CRM
Salesforce, Inc.
stock NYSE

9 setups tonight but QQQ is the one that caught my attention: trend reversal put signal. Hard to ignore when the index itself is flagging.
Also watching AMD and GS on the put side, CRM and IBM for calls.
BMY showing up again as a call — still holding my position from a few weeks ago.
Anyone else seeing weakness in QQQ or is this a headfake?

SAP, NOW, CRM, Constellation Software mostly, and adobe

ADBE and CRM up 10% since this post

Software rally - inverse Cramer effect- let’s go CRM

CRM has some catching up to do

Except for cases like Lulu, CRM, ADBE, INTU.
These bags are fucking heavy.

No one is going to implement these solutions themselves. With stuff like ServiceNow and CRM we’re talking about insanely complicated software platforms that touch many enterprise workflows/integrations and take decades to develop and mature. Not to mention, you’re paying for a service - which includes customization, maintenance, support, uptime, compliance. And these companies have the reputation and experience to provide that support. There’s real value in that.

Meta’s 7000 AI employees is a sign of Corporate restructuring - purpose- build inhouse CRM, Accounting, Security and customer retention using Anthropic

It's more nuanced. When the customer hates the product, but has no way of changing, or the switching cost is too high, then that's a very good product. ADBE, NOW, TEAM (Jira), CRM(Salesforce), CRWD (Falcon)

Where’s all the love for SaaS coming from? I see CRM, NOW, and MSFT mentioned a lot

It makes sense if you’re doing whip it’s. Whip it good and you’ll see. CRM going to the moon (or OP is getting divorced)

Sales force CRM

Energy companies, but who knows who wins there. I’d suggest checking out energy infrastructure, like Eaton. The hardware, like Nvidia, but some chips may start being made in house for the big players. CRM has exposure to anthropic which is currently only available in private markets. Then there’s the infrastructure the AI runs on, Palantir (PLTR), which is also becoming the backbone of the US military as well as a healthy commercial side. They’re doing absolutely insane numbers.
Not financial advice.

PATH FIG NOW WDAY MSFT CRM or just the whole sector with IGV. Path is my favorite and the one I’m in (under 10). Made a killing with calls I bought last thursday. Also have 6500 shares. Although the best performer so far is definitely NOW

NOW, CRM great. SNOW risky but explosive. TEAM solid, but already ran a bit few weeks back. I’m all in on NOW.

A few weeks ago you were saying NOW and CRM were attracting at prices a bit below what they are at now. What made you change your mind?

I’d sell and take profit now. Nothing innovative rolling out here. They’re just trying to stay relevant in the AI era without any real AI product. Same shit as CRM. They’re not gonna disappear overnight but growth ain’t gonna be there. Will get punished again next ER.

That tracks. And it doesn't surprise me.
Here's the brutal truth on why those failed, and it's the same reason most IT firms write off cold outreach forever:
**LinkedIn and email don't fail. The setup fails.** 90% of cold outreach systems are built like this: generic list, generic message, "hey {firstName}, saw you're in IT, would love to chat", sent to 500 people who don't fit the profile, with no follow-up sequence, no offer, no reason to reply. Then when it doesn't work, the founder concludes "cold outreach doesn't work for my industry." It's not the channel. It's the build.
Here's what actually moves the needle on cold outbound for IT services:
**1. The list is 80% of the outcome.** Not 500 random IT decision-makers. 200 hyper-specific prospects who match a vertical you can credibly serve, medical practices in \[your metro\], law firms with 10-50 employees, dental groups, MSPs in adjacent markets, etc. If the list is wrong, nothing else matters. Most "cold outreach" fails here before the first message goes out.
**2. The message is built around a single specific pain, not a service.** "We do managed IT" gets ignored. *"We help dental practices in \[metro\] cut downtime from network issues by 60% without switching vendors. Worth a 15-minute look?"* gets replies. Specific pain + specific outcome + low-friction ask. That's the formula.
**3. It's a sequence, not a message.** One LinkedIn message or one email is a coin flip. A 7-touch sequence across LinkedIn + email + a single follow-up call gets 8-15% reply rates when it's dialed in. Single-touch outreach is why most people quit — they did 10% of the work and expected 100% of the result.
**4. Replies feed into an automated nurture, not a manual inbox.** The second someone shows interest, they should drop into a system that follows up automatically for the next 14-21 days while you keep prospecting. Manual follow-up is where 70% of replies die — the lead replies once, the founder forgets to circle back, and the deal evaporates.
**5. The whole thing runs on one system.** Not a list tool + a LinkedIn automation tool + an email tool + a CRM + Zapier holding it together. One platform that does outbound, nurture, CRM, calendar booking, and pipeline tracking. Because when it's fragmented, nothing gets tracked, nothing gets optimized, and you can't tell what's working.
The two salespeople you hired failed for the system reasons in the original comment. But cold outreach failing has the same root cause, you tried it without the system around it.
Cold outreach without a list, an offer, a sequence, and an automated follow-up engine *will* fail. Every time. With the system around it, it's one of the most reliable channels for IT services because your buyers are findable, definable, and reachable on LinkedIn.
DM me if you want to see what the full build looks like, the list-building process, the message sequences, the automated follow-up, the CRM/pipeline setup, all of it. 15-minute screen-share, no pitch. You'll see why your last attempt didn't work and what the version that *does* work actually looks like.
You were never bad at sales. You were running the play without the playbook.

The Emir of Qatar have requested me to sell off my CRM position.
Thank you for your attention to this matter!

Morgan Stanley today lowered their target price to $112 - with the stock trading now at $56 !
Investors have panicked out of this well managed company stock as their fears are that the core website creation business will erode while their new AI service Base44 ramps up so “too complex” in their minds.
Yet with Wix services deeply integrated with payroll, CRM, external payments from customers, and to suppliers, it is far more than just a website maker.
They are expected to generate $330 million in after tax free cash flow This Year - and the current market cap is $2.34 billion.
The above integration factors, and growth from Base44 which they are distributing to their global client base means the business likely will sustain at least 10-12% top line, and margins actually can expand as Ai helps Wix lower cost.
Fast money traders like Point72 and Dorsal are OUT of the stock and true investors like ValueAct have started positions.