CRM
Salesforce, Inc.
stock NYSE

21k in what? I think NOW is the easiest play this year. Also CRM!! They are cash machines, still have growth and as Bill said in the earnings call, NOW is also one of the largest Cyber-Def Companies. Just go listen to the earnings call. It's good. Very good! Bill put his money where his mouth is and the numbers add up. I 100% in the Story. I have trimmed a little because I have a new "timing the market" strategy. But still have aomewhat of a position. About 7 calls total. They are all up over 100%. But the new strategy as I said is this. Just stay fucking put and wait for some other stupid shit to happen. This market is pure volatility and I want to be rich now, not in 10 years. My other high Conviction plays are ZS calls (now deep itm, boughy in the last sell-off) and RBRK. I think RBRK will run into the 100s this year. if u ask me what is wirth dumping it into now, I would say CRM, ZS, RBRK maybe....Also APP at these levels and RDDT. SNOW will also hit the 380ies I think. If u just wanna dump and hold, I would say GOOG and believe it or not, SPCX

CRM, GLD and SLV my only positions through this month. I think I can chill.

Let’s make sure we define “AI stocks”
\- memory names seem to have topped, atleast short term.im guessing that’s what you’re talking about. They dropped 30-50% and the markets are still at ATHs.
\- Nvidia, Amazon, Google, etc all at or within striking distance of ATHs. These are the ones everyone actually worries about (specifically nvda).
\- software is actually starting to rebound, from tenured names like NOW and CRM to “bubble narrative” names like palantir.
Honestly, we’ve seen huge draw downs in software, hardware, and mag 7 (MSFT, meta, nflx) this year. And the overall market continues to hold strong

It took my last company several years to just go from excel to Jira. In the software team we already used it. But the rest of the company, HW, even support, still relied on random power point presentations, excel sheets, emails, and teams convos. It was insane. Even with the clear benefits of having some sort of ticketing and product management software, it took some departments over a year to transfer everything to Jira.
If tomorrow Atlassian announced a 100% price hike, I don't think management would bat an eye. They had to hire a full-time employee just for a SAP migration. In management's thinking, hiring a "Jira migration expert" or whatever would cost much more than whatever we pay Atlassian.
At my current employer, we even have the old legace on-prem Jira instance, which is abused for such things as time and vacation tracking, or CRM. Could they use an HR software, and hubspot for CRM? Sure. But does anyone actually want to do it? No, because the current system "works", so why fix it?

I think the biggest consumer of AI will end up being SaaS.
Although AI is able to make you a product, software developers know how clients themselves don't even know what they want. So AI is gonna be a tool for coding better/faster.
And AI hallucinates constantly to the point a business is unable to rely on it for info. That's when other SaaS like CRM or NOW or Reuters, will come in adding AI to their existing accounting software, legal software, medical software so professionals will have a tool to check on info fast, convenient and accurate.
SaaS that are implementing AI will be beneficiaries of AI

Guys, I have CRM and NOW calls 👀…🤣🤣🤣

CRM news?

Sold my calls on all these stocks at the bottom of the year. My worst was selling $CRM calls for ORCL calls when $CRM bounced and $ORCL was in free fall

CRM just shot in the back by App earnings. Don‘t even know what it did do deserve this.

CRM with a nice red candle.

Why did CRM just jump off a cliff AH

Not OC but i was also outperformed by VOO. I am too heavy in Salesforce $CRM. I know it will come back up but other companies are more attractive now.

lmao somebody shot CRM as collateral damage, Salesforce truly is the worst company

It’s definitely very rare and indicates a slowdown for sure. For companies like CRM i see it more as business cycle slowdown and nothing permanent. For Comcast i’d definitely suspect inherent business model flaws. DBX I see as more tech/vc business cycle but it’s definitely lower growth than CRM either way (and I see why skeptics avoid it, but at 10x it was just way too cheap to ignore, buybacks go insane at that level)

Yes SAAS is where I see the best opportunities. CRM ADBE look the best otoh. 
Is AXP really good? It’s fallen a bit but not as much as we seen in saas and fintech

I wanted to see how well Trefis Valuations worked so I created 2 portfolios : one for Undervalued and one for Overvalued.
I started this on 7/7/26 with a hypothetical 100k portfolio each. The technical criteria for the undervalued criteria was to buy when the price crossed above the 25 day moving average. The Holdings were: MDT, SAP, CRM, CMCSA, ADBE, ISRG, ABT, META, AMZN, TM, TMUS, ICE. A couple of the holdings were sold and then rebought when they went back above the 25 day moving average.
Value for this portfolio of 8/5/26 @ 9am PT: up 6.60%
The technical criteria for the overvalued was to short if the price was below the 25 day moving average. The Holdings were: TXN, NOK, CAT, GS, MU, GLW, TSLA, SPCX, INTC, AMD, AMAT.
Value for this shorted portfolio as of 8/5/26 @ 9am PT: up 8.67%
I will update the value of each portfolio roughly every week.

Jobs for who? If tens of millions of jobs disappear, like all white collar jobs and after some time (with robots) also most blue collar jobs, what are they producing? Most services run on advertising money, who will they advertise to if people don't have money to spend outside what governments give out as UBI? Who will need the super smart CRM software when the AGI can automate everything?

Companion funds of the one's you listed to look at - ASGI, CRM, BCAT, HQL, RQI

Why even use a stop loss? Just fumbled CRM.