CRM
Salesforce, Inc.
stock NYSE

I’m personally interested in TEAM, NOW, CRM and also QLYS.

I have been spending some time lately looking into Veeva Systems and wanted to share my thoughts on why it might interest those of us who focus on quality compounders. I realize that VEEV is rarely the type of stock that shows up on a traditional deep value screen given its multiples, but after reviewing an analysis of their 2025 outlook, I believe the current entry point is quite attractive when weighed against their growth rate and competitive advantage.
From my perspective, the strength of the thesis lies in Veeva’s position as the mission-critical operating system for the life sciences industry. They have built a massive moat through their industry-specific cloud architecture, and the switching costs for their clients are incredibly high. I am particularly impressed by their transition from being a CRM provider to becoming a holistic partner through the Veeva Vault platform. Their expansion into R&D and clinical trials is now a more significant driver for the business than their legacy commercial segment.
I also find their financial discipline to be a major selling point, as they maintain high operating margins and a debt-free balance sheet while self-funding their innovation. While the stock isn't "cheap" in a Ben Graham sense, I think it is undervalued relative to the durability of its 20% compounding potential and its defensive cash flows. For those of us willing to pay a fair price for a wide moat and top-tier management, I see this as a rare opportunity to pick up a high-quality asset at a non-speculative valuation.

## 📈 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 |
|:-------|:-----|:-----:|:---------:|:----------:|
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $355.41 | $359.59 | $1.8T |
| [WMT](https://marketrodeo.com/asset/WMT) | Walmart Inc. | $129.02 | $131.79 | $1.0T |
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | $151.13 | $151.41 | $637.4B |
| [CVX](https://marketrodeo.com/asset/CVX) | Chevron Corporation | $182.55 | $182.82 | $365.0B |
| [CSCO](https://marketrodeo.com/asset/CSCO) | Cisco Systems, Inc. | $86.78 | $87.25 | $342.9B |
## 📉 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 |
|:-------|:-----|:-----:|:--------:|:----------:|
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | $194.03 | $185.73 | $184.7B |
| [ADBE](https://marketrodeo.com/asset/ADBE) | Adobe Inc. | $266.90 | $262.95 | $111.7B |
| [BSX](https://marketrodeo.com/asset/BSX) | Boston Scientific Corporation | $74.12 | $74.08 | $109.9B |
| [NOW](https://marketrodeo.com/asset/NOW) | ServiceNow, Inc. | $103.87 | $98.00 | $108.6B |
| [ADP](https://marketrodeo.com/asset/ADP) | Automatic Data Processing, Inc. | $226.62 | $224.93 | $91.7B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

Hoping for some more green this week.
Or I will be assigned CRM and more this Friday lol.

Few weeks back I encountered a huge moron in public and he was yapping how he works at CRM. Guy sounded beyond dumb and it was agony sitting there listening to it. I even joked to myself I should’ve shorted just 100 shares for fun afterwards. Seemed to be a clear sign of over-hiring.

Well I made new positions in U and TTWO. I think that’s overblown.
SNOW I trust because my neighbor is an account manager and a buddy works at CRM so I hear about it a lot.

CRM is only afloat because of marketing. The whole fucking product suite sucks.

Your pricing model isn’t the problem - storing other people’s contact data is. Treat this like a normal CRM SaaS: the customer owns the leads (data controller) and you process/store them to run the service (data processor). Contracts vs subscription won’t materially reduce risk. What reduces risk is fundamentals: store the minimum, strict tenant isolation, encrypt in transit + at rest, least-privilege admin access (ideally 2FA), basic audit logs, and simple export/delete + retention rules. LLC/insurance help later, but solid data handling and security design from day one is what actually protects you!

He picked the perfect time to just ship from CRM, down nearly 50% from highs 😓

Not just TEAM, I have a whole list of undervalued companies I've been buying recently:
TEAM, WDAY, NOW, ZM, CRM, ADBE, INTU,

Not going to fact check it myself but Gemini says CRM, RUM, S, and NCNO have.

