CRM
Salesforce, Inc.
stock NYSE

What even is a CRM - a fancy database ? How the fk did they get to $40B revenue

I started dca on SAAS names last wed. Just straight stock for now. though did buy a $NOW feb 20 125 call because I target that one as my favorite horse so I exposed a bit more than ADBE and CRM. I am done adding unless any break lows by more than 1%. Also started moving into MOS stock and 2027 sub 30 csp. I think they are gold. Im eyeing long term CSCO and UPS from here looking to get in leap calls ITM perhaps. Im reelin from 42.5 cc I sold on MRNA a month ago. Fuuuuhhhhddge. Same with 40cc I sold on SLB @$4, wtf.

For me it’s follow-ups mixed with context tracking. Not just sending a follow-up, but remembering *why* someone cared, *what stage the conversation was at*, and *when it actually makes sense to reach out again*.
I still rely on a combo of CRM notes, calendar reminders, and my own mental checkpoints, but once you’re juggling a lot of conversations, things slip. What’s helped a bit is batching follow-ups and writing notes immediately after calls, but the real time drain is reconnecting context every time, not the outreach itself.
Feels like a problem most BD folks quietly struggle with as volume increases.

1. $CRM (Salesforce) -16.36%
2. $ORCL (Oracle) -10.55%
3. $TMUS (T-Mobile) -9.57%
4. $NFLX (Netflix) -8.96%
5. $AAPL (Apple) -8.90%
Which one are you buying?

Also some small caps to watch: $MAAS, $IREN, $RKLB, $ASTS

We can sell you a module with support for that
You look like you could use your 27th layer of shit CRM software

Has anyone looked at CRM? They're 5Y flat.
Have a huge MOAT.
Curious why it's still in the trenches.

Most software companies are dying because Claude will be able to solve almost any problem at mere pennies instead of spending millions on per-seat licenses and useless subscriptions. CRM is probably the first to go under, unfathomable now but they won't be around in 3 years.

Okay so after yesterday’s gift I decided to play it safe and go back for round 2, this time with puts. I told myself I could use $30k to yolo on OTDEs as a treat for my win. Averaged down a few times and then market took a nice little dump with about 90 mins left.
Don’t worry - I bought about $275k of shares that I will not touch. As much as you want to see me blow this account to 0, I will not let it happen. Also bought about $75k of some longer dated calls yesterday pre-close on some beaten down stocks (LULU, CRM, RDDT, INTC, PYPL) which all ran nicely today. I have about $350k invested.
Also transferred in $50k from my other account for those of you who will be doing the math (this is now all my money). Buying power is because it includes available margin.
Might yolo on some ODTE stonks tomorrow since it’s Friday.

I did the whole South Park economy, bit of cutting a head off a chicken amongst a layout of different calls and it died on the CRM 6/17/27 230C so that’s what i bought for no reason, thank you goodnight reddit

CRM anyone? Seems undervalued at the moment.

I agree that a moat can be built with time.
Why many avoid narrow moat companies is not just because they are "lazy", but because they understand how difficult it is to build a MOAT. It is not just about quality business, but there also are elements of luck (such as good timing, right macro event and so on) that are unforseeable. Another factor is companies that grow in a very niche field. If the field is niche, it could be that the MOAT can or will be strong, but that alone does not make it a good investment.
Anyway, here are some companies I believe have room to improve their already existing MOATs:
Veeva Systems --> already established SaaS in life science, it continues migrating from generic CRM plateformes to its own and expands into SMB and new verticals.
Pool Corp -- > although not that much room, I do think they try to innovate enough to give them an increasing edge they already had (i.e. developing own digital tools)

*beta* is a risk indicator, relative to the overall market
It is the slope calculated from a linear regression of a stock or asset's movement, compared to the movement of a proxy of the overall market. Here are a few examples from yahoo!finance:
1.3 CRM
0.4 KO
2.3 NVDA
0.3 VZ
An investor who holds 50/50 KO/VZ could expect to lose 14% if the S&P crashed by 40%. An investor who holds 50/50 CRM/NVDA could expect to lose 72% if the S&P crashed by 40%.
A quantitative definition of success to me would be someone who can achieve a Sharpe Ratio greater than 1 with a portfolio of beta less than 1.
You can search for a stock or asset at yahoo!finance, and see the beta for stocks and other assets (though not all, as some are not apples to apples). The beta could be calculated using 5 years of monthly returns, compared to the S&P 500 as the market proxy, but that should be checked.

