CRM
Salesforce, Inc.
stock NYSE

I just recently left and it’s a chaotic company. Zero trust between employees, you try to keep your business secret so the bus doesn’t show up and all the reps start stabbing each other in the back to steal your deal. No one uses the CRM so you spend lots of time informing management with slide decks, all of the customers hate you, pricing is way too complex and legal is impossible to work with.

Midsize banks have made a nice comeback! I’m only buying things that are beaten down because all the crazy people think they’re going to disappear due to AI, like CRM, ACN and ADBE

Any CRM thesis should include their unhealthy amount of stock based compensation.

I struggle with people being real about their own pain points mind included I’m not even sure what works best hence why I asked for tiff genuine feedback & Insighf but if you would prefer
From my experience, the least expensive fix is usually cutting manual work rather than buying more tools. A basic CRM, proper time/expense tracking, and accounting with bank feeds removes a huge amount of admin straight away.
Manual entry and invoicing are the biggest stress multipliers. Once those are automated, you get hours back and stop context-switching all day. Scheduling links and simple email automation also kill a lot of unnecessary back-and-forth for very little cost.
Most founders don’t need complex systems just fewer places to do the same work twice. Working longer hours ends up being way more expensive than setting up one or two simple tools properly.
Curious what everyone else would fix first if they could save 1–2 hours a day.

If you’re moving data between tools manually, CSV files are honestly the most reliable way. Nearly every accounting, CRM, or ops tool supports export/import, and once you match the column headers it’s fairly straightforward.
For regular transfers, using Excel or Google Sheets as a “middle layer” works well. Keep one master sheet, then format copies to match each tool’s import template. It’s not automatic, but it avoids re-entering the same data multiple times.
Manual re-entry only really makes sense for small volumes or one-off fixes. PDFs are a pain unless you’re happy correcting OCR errors.
Biggest thing is standardising things first (dates, chart of accounts, naming). Clean data matters more than fancy integrations.

Why CRM Stock is Undervalued

Also for mega caps Amzn, Msft, and Meta should be safe and have a 20%+ return by eoy 26 with a floor thats not to much lower than where they are imo. I also like ExxonMobil over the next year because theyre so diversified into oil, midstream, all the different types of chemicals theyre involved one way or the other and they'll manually inflate EPS during 26 with about 25B in share repurchases, plus the 9% eps increase that they deliver every year atleast. It's hard for them not to return 15%+ over the next year. CRM looks like a good value play. Palo Alto and ZS I like in the security area which could see a big runup here in the very near future. Just some ideas my guy. Hope you find some good plays.

My bet is META, they are a fortress when it comes to financials and all of thier targets are super high, which is good because higher targets usually mean stronger gains. The one thing that really made me sure was cutting metaverse spending, if they move less in that direction I’m thinking 20% at least by 2027. I still think AI has a couple more years before people start turning on it, most earnings calls from ai forward companies have continually disproven the bubble sentiment. HM: NVDA CRM UNH

You’re missing CRM. They already have a live product and have made huge investments to agentic layers. It’s their biggest “next thing”.

Recently opened positions in: PYPL, ADBE, CRM, LULU, DG0, PG, TMUS and MDLZ.

I'm looking to hold all of them for a long time, maybe forever. Hard to find value in tech at the moment but I thought ADBE especially looks good.
Any thoughts? Any other recommendations?
Was looking at Uber and if it keeps coming down probably Netflix too but I find Netflix still overpriced especially with the WBD drama hanging over its head.

CRM showing a bit of strength. That shit should plunge back to 230.

I’ve used their CRM software. What atrocious garbage. SalesForce deservedly came and ate their lunch.