Salesforce Stock: Look Beyond The The Sell-Off... 

Thanks for the awareness Tom! Took advantage. Keep up the good work. Really enjoy your posts. - Craig

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There are a lot of CRM companies out there now. And many getting niche. CRM companies make their money on licenses per user, data for functions and automation. I agree, once a company is set in a CRM, you'll essentially never leave because you build your automations/platforms around that CRM. So, in a way, a CRM is part owner of your business. As you grow, so do they. However; with AI, and more automation, a lot of teams can be reduced. For example, I had 40 people, after getting the automation bug back in 2017 due to the industry I'm in suffering around that time. People are your biggest cost. I had to either shutdown or figure out how to survive. After many years of implementing automation, we can operate at the same level of 40 with 7 people. I am JUST now looking into AI and may be able to now replace the sales team. I'll essentially have a 95% automated business. These big guys will be doing the same year after year. When times are good, nobody cares about saving money cause so much is coming in. When you gotta tighten up is when the wave of more automation comes in, lay offs occur etc.

100%agreed I made exactly the same analysis and I played the rebound nicely with a call when at 215 and sold at the same time puts at 180 so far so good I closed already the call with 300% gains and reinvest the house money in a new call strike 240 with a target at 254 the 200 sma yep it is a good long term investment but also a good short term swing trade opportunity , fundamentals are solid as rock , MARKET OVERREACT AND WE LOVE IT

Intel manufacturing Nvidias new arm chips in us based fabs, intel making its own fabs in america could be a good sleeper for a couple of years before it takes off.

Thank you very much for your quality videos, always. However, I’m suspecting CRM product will gradually replaced to Palantir foundry or AIP Now.

I already bought Salesforce at $230

Tom, always enjoyed your shows. About CRM . Agree with your CRM financial analysis . But the typical call center agents are gradually replaced. Could it be that CRM business model is getting outdated, like blockbusters , Kodak, etc..? Just asking your opinion on this ?

The market is overreacting in the short term, but in the intermediate time frame I don't think so. Be careful Tom, we are entering a stealth recession right now. Headline GDP is positive, but a lot of sectors have already pulled back and are shrinking. Salesforce is demonstrating this to you but you don't yet detect the cyclical nature of these things. Salesforce may seem cheap to you right now but it will get cheaper. It's one of those companies that gets pummeled when a recession hits, and we've already started. By the time the recession is publicly acknowledged, we should be nearing a bottom in stocks like CRM. Until then, it's dead money until the next cycle starts. The same is true of things like Paypal, consumer discretionary. AI is propping up certain chipmakers right now, but eventually we are going to see pullbacks in semis as well. I'm not a doom-and-gloomer, I think we climb the Wall of Worry for now, but like I said, the market will become overextended to the upside and then collapse on itself. Then they will finally acknowledge the recession, and eventually when they start talking about how bad things are it will be time to buy again.

SNOW is a company that is tough to leave as well.

ahead of you...played it last week ...calls when stock was about 217...shortly went to over 230...calls paid nicely...was thinking of adding one more tech stock...not sure yet

Bought 5 shares yesterday

Wouldn’t palantir be Salesforces competitor since palantir is all about integrating data more efficiently?

Pltr!

Most likely dead money, stock will trade in range for years. Good for trading not holding.

This is great info picked up some today initial position

Something else isn’t adding up.. rev is so predictable, this earnings miss suggests renewals haven’t held up plus net new business didn’t align with expectations either. And while you right Tom that their CRM is sticky.. sticky doesn’t always translate into growth. The fact is, layoffs and headcount reductions impact Salesforce even more than other SAAS providers given the CRM model with a heavy reliance on “seat” based licensing.

bought 5 shares on dip... great opportunity

Bought a few shares yesterday, immediately wanted to invest the day of drop. It made me 50%

The EV sector charging Up Green for the month. 36 %.. FSRN.. Fisker as negotiations continue for Buyout in June...Frey... Lev.. .Plug...Evgo...Xos Trucks.... Rivian and more. Thumbs Up video.

Topped up CRM long term what an opportunity never selling

Thank you

Thank You…

from 213 to 233$. it's already a great comeback

Thank you!

Looking more into them now. Added to my watchlist 🤙🏽

My take is 1 of the big 5 are positioning to buy.

Appreciate you too bro

Great! Thank you Tom!

Hey Tom don’t forget about PATH the market overreacted on it too, I’m loading up

The question is, did Tom buy it?

Love content like this ❤

I am looking for undervalued stocks with strong fundamentals. I believe in long-term investing and avoiding emotional decisions.

same happening to Palantir stock

Got in right after the dip. Actually salesforce was using AI before the big hype. They have this Einstein search engine that they marketing as AI and I believe there's some AI Integration in the Marketing Cloud as well, so not a dinosaur afterall 😂

Buying 25 to test the waters

Can you give your opinion about pypl stock please?

Hey Tom, TSLA is down roughly 30% YTD, what’s your opinion? Is it a buy right now?

I prefer Game Stop. I LIKE THE STOCK.

Sales Force caused most of the heavy hitters to quit a friend’s Company. Out of Business!

Salesforce is a great company. They may not be doing anything wrong, but maybe they are more of canaries in the coal mine. A recession is coming, businesses are folding worldwide. Their customers are folding up tents, or at least shrinking. If that is the case, all they can do is lay off some of their workforce.

This companies sell licenses per user. When agi comes, companies will need much less user licenses, no? What am I missing?

It has a moat and it's sticky? Winner winner...

People didn't sell cause of the small earnings miss they sold because of the implications of weakness from AI (rightly or wrongly)...u shud address that

I like how you analyze companies how warren does. Hard to find these days.

I wouldn’t give salesforce a dollar

I hope CRM keep selling off below 200 so I can buy more

For regular business operation we need a base service provider and not everything need AI.. and these legacy systems are capable enough for that

Legendary venture capitalist Mark Andreessen was right on the money in 2011 when he said "Software is eating the world". He now says "Ai will replace software." Nvidia (NVDA) Ceo Jensen Huang agrees, saying "Ai will replace software.". Do your own due diligence.

I like crm

They haven't bottomed out yet

I know dividends are boring but if you can make a video on that it would be great

Why did it flash crash???

You're the Palantir guy and this makes it feel like you are sellsforcing out. 😂

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My Avg 250$😢

You should get a new phone before giving us Opportunity Is Too Good To Miss

Ugh going to the salesforce website they have AI integrated

Corporate spy tool

I just watched a Salesforce advertisement where they claimed that Salesforces AI Will keep your information safe

Ой ой ой

First

😎ServiceNow has double the growth.

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