CRM
Salesforce, Inc.
stock NYSE

Zero semis. been trading BA, BABA, HD, PFE, AMZN, CRM, WMT, F, LEN and other stuff. Ive traded the SOX short and long, but sure ain't holding semis

This definitely would be unpopular ideas.
I think the reason might be holding too long, like you’re holding because you like the idea of holding! Time doesn’t guarantee profit! But actual sell at a higher price does!
For example CRM is above $250 for quite a lot of days and if you sold, you wouldn’t be eating up a “loss” and you could’ve already used that money on something else!
Thats why I think physical time in the market, longer the better, generally working for index funds.
And time in the market beats timing the market for individual stocks, means once you hit a profit over 15-20% yearly, it’s a win already. Unless you have a strong conviction, sell and secure the profit!
Anyhow, that works for me every time once I accept the concept.

For those of you who have beanten the market, did you sell any tickers at loss in the past 6 months? and how many weeks , months of bag holding before you pull the trigger
Let me throw mine out for thoughts
I sold below in loss
1. Jmia, a 3 year hold in loss for a tiny position. simply does not work. a 78% loss.
2. Ldos, a 2 year hold, a 8% loss or something. This is a mistake for holding too long, was once 80% gain. medium position
3. CRM a 2 year hold, 30% loss. I sold to shuffle the position. a small position
4. chkp . checkpoint software a 30% loss. i sold to shuffle position. a small position
5. cof 8% loss. one share. this is a test of financial tickers. ended up with another financial ticker.
also sold joby axon and something else at very small loss and can’t recall.
TBH, from hindsight it’s a right decision to sell all of them.
Any of yours would be wonderful sell from a hindsight?

CRM -2%

The only SaaS stocks that are doing well is cybersecurity like Crowdstrike because you need to protect your sex robot from hackers.
You don't need a fucking CRM from Salesforce when you're busy fucking your sex robot all day & night

This sub might hate me, but the AI end is near. CRM to the moon.

Hey there! I'm a developer. I recently built Vyappar Smart. It's a functional POS, ERP and CRM system.
I'm always trying to get better. So I put my project into a contest. This will help pay for my learning. If you have a minute to check out my showcase and give me an upvote that would be really helpful.
Here's the link: [https://app.emergent.sh/showcase/shamani/8ed63e34-f02a-4227-8995-a9dcab002cf9](https://app.emergent.sh/showcase/shamani/8ed63e34-f02a-4227-8995-a9dcab002cf9)
Thanks a lot for your time and support, for Vyappar Smart.

super bullish on this stock right now, - they are (recently) cash flow positive, growing at 20% ARR, and they are only company that does the whole data security stack (librarian, landlord, and janitor), through MSFT 365 - expanding to Google and CRM as well (or trying to) - the problem they solve: companies are delaying AI rollouts because all of their data is being accessed when AI API's are integrated - (even some reports Anthropic is taking using proprietary data too - unverified - but check out Alex Karp's interview last week where he spazzed out on exactly this). Imagine an employee typing into Copilot (integrated with Claude) - why someone was fired (private info) - and Claude reads the file, and spits out the an answer... Before AI - AVPT's full stack solution - not as important, in the age of AI integration - you have to have it. You can hire 3 different companies to do the thing that AVPT does all packaged up - and they have 20 years of experience doing this in Microsoft 365 ecosystem.
Currently priced for disappointment - 23x forward p/e on a 2 billion dollar market cap company, that is growing 20% per year? - what a steal of deal - also, they are hitting at an AI/enterprise inflection point - solving what I believe is a critical need from these companies... super bullish... - obviously nothing is a "home run" - but this is definitely a solid risk/reward opportunity. \*not investment advice - do your own research\*

🚨ORACLE AND CRM PUTS🚨
Free money

CRM puts feeding families

Ich lache hier auch ehrlich gesagt: Reddit entdeckt BI.
Zum Glück wissen die nicht, dass da wahrscheinlich noch ihr Kundensegment (Retail/Affluent/UHNWI/etc.), Customer Lifetime Value/Ertragspotenzial und Churn-Risiko direkt neben dem Namen im CRM steht. Oder dass bei vielen Banken der Kundenberater einen Hinweis bekommt, wenn du einen runden Geburtstag hast. Sonst hätten manche hier einen Herzinfarkt.

Any normal market the CRM/air force news would be good for CRM. Not today, morons. We in manipulation valley. Population, semis.

There ARE opportunities: MSFT, CRM, ADSK etc. Anyone waiting for THE market to drop is wasting time. However, it does make sense during an epic bull to trim and accumulate cash. Why does it need to be all in vs all out?

For a team of around 50, a simple stack works well, HubSpot for CRM, Zendesk for support, Microsoft 365 for email, SharePoint for documentation, Teams or Slack for collaboration, and an AI assistant connected to the knowledge base for quick internal answers.

We're around that size and we've tried to keep the stack fairly simple instead of chasing an all-in-one platform. For project management we use Teamhood, which has worked well because it covers both day-to-day Kanban work and longer-term planning with Gantt/timelines, so we don't have to jump between multiple tools for execution.
For CRM we're on HubSpot, internal communication is mostly Slack, meetings are in Google Meets, and our documents live in Google Workspace. We also use Notion as an internal wiki/knowledge base, although we try to keep it focused on documentation rather than project planning. For AI, we mainly use Claude and a few specialized tools depending on the task.

Zero semis. been trading BA, BABA, HD, PFE, AMZN, CRM, WMT, F, LEN and other stuff. Ive traded the SOX short and long, but sure ain't holding semis

This definitely would be unpopular ideas.
I think the reason might be holding too long, like you’re holding because you like the idea of holding! Time doesn’t guarantee profit! But actual sell at a higher price does!
For example CRM is above $250 for quite a lot of days and if you sold, you wouldn’t be eating up a “loss” and you could’ve already used that money on something else!
Thats why I think physical time in the market, longer the better, generally working for index funds.
And time in the market beats timing the market for individual stocks, means once you hit a profit over 15-20% yearly, it’s a win already. Unless you have a strong conviction, sell and secure the profit!
Anyhow, that works for me every time once I accept the concept.

For those of you who have beanten the market, did you sell any tickers at loss in the past 6 months? and how many weeks , months of bag holding before you pull the trigger
Let me throw mine out for thoughts
I sold below in loss
1. Jmia, a 3 year hold in loss for a tiny position. simply does not work. a 78% loss.
2. Ldos, a 2 year hold, a 8% loss or something. This is a mistake for holding too long, was once 80% gain. medium position
3. CRM a 2 year hold, 30% loss. I sold to shuffle the position. a small position
4. chkp . checkpoint software a 30% loss. i sold to shuffle position. a small position
5. cof 8% loss. one share. this is a test of financial tickers. ended up with another financial ticker.
also sold joby axon and something else at very small loss and can’t recall.
TBH, from hindsight it’s a right decision to sell all of them.
Any of yours would be wonderful sell from a hindsight?

CRM -2%

The only SaaS stocks that are doing well is cybersecurity like Crowdstrike because you need to protect your sex robot from hackers.
You don't need a fucking CRM from Salesforce when you're busy fucking your sex robot all day & night