$CRM

CRM

Salesforce, Inc. Common Stock

本窗口内的全部观点与内容

截至 09-06
08-27
Verified Investing发布 2026-08-27
Tech Surges On NVDA Blowout Earnings
$CRM看跌
CRM在略低于260美元处面临强劲阻力,尽管近期因财报推动而上涨,但头肩顶形态未完成且处于整理状态。

暂无中文转述,仅英文原句可核对。

Now, next up, into CRM. CRM also had earnings, guys. Big beat here, up 80% on earnings per share, revenue up .13%. Look at this big push, over 20% nearly in a straight line, as you see here, guys. Even backing that up after all of this diagonal push higher. So, this really was a last little bit in the tank, really catapulted by the earnings. Where's resistance likely coming next? Likely up here, 259.00. And 60 cents, right here on this dotted line, and I'm going to show you where that comes from. Flipping to the weekly time frame, guys. Look at this. This is a head and shoulders pattern on the chart. Didn't quite get all the way down to the measured move. So, believe it or not, that's still a potential possibility until price can close over this inclining neckline of the head and shoulders pattern. That is the critical line to test. We would We are extended moving up into that. And if you notice, too, a lot of other consolidation. Two factors present themselves for CRM running into a brick wall right here just under $260 on the charts. earnings, guys. Big beat here, up 80% on earnings per share, revenue up .13%. Look at this big push, over 20% nearly in a straight line, as you see here, guys. Even backing that up after all of this diagonal push higher. So, this really was a last little bit in the tank, really catapulted by the earnings. Where's resistance likely coming next? Likely up here, 259.00. And 60 cents, right here on this dotted line, and I'm going to show you where that comes from. Flipping to the weekly time frame, guys. Look at this. This is a head and shoulders pattern on the chart. Didn't quite get all the way down to the measured move. So, believe it or not, that's still a potential possibility until price can close over this inclining neckline of the head and shoulders pattern. That is the critical line to test. We would We are extended moving up into that. And if you notice, too, a lot of other consolidation. Two factors present themselves for CRM running into a brick wall right here just under $260 on the charts.

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09-06
New Money发布 2026-09-06
The SaaSpocalypse Isn't What Investors Think.
$CRM看涨
Salesforce强大的竞争护城河(机构记录)可抵御AI颠覆,支持利润率扩张,使其在当前价格下成为良好投资。

恭喜,你确实在一天之内赚了数百万美元,这要归功于一只崩盘的软件股,我透露一下,就是Salesforce。它录得了惊人的数字。

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.

当像Salesforce这样的股票崩盘时,我感兴趣的是,你如何区分公司真正的错误估值和由于某种原因而便宜的东西?

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?

是的,这就是问题的关键,因为它总是由于某种原因而便宜。问题是,原因是什么?这个问题会持续多久?这正是我们真正深入研究的内容。有趣的是,巴菲特是如何确定这个问题的答案的。它是由竞争无法真正替代的内在特征所定义的。

09-04
Meet Kevin发布 2026-09-04
Major AI Stock is about to FLIP
$CRM未站边
持有CRM股票,认为Slack的AI集成有益,但承认这一立场可能对CRM的未来显得悲观。

Meta最近改用Slack,这对我来说很有趣,因为我们是Salesforce的投资者,而Slack归他们所有。

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

Slack是Salesforce的子公司。但Slack基本上允许你直接在Slack内与编程代理聊天,无需去chat.gbt或cloud.com等,直接在Slack窗口中与聊天机器人对话。

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.

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T3 Live发布 2026-09-04
DELL: Where It’s Headed Next LIVE with David Prince
$CRM看涨
CRM在13-14倍市盈率下被低估,因叙事转变(AI交易、席位增长)和持续重估,是长期必持标的,但短期超买,建议在回调至250美元低至中位时买入。

或者对我来说,让我本周和上周感到兴奋的是Salesforce。那才是你会得到兴奋的地方,可以这么说。是的,我想谈谈Salesforce,然后整体软件领域,因为你和我多次谈到软件在很长一段时间里是市场的弃儿,哇,软件回来了。

它很强劲。Salesforce CRM是代码,绝对是那里的领导者。

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.

他说在等
价格相对于250美元低至中位区间的走势
回调至250美元低至中位区间
近期市场价格
支持逢低买入策略;未能回调则表明动能持续但入场风险更高
09-03
Meet Kevin发布 2026-09-03
Wall Street is Warning: The Crash of 2027 is Coming: PREPARE.
$CRM看涨
Salesforce是一个不错的投资标的,因其自由现金流收益率强劲,且管理层进行了大规模股票回购。

我们以 163 美元买入 Salesforce 股票的原因之一是如果你去课程成员的股票标签,然后找到 Salesforce(在 Meet Kevin 应用中找到),该股的势头非常强劲。

我仍然持有它,价格为 458 美元。我认为它可能达到 500 美元,但让我确认一下。如果你查看我对这家公司现金流的笔记,你会发现它们可以追溯到 7 月。我需要找到它。自由现金流收益率约为 13%,这是一个非常好的数字。

更早的记录
09-02
Financial Education发布 2026-09-02
This Stock is the next Nvidia‼️
$CRM看涨
Salesforce股价将在第四季度继续上涨,原因是相对于增长而言估值较低,且预期营收将实现两位数的增长,超过当前分析师的预期。

第二只股票是 Salesforce。Salesforce,对吧?现在,它从直接的价格下跌变成了直接的飙升,对吧?这些股票的抛售方式真的很有趣,人们以任何价格抛售它们,就像 2025 年初人们对 Nvidia 所做的那样。

人们对 ServiceNow 和 Salesforce 也做了同样的事情,现在这些股票绝对在飙升,对吧?

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?

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Meet Kevin发布 2026-09-02
AVOID the TRAP in these AI Stocks: The Earnings Divide.
$CRM看涨
说话者更关注CRM,因其押注于更低的代币成本而非定价权,尽管存在利润率收缩和转化问题。

如果你是 Salesforce,你说:“嘿,我们允许你以编程方式获取我们的数据并将其集成到云中,这样人们就不必离开同一细分市场——你知道,要么是机器人 Slack,我认为这是一个 CRM,公平地说——或者你可以从云端完成所有这些,而不必离开你的云聊天,你可以做所有事情——你知道,这基本上可以读取你所有的数据,”那是不是意味着你在出售你的竞争优势?

更早的记录
Meet Kevin发布 2026-09-02
AI Stocks: Broadcom, Snowflake, HPE Earnings
$CRM未站边
Salesforce面临利润率压缩和新客户获取放缓,但其低估值系数和代币成本可能下降支持中性至看涨前景,目标价458。

嗯,例如,首先,Anthropic 可能会在其 IPO 资金枯竭后崩溃,因为开源模型的主导地位和 Anthropic 的财务出血,或者,抱歉,其次,它可能成为主导其他软件的软件。

想想“Snow”或“Sales Force”例如;它容纳了“Snowflake”或“Salesforce”的数据,而没有用户界面。但那意味着人们在使用“云”,对吧,而不是“CRM”。

他说在等
代币成本下降以抵消利润率压力
如果成本下降,则支持论点;如果成本保持高位或上升,则削弱论点
未来几个季度财报
通过提高盈利能力支持看涨论点;如果定价权无法补偿成本上升,则削弱论点
更早的记录
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