CRM
Salesforce, Inc.
stock NYSE

Hey there! I'm a developer. I recently built Vyappar Smart. It's a functional POS, ERP and CRM system.
I'm always trying to get better. So I put my project into a contest. This will help pay for my learning. If you have a minute to check out my showcase and give me an upvote that would be really helpful.
Here's the link: [https://app.emergent.sh/showcase/shamani/8ed63e34-f02a-4227-8995-a9dcab002cf9](https://app.emergent.sh/showcase/shamani/8ed63e34-f02a-4227-8995-a9dcab002cf9)
Thanks a lot for your time and support, for Vyappar Smart.

super bullish on this stock right now, - they are (recently) cash flow positive, growing at 20% ARR, and they are only company that does the whole data security stack (librarian, landlord, and janitor), through MSFT 365 - expanding to Google and CRM as well (or trying to) - the problem they solve: companies are delaying AI rollouts because all of their data is being accessed when AI API's are integrated - (even some reports Anthropic is taking using proprietary data too - unverified - but check out Alex Karp's interview last week where he spazzed out on exactly this). Imagine an employee typing into Copilot (integrated with Claude) - why someone was fired (private info) - and Claude reads the file, and spits out the an answer... Before AI - AVPT's full stack solution - not as important, in the age of AI integration - you have to have it. You can hire 3 different companies to do the thing that AVPT does all packaged up - and they have 20 years of experience doing this in Microsoft 365 ecosystem.
Currently priced for disappointment - 23x forward p/e on a 2 billion dollar market cap company, that is growing 20% per year? - what a steal of deal - also, they are hitting at an AI/enterprise inflection point - solving what I believe is a critical need from these companies... super bullish... - obviously nothing is a "home run" - but this is definitely a solid risk/reward opportunity. \*not investment advice - do your own research\*

🚨ORACLE AND CRM PUTS🚨
Free money

CRM puts feeding families

Ich lache hier auch ehrlich gesagt: Reddit entdeckt BI.
Zum Glück wissen die nicht, dass da wahrscheinlich noch ihr Kundensegment (Retail/Affluent/UHNWI/etc.), Customer Lifetime Value/Ertragspotenzial und Churn-Risiko direkt neben dem Namen im CRM steht. Oder dass bei vielen Banken der Kundenberater einen Hinweis bekommt, wenn du einen runden Geburtstag hast. Sonst hätten manche hier einen Herzinfarkt.

Any normal market the CRM/air force news would be good for CRM. Not today, morons. We in manipulation valley. Population, semis.

There ARE opportunities: MSFT, CRM, ADSK etc. Anyone waiting for THE market to drop is wasting time. However, it does make sense during an epic bull to trim and accumulate cash. Why does it need to be all in vs all out?

For a team of around 50, a simple stack works well, HubSpot for CRM, Zendesk for support, Microsoft 365 for email, SharePoint for documentation, Teams or Slack for collaboration, and an AI assistant connected to the knowledge base for quick internal answers.

We're around that size and we've tried to keep the stack fairly simple instead of chasing an all-in-one platform. For project management we use Teamhood, which has worked well because it covers both day-to-day Kanban work and longer-term planning with Gantt/timelines, so we don't have to jump between multiple tools for execution.
For CRM we're on HubSpot, internal communication is mostly Slack, meetings are in Google Meets, and our documents live in Google Workspace. We also use Notion as an internal wiki/knowledge base, although we try to keep it focused on documentation rather than project planning. For AI, we mainly use Claude and a few specialized tools depending on the task.

