Stock Market

[balancer]

On 12/3/2025 at 11:06 PM, Konebhar6 said:

Hope all your portfolios have recovered from those lows when market dropped 5%. Hope you bought on the downside. I bought HOOD, SOFI, CRM, SLV and it worked out well. 

CRM?

lol

enduku bayya unstable economic conditions lo stock buying ki encouraging? its a gambling now

[Konebhar6]

18 minutes ago, balancer said:

CRM?

lol

enduku bayya unstable economic conditions lo stock buying ki encouraging? its a gambling now

CRM value pick now. It will do well in agentic AI stage. 
we are in for some heavy roller coaster ride. 
my silver portfolio is huge to compensate for stoxks

[balancer]

4 minutes ago, Konebhar6 said:

CRM value pick now. It will do well in agentic AI stage. 
we are in for some heavy roller coaster ride. 
my silver portfolio is huge to compensate for stoxks

how many times it crossed 300 price target and fall back immediately since last 5-6 years ?

its ideal buy price is 200 or below…at present its 250 is bit over priced 

[balancer]

13 minutes ago, Konebhar6 said:

CRM value pick now. It will do well in agentic AI stage. 
we are in for some heavy roller coaster ride. 
my silver portfolio is huge to compensate for stoxks

dont fall for this AI trap…business fundamentals are still runs the business…

if AI is doing so many wonders why any vendor would approach salesforce? why can’t they implement their own solution?

here AI will dictate the market leadership too

[SwamyRaRa]

Ltt

[FilmAdmirer]

7 hours ago, Konebhar6 said:

CRM value pick now. It will do well in agentic AI stage. 
we are in for some heavy roller coaster ride. 
my silver portfolio is huge to compensate for stoxks

Bhayya can your silver picks?

[Konebhar6]

1 hour ago, FilmAdmirer said:

Bhayya can your silver picks?

AG and SLV. Add on dips. It has run up quite a lot already though. Do your researxh

[Konebhar6]

12 hours ago, balancer said:

how many times it crossed 300 price target and fall back immediately since last 5-6 years ?

its ideal buy price is 200 or below…at present its 250 is bit over priced 

CRM Valuation -

CRM Gross Margins have improved from 72% in 2022 to 78% now.
CRM Operating Margins have improved from 0.26% in 2022 to 20.22% now.
CRM Net Margins have improved from 1% in 2022 to 17% now.

CRM's P/E ratio has improved since 2022. The P/E ratio is not always the right way to evaluate a stock. They generate good cash flow, which they have been using to acquire good companies. E.g., Informatica and MuleSoft recently. You will see the PE ratio improve a lot in the coming years. 

12 hours ago, balancer said:

dont fall for this AI trap…business fundamentals are still runs the business…

if AI is doing so many wonders why any vendor would approach salesforce? why can’t they implement their own solution?

here AI will dictate the market leadership too

AI is not at a stage to act standalone. You need a human in the loop. At best, it's a good assistant that can help you process data faster or help you with your problem-solving. You need to come up with ideas on how to use it to make you more efficient and improve productivity. 

CRM has been making strategic acquisitions and quietly positioning itself in AI, giving AI features in its products. Predictive analytics/Data Insights as compared to traditional reporting. 

They have such a big CRM ecosystem that cannot be replicated by AI. 

[idibezwada]

On 11/20/2025 at 9:17 PM, Jatka Bandi said:

 

Hyderabad land sharks muchataadukuntunnarayya. Mammalni madhyalo enduku kindaparachadam?

kinchaparachadam ayuntadile..