CRM
Salesforce, Inc.
stock NYSE

Took a couple months of waiting but I locked in good gains from CRM and NOW.

Stock should be down 20% on this news. Wallstreet as always clueless. DX has been a failure considering it couldn't catch up in size relative to CRM.

I'd say it's as hard as migrating from a CRM. ERP is definitely the gold standard/on another level.
Software development is notoriously hard to measure productivity. But I would say the data is much less transitory than you'd think -- enterprise software will have tons of things that you have to track for years before getting around to them. It's like a layer of engineering data/history/context.
You may be right in that it's less about the value of the data itself, and more about the process it enables. But similar to how CRM can measure closed deals, you can measure features shipped, and have attribution, and in an ideal world, assign managers who ship on time, increasingly high-value software dev items.

Indeed, that’s a fair assessment. Enterprise customer mix is arguably more important than anything else—they’re all pretty similar software packages capabilities wise.
But, for arguments sake, if a company did want to migrate away from the Jira-sphere then I don’t think it would be all that difficult (relative to migrating an ERP, CRM, HRM, etc) because the data itself (tickets, project lifecycle updates, etc) is transitory in nature.
I try to imagine what questions I would ask a system to understand what the value of the data is. For example, “what is the average number of interactions needed to close a deal over X$?” is a question that could be definitively answered with the data in a CRM.
For dev management, what hypothetical questions are there to ask? “Average time to close a ticket broken down by story points?” Sure, maybe that could be useful, but the value isn’t as clear as for other types of data imo.

when will CRM take a break jesus RSI is 80

I don’t think CRM would need to clone them, it is very likely capable of already doing this — but it will be expensive and require a lot of customisations (it’s flexibility is why CRM is so prevalent, it has many niche capabilities which might only be needed by a handful of (large) customers.
I think that actually strengthens the case for Veeva—being a specialist means it’s easier for customers to get set up, and there will be much better support for industry-specific challenges.
I own Salesforce (and HubSpot) too. For as long as there are customers, there will be demand for CRM software!

Just checked: my CRM is up 71% (bought in June), another stake that I bought earlier at higher price point was up 20% (sold). MSFT is up 30%.

My CRM puts are going to kill me.

sold my CRM exp 9/4 last week for huge gains and i could’ve made even bigger gains if i had held till expiration what the fuck lmaoo

This is 100% hypothetical: I am 25 years old and I’ve been investing in the market since I was 18. I have just over 92k in brokerage and I opened and maxed out my Roth this year so sitting around 7.8k today. In my brokerage acct the entire thing is individual companies, 24 holdings to be exact. I also DCA $50 a month into each of these, so I’m investing $1200 monthly into common stock. (Ex. Mag 7, AMD, CRM, AVGO, TSM, TTWO, etc). Not too many speculative companies, really just big tech powerhouses and a few fun companies like SOUN, SPCX, PL, DVLT. When I opened my Roth I took the long term etf approach and split the $7500 between 6 solid ETFs that I’m not going to touch, and I plan to max it and continue this strategy annually. Idk what to do about my brokerage situation since I’ve got probably 40k+ in cap gains since I’ve been investing in the companies for 5+ years now. I take the long term hold approach to everything I buy and I do not sell out of these positions. I’ve been slowly accumulating this for 8 years. Would a sane person stop the DCAs and just let the current positions ride, and then just invest the same $1200 monthly into

Should I outsource it? Or DIY
Context: One sku, need support for affiliate code tracking, sales/CRM, different modes of payment. Will need a report for third party order fulfillment to pick and pack, and courier the orders. If I outsourced, how much to build it?
Any stories / advice to share on setting up your Shopify stores?

Intuit: Quickbooks is basically a monopoly on accounting for small businesses
Growing at 14%
Rule of 40 at 56
Klaviyo: Trying to become a CRM for B2C
Growing 48% at an EV/ForwardRevenue of 3
Rule of 40 at 43

that's the bulk of my thesis on them
yes CRM could theoretically clone them, but i own them too lol

Yeah, I bought a lot of SAAS stock in June and July because they were cheap compared to semiconductors. And now they all have ran so much so they have given me some between 50% to 200% returns each. and now most of them are above fair value but only some of them are at their fair value, such as MSFT, CRM, WDAY, ADBE, INTU. Already sold out of PATH, TEAM, NOW, SAP, ZETA, ESTC, ADBE and INTU bcz of their overvaluation or sustainability issues. And only holding onto MSFT, CRM and WDAY. Simply because they are still slightly below their fair value. But none of those stocks even come close to where semiconductors such as AVGO are trading, AVGO is trading at half the value of the cheapest SAAS stock right now. So no SAAS is definitely not the answer. The closest competitor would be the industrials. But I don’t think even that beats the semiconductor valuations right now.

