CRM
Salesforce, Inc.
stock NYSE

The big earnings are around the corner and what do we need to make bank? Right, depressed prices to buy calls on cheap. The man himself said it:" I really don't like short sellers, they are betting against the country." It doesn't get any clearer than that. For him, the stock market is one of the most important gauges of his popularity, and nothing is more important to him. Short term pain, yes. But man I feel a SPY of 800 this year. Besides, war is good for US Markets. Market depth, breadth and liquidity + safe haven status of the dollar in global distress is actually bullish US. Imagine there is world peace....PUTSSS on US, calls on world.

You may ask why I am posting on here and not driving my boat off the coast of St. Tropez? Well, I cannot time this shit. War on war off, getting burned for the 47th time.....we get it. But when war on war is off, sadly, we are not part of the inner circle like Barron. To conclude: calls on everything, mine are software:PLTR, NOW, CRM, GOOG, AVGO,ZS, RBRK.

Cyber security seems like the most easily replaceable of almost all software companies. It’s certainly a weird twist that they were the first to run back up.
Mythos has flat out proven that this one program is better than everything CRM, Palo Alto and all the others have ever released in their combined efforts and history.
It isn’t maybe or conjecture. Mythos literally found loopholes and vulnerabilities in our systems that all these companies have been paid billions to make sure are not there.
Pay Anthropic to secure or systems or stay with the same companies that had no idea any of these system vulnerabilities even existed?
Gonna be a real easy choice.

Software rotation again. Calls on NOW and CRM

Can't wait on getting all these shares of msft and CRM dumped on me.

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