CRM
Salesforce, Inc.
stock NYSE

Bought a little CRM in AH's (liked their ER and buyback). I know it could go lower tmrw, but I have additional funds I can deploy.

I still think this whole thing is madness, even compared to the .com. I just dont see how Software companies can keep spending and doubling down on this when their stocks are getting wrecked. MSFT, ORCL, ADBE, IBM, CRM, INTU, etc, plenty others are really looking bad. So where will the $$ come from? LLMs will be a race to the bottom, and are getting more efficient and need less hardware. I keep thinking were getting close to peak rev but here we are, still going up.

> IDK I feel like you're repeating this week's news narrative,
Someone asked why people thought it was down and meh guidance isn't often going to be taken well, but in an environment where there are all these concerns over disruption, it's particularly not going to be taken well. If there isn't disruption and Benioff's hyping is acting like everything is so great, then forward-looking guidance should be a lot better than just eh.
"It aint going anywhere. The AI replacing CRM narrative doesn't even make sense"
Nobody's saying that it's going to be replaced. SaaS names were expensive for years, now people start having concerns about the future and the stocks get re-rated. They're not going away, but people aren't going to pay up for a while in the manner that they have for years unless these companies convince investors that they don't face challenges (not replacement - although some may be 0's in a worst case - challenges) from AI.
If people disagree with why the stock is down 5% after hours, maybe offer another opinion.

IDK I feel like you're repeating this week's news narrative, which is just that. I used to be super bearish on this stock but the valuation vs. reality is too good to be true. The market is treating it like it's still $260 or $300
I've been temping and one constant is that EVERY company uses CRM. It aint going anywhere. The AI replacing CRM narrative doesn't even make sense

Bought a few shares of CRM around $185. Very small position but I'm willing to add some shares at the current valuation.

Here are today's top after-hours performers showing the biggest moves after regular trading hours.
## 📈 After-Hours Gainers:
| Symbol | Company | After-Hours | Regular Hours | Change | %Change |
|:-------|:--------|:----------:|:-------------:|:------:|:-------:|
| [NTNX](https://marketrodeo.com/asset/NTNX) | Nutanix, Inc. | 44.61 | 38.44 | +6.17 | +16.05% |
| [OC](https://marketrodeo.com/asset/OC) | Owens Corning | 136.50 | 123.48 | +13.02 | +10.55% |
| [SSB](https://marketrodeo.com/asset/SSB) | SouthState Corporation | 110.67 | 102.47 | +8.20 | +8.00% |
| [STRL](https://marketrodeo.com/asset/STRL) | Sterling Infrastructure, Inc. | 486.62 | 455.25 | +31.37 | +6.89% |
| [IONQ](https://marketrodeo.com/asset/IONQ) | IonQ, Inc. | 35.74 | 33.59 | +2.15 | +6.40% |
## 📉 After-Hours Losers:
| Symbol | Company | After-Hours | Regular Hours | Change | %Change |
|:-------|:--------|:----------:|:-------------:|:------:|:-------:|
| [TTD](https://marketrodeo.com/asset/TTD) | The Trade Desk, Inc. | 21.19 | 25.16 | -3.97 | -15.78% |
| [HEI](https://marketrodeo.com/asset/HEI) | HEICO Corporation | 316.00 | 344.72 | -28.72 | -8.33% |
| [FTAI](https://marketrodeo.com/asset/FTAI) | FTAI Aviation Ltd. | 279.98 | 302.03 | -22.05 | -7.30% |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | 182.72 | 191.75 | -9.03 | -4.71% |
| [SNPS](https://marketrodeo.com/asset/SNPS) | Synopsys, Inc. | 432.99 | 448.51 | -15.52 | -3.46% |
Source: [Market Extended Hours](https://marketrodeo.com/market-extended-hours)

Stupid CRM

MSFT is fine. CRM beat and guided in line so software isnt dead. one day msft will pop kinda like meta did last earnings. i made 50k on shares alone sold at 730

why is CRM getting smoked off that ER? Obviously its no NVDA but would think a non perfect ER was priced in at some level? I sold 180p before close

CRM going to be the next "but the buyback!" thing on here after PYPL as it gradually goes lower over the next year or two.

CRM guiding lower QoQ revenue.  11.2 recent.  11.08 guide.  But somehow still expecting 10% YoY growth.  That's some TSLA level deliveries optimism.

CRM I...don't know why I expected anything from you

#CRM going bankrupt

ended up with only snow calls. Thank god! The Wday reports freaked me out and I backed out of CRM.

Only NVDA can save CRM

Damn everyone talking about CRM tanking and its higher than it was at open

CRM? sheeeeeeiddd TDD said hold my beer.

Fuck me. So CRM is crashing because of excellent results? Why the hell does everything I buy crash

Ofc CRM pulls my NOW shares into the abyss as well

CRM -30% AH LMAOOOO