CRM
Salesforce, Inc.
stock NYSE

$CRM is the most hated software stock on the planet, which is exactly why it drifts to $210-230 before earnings even drop: everyone who wanted to sell already sold, and the bar is buried under the floorboards. Meanwhile there's a $25 billion buyback acting as a permanent bid, so every panic sell gets vacuumed up by the corporate treasury, which thanks you for your shares. The entire ask here is 13.3x to 14.6x forward earnings, meaning the market just has to upgrade Salesforce from dying tobacco company multiple to slightly sad software company multiple while the peer group sits at 27x. Positioning trade, not a marriage, and if the print actually hits, the next comment has a 2 in front and a 70 behind.

**ConnectMachine (**[**ConnectMachine, AI agent for cards, contacts & networking**](http://connectmachine.ai)**)** is an AI-powered digital business card and contact management platform , essentially a private AI agent for your professional network. It's used by over 22,000 people across 90+ countries and was #1 Product of the Day on Product Hunt.
Here's what sets it apart from a standard digital card app:
**1. Context-aware digital cards.** You can create multiple cards for different situations , one for your day job, one for freelance work, one personal and share any of them via QR code. The recipient doesn't need to install anything.
**2. AI business card scanning.** Snap a photo of any paper card and it's digitized into a proper contact instantly.
**3. AI Notetaker.** Right after a meeting, record what you discussed. The note attaches to that contact, so the context never gets lost.
**4. AI Concierge.** The standout feature. Instead of scrolling through hundreds of contacts, you ask in natural language "Who did I meet at the Berlin conference who mentioned hiring?" and it surfaces the right person. It can also help with calendar and follow-ups.
**5. Ecosystem integrations.** Apple Wallet and Google Wallet support, a WhatsApp assistant, home screen widgets, CRM integration, and CSV export.
**6. Team features.** Businesses get centralized billing, team analytics, and admin controls at $5.99/seat/month.
**Pricing:** There's a free tier (4 cards, limited scans) to try it out, and the Individual plan is $5.99/month (20% off annually) for unlimited scans and all AI features. It's GDPR compliant with encrypted data.
If your networking problem isn't "sharing my details" but "remembering who everyone is and what we talked about," this is one of the few tools built specifically for that.

Uber, CRM, LVMH (MC)

Large corporations and organizations will still use legacy software. Certain ones, anyway. My bets are on NOW and MSFT (with a couple of scattered call LEAPS on CRM, ADBE, and one other I already sold.)

$BE, $MU, $LITE, $LLY, $CRM

CRM, NOW, DOX, and OWL isn't SaaS but should benefit from it's rebound. Solid well yielding stock.

Not mentioned here: CRM. No one will vibecode a CRM. Not that crm's are complicated but it is way cheaper to just use a ready product.

but things like sales automation, CRM , low barrier SaaS will face more disruption

SAP, CRM, Active Directory, ERP, databases... no way those systems are getting replaced. It can take 3-10 years to migrate for some corporations.
Even getting rid of quickbooks most accountants recommend running both systems in parallel for a year to ensure that the migration was successful.

i dont know how TEAM can go up 35% and not CRM. i might throw in a big% of my portfolio on calls. just need some good DD to pull the trigger.

If 3/4 of your portfolio is already in ETFs, I would suggest you might as well target all potential moonshot stocks in the remaining 1/4. If you buy a steady stock for 3K, I doubt it will have higher upside than most of your ETFs. Find1-2 battered stocks that are undervalued now, or look for a couple of growth stocks in an industry you really believe in.
My value picks would be: CRM, UBER
My growth picks would be: HIMS, OSCR

Lyft, ADBE, NICE, Applovin, CRM

Salesforce / CRM is undervalued. LONG

MAG7 + AVGO, HOOD, CRM, JPM, PLTR, JNJ, BA, BE, IREN, RKLB, RDDT, WMT, MCD, ORCL, a few others, plus the ETFs: SPY, QQQ, IWM.
I scan and chart these daily. I tried using order flow and whale trades, never got a big advantage out of it. I'm one of those people that believes price action (what you see in the chart) is the only thing that matters, except near earnings dates or announcements. But even with announcements, the chart often shows what is going to happen beforehand if you are watching closely.

Okay, so MNDY (Monday.com) is in Trumps personal stock holings and NOW, CRM having strengthening momentum, I might buy shares pre-market.

CELH AND CRM

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?