CRM
Salesforce, Inc.
stock NYSE

Yeah I had CRM calls. Went up lol

AI cannot do migrations lol. Anyone that would trust AI to do migrations with there production data aren't making money. I think you underestimate the amount of data corporations have. This isn't grandma's 1T drive.
Yes the crowding out is already happening by Service Now, Microsoft and other Tech giants. But again its tech giants crowding out the non giants. Normally you used to need a suite of software but now MSFT, NOW, CRM are rolling up hubspot tech, jira, etc. So choosing the right product is important.
There is a reason why they haven't done it. It's nearly impossible to break into these ecosystems. You need teams, billions of dollars of ad revenue, timeline product management, sales etc. They are focused on creating a SaaS product themselves. A programming tool or image tool.

The potential downside risk is -100%. The management were/are bad criminals, and lack ethics. The risk of them being shut down completely is non-zero. I have looked closely at this one because it is so cheap. I decided to pass.
Instead I bought ADBE at $199, CRM at $155, Comcast at $23, ACN at $127, and Netflix at $70 (and doubled down it around 66.50)

Back when I was a wee lad JP Morgan said “lol sell CRM pootz for 6 months out”
Bet your ass those pootz would have rekt the average portfolio.

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.