyed like Lennar/DHI/CRM/Adobe/UNH. Now they will all squeeze until maybe the end of the month. For 3 months 7 stocks were the only thing being bought. That shit's over, time for punishment.

tobebetter2035

CRM about to have crazy movement just don’t know which way lol but volatility inbound

tobebetter2035

CRM looked primed to rip?

VariationAgreeable29

Anybody else own the POS stock CRM? Good lord do I hate this stock.

AusFinanceGod

They don't need to gain new customers they already have 150,000. All you need to do is up sell add ons or mark up the price of the product. Switching costs for a CRM are very expensive, they have an attrition rate of 8%. Once locked in companies are stuck. The company has switched from a revenue growth model to a cashflow growth model. Salesforce revenue growth is actually higher than Oracle. Oracle is trading at a higher price due to investment in data centres with NVIDIA chips. Basically mostly trading on sentiment as an AI play.

wotiluvnow

There’s been a noticeable deceleration in growth—that’s why the stock got clobbered after the last earnings. Once a company already serves a large majority of its target market, finding new customers becomes much harder. We saw the same thing happen with TTD, which dropped about 40% immediately after its earnings release. Analysts will also be comparing CRM’s growth to peers like Microsoft and Oracle, which raises the bar even higher. Unless a wave of entirely new businesses pops up overnight, explosive top-line growth just isn’t realistic—so I don’t think their upcoming earnings will be positive.

Sad_Cheesecake9693

I really feel these companies should be beaten down off the basis of their product. Salesforce's flagship apps get worst every year but it's inertia that keeps their retention rates high. In an ideal world for them, AI should force them to up their game, same way AI competition is forcing Google to innovate at a much rapid rate but the momentum is already working against them. I don't think Salesforce is a growth stock anymore for 2 reasons. Firstly, their MOATs are being disrupted rapidly by heavy competition - Microsoft is offering Teams for free as part of their Suite as an alternative to Slack. - There are so many alternatives to that slow ass Tableau. - Salesforce CRM is so outdated and rival apps like Braze are eating up all the newest growing companies aka potential customers. Secondly, their clients will no longer accept being charged a premium for features that simple in-house apps or third-party apps can do which are being spun with the aid of vibe coding/LLM driven app development. I'm not talking non-technical people coding for the first time. I mean developers who know how to code, who can utilise AI to build faster.

rriggsco

They make a shite CRM system that gets abused for too many other purposes for whit it is ill-suited.

Tim_Riggins_

CRM yes

MennionSaysSo

I wouldn't sleep on AMD.... For moats Gitlab Atlassian CRM Salesforce

Metacog_Drivel

Just did a little research on which stocks are most likely to crash during their next earnings report. So far ASAN, CRM, and maybe ADBE are good candidates according to ChatGPT

aegiroth

PLTR is the new CRM

No-Improvement3164

CRM 52 week low today

Smart-Conversation-8

Is anyone buying CRM???

No-Improvement3164

CRM dead?

Thin_Cat8817

CRM cant even go up on a day like this

elgrandorado

I think when I held NOW, I was selling around $890, and I'm surprised to see it priced below my sell. NOW is going to be extremely hard to displace and it is rapidly moving to encroach on the ERP/CRM territories traditionally held by the likes of CRM and ORCL. That company executes extremely well.

LeBhikariLe

5Y returns on CRM is only 18%

OptionSellingRegard

anyone watching CRM? down 13% in the past 30 days cloud is taking a beating

NaluknengBalong_0918

Dance ghey bears! Dance for CRM! 💃💃💃🤣

Krizzoo1996

Aaaaaand CRM is down… what a joke

chainerection

"CRM is down 3%, here's why" **click link** "Stock goes up and down"

Krizzoo1996

Anyone buying CRM near the 52 week low?

Unlikely_Style

!banbet CRM 275 1w

MoneyComes_MoneyGoes

curious how most companies you know have quit using CRM when over 90% of fortune 500 use their products

vapoursky

CRM sucks

csr8765

CRM and ADBE are still two of the best stocks to short