CRM
Salesforce, Inc.
stock NYSE

CRM - undervalued and lots of potential with AI

Rbrk, path, meta, amzn, tsla, CRM, ma

CRM can do this already at the enterprise level.

CRM

Up until now it’s been all about AI infrastructure, 2026 will be about applications and use cases now. Agentic AI should outperform the chips and data centers. I’m long CRM and PATH to play that angle, but also like NOW despite the M&A overhang. Also very bullish RBRK which has flipped into positive earnings and FCF while still growing sales rapidly. 
BA probably outperforms this year as well with the same principle, flipping FCF positive with commitments underway. 

Yeah portfolio percentage it’s not fairly split. But something I’m working on. There are many reason why CRM it’s a good company and it’s undervalued right now. Planning to hold for long term

20% CRM? I tried holding that stuff. Impossible you're a better man than me well done.

alright, I've picked the stocks im going to dump for tax loss harvesting to offset some nice gains in 2025:
1) paypal: 15% in the red, been DCA'ing for 3.5 years (started summer 2022). The fact that I'm still red after DCA'ing over 3.5 years while the market is up over 80% is just downright pathetic. Trash stock.
2) nike: same story as paypal (15% in red, DCA since summer 2022): declining YOY revenues, falling knife for over 4 years, same stock price as 2015. a 10 year flat return (including dividends/inflation)
3) pfe: -7% red fall 2024. using DCF model this stock is highly undervalued, forward pe is 6-7 for gods sake. but there is no helping this stock or company.
4) my SPXU and SQQQ positions - the market just wont correct, despite buying/selling/re-buying these hedge positions in cycles. I keep buying as the market reaches unprecented highs valuation wise and the market just keeps going higher. I'll sell during the mini drops though.
what will I do with this money? if you can't beat em - join em. going to throw half of it in tech names - CRM, NVDA, AMAZON, GOOGLE. other half will be cash and/or other defensive positions that are doing better.

Honestly keeping it simple works best for me. I use one main CRM, basic accounting software, and a calendar that auto-syncs everything. I’ve tried a lot of tools but too many just adds friction. Biggest time drain is still context switching and random admin popping up during the day. If I could fix one thing, it’d be having fewer tools that actually talk to each other without constant setup or maintenance. Automation helps, but only when it’s boring and reliable.

haven't looked at the market all day til now dang NKE up, COST up, CRM up, KR up
merry xmas to me!

Beispiel KMU (absolut frei erfunden, jede ähnlichkeit zu realen Beispielen ist zufällig ...)

"Wir wollen unsere Prospects nicht im CRM haben, denn dann müssten wir GDPR befolgen".

\>> Wo habt ihr sie denn jetzt?

"Im Excel auf dem Sharepoint".

Ja ne ist klar, dann trifft GDPR natürlich nicht zu.