CRM
Salesforce, Inc.
stock NYSE

Salesforce (CRM) appears to be forming an ascending triangle pattern, characterized by a flat resistance level around $260-$262 and rising lows. The price has tested the $260 resistance multiple times and is currently attempting a breakout. A sustained move above this level, especially on increased volume, would confirm the breakout and suggest a target derived from the pattern's height. The recent price action indicates strong buying interest on dips, as evidenced by the higher lows. As per ChartScanner.AI analysis, a successful breakout could lead to further upward momentum.

We just need Jensen to put 2B into CRM and its stock price will double.

That forward PE you quoted excludes the stock based compensation which is very sizable in case of CRM, otherwise it would be around 30.

Yes.
Unveiling CRM:

Salesforce(CRM) is undervalued?

Trading range NVDIA between -20 and +35. It won’t change until companies start seeing a return on investment from AI. This could happen with Microsoft, Google, drug companies, CRM …

NOVO ,CRM & UBER

Hello, Banana,
Thanks for your valuable post. I loved reading it, and appreciate your thoughtfulness.
A few thoughts come to mind:
1. WACC. Unless PLTR delivers a sufficient return, investors will bail, and the price will start to decline. The share price can't consolidate for a year. Investors need a steady feed of major, and preferably blockbuster, announcements, with a corresponding increase in the share price. Thus far, we've had them. Without ongoing major announcements, the balloon would start to deflate. How many enormous enterprises are there in the US and elsewhere for PLTR to sell to, and what's the pitch, above and beyond what they get already with CRM with an LLM overlaid?
2. Compounding. Will PLTR's growth rate in 2026 be much higher than the higher of SPY or QQQ? Investors got way ahead of actual net income. PLTR, today, is priced for 2035 (or later), not 2026. The problem isn't that it won't grow into its valuation eventually, but that the human life span is finite, there are other promising companies in the market that are young and have a much lower market cap with room to grow massively, and PLTR's share price is extremely vulnerable to a crash, should the slightest risk occur, whether macroeconomic, market, or company-specific.
3. S-curve adoption. PLTR is priced as if we're near the top of the S-curve, so where we are in the adoption curve doesn't matter, because it severely lags what the share price reflects. It is not the case that PLTR will easily continue to compound gains due to adoption. Extreme adoption is assumed. My worry is that there's massive risk because investors have gotten ahead of themselves with the valuation, and face relatively moderate and slower upside as a result.
4. PLTR clones. I don't believe that PLTR has the defensible moat that you assume. I think that the unprecedented increase in software architectural and engineering productivity that LLM's enable is a serious structural threat to PLTR, unless they can out-innovate other software teams, at a blistering pace, for many years to come. Another tremendous risk is why existing CRM customers wouldn't continue to use CRM, with LLM's overlaid. Switching costs are massive. Why would any company tear up CRM and move to PLTR? What would PLTR give them that they don't already have, or can't optimize with what CRM will deliver soon? Do we have any evidence that CRM's market share is eroding as the result of PLTR?
5. Permissions and auditing. This is par for the course in enterprises. There's nothing unique here, alone or in combination, with regard to a moat. Sure, you need it, and every enterprise product has it.
It's worth pondering whether PLTR gives customers anything groundbreaking, or just a data-integrated "OS" based on business objects and workflows, with third-party LLM add-ons, that can easily be permissioned and audited.
Now that CRM is using LLM's, we have to ask the question:
Is there any substantive difference between CRM today, which uses LLM's ("Agentforce"), and PLTR, and if so, what is it?
What, in your view, is the defensible moat? How will PLTR outcompete CRM? Businesses aren't going to ditch CRM for PLTR if CRM, today, can already give them what PLTR does, without having to switch.
I agree with your conclusion. In light of your analysis, would you care to hazard a guess as to when PLTR will reach $423/share?
I wonder if we can somehow ask Alex Karp a question.
Sincerely,
Durham

I started a position with long term vision in mind. The GAAP losses are not idea, but gives me time to accumulate shares. Those should fade as R&D spending and stock compensation slows over the coming years (this unfortunately is the cost of doing business in the short term given the fight for top talent within the software sector).
Share buy back program announced to help with the stock compensation dilution. They have moved everyone to the cloud and have a sticky subscription model.
I think in 5y from now I will be happy accumulating shares at this price point. I own CRM as well, both are sticky software within fortune 500 companies and hard to move away from.

