CRM
Salesforce, Inc.
stock NYSE

If it's built by one person then why'd you create vibe coding subs? As well as a bunch of other subs? It's obvious that you're desperate to market your product.
Unless you're a one-in-a-generation genius coder, teaching yourself and building a full CRM platform within 5 years means it's either extremely thin in features or it's shitty vibe-coded crap. Any tech investor can see through this.

I actually see the opposite.
One person building a platform has advantages, especially early on. Every line of code, every architectural decision, and every feature has one consistent vision behind it. I don't have five teams debating implementations or adding features that don't fit together. If a customer reports a bug at 9 AM, I know exactly where to look because I wrote the system.
We're currently at about **$7,700 MRR**, so businesses are already trusting the platform enough to pay for it and run part of their operations on it. That's not hypothetical—that's real-world validation.
As for continuity, I agree it's important. That's why the focus has been on building a maintainable platform, not a pile of hacks. Modern technologies, modular architecture, version control, automated deployments, and production infrastructure exist specifically so software isn't dependent on tribal knowledge.
And "reinventing the wheel" is literally how software evolves. Salesforce didn't invent CRM. ServiceTitan didn't invent field service software. Every successful company entered an existing market and tried to build something better.
I'm doing the same thing. If the product isn't better, the market will reject it. So far, paying customers have told me otherwise.

( Full Disclosure, I used AI to arrange all of my points )
I don't come from Silicon Valley.
I owned two computer repair shops years ago. Life happened, and I eventually taught myself to code from scratch. For the last five years I've been building what has turned into a full business operating system for service companies.
Today it includes things like:
* CRM
* Dispatching
* Scheduling
* Estimates & invoices
* POS
* Inventory
* Employee management
* Customer portal
* Technician portal
* Unified inbox
* Marketing automation
* Memberships & recurring billing
* Desktop Mode (a browser workspace that behaves more like an operating system than a traditional CRM)
It's all built by one person.
Not an agency.
Not a venture-backed startup.
Just thousands upon thousands of hours.
We're already serving paying customers and continue to grow every month. Revenue is still early, but the product is real and being used by actual businesses.
I'm at an interesting point.
I'm not actively fundraising because I don't want to give away a huge percentage of the company just to say I raised money.
That said, I'd love to connect with founders or investors who've bootstrapped or invested in B2B SaaS. I'm interested in hearing how you'd evaluate a company like this and what milestones you'd want to see before writing a check.
If nothing else, I'd appreciate honest feedback from people who've built or invested in software businesses.
Always happy to answer technical questions about the architecture or the journey.
[Chameleon-CRM](https://Chameleon-CRM.com)
Funnel [Dispatch-a-Tech](https://Dispatch-a-Tech.com)
My portfolio:
[theodoreochsen.tech](http://theodoreochsen.tech)

Yes,
Michael Burry has been actively buying Salesforce (CRM), and several major institutional value managers have stepped in to buy the dip. [
1,
2]
Like his position in Autodesk, Burry is capitalizing on the severe sell-off in traditional software-as-a-service (SaaS) stocks. [
1,
2]
Michael Burry's Salesforce Thesis
In April 2026, Michael Burry disclosed through his Substack that he was building a long position in Salesforce. He initiated the position when the stock was trading around the
$179 to $184 range. [
1,
2]
The Technical Disconnect: Burry believes the "SaaSpocalypse" sell-off is driven by technical pressures—such as falling equity prices triggering stress on bank debt tied to private credit markets—rather than broken corporate fundamentals. [
1,
2]
The AI Mispricing: While the market fears advanced Large Language Models (LLMs) will disrupt traditional enterprise software, Burry argues that established giants like Salesforce are heavily insulated. He notes that Salesforce does not rely on private credit markets, providing a distinct "margin of safety". [
1]
The Valuation Reality: Salesforce wrapped up one of its strongest financial years (Fiscal 2026), posting record revenues and generating immense cash flow. It returned over $14 billion to shareholders. [
1,
2]
Institutional Buying and Capital Flows
Institutional ownership in Salesforce remains exceptionally high at
approximately 80.43%. While recent fears over AI seat-replacements and enterprise budget trims have caused near-term price volatility, large institutions are reacting in two distinct ways: [
1,
2,
3,
4]
Value Managers Stepping In: Deep-value institutional managers are actively buying the de-rating. For example,
Harris Associates aggressively rebuilt its position from a minor stake to 14.92 million shares. [
1]
The Largest Corporate Buyer: Salesforce itself is executing the largest
Accelerated Share Repurchase (ASR) in history. Backed by a $50 billion total buyback authorization, the company partnered with major financial institutions to execute a massive $25 billion debt-funded share retirement program, forcefully shrinking the outstanding share float. [
1,
2]
Wall Street Division: Analysts are currently divided. Firms like
Guggenheim recently upgraded CRM to a "Buy" with a $228 price target, stating that the "Armageddon scenario" priced into the stock is unrealistic.

