CRM 全部观点

congratulations, you literally made millions of dollars in one day thanks to a crashed software stock called, I'll reveal, Salesforce. It has recorded incredible numbers.

I'm interested when a stock is crashing like Salesforce, how do you distinguish between a genuinely mis-valuation of the company and something that's cheap for some reason?

Meta recently moved to using Slack, which is interesting to me because we are investors in Salesforce, and Slack is owned by them.

Slack is a subsidiary of Salesforce. But Slack essentially allows you to chat with programming agents directly within Slack, eliminating the need to go to chat.gbt or cloud.com, for example, and talk to chatbots directly in the Slack window.

or for me, uh, what made my week this week and last week was Salesforce. That's where you're going to get excitement, so to speak. Yeah, I wanted to talk about Salesforce and then overall the the software space because you and I have talked many times about how software was, you know, the redheaded stepchild of the market for a long time and wow, software is back. It's strong. Salesforce CRM being the ticker, uh, definitely being a leader there.

And the second stock is Salesforce. Salesforce, right ? Right now, it's a direct price drop to a direct skyrocketing rise, right? The way these stocks were selling was really interesting, people were selling them at any price , much like people were doing with Nvidia in early 2025. People were doing the same thing with ServiceNow and Salesforce, and now these stocks are absolutely rocketing , right?

If workday fell 70% and Salesforce fell 50, whatever it was, it was an absolute bloodbath.

And in the winner category, Salesforce and a bunch of other names that I probably should have had handy before because I don't know all these names.

In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce. Pause. Pause. Salesforce. The literal eye of the storm. Salesforce. Best stocks in the market.

Now, let's raise the stakes a bit. Salesforce, ticker symbol CRM. Guys, this one got a lot more interesting overnight. For months, Wall Street was convinced that AI was going to destroy Salesforce. The logic was simple. If AI agents can do the work, why would companies keep paying for all those expensive software seats? On that fear alone, the stock fell about 24% from its high. Then on August 26th, it reported earnings and the stock skyrocketed.

software has gotten so cheap that there was a point where Salesforce stock, which we have exposure to, we sent a buy alert out on Salesforce specifically when it was about $165 because it had about a 13% free cash flow yield.

Salesforce just reported earnings and the stock is up 25% on the week. Its 22.5% post earnings pop was one of the best days in the history of Salesforce stock.

Revenue is up 11% year-over-year and adjusted earnings per share came in at $5.90 for the quarter, which was up 103% year-over-year. But that's not why Salesforce stock was up. There's actually some hidden details you need to know about that earnings beat.

Then we are going to quickly discuss what seems to be the SAS apocalypse ending and why so many software stocks have been rallying so hard with Viva Systems up over 20% over the past couple of days along with Salesforce.

The exact same thing happened to Salesforce, because Salesforce reported on the same day, and Salesforce stock has now rallied by over 25%, I believe, just going off of my memory here, but the stock also responded very, very well to its earnings report.

Salesforce, let's take a look at Salesforce here. Salesforce is still booming today.

Salesforce has another day in the sun.

Salesforce is doing great. The cues are fine.

So with all that said, I do want to take a look at Salesforce. I haven't done that yet. So we've had a thesis obviously on the software cycle bottoming out. we won't belabor Salesforce, but I do want to look at Salesforce because I do think that as we've been calling for a software bottom in in 2000 in Q3, Q4, it's happening. 10 Q earnings report.

Salesforce up 23%, Crowd Strike up 20%.

because people say oh Kevin you know like why not just wait for Palunteer or Salesforce to bottom and the issue is you don't necessarily know exactly where that bottom is but you do know when things are getting really cheap

and in the case of Salesforce You know, we were buying this around the low 160s range. It actually kept going down to 146, but we thought we were getting pretty close to a bottom uh in the software space.

Octa 23, Salesforce up 12. Uh personally got exposure.

Wow, dude. Salesforce 17 freaking percent. That's awesome. That's great.

8 19% on Salesforce now.

Salesforce keeps going. It's honestly just remarkable movement how quickly Tesla 353.

I really want to go through cyber uh and Salesforce maybe as sort of like a joint vid or topic. The both of them are skyrocketing. Own both of them. Uh, obviously they are a big W, but it'd be nice to see some of the notes that we're getting from the earnings calls on these.

CRM, big pop on CRM here, just like CrowdStrike and Nvidia. If we look at this, you can see the stock had been pounded down. Granted, it's rallied back significantly going into the earnings, but still way off of its all-time highs based on the SAS the SAS apocalypse or whatever they call that thing where the the fear was essentially that AI was going to make these software companies obsolete.

CRM, this stock was cold as ice. You go back 2, 3 months ago, we were down huge on Salesforce, like huge, like tens of thousands of dollars, right? Massive losses. And uh now this stock is also like one of the hottest stocks in the entire market, right? And after hours up another 12 plus percent, so big upward move there.

Number two, Salesforce. We're going to talk about how high the stock is going to go from here, okay? There's huge news, like game-changing, like fundamental-changing news that just happened in regards to Salesforce. We'll talk about what that is. Talk about how high that stock is going to go from here.

We have Salesforce which continues to uh ask people the question you know is software dead is there real sustainable growth in the world of AI for companies that theoretically can be replaced again that's up to Salesforce service now all these companies to prove that narrative is wrong

In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.