RDDT HOOD UNH META CRM. We eatin well this past week, boys

You're onto something. I was watching my eTrade brokerage account cash balance as I had an outgoing Bill Pay on Fri Jul 03, 2026 (a no-trading, no-settlement, no-banks, yes-Fed, yes-ACH day). Two dividends landed on Thu Jul 02, 2026, one DRIP and one not. And looking at the [Activity/Transactions](https://us.etrade.com/etx/pxy/accounts/transactions) and the [Portfolios/Positions](https://us.etrade.com/etx/pxy/portfolios/positions) cash balance, I'm off 4 cents with the DRIP! Even after now one full business day, no adjustments or nothing.
Folks, we aren't two penny-pinchers, but just detail-oriented, curious about this oddity at eTrade, perhaps a bug.
07/02/26 7:15 PM PT: Cash Purchasing Power: $216.89 Available for Withdrawal: $100.00
07/02/26 8:56 PM PT: Dividend: SALESFORCE INC (CRM) Amount Credited: $ 4.40
07/02/26 8:56 PM PT: Dividend: PGIM TR ULTRA SHORT ETF (PULS) (DRIP) Amount Credited: $ 2.66
07/02/26 PT: Reinvest: PGIM TR ULTRA SHORT ETF (PULS) 0.053 @ 49.549 Withdrawal: $ 2.62 (rounded -4c)
07/02/26 11:45 PM PT: Cash Purchasing Power: $216.89 Available for Withdrawal: $100.00
07/03/26 AM PT: Bill Pay: Withdrew: $100.00
07/03/26 4:15 PM PT: Cash Purchasing Power: $121.29 Available for Withdrawal: $ 4.40 (+div, -bill)
07/03/26 10:15 PM PT: Cash Purchasing Power: $121.29 Available for Withdrawal: $121.29 (settled -4c)
07/06/26 3:00 AM PT: Transfer: sent from brokerage to savings 07/06/2026 Withdrew: $100.00
07/06/26 1:15 PM PT: Cash Purchasing Power: $ 21.29 Available for Withdrawal: $ 21.29 (-trnsfr -4c)
07/06/26 4:16 PM PT: Sold: VANGUARD TREASURY MMKT INV (VUSXX) Amount Credited: $200.00
07/06/26 8:12 PM PT: Dividend: JPM NASDAQ EQUITY PREMIUM (JEPQ) Amount Credited: $ 9.55
07/06/26 8:12 PM PT: Dividend: JPMORGAN EQUITY PREMIUM INCO (JEPI) Amount Credited: $ 3.10
07/07/26 7:30 AM PT: Cash Purchasing Power: $233.94 Available for Withdrawal: $233.94 (+div, +sell)(settled -4c)

CRM

CRM

Company of 50 people​ : ​What does your IT tools architecture look like across sales, customer support, services, and internal documentation ?
Which solutions do you use for each function (CRM, ticketing system, mailboxes or ​centralized mailboxes, internal wiki/knowledge base, document management, collaboration tools, RAG LLM, ​etc.)?
Thanks !

CRM carrying the whole port today

Yeah the rotation to software makes sense if this is just a semi-specific panic. NOW and CRM have been hanging in there while chips bleed. But the AAPL sourcing from China thing is worth watching - if that's real and not just tariff noise, it changes the HBM demand picture more than people think.

NOW, CRM, ORCL looking good

NOW is a good shout, as is CRM. Both have been hit by fears of AI taking their business away, but I am on the coal face of AI automation, and AFAICS you need a ton of audit trail when you have a bunch of AI agents all messing around with your key systems and want to know how they broke things. You will also need ways to put guardrails in place for those agents. NOW/CRM provide that as perhaps does TEAM. I think these are all good value right now.

And it can totally rebuild SaaS. That’s why Anthropic built their own CRM with Claude and is adding it to their enterprise bundle.

Big Tech in my opinion can be more speculative. However, I think will still need to look at tech companies in terms of what moats they have and the durability of those moats.
For example, can new entrants easily come along and build a large social network that works for both advertisers and every day users? (META Platforms, X, TikTok etc)
For companies that buy into systems with their data, can they easily switch to another provider? (CRM,NOW,CSU etc)
This is really a cases by case basis so my point is that not all companies are great, you need to look in terms of moats first, then valuation.