CRM
Salesforce, Inc.
stock NYSE

Hubspot imo has high risk since CRM can easily go downmarket if they really want to.

love it. I'm at $82k/$6800 mo avg. similar strategy.
36 overall
Stocks - ABBV, CRM, LYB, JNJ, KMB, MO, NFLX, O, OKE, PFE, SBUX, TD, VICI, UPS, DUK, MFA, T, TROW, XOM, UBER
MLP's - EPD, ET
CEF's - BST, BME
BDC's - ARCC, HTGC, MSDL, OWL (not BDC but finance and asset management)
ETF's - SCHG, SCHD, AIQ, PAVE, SOXQ, SPMO, QQQI, SPYI
Good luck - I personally love budgeting, finance, investing, and managing it all. After several years of learning and practicing... It truly has turned into a hobby.

NVO, CRM, CSU.TO

I agree, and salesforce is leaning into how AI can drive better customer experiences, with new AI integrated offerings. They are innovating, and will continue to be a leader in CRM and data management

I just got in on CRM last week. I share the same sentiment as you. Also, Marc Benioff is a huge believer in AI, so I fully believe Salesforce can maximize usage of AI to power its software. PEG ratio is under 0.5 as well.

It’s hard to own $CRM because of how bad the management is. I agree the fundamentals look decent, but I just can’t get considerable with the CEO’s shenanigans. They’ve been atrocious stewards of shareholder capital in the past

What's your take on Adobe, It additionally have competition concerns?
What other stock do you think are in the same situation, beside CRM and Adobe?

Honestly at this valuation CRM looks like a solid buy to me. Forward P/E of 18-20 with increasing margins? Thats pretty rare for a company with this much recurring revenue and enterprise lock-in.
Everyone’s freaking out about AI competition but honestly Salesforce has the data moat that matters. You cant just replace a CRM thats been integrated into a company for 10 years because some shiny new tool comes along. The switching costs are insane.
Plus they’re actually profitable and buying back shares now. At this price your basically getting a cash flow machine at a discount because the market is obsesed with “AI-native” startups that burn money.
If you’re looking for more detailed sentiment and technical analysis on CRM, I track it on stockalert.pro/insights - been building up my position on dips like this one.​​​​​​​​​​​​​​​​

Salesforce (CRM) appears to be forming an ascending triangle pattern, characterized by a flat resistance level around $260-$262 and rising lows. The price has tested the $260 resistance multiple times and is currently attempting a breakout. A sustained move above this level, especially on increased volume, would confirm the breakout and suggest a target derived from the pattern's height. The recent price action indicates strong buying interest on dips, as evidenced by the higher lows. As per ChartScanner.AI analysis, a successful breakout could lead to further upward momentum.

We just need Jensen to put 2B into CRM and its stock price will double.

That forward PE you quoted excludes the stock based compensation which is very sizable in case of CRM, otherwise it would be around 30.

Yes.
Unveiling CRM:

Salesforce(CRM) is undervalued?

Hubspot imo has high risk since CRM can easily go downmarket if they really want to.

love it. I'm at $82k/$6800 mo avg. similar strategy.
36 overall
Stocks - ABBV, CRM, LYB, JNJ, KMB, MO, NFLX, O, OKE, PFE, SBUX, TD, VICI, UPS, DUK, MFA, T, TROW, XOM, UBER
MLP's - EPD, ET
CEF's - BST, BME
BDC's - ARCC, HTGC, MSDL, OWL (not BDC but finance and asset management)
ETF's - SCHG, SCHD, AIQ, PAVE, SOXQ, SPMO, QQQI, SPYI
Good luck - I personally love budgeting, finance, investing, and managing it all. After several years of learning and practicing... It truly has turned into a hobby.

NVO, CRM, CSU.TO

I agree, and salesforce is leaning into how AI can drive better customer experiences, with new AI integrated offerings. They are innovating, and will continue to be a leader in CRM and data management

I just got in on CRM last week. I share the same sentiment as you. Also, Marc Benioff is a huge believer in AI, so I fully believe Salesforce can maximize usage of AI to power its software. PEG ratio is under 0.5 as well.

It’s hard to own $CRM because of how bad the management is. I agree the fundamentals look decent, but I just can’t get considerable with the CEO’s shenanigans. They’ve been atrocious stewards of shareholder capital in the past

What's your take on Adobe, It additionally have competition concerns?
What other stock do you think are in the same situation, beside CRM and Adobe?