Guidance came in low. I'm just glad it didn't pull CRM down with it.

IDK about "chaos space".
I'm trying to use my own expertise for a contrarian play. My experience tells me that CRM is sooooooooooo deeply embedded in an enterprise, that all the company's workflows and integrations are based on it, sales leads and managing the sales pipeline ...
Do you know how very very hard it is to move away from that? What kind of plan you need and the kind of approvals from everyone across the org?
It is beyond baffling that SaaS is getting murdered as they are, but people are panicking.
It's time to buy when there's blood in the streets and people are emotionally selling. Be greedy when others are fearful.
I sold some deep OTM Puts on ADBE and MSFT. Premiums are fat and if I get my strike I'd have gotten an amazing deal.

THANK YOU.
That's super basic and yet true.
The **worst** is that people don't even project for 5 years. They seem to think the present will be how things are 5 years from now. And it's wrong. AI will continue to improve, and do more and more things, which will require less and less software (especially the expensive, SaaS kind).
Do people really think that in 2031, people won't be able to do things with AI only in a few minutes that so far required hours of work with bloated expensive software like CRM, Adobe etc? They can already do that with the use cases you have identified, and we are barely 3 years after the release of Chatgpt in Nov-2022 - which if you try to go reuse it was a horribly bad model, and has improved by leaps and bounds.
You don't value stocks retrospectively, you value them * prospectively*. And a lot of software names' DCF value likely collapsed if you realistically assume that their pricing power and revenue recurrence (as well as margin profiles) will likely collapse. Even assuming a 30% probability of this happening justifies the correction we saw over the past week.

Puts on CRM, let the ship drown. 5y and still down in price.

CRM's product can be replicated with AI in a few weeks and it would have none of the parts customers hate about CRM's products. This is a fact. That does not mean CRM goes to zero, however.

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 |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [MSFT](https://marketrodeo.com/asset/MSFT) | Microsoft Corporation | 29.22 | 401.14 | +7.47 | +1.90% | $3.0T |
| [ORCL](https://marketrodeo.com/asset/ORCL) | Oracle Corporation | 27.12 | 142.78 | +6.30 | +4.62% | $410.4B |
| [TMO](https://marketrodeo.com/asset/TMO) | Thermo Fisher Scientific Inc. | 27.91 | 542.83 | +0.47 | +0.09% | $203.9B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | 22.16 | 191.35 | +1.38 | +0.73% | $182.2B |
| [ISRG](https://marketrodeo.com/asset/ISRG) | Intuitive Surgical, Inc. | 29.66 | 488.15 | +11.83 | +2.48% | $173.4B |
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 |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [WMT](https://marketrodeo.com/asset/WMT) | Walmart Inc. | 78.64 | 131.18 | +4.24 | +3.34% | $1.0T |
| [AZN](https://marketrodeo.com/asset/AZN) | AstraZeneca PLC | 90.25 | 193.03 | +5.87 | +3.14% | $598.5B |
| [JNJ](https://marketrodeo.com/asset/JNJ) | Johnson & Johnson | 86.27 | 239.99 | +2.20 | +0.93% | $578.2B |
| [CAT](https://marketrodeo.com/asset/CAT) | Caterpillar Inc. | 71.03 | 726.20 | +47.89 | +7.06% | $340.2B |
| [KO](https://marketrodeo.com/asset/KO) | The Coca-Cola Company | 81.50 | 79.03 | +0.52 | +0.66% | $340.1B |
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

Agreed. Rather buy CRM and ADBE. Even UNH.

I'm invested in Sandisk, Micron, SMCI, Amazon, Avgo, CRM, Prme and a few others.

I think a lot of this looks like broader tech/AI fear rather than something specific to CRM. The company still seems solid long term, but sentiment is clearly rough right now.