CRM
Salesforce, Inc.
stock NYSE

They have no idea.
The fact it connects into Work IQ, Foundry IQ, Web IQ and you can choose between the Frontier Models is great. When you use Teams to record a call, then query the Summary, update your CRM notes from the Summary, then feed that into Fabric for reporting...amazing. Search all call transcripts for notes, provide summaries of calls with actions, it is a huge time saver.

CRM, ACN, FDS and BR. Pivoted off my semis onto these and man I’m happy

Looks like money rotating out of semis/AI into software again. CRM, INTU, ADBE all seem to be staging a reversal overnight.

The thing with "AI/ML" as a broad topic is how much processing and what value. ANPR cameras and some credit card fraud detection is based on the same principles, but the data is tiny and the value of doing it is big. Creating a funny image is low value but uses a lot of processing.
Meta have used it to optimise advertising. It means someone clicks an ad rather than ignores it, which is worth quite a lot. And that has been successful as far as I recall. But, I don't know if they've upped AI spend since or not.
It's why I generally keep Meta separate from the rest. They're not hyperscaling for OpenAI which is a bad house of cards.
Personally, I have my money in the AI SaaS Reverse Ferret of NOW, CRM, VEEV etc. Which I intend to hold until AI Gotterdamarung happens. And if that leads to blood on the streets about Meta, I might pick some up. So, thanks. I needed some new ideas for when that other one pays off...

About a month ago I bought a few shares of ADBE and CRM, and bought a share of MU as a hedge on the assumption they would move in opposite. I view the three positions as a single trade.
I also sold a some things at a gain this year in that account, so I have taxes that the loss can offset if I decide it's safe to take the hedge off my saas stocks.

Sorry but you have no idea what you are talking about. Meta Pixel / Conversions API tracking are embedded and linked directly within your website or CRM. When you pay for ads, you always set up an objective within the ads manager which is most often leads (CPL) or conversions (CPC) which can't be faked. Neither CPL or CPC would change based on bottled views and these metrics are how people determine their adspend.

Can’t believe I was able to unload my heavy CRM bags in the green today

total rotation from chips to saas CRM, ADBE breaking out while AMD, MU crash
As soon as you saw saaspocalypse in the news its oversold...

isn't CRM super into AI? Agentforce etc

CRM SAP Intuit

BTC CRM Aug 185/190c for 2.50 (-1.25). I managed to short the one sector that has been green this past week.

Looks like NOW, CRM, ZS only green in my puts lol

Kudos. I just bought some CRM calls.

I am absolutely rolling in dough with my SAAS longs. I feel so vindicated. Adobe +30% CRM +20% NOW +20% and MU and SNDSK down almost 50% from
the highs. LMAO

Last 2 quarters CRM beat EPS by +24%, before that by +10%. That is premium growth at a PE of 23. I picked it up two months ago because this analysis is so easy. Instead of buying at the top, buy CRM as it's about to climb over the next 6 months. 

CRM got my port on its back

How tf is NOW, CRM, ADBE, INTU all up 20% this week but not MSFT

I think there will be a big gap between true SaaS and the rest ADBE will struggle as I see it unlike CRM. But we will see with future earnings.

Ich habe Kollegen die privat viel mit Immobilien arbeiten. Einer arbeitet sogar noch 10-20h ab spätem Nachmittag als Immobilienmakler. Das passt, da viele Besichtigungen ja sowieso nach Feierabend geschehen. Ist natürlich nur möglich in einem Maklernetzwerk, das bei der back-end Arbeit hilft und z.B. ein CRM stellt.
Ich selber kümmere mich um meine Immobilien nebenher, ist aktuell noch kein großer Cashflow vor Steuern, aber insgesamt sehr lukrativ durch Steuerabschreibungen und die Eigenkapitalrendite. Ich mag eigentlich auch den Kontakt mit meinen Mietparteien sehr. Ich versuche aber auch ein "ethischer" Vermieter zu sein. Habe mal spaßeshalber meinen Stundenlohn ausgerechnet, aktuell sind es ca. 2€.
Über den gesamten Lebenszyklus der Immobilie sind es allerdings edann über 100€ pro Stunde.

Even if the AI buildout is not sustainable, but the recent selloff is absolutely overdone. How can companies like ADBE and CRM become a AI sweet spot knowing that those companies will shrink over time