CRM
Salesforce, Inc.
stock NYSE

Today, HUBS tanked almost 20% at peak after delivering a very solid quarter (21% YoY revenue growth, 38% operating profit growth and 14% FCF margin).

The market got this wrong entirely. Hubspot has an extremely sticky and valuable product, high speed of innovation, a sustainable growth engine with product-led and sales-led GTM motions layered onto one another.

They will take market share more aggressively from Salesforce in the coming years. Salesforce sits at 250bln market cap with a product that everyone absolutely hates and would love to exchange for Hubspot. Hubspot is today at 20bln market cap.
The notion that OpenAI would disrupt Hubspot with some AI CRM features is total BS. There is no alternative to having structured CRM data and the best system-of-record tools like Hubspot are profiting from the AI revolution more than they lose. Hubspot is executing very well on handling unstructured CRM data with AI & agentic workflows and they show no signs of fumbling this one.
After today's 15+% slide you have Hubspot valued at about 34x 2025 free cash flow and ca 6x ARR. All while forecasting 18% revenue growth and continued operating leverage playing out.

Load up the truck, this one will pay off.

Personally RDDT has most potential. Uber is okay. Amd and CRM is not something I know of.

I have been holding Xiaomi for many years, same with Adyen and I will be holding UNH, CRM, NVO, BIDU, TGT, EIX going forward.

I held goog and appl leaps until they printed and I kind of wish I just bought the stock and could still call myself a holder

HUBS, CRM, SHOP and ADBE -- all down bigly today

Couldn't find it on the news so asking here why is my boi CRM getting massacred qAq

BTC CRM 265c for .05 (+1.23).
Rolled META 615/600p to next week's 610/595p for 1.50 credit.

I currently own CRM, PYPL, UBER, AMD, and REDDIT, a few of which I added after reading some DD from this subreddit.
I know none of the MAG7 are true value investments at the moment, but which one do you think comes closest? And why?
(NO TESLA please)
Thank you in advance ❤️

I bought Duo before him. Just go back old posts and I was defending duo way before he bought in.
His takes are okay he was right on Netflix, Google and Amazon. I don’t like his salesforce position. I find it weird.
CRM can’t grow organically. They’re always doing acquisitions so definitely not a fan of CRM.

What niche do you think would really need a service that provides automation follow-ups, CRM management, lead qualification, and funnels basically, the entire back-end setup done for them?
does your own business need something like this? I'm trying to validate a business idea, I won't DM you privately.