CRM
Salesforce, Inc.
stock NYSE

I see SAAS as a two pronged play where you either lose little (dead money) or win big, investing in quality SAAS companies as part of a diversified portfolio is a no brainer, they act as a hedge against holding SP500 / big tech while still growing at a respectable pace with great valuations.
If the AI bubble bursts, which is a very real possibility, the concerns around AI disrupting SAAS won't come to fruition. Consider all the capital that will flow back into SAAS.
If the SAAS companies with significant market share or strong management (CRM, ADBE, CSU for instance) do get disrupted, it will happen gradually and you are buying these companies at 10 yr P/FCF lows. In the 5-10 years it will take for these companies to lose their market share gradually, assuming the management does nothing to utilise AI to make their respective software better, you will at the very least break even in 5 yrs.

$NOW and $CRM for software sector
$CPRT for industrial sector
$RMD for healthcare sector

TTD,UBER,RUBRIK,PGY,CRM,ADOBE,OSCAR,DUOL.

Look at SaaS (DDOG, CRM, MSFT, CSU, TOI, INTU) and Credit card/ payment processing (V and MA).

$ADBE $CRM $AVGO $MSFT $NKE $LULU $PYPL

I'm hoarding a lot of cash actually. Around 15k in cash. The overall market is arguably overvalued if not fairly valued. So I've been nibbling on safer and beaten down stocks like AXP, CRM, AMZN. Currently holding gains in PLTR - 900%, AMD - 120%, GOOG-165%, EL-90%, CELH-75%, AMZN-40%, ELF-35%, NKE-3%. Took major profits from PLTR bc it is just way too overvalued and will probably stay at its current price for a couple of years.

I bought 400 shares of CRM at 234, how cooked am I?

CRM has a fPE in that range if you like them better. ADBE isn't going away but with current hiring practices they may be selling less seats

Anyone like CRM (Salesforce)?

What even is a CRM - a fancy database ? How the fk did they get to $40B revenue

I started dca on SAAS names last wed. Just straight stock for now. though did buy a $NOW feb 20 125 call because I target that one as my favorite horse so I exposed a bit more than ADBE and CRM. I am done adding unless any break lows by more than 1%. Also started moving into MOS stock and 2027 sub 30 csp. I think they are gold. Im eyeing long term CSCO and UPS from here looking to get in leap calls ITM perhaps. Im reelin from 42.5 cc I sold on MRNA a month ago. Fuuuuhhhhddge. Same with 40cc I sold on SLB @$4, wtf.

For me it’s follow-ups mixed with context tracking. Not just sending a follow-up, but remembering *why* someone cared, *what stage the conversation was at*, and *when it actually makes sense to reach out again*.
I still rely on a combo of CRM notes, calendar reminders, and my own mental checkpoints, but once you’re juggling a lot of conversations, things slip. What’s helped a bit is batching follow-ups and writing notes immediately after calls, but the real time drain is reconnecting context every time, not the outreach itself.
Feels like a problem most BD folks quietly struggle with as volume increases.

1. $CRM (Salesforce) -16.36%
2. $ORCL (Oracle) -10.55%
3. $TMUS (T-Mobile) -9.57%
4. $NFLX (Netflix) -8.96%
5. $AAPL (Apple) -8.90%
Which one are you buying?

Also some small caps to watch: $MAAS, $IREN, $RKLB, $ASTS

We can sell you a module with support for that
You look like you could use your 27th layer of shit CRM software

Has anyone looked at CRM? They're 5Y flat.
Have a huge MOAT.
Curious why it's still in the trenches.

Most software companies are dying because Claude will be able to solve almost any problem at mere pennies instead of spending millions on per-seat licenses and useless subscriptions. CRM is probably the first to go under, unfathomable now but they won't be around in 3 years.

Okay so after yesterday’s gift I decided to play it safe and go back for round 2, this time with puts. I told myself I could use $30k to yolo on OTDEs as a treat for my win. Averaged down a few times and then market took a nice little dump with about 90 mins left.
Don’t worry - I bought about $275k of shares that I will not touch. As much as you want to see me blow this account to 0, I will not let it happen. Also bought about $75k of some longer dated calls yesterday pre-close on some beaten down stocks (LULU, CRM, RDDT, INTC, PYPL) which all ran nicely today. I have about $350k invested.
Also transferred in $50k from my other account for those of you who will be doing the math (this is now all my money). Buying power is because it includes available margin.
Might yolo on some ODTE stonks tomorrow since it’s Friday.

I did the whole South Park economy, bit of cutting a head off a chicken amongst a layout of different calls and it died on the CRM 6/17/27 230C so that’s what i bought for no reason, thank you goodnight reddit

CRM anyone? Seems undervalued at the moment.

I agree that a moat can be built with time.
Why many avoid narrow moat companies is not just because they are "lazy", but because they understand how difficult it is to build a MOAT. It is not just about quality business, but there also are elements of luck (such as good timing, right macro event and so on) that are unforseeable. Another factor is companies that grow in a very niche field. If the field is niche, it could be that the MOAT can or will be strong, but that alone does not make it a good investment.
Anyway, here are some companies I believe have room to improve their already existing MOATs:
Veeva Systems --> already established SaaS in life science, it continues migrating from generic CRM plateformes to its own and expands into SMB and new verticals.
Pool Corp -- > although not that much room, I do think they try to innovate enough to give them an increasing edge they already had (i.e. developing own digital tools)