So bullish on MSFT and CRM

SaaS has bottomed out and is the real steal. Next couple earnings reports will rio for FIG, CRM etc

CRM is a way better buy than msft or meta

Been adding to MSFT, CRM, META slowly. Nothing crazy. I don’t comment on your positions because most are not in my scope of knowledge. Only investing in what I understand. I do own NVO and ELF but both rather small positions.

Definitely not those ones lol.
MA, V, META, MSFT, NFLX, SOFI, MELI, SPGI, INTU, CRM, CELH....

Sonn in a few weeks you will have the choice to use market rates through Single Stocks Futures on 27th July starting with 55 stocks. Plenty of leverage to lowest financing cost possible.
[https://www.cmegroup.com/markets/equities/single-stock-futures.html](https://www.cmegroup.com/markets/equities/single-stock-futures.html)
# Contract specifications
| |SINGLE STOCK FUTURES|MICRO SINGLE STOCK FUTURES|
|:-|:-|:-|
|UNDERLYING STOCKS|AAPL, ABBV, ADBE, AMAT, AMD, AMGN, AMZN, AVGO, BA, BAC, BKNG, BRKB, CAT, CMCSA, COP, COST, CRM, CSCO, CVX, DIS, GOOGL, HD, IBM, INTC, JNJ, JPM, KO, LLY, LMT, MA, MCD, META, MRK, MSFT, MU, NEM, NFLX, NVDA, ORCL, PANW, PEP, PFE, PG, PLD, PLTR, QCOM, SBUX, SPCX, TSLA, TXN, UNH, V, VZ, WMT, XOM |AAPL, AMD, AMZN, AVGO, BA, BAC, CSCO, GOOGL, INTC, JPM, META, MSFT, MU, NEM, NFLX, NVDA, PFE, PLTR, SPCX, TSLA, WMT, XOM |
|NUMBER OF CONTRACTS|55|22|
|CONTRACT SIZE|100 shares of underlying stock|10 shares of underlying stock|
|MINIMUM PRICE FLUCTUATION |0.01 index points = $1.00  BTIC: 0.01 index points = $1.00 |0.01 index points = $0.10|
|LISTED CONTRACTS|Quarterly contracts (Mar, Jun, Sep, Dec) listed for 2 consecutive quarters BTIC: Eligible in all listed contract months |Quarterly contracts (Mar, Jun, Sep, Dec) listed for 2 consecutive quarters|
|SETTLEMENT METHOD|Financially settled|
|TERMINATION OF TRADING|Trading terminates at 4:00 p.m. ET on the third Friday of the contract month|

How's your year going? I'm so glad I bought calls in Microslop & gurgle. Blew up my port in Q1/2.
Currently sitting on like 7k of unrealised SaaS losses across CRM, SAP & SHOP & -8k in March '27 dated AEM calls (Gold has also cooked my port).
https://preview.redd.it/53c9oky8ygch1.jpeg?width=1440&format=pjpg&auto=webp&s=e07d7ce0e4dc1d13e53b064b5dedb4e2f66411d6

CRM is like 10x cash flow WTF r u thinking?

