CRM
Salesforce, Inc.
stock NYSE

Can’t believe I was able to unload my heavy CRM bags in the green today

total rotation from chips to saas CRM, ADBE breaking out while AMD, MU crash
As soon as you saw saaspocalypse in the news its oversold...

isn't CRM super into AI? Agentforce etc

CRM SAP Intuit

BTC CRM Aug 185/190c for 2.50 (-1.25). I managed to short the one sector that has been green this past week.

Looks like NOW, CRM, ZS only green in my puts lol

Kudos. I just bought some CRM calls.

I am absolutely rolling in dough with my SAAS longs. I feel so vindicated. Adobe +30% CRM +20% NOW +20% and MU and SNDSK down almost 50% from
the highs. LMAO

Last 2 quarters CRM beat EPS by +24%, before that by +10%. That is premium growth at a PE of 23. I picked it up two months ago because this analysis is so easy. Instead of buying at the top, buy CRM as it's about to climb over the next 6 months. 

CRM got my port on its back

How tf is NOW, CRM, ADBE, INTU all up 20% this week but not MSFT

I think there will be a big gap between true SaaS and the rest ADBE will struggle as I see it unlike CRM. But we will see with future earnings.

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