Hahahaha I’m one of them but luckily I have a very small position and I took a large position in CRM last week. Snow was the play today tho not AVGO lol maybe tomorrow

CRM good results +22%
SNOW good results +22%
AVGO insane results -1%

U sure bro?
|**Ticker**|**Report Date**|**Rev ($B)**|**Rev Growth (YoY)**|**Beat/Miss**|**Guidance**|
|:-|:-|:-|:-|:-|:-|
|**MSFT**|Jul 29 (FY26 Q4)|$90.0|**+18%**| Beat ($90.0 vs $87.7 exp)|FQ1 rev $89.85–$90.95B (+16% mid); Azure/cloud strength|
|**AAPL**|Jul 30 (FY26 Q3)|$109.4|**+16%**| Beat (vs \~$108.9 exp)|Sept-qtr growth 9–11% (**missed** \~12% exp); supply constraints|
|**GOOGL**|Jul 22 (CY Q2)|$119.8|**+24%**| Beat|Cloud +82% to $24.8B; Cloud backlog $514B; op margin 34%|
|**AMZN**|Jul 30 (CY Q2)|$200.6|**+20%**| Beat (vs \~$196.5 exp)|Q3 net sales $197–$202B (+9–12%); AWS +37% to $42.2B|
|**META**|Jul 29 (CY Q2)|$60.8|**+28%**| Mixed (rev beat $60.8 vs $60.2; **EPS missed**)|Q3 rev $61–$64B (mid $62.5B, **below** \~$63.1B exp) → stock plunged|
|**NVDA**|Aug 26 (FY27 Q2)|$96.2|**+106%**| Beat (vs \~$92.2B exp)|DC rev $89B (+117% YoY, beat $86.3B exp); Q3 guide \~$108B (+70% YoY)|
|**AMD**|Aug 4 (CY Q2)|$11.54|**+50%**| Beat (vs $11.28B exp)|DC rev $6.7B (+107% YoY); raised growth outlook|
|**INTC**|Jul 23 (CY Q2)|$16.13|**+25%**| Beat (vs \~$14.45B exp)|Q3 rev $15.8–$16.8B, adj EPS $0.38; DC +59%|
|**AVGO**|Sep 2 (FY26 Q3)|— (reports after close)|—|—|Guided Q3 rev \~$29.4B (+84% YoY); AI semi rev \~$16B (+200% YoY)|
|**QCOM**|Jul 29 (FY Q3)|$9.9|**−4%**| Beat (rev at high end; EPS $2.21)|Q4 rev $9.7–$10.5B, adj EPS $2.05–$2.25|
|**MU**|Q3 Jun 24 / Q4 Sep 30|Q3 $41.46|**+346%**| Crushed (vs $35.8B exp)|Q4 rev \~$50B (±$1B), GM \~86%; HBM4 ramp|
|**SNDK**|Aug 5 (FY26 Q4)|$8.97|**+372%**| Beat (vs \~$8.3–8.42B exp)|FY26 rev $20.25B (+175%); DC rev +645% YoY; AI memory buildout|
|**TSM**|Jul 16 (CY Q2)|$40.2|**+36%**| Beat (high end)|Q3 rev $44.6B+; raised FY26 growth to **>40%**; GM 67.7%|
|**MRVL**|Aug 27 (FY27 Q2)|$2.74|**+37%**| Beat|Q3 rev \~$3.15B; raised FY27 to \~$12B (+45% YoY)|
|**ARM**|\~Jul 29 (FY27 Q1)|$1.29|**+22%**| Beat (record)|Royalty +22%, licensing +23%; record quarter|
|**SMCI**|\~Aug 5 (FY26 Q4)|$11.12|**+93%**| Beat|FY26 rev $39.1B (+78%); record AI server demand|
|**TXN**|Jul 21 (CY Q2)|$5.46|**+23%**| Beat (vs $5.24B exp)|Industrial/DC/auto-led growth; EPS $2.14 (+52%)|
