CRM
Salesforce, Inc.
stock NYSE

I hope so. I have a lot of MSFT and CRM bought at lows

Let me check...
Adobe -20%. As I said, I shot too early. But we are where we are and I think it's a bargain at the current price, so not selling, and I'm very confident it'll bounce back.
The rest were the bought in the past 2-3 months.
REL (UK) +1.3%. CRM -10%. NOW +4.3%. VEEV +3.5%.
At this point, all is fine. There was never an expectation for a fast return on them, and that I couldn't hit them at bottom. You want to catch the knife, but maybe you miss. But the margin of safety is so big it's fine.
I think we've hit bottom because in the last month the movements are: ADBE +21%, REL +6.3%. CRM +12.5%, NOW +8.6%, VEEV +27.4%. There's a noticeable turn around 22-24th of June.

6/18/2025 Daily Plays Sold PYPL 44.50 back in 42.75 HIMS 32.75 CELH 31.50 and in CRM 158.50 NFLX 77.50 ACI 14.60 and ROOT 52 real life example I am about to buy land and build a 16 unit complex included snapshot on X 4.5 million PE ratio of 9x has to go perfect and takes time! Great companies!

NOW calls is the most obvious call with the CEO putting all his comp on the stock, the stock buybacks, the AI growth. Throw in some CRM sympathy calls. 

Yes CRM is my highest conviction stock! 

CRM is likely undervalued right now and the technical weekly bullish divergence is probably going to play out sooner rather than later. My target is $208-$225

CRM might get to $200 end of month if chips trade keep cratering.

FDS, ADBE, eye on ROP, VEEV, CRM

\--------- YES --------------
TSCO - Tractor supply - 15 p/e - Currently facing competition from Amazon and lot of local hardware stores but is priced well and is generally liked by consumers. At a 6 year low. I like places like this with housing prices being so high and people settling in.
CRM - Lowest PEG ratio amongst SaaS nearly 4x cheaper that NOW. (CRM and NOW are both attractive to me, I work in enterprise build vs buy high level architecture assessment and these are very difficult to replace without a strong engineering team).

VEEV (240 target), INTU (380) - Difficult regulation environments to operate in. Nearly unreplaceable.
\------ MAYBE ------
ADBE/HD - I bought both of these at steep discounts and I'm up nearly 20% on each. Less appealing now but I could see another 20% on both if the swing away from AI happens.
UBER - I've liked the company for a while and understand its global scale, I'm just not exactly sure what the growth story is anymore? People keep saying autonomous driving but its not really in consideration to me as the regulations on it still suck. Haven't done a ton of research but I'm interested.
\--- When the price is right ---
Amazon/Microsoft - At the end of the day most of the world runs on these two companies platforms - I usually wait for these to drop and hold for a while and buy long dated calls. Pretty sure I've made nearly all my money this year on that strategy.

Ready for all the riches MSFT and CRM will provide for me.

CRM AE/pumper detected 👀

CRM shouldn’t even be this high right now, see that shit sub 160 next week

CRM ?

Literally every position I've bought this year has shat itself to zero.
MSFT, GOOGL, AEM, CRM, NOW, SAP, SHOP, SPCX (I'm an idiot). Not one good choice.

CRM. my northern star rn

I work in a larger company. Over the years we coded a couple of internal apps, but CRM is still an external tool. But anything smalll that can be vibe-coded in a week, will be.

Where are all these vibe coded alternatives? If the answer is that every company has their own bespoke CRM software that they're too invested in to ever drop in favor of an SaaS product that's just more good news for the engineer bros out there.

I can't fathom why everyone is stuck on NFLX, when the saaspocalypse rebound is in full swing: VEEV, ADBE, TEAM, CRM...

Stocks recover with no news and fall hard on news
Thats how hedge fund makes money
Look at CRM stock today and look where it was few weeks ago

NFLX stock, kinda like CRM drilling