CRM
Salesforce, Inc.
stock NYSE

Customer begins by talking to our chatbot. It’s a chatbot. It’s not perfect. If a ticket has to get created, it does. It goes into our CRM, where our agentic AI tool picks it up. It uses the same backend systems our agents use, so it’ll go click around, research, find all the same info a human would. It then responds, exactly as a human would.
Response the customer gets is no different than what a human would send.

I work at a call center for a huge international finance company. I speak with shareholders and brokers mostly and use CRM software. I’ve been here for almost 2.5 years, only make 46k, and it’s such a soul crushing job. It’s one of those jobs that takes advantage of new grads and underpay them. My manager has also lied and didn’t advocate for me numerous times.
I have a mathematics degree, have some algo trading experience and some day trading experience. Everything inside of me is screaming at me to quit this job, even my dream this new year told me to quit.
Has anyone else been in my shoes and finally made the big choice to quit? If so, how did it go for you?

Agereh Technologies (TSXV: AUTO | OTCQB: CRBAF) is a micro-cap technology company that is positioned to take advantage of the increasing demand for movement intelligence across the transportation, logistics and large-scale infrastructure space. Agereh develops software and hardware solutions that utilize artificial intelligence (AI) and computer vision to collect, process, analyze and provide actionable insights on the movement of people and goods in near-real-time.
As of now, Agereh has not established a mature SaaS business model. Instead, it is an emerging platform company that is seeking to monetize its proprietary technology in large, but slow-to-adopt markets including airports, cargo terminals, rail yards and public venues.
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**Macro Market Context**
There are several structural factors supporting the macro market context of rising mobility and logistics volumes. Below are company-cited market statistics based on third party data cited by Agereh in their investor materials:
* **Global Passenger Volume:** Approximately 9.5 billion passengers in 2024 (ACI World estimate referenced by the Company), representing approximately 104% of the pre-pandemic global passenger volume in 2019.
* **U.S. Parcel Volumes:** Approximately 22.37 billion shipments in 2024, with company-provided projections indicating U.S. parcel shipments could reach approximately 30 billion by 2030.
* **Global Air Cargo Market:** $140.94 Billion in 2023, with company-provided projections indicating the global air cargo market will grow to approximately $216.29 Billion by 2032.
Increasing mobility and logistics volumes create consistent operational challenges for the various stakeholders within the movement ecosystem including airport managers, logistics providers and infrastructure owners. Increasingly, the challenges associated with managing the movement ecosystem have created significant pressure on the industry to move away from manual or legacy-based systems and towards data-driven and predictive systems to better manage operational efficiency, safety and real-time visibility.
**Platform Technology**
Agereh’s platform utilizes artificial intelligence (AI), computer vision and predictive analytics to transform raw movement data into actionable insights.
**Technical Characteristics of the Agereh Platform**
Utilizes cellular-based tracking which does not rely on Bluetooth, LoRa or fixed beacon networks.
Supports global operations across 150+ countries utilizing existing cellular networks.
Long-term battery life (up to 3 years for MapNTrack, 5 years for CellTrackerTag) reduces maintenance and operating costs associated with hardware.
While the technical characteristics of the Agereh platform represent an innovative approach to addressing the challenges of movement intelligence, they must demonstrate scalable performance in order to offer lower deployment complexity relative to other movement-tracking solutions.
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**Product Portfolio**
Unlike a traditional single-product strategy, Agereh has developed a suite of applications that target multiple use cases in the movement intelligence space:
* **MapNTrack:** An indoor asset and equipment tracking solution offering accuracy in tens of feet and battery life of up to three years.
* **HeadCounter:** An AI-based passenger flow, congestion and crowd analytics solution utilizing computer vision and heat-sensing.
* **CellTrackerTag:** A global cargo and shipment tracking solution utilizing cellular networks with battery life extending up to five years.
* **UltraLead:** An AI-based predictive credit modeling solution integrated into dealer CRM systems.
Common to all applications within Agereh’s product portfolio is recurring data usage rather than one-off hardware sales.
**Business Model**
Agereh (TSXV: AUTO | OTCQB: CRBAF) is developing a SaaS-oriented business model based on proprietary hardware deployments:
* Recurring subscription-based software and analytics revenue
* Hardware devices as enablers of the software rather than as primary profit generators.
* Long-term contracts with infrastructure and enterprise clients.
In theory, the model offers attractive operating leverage; however, infrastructure markets typically involve long sales cycles, conservative procurement processes and gradual adoption curves.
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**Competitive Positioning**
The movement-intelligence market continues to be highly fragmented with numerous competitors relying on localized sensor-based solutions, dense beacon installations or limited-range technologies.
**Agereh’s differentiation strategy includes**
* Faster deployment without requiring extensive on-site infrastructure
* Global scalability utilizing cellular connectivity
* Reduced ongoing maintenance resulting from longer battery life
The degree to which Agereh can establish and maintain durable competitive advantages will depend less on technical claims and more on customer adoption and repeatability.
**What Investors Should Be Watching**
Progress toward achieving Agereh’s strategic objectives will be measured through near-term execution milestones such as:
* Converting new customer wins or pilot programs into paid contracts
* Showing evidence of recurring subscription-revenue growth
* Establishing strategic partnerships with airports, logistics operators or infrastructure companies
Investors should place greater emphasis on these near-term metrics than on individual product announcements.
**Bottom Line**
Agereh Technologies (TSXV: AUTO | OTCQB: CRBAF) presents investors with a speculative and emerging bet on the digital transformation of physical movement. While the potential size of the addressable markets and coherence of the technology story support the investment thesis, the ultimate success of the investment will be determined by the ability of Agereh to execute.
From the perspective of investors, this is more akin to a venture-style public-market opportunity than a proven SaaS compounding opportunity. There is upside if Agereh can accelerate adoption; however, there are also elevated risk levels until Agereh demonstrates both scale and repeatability in terms of revenue.

These are mine: DECK,AVGO,ICE,DSY,LOW,AOS,UBER,PYPL,JNJ,CRM,AAPL,CL,FISV,PG,INTU,GIS

UPS might not belong on a "double-digit growth" list. Here's the data:
**UPS Revenue Trend (YoY):**
| Quarter | Revenue | YoY Growth |
|:--------|:--------|:-----------|
| Q2 2025 | $21.2B | **-2.5%** |
| Q3 2025 | $21.4B | **-3.6%** |
Revenue is actually *declining*, not growing. They're a dividend/value play, not a growth story.
**CRM** is a better fit:
| Metric | Value |
|:-------|:------|
| Q3 Revenue | $10.3B |
| YoY Growth | +9% |
| Op Margin | 21% |
| Position | 12.5% above 52W low |
CRM has the growth + margins + beaten-down combo. UPS has the beaten-down part but without the growth catalyst.
Your other picks (UNH, SFM, ENPH, CAVA, TEAM) all have positive revenue growth.

A LOT of customers are looking for any way out of a CRM - especially with CRM itself. Mandatory 9% YoY price increases in a tough environment does not a touch-feely feeling sow.
It's been said no one has gotten fired buying Salesforce, but few people love the product, and those that do probably had an expensive implementation done.
Don't underestimate how easy it is to get hurt when none of your customers are rooting for you, and are willing to spend money on the first thing that can get them out of your clutches.
I think there's a 10% chance that PLTR is what kIlls CRM once and for all.

STO SOFI 27p for .32
STO CRM 267.5c for .45

buy puts ... but on SaaS names like NOW, ADBE and CRM

Yeah CRM and Adobe I think for software