CRM
Salesforce, Inc.
stockNYSE

$NOW $SAP much better businesses than $CRM and $TEAM to me. Also like $WDAY

My company tried to use salesforce to upgrade its POE and CRM systems and it was a complete mess so they switched to Shopify. Just an anecdote!

If SPX spreads are too big for you, just go SPY, it's 10x smaller. Keep in mind it's not an index though, so it's physically settled, and you can get assigned shares. I'd stay away from XSP, the liquidity there is pretty rough. I don't have anything on the S&P right now myself (I do like selling 0DTE there though). Right now the interesting opportunities are mostly in energy and tech (for such a low vol regime). I've had trade chains going on CRM, INTC and URA for a while (strangles now, since they were actively managed). Closed a credit spread on TSLA two days ago (it used to be a calendar, but I had to roll it). If you've got no ideas on what to get into in such a low vol regime, I'd go with calendars and long vega strategies. For calendars right now, as of today check SLV (IVR 6, price \~$55), but also NVDA (IVR around zero, price \~$240), and take a look at IBIT and URA too. As for selling premium, don't force trades. In this kind of market we should be focusing on staying defensive.

Hi all, Below is my current portfolio allocation. I’m 39 and have another $100,000 to invest. I could put the full amount into Wealthsimple’s Classic portfolio, but they charge a 0.4% management fee, which feels quite expensive to me over the long term. At the same time, I don’t have a strong investing background, so I’m concerned that choosing individual stocks or even selecting and weighting ETFs myself could lead to mistakes. Given my current portfolio and age, what would you suggest for investing the additional $100,000? |Holding|Type|Value|% of invested portfolio| |:-|:-|:-|:-| |**Classic**|WS Managed portfolio (Growth 90k and aggressive remaining)|**$109,043.78**|**31.11%**| |**VOO**|ETF, S&P 500|**$70,310.47**|**20.06%**| |**VEQT**|ETF, global all-equity ( US **45.0%** **Canada** **30.6%** **international** **17.6%** **Emerging markets** **7.0%)**|**$31,527.11**|**8.99%**| |**NVDA**|Stock|**$31,326.94**|**8.94%**| |**VTI**|ETF, total US market|**$18,515.92**|**5.28%**| |**XCHP**|ETF, semiconductors|**$14,562.52**|**4.15%**| |**TSLA**|Stock|**$11,359.77**|**3.24%**| |**QQQM**|ETF, Nasdaq-100|**$11,109.55**|**3.17%**| |**GOOGL**|Stock|**$10,859.34**|**3.10%**| |**AMZN**|Stock|**$7,306.28**|**2.08%**| |**MSFT**|Stock|**$6,005.16**|**1.71%**| |**AMD**|Stock|**$5,554.78**|**1.58%**| |**PLTR**|Stock|**$4,904.22**|**1.40%**| |**ETHQ**|Crypto ETF|**$4,403.79**|**1.26%**| |**EQIX**|Stock / REIT|**$3,002.58**|**0.86%**| |**CRM**|Stock|**$2,852.45**|**0.81%**| |**SHOP**|Stock|**$2,552.19**|**0.73%**| |**META**|Stock|**$2,101.81**|**0.60%**| |**NBIS**|Stock|**$1,801.55**|**0.51%**| |**GOLD**|Stock|**$1,000.86**|**0.29%**| |**RIVN**|Stock|**$250.22**|**0.07%**| |**INO**|Stock|**$150.13**|**0.04%**| |**TOTAL**||**$350,501.42**|**100%**|

I wish I bought ADBE back in July tbh. But CRM really has been the worst. down $700 today, $2k overall. It'll go back up at some point, but for now its wrecking my investment port

MAN I THOUGHT SAAS WAS INVERSE MEMORY WTF WRONG WITH CRM\

Bin bei einer 130 Personen Firma unterwegs. Ich kümmere mich um das CRM und das ERP, automatisiere Prozesse die sich über lange Zeit eingefahren haben aber wirklich nicht per Hand gemacht werden müssen, mache Datenauswertungen aus absolut grausamen Daten und versuche generell die Art wie wir arbeiten auf einem halbwegs modernen Stand zu halten. Eine spezifische Jobbezeichnung habe ich nicht wirklich. Aber ich bin noch weit weg von 5k netto, bin etwas über 3k, aber meine Wohnung in sehr guter Lage unter 8€ warm pro Quadratmeter und ich brauche kein Auto, also lässt es sich ziemlich gut leben.

you can just be in CRM with me. I'm down $2K today

[https://trademates.co/analyse/APP](https://trademates.co/analyse/APP) Unfortunately I cannot post picture. The model score of 60/100 falls in the HOLD range. The central thesis and factor breakdown explain the assessment. Hyper-profitable AXON AI ad platform faces deceleration fears and legal overhangs, offering high upside if non-gaming expansion executes. The model reaches HOLD in three steps. Each step answers one part of the investment decision. The company High-margin software advertising platform leveraging proprietary AXON AI machine-learning models to connect mobile app and e-commerce advertisers with supply inventory via automated bidding and monetization platforms (AppDiscovery, MAX, Adjust). Founded in 2011 and headquartered in Palo Alto, California, AppLovin Corporation provides an AI-powered software platform that enables mobile app developers to market and monetize their products globally. The company's core software stack includes AppDiscovery for ad matching, MAX for real-time in-app bidding, and Adjust for mobile attribution and analytics. The price The price trades below fair value with a margin of safety. APP trades at a trailing P/E of 23.58x and forward 2027 P/E of \~15.3x based on consensus EPS of $20.10. Operating margin of 77.44% and gross margin of 88.46% significantly exceed peer medians (CRM operating margin 21.4%, CDNS 30.8%). Applying a conservative 18x multiple to 2027 consensus EPS of $20.10 yields a fair value of $361.80. The model's fair value range of $320.00 to $420.00 dramatically diverges from FMP's external DCF cross-check ($118.49) because FMP's automated input fails to account for APP's structural margin transformation from negative operating income in 2022 (-$47.8M) to $4.15B in 2025 operating income. The decision Hold the core; add only on valuation resets. The model would execute 2 equal tranches: 50% at current price 307.41 USD and 50% at 52W low support of 297.50 USD. Fair value estimate 2027 Forward EPS consensus ($20.10) multiplied by a fair normalized P/E band of 16x to 21x, cross-checked with a 2-stage DCF using $3.94B 2025 FCF and a 10% discount rate. Undervalued Fair price $320.00 - $420.00 Upside, base model \+37.9% CheapExpensive $268.22 $248.22Fair value $320.00 - $420.00$470.00 Scenarios, 12 months Expected value $383.25 +42.9% Worst case · 20% $220.00 \-18.0% Best case · 25% $510.00 \+90.1% In the base case, the model projects AXON engine updates to restore sequential growth to 7-8%, realizing 2027 consensus EPS of $20.10 valued at a 19.1x forward multiple. What would the AI do? Model execution rules and risk boundaries Entry & allocation Would do 3.0% - 4.0% of total portfolio. The model would execute 2 equal tranches: 50% at current price 307.41 USD and 50% at 52W low support of 297.50 USD. Targets & stops Would do The model would take profit on 50% of position at 400.00 USD resistance and remaining 50% at bull target of 480.00 USD. The model would set a stop-loss at 266.00 USD (\~12% below average cost basis of 302.45 USD). Guardrails Would not * Chasing price spikes above 325.00 USD resistance before volume confirms breakout * Ignoring risk concentration in ad-tech algorithm execution * Failing to adjust position size if Beta expands above 2.50