CRM
Salesforce, Inc.
stock NYSE

Ich habe Kollegen die privat viel mit Immobilien arbeiten. Einer arbeitet sogar noch 10-20h ab spätem Nachmittag als Immobilienmakler. Das passt, da viele Besichtigungen ja sowieso nach Feierabend geschehen. Ist natürlich nur möglich in einem Maklernetzwerk, das bei der back-end Arbeit hilft und z.B. ein CRM stellt.
Ich selber kümmere mich um meine Immobilien nebenher, ist aktuell noch kein großer Cashflow vor Steuern, aber insgesamt sehr lukrativ durch Steuerabschreibungen und die Eigenkapitalrendite. Ich mag eigentlich auch den Kontakt mit meinen Mietparteien sehr. Ich versuche aber auch ein "ethischer" Vermieter zu sein. Habe mal spaßeshalber meinen Stundenlohn ausgerechnet, aktuell sind es ca. 2€.
Über den gesamten Lebenszyklus der Immobilie sind es allerdings edann über 100€ pro Stunde.

Even if the AI buildout is not sustainable, but the recent selloff is absolutely overdone. How can companies like ADBE and CRM become a AI sweet spot knowing that those companies will shrink over time

very premature. I got out of NOW at a 50% gain during the previous rally bcuz it was clearly unsustainable, and NOW had the highest valuation of the 3 SaaS that I bought on a dip.
I've since sold out of ADBE at cost and trimmed by CRM position at cost (the only one that I still hold).
Literally nothing has changed fundamentals wise, nor has sentiment been firmly settled. This is entirely premature and I used it just to get out of my lower conviction positions.

Hey guys I work for an AI sex robot startup. We're no longer need memory. What we realized is we'll need to buy more licenses for Salesforce, Adobe, and iPhones, since sex robots are smarter with CRM data, can create PDFs, and we can use Siri instead of an AI model
*lmao 🙃🫠*

Just wanted to reach out to other investors who also bought the software carnage now that share prices are (maybe) starting to recover. I’m talking about names like ADBE, SAP, CRM, NOW, ADSK and INTU.
These names were all talked about extensively over the last few weeks and months and seeing a sentiment shift over the last few days has been interesting.
There’s obviously a long way to go but I just wanted say well done to anyone who got in at the lows and wasn’t scared away by all the doom that AI is going to eat everything.

Saas stocks are still a screaming buy. Comparing CRM, NOW, SAP to thier ATH's, most are still down over 50% while the business has grown considerably and cashflow / margins are improving.

Yes,
I was screaming about saas stocks few months ago to buy especially TEAM, NOW and CRM but boies were busy buying MUU and SNDick

Bought CRM at 148.90 but gotta sell coz plummer needs 10k now tell me why should I pay my wife’s boyfriend 10k but here I am

I got out of all SAAS NOW, CRM, INTU For breakeven I don't have the stomach for them anymore. Maybe when they go lower again. Better CB I hope

These AI earnings are not good for my bubble, crash narrative! Buy software stocks, look at the green of NOW and CRM! AI is too crowded and you will lose money - Every firm loading the boat on AI infra right now

CRM NOW the new waveeee

I think one thing that's often overlooked is the ecosystem.
We've worked on Salesforce implementations and have also built custom CRMs ourselves. Building a CRM is far easier today than it was a few years ago, especially with AI speeding up development. But building a platform with Salesforce's depth, integrations, security, compliance, AppExchange, and enterprise ecosystem is a completely different challenge.
I don't think the biggest risk is companies replacing Salesforce with home-built CRMs. The bigger question is whether AI makes it easier for businesses to choose smaller, more specialised platforms instead of one large enterprise suite.
That, in my opinion, is the real competitive pressure worth watching.

MSFT, CRM

CRM and MSFT gang we prayed for days like thisssss

Why CRM punping?

SaaSpocalypse was always bullshit. People are starting to see that CRM has been WAAAY undervalued. It still is, it has at least 10% in it that it will climb this week. It's at 181, it should be at least 200 easily. 

Thank you for doing this ape. You’re a jewel for this community.
I’ve had a business idea that I’ve wanted to work on but I have not been able to find the right person. It’s essentially a specialized CRM that would work from a SQL database that would be sold as a monthly subscription. If there are any apes that are interested in working with a fellow ape and have the programming skills I don’t; I would love to discuss. Bonus points if you’re Canadian.

CRM the Greg Jennings of my port rn

Instead of sending automated outreach, it puts the CRM right inside Telegram as a local browser client. You get the AI context and auto-logging

CRM like *LA LA LA I CANT HEAR YOUUUUU*