CRM
Salesforce, Inc.
stockNYSE

Also bought DUOL at 14 PE, bought CRM at 18 PE and STRL at 18 PE. IHMO - valuation matters. I waited on the sidelines for a long time on these, but I like the valuation / future prospects ratio of each.

beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)

My CRM Puts will be dead on arrival

Same I shorted CRM

Shorting CRM was not the play ugh

I sold at 145 and bought back in at 113. I think NOW and CRM are both still crazy undervalued long term

Salesforce $CRM would be shitting the bed when $MSFT and $META are up. FmL

Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2117417731884769333) >Salesforce [$CRM](https://www.tradingview.com/symbols/CRM) announced today it has agreed to acquire AI startup Cresta for $2\.7 Billion Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2117418186723438910) >PBOC Decides to Hike Foreign Exchange Reserve Ratio for Banks and Financial Institutions

some cyclical stocks are interesting, house builders and construction material stocks (Weyerhaeuser, Eagle materials) or engineering-consulting like WSP Global and Aecom and some chemical companies for example, but many are going up already and are not undervalued per-se but I see turnaround inevitable. Some SaaS companies might still be undervalued (I got Autodesk as the only USA software company, already sold msft and CRM with profit).

Any app with right permissions (usually read phone state is enough) can detect incoming/outgoing call for various purposes - pausing game/video/song, checking caller id against scammer database or in case of banking apps, displaying the warning during the call if incoming number isn’t one of theirs (which can be spoofed) or there isn’t a scheduled call in CRM (much harder to spoof/fake).

Has to be pretty big to be able to build out their own CRM. Don’t see small/mid businesses having the capital to do so.

Your not wrong, but we replaced salesforce fairly easily and built a custom CRM tuned to our buisness. Cancelled both Salesforce and service now. I see more companies doing the same with these inane prices they are charging

AI makes software easier to build by alot, what makes you think AI companies like anthropic/OpenAI or hyperscalers such as Google and Microsoft not making their own CRM, ERP softwares themselves?