CRM
Salesforce, Inc.
stockNYSE

Do you also want CRM pie sir??

about to rage sell my holdings!!! hahah! what is your performance annually, or what to expect? wondering what to expect from this strategy overall, since i started recently and doing same thing. and what do you think about beaten down stocks ADOBE and INTUIT and CRM?

Look at ServiceNow. The market can't rotate out of semis and into flawed NOW, ADBE, CRM stocks. They have to pick their poison, and it's much safer riding hardware.

NOW is part of a SAAS bucket investment along with ADBE, INTU, TEAM, CRM, and a few smaller others. NOW and TEAM are the highest multiples of the bunch and need to grow to defend that multiple thesis. If the thesis breaks, i’d sell it all quite quickly.

So because AI capex is uncontrolled FAANG and AI labs stocks are punished and down. And at the same time, software is dead cuz AI so CRM/NOW are down. No one knows anything, including the experts.

Yeah that's what these retards are missing. NOW assfucked the entire SAAS sector. That's just a straight up rotation play. It's down from ADBE to CRM and all that money is going into semis

Wtf happened to CRM?

I'll add mags a bit lower if we get. I think semis will rally, maybe giving an opportunity to buy some SAAS names like CRM, INTU, NOW. If Semis pull back ill add heavily.

Absolutely any task I do on my computer. The only thing I cannot automate are human relationships tasks (f2f meetings, etc.), decision making, and let's say 10-15% tasks where as a human I am faster and better (for now). I roughly increased my productivity by x4-x5. I am a startup founder so I do a bit of everything. I use Claude Code with a lot of MCPs (connectors to other apps) that are set up in two clicks. Here are a few examples in no particular order: \- Sales: Linkedin scrapping, lead qualifications, data cleaning, email campaign drafting, automated responses to prospects (that I still validate manually for now), CRM updates, meetings notes, meetings recap email drafting, custom videos made after the meetings, etc. Reminder every day of emails I have to answer, hot leads, calls I have to do. \- Marketing: Marketing website, SEO (insane results), SEA, design (still a bit behind on design, you need to know what good looks like, but good enough for most of it). Making presentations, powerpoints, marketing website. \- Finances: financial forecasts, expense extraction, data analyses, budgeting \- Admin: forms filling, contract drafting, legal documents, RFPs, files renaming and filing, I basically do not touch my computer file tree anymore, everything is read and written by AI, and perfectly ordered and cleaned. I was one of the most skeptical about AI. When chatgbt got out, I said this is an "improved google". I was exactly the people who downvoted my last comment. But the jump in the last months is absolutely insane. I advise every one to download Claude Code and start using AI ASAP. In the years to come there will be a lot of people left behind. Believe me, you DO NOT want to be one of them. Thank me later.