I work as a lead AI Solutions Engineer at enterprise technology transformation in a large fintech. I'm on a panel that sits with business leaders and reviews requests and investigates/suggests solutions for business submissions.
In our organization we have NOW, CRM, WKDAY, IBM, Azure, and about 100 other SAAS software. NOW and CRM were recent acquisitions and we are trying to move a lot of the processes onto those platforms. We explore build vs buy and nearly ALL of the decisions are buy / (build but never worth it).
The cost at which IT is billed out and how slow they are due to enterprise bloat makes packaged solutions 1000x more attractive. Both NOW and CRM recently pushed through major price hikes and companies are eating it. I'd guess we will see huge profits coming from SAAS in the next few quarters.

I hold NOW and ADBE, but not CRM. They aren't winning and CRM software is basic CRUD nonsense that can be videcoded VERY quickly.

That's why I only borrow 25-30% of available margin not 100%. All my stocks would have to lose 50% before i get margin called. a lot of stocks i have (NOW, CRM, MSFT, already down like 30-50% from ATHs). META is also already trading at a super low forward pe and i suspect next 2 earnings will be stellar. last Q3 eps was horrendous and if itcrushes eps it has no choice but to fly. for context, if it reports roughly 12 eps each quarter next 2 quarters and trades at the same forward pe it would be a 900$ stock bare minimum

At a PE of <12, there is not a lot of risk in CRM. Stock market is expecting on a 3% growth going forward while operating earnings grew by >20% last year. Ultimately what are you going with, the numbers of via analyst vibe? Value investing is all about independent thinking.

So someone builds an agentic system... You do realize its software right... You need data mcp API .. deep enterprise knowledge stakeholder management relationship... CRM and all the other sw companies have the same... The new entrants do no.... Software engineering might be a risk.. companies themselves are not .. instead they can make sw cheap and sell it.. the competitors can make sw but do not have the enterprise knowledge and relationship . SW will become cheaper but margins will still be high or higher

I'm on a team of executives, directors, and leads (I'm a weirdo cheap contractor) that solely investigates operational efficiencies within a large fintech company. We explore build vs buy, identify major software solutions, and propose solutions. I came from a startup where I built everything with entire agentic workflows and 4 subscriptions.
The operational bloat, lack of unified direction, fear, and regulatory concern will keep IBM, Oracle, MSFT, NOW, CRM, WKDAY on and on in operation FOREVER.
Our procurement team is using spreadsheets right now to track requests (yeah its insane), they are trying to move to some random AI company that sits on top of the 15 systems we have. As part of this panel, we spent 3 weeks in half day meetings coming up with an approach/cost analysis. It seemed pretty clear to me to use our service now implementation (that IT ticketing just moved too) for procurement. The business wanted the flashy new toy, architecture said any implementation would be 5m + and wouldn't commit to a direction or even entertain its actually quite simple (old and haven't developed in a long time).
I jokingly said pay me 5 million, give me claude and access to the systems and I'll stand this up by end of the year. The laughed but proceeded to drag out every conversation committing to a PROPOSAL. I guarantee this project that is a relatively easy service now implementation will get dragged out for the next 5 years.
Directors are asking people for other operational efficiencies that can be gained from this effort and everyone is so afraid (not sure why) to say something is possible. Yeah, a service now implementation can EASILY replace the 15 downstream ticketing and procurement processes but no one will say that. Instead no decision is made and nothing changes. More and more meetings get added to my calendar and nothing gets done.

As buddy below said don't follow anyone's advice and this isn't advice just how things worked out. Lots of little trades then did really good on Canadian bank stocks but sold them and missed a bunch of upside. Bought gold etf when trump got elected sold that early at 4k. Bought USO when the war started and did well but sold before it topped by a good be also bought a bunch of cruise lines in the beginning of the war. Traded CloudFlare when it was going sideways but missed it's current run. Also have held a lot of Canadian pipeline stocks because of the dividend. As you can see I'm all over the place and that just some of it. I've held amzn, NFLX, msft, CRM, now, snow and on and on. Its just stupid and that's why I don't give advice. I thought MU was topped at 450

Calls on CRM? I think it has more to fall but Jimbo Cramer agrees with me so I must be wrong?