Yep, c’est vite l’enfer à gérer à la main (Excel + CRM + ajustements + clawbacks = erreurs + disputes 😅).
De notre côté on utilise Qobra : [https://www.qobra.co/fr](https://www.qobra.co/fr)
Tu configures les règles, ça récupère les datas (CRM/factu), calcule automatiquement, gère les exceptions, et les commerciaux ont un dashboard pour suivre leurs commissions.
Gros gain de temps + transparence et c'est un software Français.

BTC CRM 267.5 for .05 (+.45).
A bunch of SOFI 25, 25.5, and 26p that should all expire worthless today barring something catastrophic happening.
Also have an ANET 120p expiring today that still has some theta left to burn.

SAP is an awesome company, one of the most important in Europe. It might be quite similar to CRM.
People think that they will disappear with AI, but honestly I think the will be more profitable

CRM

I let Gemini watch each 2026 stock recommendation video of these 16 youtubers - this is the result
|**#**|**Ticker**|**Company / Asset Name**|**2026 Mentions**|**Mentioned By**|
|:-|:-|:-|:-|:-|
|1|**AMD**|AMD|**4**|Stealth Wealth, Jerry Romine, Jeremy Lefebvre, Ticker Symbol: YOU|
|2|**NVDA**|Nvidia|**4**|Paul, Invest Diva, Jerry Romine, Ticker Symbol: YOU|
|3|**ADBE**|Adobe|**3**|Brian Stoffel, Paul, Parkev Tatevosian|
|4|**GOOGL**|Alphabet (Google)|**3**|Stealth Wealth, Invest Diva, Asymmetric Investing|
|5|**MELI**|Mercado Libre|**3**|Brian Stoffel, Patient Investor, Daniel Pronk|
|6|**AMZN**|Amazon|**2**|Stealth Wealth, Parkev Tatevosian|
|7|**DUOL**|Duolingo|**2**|Brian Stoffel, Asymmetric Investing|
|8|**FOUR**|Shift4 Payments|**2**|Couch Investor, Daniel Pronk|
|9|**LYFT**|Lyft|**2**|Asymmetric Investing, Chris Sain|
|10|**META**|Meta Platforms|**2**|Invest Diva, Parkev Tatevosian|
|11|**NFLX**|Netflix|**2**|Couch Investor, Patient Investor|
|12|**SOFI**|SoFi|**2**|Stealth Wealth, Chris Sain|
|13|**ACOMO**|Amsterdam Commodities|**1**|Sven Carlin|
|14|**APLD**|Applied Digital|**1**|Chris Sain|
|15|**ARKQ**|ARK Autonomous Tech ETF|**1**|BWB - Business With Brian|
|16|**ASTS**|AST SpaceMobile|**1**|Jerry Romine|
|17|**BIP**|Brookfield Infrastructure|**1**|Sven Carlin|
|18|**BN**|Brookfield Corp|**1**|Daniel Pronk|
|19|**CELH**|Celsius Holdings|**1**|Jeremy Lefebvre|
|20|**CNQ**|Canadian Natural Resources|**1**|Sven Carlin|
|21|**COIN**|Coinbase|**1**|Asymmetric Investing|
|22|**CP**|CP Rail|**1**|Daniel Pronk|
|23|**CRDO**|Credo Technology|**1**|Couch Investor|
|24|**CRM**|Salesforce|**1**|Paul|
|25|**CROX**|Crocs|**1**|Asymmetric Investing|
|26|**CRWV**|CoreWeave|**1**|Couch Investor|
|27|**ELF**|e.l.f. Beauty|**1**|Jeremy Lefebvre|
