CRM
Salesforce, Inc.
stock NYSE

Wow I was going to recommend CRM and ADBE

I bought CRM to hold for a while.
Consumers are struggling so I'm avoiding B2C companies. CRM is B2B.

Damn. Wish I had scooped CRM at 225. Sheesh

ADBE and CRM have good free cash flow, both undervalued
Incredibly boring companies/products but both are a buy
There's a concern AI will obsolete ADBE, I doubt it
CRM does HR work, Quality Systems (Pharma), etc. Companies have a history with CRM and its hard, risky, and expensive to switch from their existing application. So CRM is my favorite.

To compare SHLD and ITA, I run gravity analysis on today's (2025-12-09) data.
The two networks have 39 shared nodes in their respective top 100 nodes, sorted by force strength in descending order:
AMT, ANET, ARM, AVAV, CHTR, COIN, CRWD, CYBR, DLR, EEM, EME, ETN, FTNT, GLD, HD, HII, HUBS, IBM, IEMG, INTU, IVV, JCI, JPM, LMT, MSFT, NET, NOW, NRG, PANW, QQQ, QQQM, RTX, SAP, UBER, VOO, WDAY, WSM, WTW, XLI
Unique to SHLD:
ABNB, ADBE, ADP, AMD, ARKK, AXON, BA, BE, BH, BIDU, BITB, BTC, CB, CCI, CELH, CIBR, CRM, CRWV, DASH, DIA, DIS, DOX, DUOL, EA, EBAY, EDU, ES, EWY, FBTC, FFIV, FLUT, GBTC, HLNE, IGV, ITA, LPLA, META, MNDY, MSI, MSTR, MU, ORCL, PAYX, PLTR, PRIM, Q, QCOM, RBLX, ROKU, SCHW, SKYY, SNDK, SPOT, SPY, STX, TEL, TSLA, TSM, UPS, WDC, XOM
Unique to ITA:
AEM, AMZN, AON, APH, APPF, ATI, BABA, BIO, BMI, BWXT, CEG, COST, CW, EFG, EG, EGP, ELV, FSLR, FUTU, GD, GE, HCA, HEI, HON, IDCC, IQV, IT, ITW, IVE, IWB, IWF, LEU, LHX, MA, MMC, MPC, NOC, NSC, NVT, NXT, OSIS, PDD, PPA, PSA, PSX, RNR, ROP, SAM, SPGI, STRL, TM, TMO, TT, UNH, V, VLO, VRT, VTI, WSO, WST, XAR
It is an efficient way to check the overlapping and uniqueness between ETFs network market power. There is more way to break down each into detailed nodes as well.
Check it out at [knotcord.com](http://knotcord.com)

To compare VTI , QQQM , VXUS, I run gravity analysis on today's (2025-12-09) data.
The three networks have 26 shared nodes in their respective top 100 nodes, sorted by force strength in descending order:
ACWI, DIA, ESGU, FDS, GLD, ITOT, IUSG, IVE, IVV, IWB, IWD, IWF, QQQ, QUAL, RSP, SPXL, STX, TSM, UPRO, VIG, VO, VOO, VT, VTV, VXF, XLI
Unique nodes to VTI network:
AIT, BLK, CEG, CRM, DPZ, GPI, LFUS, MA, MCD, MLM, MUSA, NOW, UNP, VCR, VMC, VMI, WINA
Unique nodes to QQQM network:
APH, CR, CRL, FDN, IGM, IOO, MYRG, POWL, SANM, TEL, VOOV
Unique nodes to VXUS network:
ACWX, ANET, ATI, AVEM, BBJP, BBUS, BIDU, CCJ, CGDV, COIN, DFUS, DYNF, EEM, EFA, EFG, EMR, EMXC, ESGD, EWJ, EWL, EWT, EWY, FEZ, FUTU, GINN, ICE, IDEV, IEFA, IQLT, ITW, IUSV, IWR, IWS, IXUS, JGRO, LRCX, LRGF, MAGS, MET, MGA, MOAT, NDAQ, NEM, PLTR, PSX, QGRW, REMX, RJF, SEIC, SPTM, SPY, SPYM, SPYV, SSO, TEAM, TMFC, VEA, VEU, WFC, WTW, XLG, XMMO
It is an efficient way to check the overlapping and uniqueness between ETFs network market power.
Check it out at [knotcord.com](http://knotcord.com)

I think ADBE, CRM, MA, META, AMZN, UNH, UBER, and RDDT are undervalued.

CRM, ADBE, EXLS, WKL... plenty

Cool
Lmk if you do…
I do have PCS on CRM at 280/290 strike expiring 1-16-26

TT, CPRT, CRM.

Had been CRM but that came roaring back and had a banger Q that should keep it going up.
DECK 105 cost basis, averaged down at 80, now slightly in green. Very good fundamentals.
CPB I wanted a boring dividend play which I guess it is but it just lumbers along. 32 cost basis.
Meh, overall great year so can't complain.

MRK, CRM, and ALB.

Thinking of selling DDOG and moving it into CRM. I'm already well into the green as far as DDOG goes. Agreed?

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TTD, ADBE, CRM, ZETA, SAP

Damn I’m super bullish because of earnings for oracle adobe and one more big name Thursday. Also fed rate cut same day. CRM was a good indicator last week for bullish sentiment imo.