CRM
Salesforce, Inc.
stock NYSE

I am a PLTR 19 plus average fella too. I took out my capital at 130 and now just letting the rest run. I had set certain milestones for my exits.
1st milestone was marcap of PLTR=CRM as I felt that’s the first company that would go irrelevant with its rise.
My next exit point would be marcap of PLTR= Oracle as they both do big data analytics for big business and govt- this is probably coming sooner than we think.
There is no hard science to exiting when it comes to crazy vals and multibaggers.
But I have to say this… the reason why PLTR has such an incredible p/e is more because their contracts and revenues are signed with very large and stable government long term tenders or with massive MNCs that can afford them. There is a premium on stable and bankable steady contracts versus much more risky SME and direct to consumer contracts.
There is no such thing as over valued P/E. There is always a reason.

CRM has an important MOAT too, it's certainly difficult for a company to move away from their ecosystem once they start using it.

So there is an irrational panic that some businesses are just going to disappear because of AI. Three that I’m looking at are ACN, CRM, and ADBE. Good luck to you!

Currently hold 6 stocks (MSFT, AAPL, CARG, CRM, VZ, DKNG) and 2 ETFs (ITOT, FDIS).
Balance isn't anything to write home about, but $25K plus with 28% of share is coming from MSFT , 26% coming from AAPL and 23% coming from CARG.
I would like to sell the two ETFs and CRM, VZ, DKNG and take those funds an invest into something else.
Would it be smart to take those funds and go all in for GOOGL? Get away from the Tech space? Maybe look for another ETF? Diversify more?
I am not active in buying, everything has been hold for 5+ years now and will continue to be held and eventually passed down to my son.

To be more thorough:
AMZN- huge physical warehouse and distribution network. Strong moat.
GOOG- very diversified, probably winner of AI race, YouTube is growing, has self-driving vehicles on the road already.
MSFT- B2B sales are extraordinary and businesses rarely change software as this is incredibly disruptive for business continuity.
I'd add in CRM for the same reason as MSFT.
NVDA- vanishing moat. Other companies are getting into or improving chip making including NVDA's own customers (AMZN, GOOG, etc.).

Disagree on CRM. Some of the acquisitions were clearly overpays, but Benioff with things like Informatica is trying to make it a one stop shop data company minus the cloud storage servers. They have sticky customers in government in addition to private sector.
Growing revenue (though slowed) and unlike year's past now very profitable for additional acquisitions and to juice share buybacks. Also unlike ORCL it's share price has not gone parabolic - forward P/E around 20.
Hard to find value in this market, but I think CRM is one. I'm long 600 shares.

CRM is the same exactly story as Oracle, out of touch leadership selling shit products with AI slapped on the side. I see a ton of companies moving away from their products on LinkedIn because of lack of vision. Especially their e-commerce solution which is still running on 2010 era software.

Why ?
$NVNI represents an undervalued opportunity in the growing LatAm SaaS market, driven by its acquisition strategy and AI integration for efficiency gains.
Nvni Group Limited (NVNI) is a Cayman Islands-based holding company focused on acquiring and scaling business-to-business (B2B) Software-as-a-Service (SaaS) companies in Brazil and Latin America.
Recent Developments
AI Initiatives: Nuvini launched the NuviniAI Lab, NuviniAI Prize, and NuviniAI Index, reporting a 40% increase in development team productivity through AI-driven platforms.
Executive Moves: Gustavo Usero was promoted to COO in August 2025, and key executives have made open-market stock purchases, signaling confidence in growth ( Ex- CONSTELLATION SOFTWARE.
Nasdaq Compliance: Nuvini regained compliance with Nasdaq Listing Rule 5550(b)(2) in August 2025.
Acquisition Strategy: The company aims to complete four acquisitions in 2025, with Munddi and MK Solutions already integrated or in process + 2 more theorically being announced in Dec 25.
Total portfolio estimate: R$910-1,600M (\~$165-290M), VS NVNI's $30M market cap + debt/premiums.
Ownership: insiders (including executives, directors, and other key individuals) collectively own 62% of NVNI's outstanding shares.
Sector Positioning
Market Opportunity: LatAm SaaS TAM \~$8B in 2025, with B2B verticals (ERP, CRM, analytics) comprising 65%. NVNI's portfolio targets mission-critical niches (e.g., government bidding via Effecti, e-commerce via OnClick), capturing 0.5% share but with 92% recurring revenue vs. sector avg. 75%. As a consolidator, NVNI leverages synergies across 8+ acquisitions, reducing churn to 2.4% (sector avg. 5-7%).
Competitive Edge: Unlike fragmented local players, NVNI's AI-first strategy (e.g., NuviniAI Lab) embeds tools for sales/HR automation, yielding 40% productivity gains—key in a sector where AI adoption lags global peers by 20-30%. Partnerships with Oracle/NVIDIA accelerate this, positioning NVNI as a "tech conglomerate" for M&A targets.
Investment Summary
Founder and CEO Pierre Schurmannagreed to invest $6.0 million via a direct private placement at $4.00 per share, described as a significant premium. CEO is betting hard with his money in his own company . Recent 6k was released in 10/12/2025. [https://s3.amazonaws.com/sec.irpass.cc/2853/0001213900-25-120137.htm](https://s3.amazonaws.com/sec.irpass.cc/2853/0001213900-25-120137.htm)
Inversed Head and shoulders about to form.
Low float + high SI 12-26%
Huge growth / margins
Clean sector in a clean market.
News about 2 more adquisitions + adjusted EBITDA should come in near tearm.
RISKS: WARRANTS EXECUTABLES. DILUTION.
No financial advice, just want to share my idea to the community.

Why did CRM and META shrek up in AH on friday? What happened?

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.