|**ASML**|Jul 15 (CY Q2)|€9.3|**\~+50%+** (net sales)| Beat|Raised FY26 to €43–45B, GM 54–56% (2nd raise)|
|**AMAT**|Aug 13 (FY26 Q3)|$9.12|**+25%**| Beat (adj EPS $3.50 vs $3.40)|Packaging rev >70% growth CY26 (raised from >50%)|
|**LRCX**|Jul 29 (FY26 Q4)|$6.72|**+30%**| Beat (vs $6.66B exp)|Sept-qtr rev \~$8.1B (±$400M); FY26 record $23.2B|
|**KLAC**|Jul 30 (FY26 Q4)|$3.66|**+15%**| Beat (record qtr)|Q1 rev \~$4.0B; raised CY26 WFE outlook|
|**ORCL**|Q4 Jun (outside) / Q1 \~Sep 8–9|Q4 $19.2|**+21%**| Beat (Q4)|Q1 rev growth 27–29%; OCI +93%; raised FY27|
|**PLTR**|Aug 3 (CY Q2)|$1.94|**+93%**| Beat (+7.6%)|Raised FY26 to $8.15–$8.16B (+82% YoY); US comm +149%|
|**SNOW**|Sep 2 (FY27 Q2)|— (reports today)|—|—|Prior Q2 guide: product rev $1.415–1.420B (+30%)|
|**CRM**|Aug 26 (FY27 Q2)|$11.35|**+11%**| Beat (above high end)|Raised FY27 to $46.1–$46.4B (+11–12%)|
|**NOW**|Jul 22 (CY Q2)|\~$3.9 (sub)|**+23%** (sub, cc)| Beat (all lines)|Raised FY26 sub rev to $15.76–$15.78B (+21% cc)|
|**ADBE**|Jun 11 (FY26 Q2, outside)|$6.62|**+13%**| Beat (+2.6%)|Raised FY26 to $26.5–$26.6B; stock sank to 7-yr low|
|**PANW**|Sep 1 (FY26 Q4)|$3.41|**+34%**| Beat (vs \~$3.35B exp)|FY26 rev $11.5B (+24%); NGS ARR +34% to $21.2B|
|**CRWD**|Aug 26 (FY27 Q2)|$1.47|**+26%**| Beat|ARR $5.84B (+25%); record net-new ARR $333M; raised FY27|
|**NET**|Aug 6 (CY Q2)|$0.696|**+36%**| Beat|Raised FY26 to $2.864–$2.870B (+32%)|
|**DDOG**|Aug 6 (CY Q2)|$1.12|**+36%**| Beat (vs $1.08B exp)|Raised FY26 to $4.45–$4.47B (+30%); stock fell \~17%|
|**UBER**|Aug 5 (CY Q2)|$14.2|**+12%**| Mixed (GB +22% beat; rev miss)|Q3 GB $58.25–$60.25B (+18–22% cc); stock fell \~5%|
|**DELL**|Sep 1 (FY27 Q2)|$31.8|**+89%**| Beat|AI-optimized server rev $16.4B (+100%); FY27 rev \~$167B|
|**HPQ**|Aug 27 (FY26 Q3)|$15.7|**+12.5%**| Beat (record)|Lifted FY26 outlook; PC +18%|
|**HPE**|Sep 2 (FY26 Q3)|— (reports today)|—|—|Prior Q3 guide $11.5–$12.1B; Q2 was +40%|
|**ANET**|Aug 4 (CY Q2)|$3.04|**+37.7%**| Beat (vs $2.8B guide)|Raised FY26 to \~$12.6B (+40%); Q3 \~$3.03B|
|**CSCO**|Aug 12 (FY26 Q4)|$17.3|**+18%**| Beat (vs $16.8B exp)|FY26 rev $63.3B (+12%); product +24%; stock slid 8%|

Think it runs for a couple of days begore some pullback (same as how CRM did). Probably will hit $380 before an opportunity

CRM puts?

lol I made 4k off CRM last week and $924 today. I got super lucky I sold within 5 minutes of open. Otherwise I’d be negative 2-300