CRM
Salesforce, Inc.
stock NYSE

Hell yes!! I did similar with CRM but only got 5 calls but made like 700%

I don't understand your point of view, there are so many strategies you could take. It has been moving up/down and recently it was 680ish which is closer to your cost basis. Why panic? you could sell all small loss, or trim some and look for better opportunities, if you do that, you can recoup loss in no time. Had you bought CRM, MA, MSFT just any stock with half of META, you'd be in gain instead. Meta will hit 1000 within next year, it just awaits some good news.

Now, CRM, SAP don't agree with your thesis.

yes gpt6 is so good we must sell AMD to buy NOW and CRM.

yeah invese reddit works. I made a lot of money on PayPal, UNH and Meta too. missed out on CRM. They way I see it, in a frothy market you want to park some of your cash in stocks with limited downside. I don't know if LULU will pump, but I know it won't go so much more further down, unlike some of the semis that could lose half their value if the market loses faith in the AI trade.

Buy, buy, buy—don't listen to Reddit; they don't understand the data and just spout nonsense.
At $80 a share, the company would buy back 10% of the float annually just through buybacks; at $60, it would be 15%.
It’s one of the best asymmetric bets to make right now. Reddit is full of morons who can't analyze balance sheets and judge everything based on "vibes."
I made so much money with UNH at 250, CRM at 160, Meta at 110 in 2022, and PayPal at 40.
If I’d listened to Reddit, I’d have half the money I have now.
LULU has no debt and all the time to recover .
Investing require patience guys don’t forget that

Took a couple months of waiting but I locked in good gains from CRM and NOW.

Stock should be down 20% on this news. Wallstreet as always clueless. DX has been a failure considering it couldn't catch up in size relative to CRM.

I'd say it's as hard as migrating from a CRM. ERP is definitely the gold standard/on another level.
Software development is notoriously hard to measure productivity. But I would say the data is much less transitory than you'd think -- enterprise software will have tons of things that you have to track for years before getting around to them. It's like a layer of engineering data/history/context.
You may be right in that it's less about the value of the data itself, and more about the process it enables. But similar to how CRM can measure closed deals, you can measure features shipped, and have attribution, and in an ideal world, assign managers who ship on time, increasingly high-value software dev items.

Indeed, that’s a fair assessment. Enterprise customer mix is arguably more important than anything else—they’re all pretty similar software packages capabilities wise.
But, for arguments sake, if a company did want to migrate away from the Jira-sphere then I don’t think it would be all that difficult (relative to migrating an ERP, CRM, HRM, etc) because the data itself (tickets, project lifecycle updates, etc) is transitory in nature.
I try to imagine what questions I would ask a system to understand what the value of the data is. For example, “what is the average number of interactions needed to close a deal over X$?” is a question that could be definitively answered with the data in a CRM.
For dev management, what hypothetical questions are there to ask? “Average time to close a ticket broken down by story points?” Sure, maybe that could be useful, but the value isn’t as clear as for other types of data imo.

when will CRM take a break jesus RSI is 80

I don’t think CRM would need to clone them, it is very likely capable of already doing this — but it will be expensive and require a lot of customisations (it’s flexibility is why CRM is so prevalent, it has many niche capabilities which might only be needed by a handful of (large) customers.
I think that actually strengthens the case for Veeva—being a specialist means it’s easier for customers to get set up, and there will be much better support for industry-specific challenges.
I own Salesforce (and HubSpot) too. For as long as there are customers, there will be demand for CRM software!

Just checked: my CRM is up 71% (bought in June), another stake that I bought earlier at higher price point was up 20% (sold). MSFT is up 30%.

My CRM puts are going to kill me.

sold my CRM exp 9/4 last week for huge gains and i could’ve made even bigger gains if i had held till expiration what the fuck lmaoo

This is 100% hypothetical: I am 25 years old and I’ve been investing in the market since I was 18. I have just over 92k in brokerage and I opened and maxed out my Roth this year so sitting around 7.8k today. In my brokerage acct the entire thing is individual companies, 24 holdings to be exact. I also DCA $50 a month into each of these, so I’m investing $1200 monthly into common stock. (Ex. Mag 7, AMD, CRM, AVGO, TSM, TTWO, etc). Not too many speculative companies, really just big tech powerhouses and a few fun companies like SOUN, SPCX, PL, DVLT. When I opened my Roth I took the long term etf approach and split the $7500 between 6 solid ETFs that I’m not going to touch, and I plan to max it and continue this strategy annually. Idk what to do about my brokerage situation since I’ve got probably 40k+ in cap gains since I’ve been investing in the companies for 5+ years now. I take the long term hold approach to everything I buy and I do not sell out of these positions. I’ve been slowly accumulating this for 8 years. Would a sane person stop the DCAs and just let the current positions ride, and then just invest the same $1200 monthly into

Should I outsource it? Or DIY
Context: One sku, need support for affiliate code tracking, sales/CRM, different modes of payment. Will need a report for third party order fulfillment to pick and pack, and courier the orders. If I outsourced, how much to build it?
Any stories / advice to share on setting up your Shopify stores?

Intuit: Quickbooks is basically a monopoly on accounting for small businesses
Growing at 14%
Rule of 40 at 56
Klaviyo: Trying to become a CRM for B2C
Growing 48% at an EV/ForwardRevenue of 3
Rule of 40 at 43

that's the bulk of my thesis on them
yes CRM could theoretically clone them, but i own them too lol

Yeah, I bought a lot of SAAS stock in June and July because they were cheap compared to semiconductors. And now they all have ran so much so they have given me some between 50% to 200% returns each. and now most of them are above fair value but only some of them are at their fair value, such as MSFT, CRM, WDAY, ADBE, INTU. Already sold out of PATH, TEAM, NOW, SAP, ZETA, ESTC, ADBE and INTU bcz of their overvaluation or sustainability issues. And only holding onto MSFT, CRM and WDAY. Simply because they are still slightly below their fair value. But none of those stocks even come close to where semiconductors such as AVGO are trading, AVGO is trading at half the value of the cheapest SAAS stock right now. So no SAAS is definitely not the answer. The closest competitor would be the industrials. But I don’t think even that beats the semiconductor valuations right now.