|28|**GRID**|First Trust Smart Grid ETF|**1**|BWB - Business With Brian|
|29|**GRMN**|Garmin|**1**|Asymmetric Investing|
|30|**HIMS**|Hims & Hers|**1**|Asymmetric Investing|
|31|**IREN**|Iris Energy|**1**|Couch Investor|
|32|**JOBY**|Joby Aviation|**1**|Asymmetric Investing|
|33|**LULU**|Lululemon|**1**|Parkev Tatevosian|
|34|**LUNR**|Intuitive Machines|**1**|Jerry Romine|
|35|**MCHP**|Microchip Technology|**1**|Chris Sain|
|36|**MG**|Magna International|**1**|Sven Carlin|
|37|**MPC**|Marathon Petroleum|**1**|Patient Investor|
|38|**MSTR**|MicroStrategy|**1**|Patient Investor|
|39|**NBIS**|Nebius Group|**1**|Couch Investor|
|40|**NKE**|Nike|**1**|Jeremy Lefebvre|
|41|**NXPI**|NXP Semiconductors|**1**|Chris Sain|
|42|**ONON**|On Holding|**1**|Asymmetric Investing|
|43|**OXY**|Occidental Petroleum|**1**|Patient Investor|
|44|**PINS**|Pinterest|**1**|Parkev Tatevosian|
|45|**PLTR**|Palantir|**1**|Paul|
|46|**PYPL**|PayPal|**1**|Jeremy Lefebvre|
|47|**QTUM**|Defiance Quantum ETF|**1**|BWB - Business With Brian|
|48|**SE**|Sea Limited|**1**|Brian Stoffel|
|49|**SMH**|VanEck Semiconductor ETF|**1**|BWB - Business With Brian|
|50|**SRAD**|Sports Radar|**1**|Couch Investor|
|51|**STX**|Seagate|**1**|Chris Sain|
|52|**SU**|Suncor Energy|**1**|Sven Carlin|
|53|**TMDX**|TransMedics|**1**|Brian Stoffel|
|54|**TSLA**|Tesla|**1**|Stealth Wealth|
|55|**TTD**|Trade Desk|**1**|Parkev Tatevosian|
|56|**UBER**|Uber|**1**|Couch Investor|
|57|**UNH**|UnitedHealth|**1**|Couch Investor|
|58|**URA**|Global X Uranium ETF|**1**|BWB - Business With Brian|
|59|**V**|Visa|**1**|Parkev Tatevosian|
|60|**WDC**|Western Digital|**1**|Chris Sain|
|61|**WULF**|TeraWulf|**1**|Chris Sain|
|62|**Z**|Zillow|**1**|Asymmetric Investing|
|63|**ZETA**|Zeta Global|**1**|Daniel Pronk|

Average at 19, trimmed and took out cap at 130 at PLTR=CRM marcap. Next exit point is PLTR=Oracle marcap. Final exit point, end of Trump term or reevaluate then.

I'm a stock picker so I have many tickers in my portfolio
Last year, when i posted my losing tickrs on this sub, folks commented that I was dumb and ETF should be my first choice.
In reality, in merely 3months -4 months, many of the largely down tickers have already turned around and some have gone way above water.
2026, what's your turn around hope and expectations?
1. Lly -38% to 24%
2. Mrk -36% to -7%
3. Qcom -28% to -10%
4. Jmia -98% to -68%
5. LNTH -60% to -20%
6. Psx -36% to -8%
7. Cop -34% to -22%
8. Ieo -15% to -9%
9. TDG -19% to -10%
10.CRM -30% to -7%
The new loser
11. IBIT
12. ZS
Among the losers, you can clearly see the money flow shifts to health care and energy(oil)
What are your turnaround tickers? How many months have you bag holded?