The Oversold/Overbought list shows stocks that are trading at extreme levels based on their Relative Strength Index (RSI), suggesting potential short-term reversals during the trading session.
## 📉 **Oversold Stocks:**
Stocks with RSI below 30, potentially indicating oversold conditions and possible upward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [AAPL](https://marketrodeo.com/asset/AAPL) | Apple Inc. | 21.08 | 247.61 | +0.91 | +0.37% | $3.7T |
| [MSFT](https://marketrodeo.com/asset/MSFT) | Microsoft Corporation | 26.42 | 444.11 | -10.41 | -2.29% | $3.3T |
| [MA](https://marketrodeo.com/asset/MA) | Mastercard Incorporated | 29.60 | 527.57 | -4.17 | -0.78% | $476.9B |
| [NFLX](https://marketrodeo.com/asset/NFLX) | Netflix, Inc. | 22.35 | 85.36 | -1.90 | -2.18% | $390.1B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | 27.23 | 221.58 | +1.51 | +0.69% | $210.9B |
Source: [Oversold](https://marketrodeo.com/screener?rsiLowerThan=30&exchange=NASDAQ%2CNYSE%2CAMEX)
## 📈 **Overbought Stocks:**
Stocks with RSI above 70, potentially indicating overbought conditions and possible downward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | 72.25 | 133.62 | +3.16 | +2.42% | $563.5B |
| [ASML](https://marketrodeo.com/asset/ASML) | ASML Holding N.V. | 72.08 | 1360.09 | +34.02 | +2.57% | $527.2B |
| [MU](https://marketrodeo.com/asset/MU) | Micron Technology, Inc. | 77.98 | 389.11 | +24.11 | +6.61% | $437.9B |
| [COST](https://marketrodeo.com/asset/COST) | Costco Wholesale Corporation | 77.58 | 982.86 | +18.60 | +1.93% | $436.3B |
| [AMD](https://marketrodeo.com/asset/AMD) | Advanced Micro Devices, Inc. | 71.53 | 249.80 | +17.88 | +7.71% | $406.7B |
Source: [Overbought](https://marketrodeo.com/screener?rsiMoreThan=70&exchange=NASDAQ%2CNYSE%2CAMEX)
**Understanding RSI:**
- **RSI < 30:** Potentially oversold (stock may be undervalued)
- **RSI > 70:** Potentially overbought (stock may be overvalued)
- **RSI 30-70:** Normal trading range

Gotta be honest I'm fingers crossed it drops to around 75 and I can get going on a position.  Netflix has already evolved once, years ago as they transitioned away from dvds by mail, and I feel they're a media company, with absolute top notch R&D, that can evolve again in an unexpected way.
Then again, $CRM was a huge player in an industry wide revolution of cloud adoption for SaaS, and now they're floundering with a reactive-yet-too-early agentic AI...

ADBE TEAM CRM WDAY same story, solid businesses but AI will have an impact on the number of future subscriptions and margins so this is being priced in. Anectodal, but one of our clients (F100) is replacing Atlassian with Glean to triage L1 Service Desk tickets.

On the SaaS narrative side, part of it is that AI could replicate the functionality of a CRM or whatever. The other part of it is that the seat-based SaaS pricing model needs to be reworked. Some combination of AI replacing some workers and so fewer seats are sold and/or fewer employees are in the software workflow because AI is "agentic" and so fewer seats sold. In other words, AI agent is on a customer call. Ordinarily the sales assistant would put the notes into Salesforce, instead one AI agent operating across the team is doing the database updating work.
I'm guessing a lot of Constellation's licenses aren't seat based or even SaaSy and are probably site licenses. And are known to be cheap (1% range) relative to a customer's total revenue and mission critical.
1% of revenue sounds cheap, but it could be 5-15% of customers' profit depending on their biz...
And CSU is much lower organic growth.
Anyone have a sense for CSU's mix of license types?

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | $133.62 | $133.72 | $563.5B |
| [MU](https://marketrodeo.com/asset/MU) | Micron Technology, Inc. | $389.11 | $394.20 | $437.9B |
| [HSBC](https://marketrodeo.com/asset/HSBC) | HSBC Holdings plc | $83.17 | $83.35 | $285.8B |
| [INTC](https://marketrodeo.com/asset/INTC) | Intel Corporation | $54.25 | $54.41 | $258.8B |
| [TMO](https://marketrodeo.com/asset/TMO) | Thermo Fisher Scientific Inc. | $636.30 | $637.98 | $239.1B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [NFLX](https://marketrodeo.com/asset/NFLX) | Netflix, Inc. | $85.36 | $81.95 | $390.1B |
| [SAP](https://marketrodeo.com/asset/SAP) | SAP SE | $225.10 | $221.72 | $262.3B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | $221.58 | $218.96 | $210.9B |
| [TMUS](https://marketrodeo.com/asset/TMUS) | T-Mobile US, Inc. | $183.58 | $181.36 | $205.3B |
| [INTU](https://marketrodeo.com/asset/INTU) | Intuit Inc. | $524.92 | $520.70 | $146.1B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

i weirdly think the opposite, having the ability to code software so easily should bring new opportunities for M&A, and the real edge for CSU isn't the software itself, but the relationships and the expertise in the client's industry.
and i also think that something like NOW or CRM could get displaced by a firm that uses AI to develop tools, since its such a large total addressable market compared to the small VMS, its worth putting the money into it.

#CRM

CRM sell to open January 30th 207.5 put @ 1$